Mortgage Administrator
1 day ago
**Role: Senior Technical Administrator - 15mth FTC**
**Salary**:£30,000
**Benefits**:An attractive benefits package is offered, which includes Pension, DIS/Life Insurance, and a discretionary bonus
**Hours**:37.5 hours, Monday - Friday 09:00- 17:30
**Location**:Weybridge, Hybrid
We are working for a successful independent wealth management specialist located in Weybridge. They are looking for someone who has previous experience working for a financial service business provider in a technical administration role. This is a maternitycover contracts with the likelihood that it will turn into a permanent position. This is an exciting opportunity to work for a business that has great culture
**Responsibilities**:
- Work with the Client Administrator to deliver the highest possible level of client service
- Prepare for and attend client meetings where requested, taking detailed written notes
- Obtain information from clients to facilitate Annual Suitability Reviews
- Complete and assist with trades and portfolio rebalancing, as required
- Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant
- Ensure all client information is accurately maintained on internal systems (iO and Volume)
- Ensure client agreements are in place and are signed, documented and saved
- Ensure the team remain compliant with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential
- Organise and diarise meetings for senior management
- Provide agendas for client meetings
About you:
- Have experience in financial services industry, in an technical administration role and under FCA rules and compliance
- Have experience of using iO, or a similar system
- Have excellent IT skills, being highly proficient in the use of Microsoft Office packages
- Excellent written communication skills and a high-level of attention to detail
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
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