Mortgage Administrator
23 hours ago
**Mortgage Administrator
£24,000 - £27,500 per annum + Bonus, depending on experience
Brentwood, Essex
Monday-Friday, 9am-5pm**:
- One day per week, 9am-5:30pm_- to be taken in lieu that week_
Benefits: Quarterly bonus (circa £500), 20 days annual leave plus bank holidays - increasing with service, time off over Christmas in addition to annual leave entitlement, pension scheme, regular social events, progression opportunities
**Duties**:
- Sorting and distributing incoming post, organise and send outgoing post.
- Create and maintain effective filing systems / client files.
- Arrange meetings and book appointments as required.
- Update and maintain the firm's client database as required.
- Update and maintain the firm's diary system.
- Compile, manage and track invoices and payments.
- Order and maintain stationery and equipment supplies.
- Liaise with product providers and mortgage lenders, as and when necessary.
- Assist Advisers in the creation of client financial reports and letters.
- Monitor receipt of commission / fee payments from clients.
- Maintain a computerised customer database and ensure it is kept up to date.
- Create financial reports using spreadsheets.
- Working within the firm's financial guidelines all times: Compliance, Training & Competence, Complaints and Data Security policies / procedures.
- To ensure that the firm's clients are treated fairly at all times.
- To work as part of a team alongside the firm's advisers to provide clients with a professional ongoing financial planning experience.
- Attend training and to develop relevant knowledge and skills
Skills & experience required:
- Previous mortgage administration experience
- Knowledge of Finplan software packages desirable
- Excellent written and oral communication skills.
- Good report writing skills.
- Methodical and highly organised.
- Computer literate and good typing skills.
- Accurate with good attention to detail.
- Problem solving.
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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