Mortgage and Protection Administrator

4 weeks ago

Royal Tunbridge Wells, United Kingdom Hitchell Financial Planning Full time

**About us**

We are a well established medium size family run Financial Services Practice. We have offered a friendly professional advisory service to clients since 1978.

Our team currently comprises; two wealth advisers, one mortgage & protection adviser, a Practice Manager and 4 experienced administrators.

Based in Lonsdale Gardens in Tunbridge Wells, our approach is based on our company core values:

- Respect - We always treat clients as we would like to be treated.
- Inclusions - We make clients and staff feel like part of the family.
- Accountability - We work hard to get the right client outcome and do what we say we are going to do.
- Innovation - We use technology and knowledge to continually improve our client experience.
- Value for money - We provide a great service at a fair price.

**Purpose of the role**:
**Your role will be to support the advisers and ensure the smooth delivery of customer service and client communication.**
- “To provide admin support with mortgage and protection business to advisers, increasing their productive time with clients to deliver advice & write new business._
- To liaise with advisers, clients, providers, agents, solicitors, doctors & other professionals as required._
- To be conducted in a fully compliant manner, to ensure internal and provider requirements are met, and that case files and systems are maintained to provide a clear audit trail._

**You will be onboarding new clients and liaising with existing ones to update them on the progress of their cases.**

**Duties will include**:

- Research mortgage and protection options to assist the advisers.
- Production of mortgage and protection quotes.
- Updating business systems with client information.
- Updating client Fact Finds.
- Creating suitability reports for Mortgage and Protection business.
- Processing new business through to completion.
- Managing client service requests to ensure 100% satisfaction.
- Maintaining client files and keeping clients updated through the process.
- Arranging reviews and preparing documentation.
- Contacting providers to obtain up to date plan information for existing protection plans.
- Logging new business in Intelligent Office (CRM)
- Chasing providers, agents, solicitors, doctors and other professionals
- Cross referencing supporting documents (ID, income and Bank statements)
- Scanning, filing and maintaining client files.
- Checking requirements for cases within OWS and attaching required information.
- Mortgage invoices to be sent out when required.
- Reconcile mortgage and protection business using Open Access. Any unpaid business to be chased.
- Communication with clients who are coming to end of their mortgage deal.
- Assisting and requesting information from clients - including completion of trust documents.

**Experience required**
- Two years + mortgage administration experience.
- Dedicated, adaptable and committed to continuous personal development.
- Excellent communication skills and able to build client trust and confidence.
- Strong attention to detail, an organised approach and able to prioritise and remain calm under pressure.
- Good overall knowledge of mortgage lender and protection criteria and compliance.
- Good Microsoft and diary management skills.

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

Ability to commute/relocate:

- Royal Tunbridge Wells: reliably commute or plan to relocate before starting work (required)

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- mortgage: 2 years (preferred)

Work Location: Hybrid remote in Royal Tunbridge Wells

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