Mortgage Administrator

3 weeks ago


Derby, United Kingdom Mortgage Advice Services Full time

This is an exciting opportunity for an experienced Administrator to join our growing administration team. Mortgage Advice Services are a successful long-established Mortgage and Protection firm.

We are looking for an individual who ideally has experience working within the Financial Services industry & would like to further develop their knowledge and administration skills. This is a full-time role.

**The role**
- Creating and maintaining accurate client records using MS Office and a CRM system.
- To forge successful professional relationships with colleagues, clients, lenders and insurance companies, to improve and enhance the services we receive and provide.
- Preparing documentation for client meetings.
- Receiving and acting on instructions from the financial advisers.
- Processing New Business through to completion for life, pension, and mortgage products.
- Creating and producing suitability letters and reports.
- Using various research and quoting systems.
- Obtaining product information from providers.
- Liaising with clients and product providers on outstanding documents and queries.
- Ensuring all client files are compliant on an ongoing basis.

**Who we are looking for**:

- You should have a minimum of 2 years’ experience in a similar role within a Financial Adviser practice is desirable, but not essential
- Cemap or working towards Cemap advantageous but not essential
- It is essential that you have a working understanding of using Microsoft Office products such as Excel and Word
- A friendly, motivated individual who is confident liaising with customers in a professional manner.
- Someone with a high level of organisation and attention to detail.
- The ability to manage your own time, as part of a small but busy team.
- A full-time role.
- A competitive salary dependent on experience.
- Ongoing coaching including support through qualifications if appropriate.

This is a fantastic opportunity not to be missed, if you would like to be considered, please submit your CV.

**Additional information**:
**Job Types**: Full-time, Permanent.

**Salary**: £22,000.00-£24,000.00 per year

**Benefits**:

- Casual dress
- Company pension
- Free parking
- On-site parking

Schedule:

- 8 hour shift

Supplemental pay types:

- Bonus scheme

**Education**:

- GCSE or equivalent (required)

**Experience**:

- Mortgage Admin: 2 years (required)

Work authorisation:

- United Kingdom (required)

Shift availability:

- Day shift (required)

Work Location: In person

**Job Types**: Full-time, Permanent

**Salary**: £21,991.00-£23,399.00 per year

**Benefits**:

- Company pension
- Free parking

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person



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