Mortgage Support Specialist

3 weeks ago

North Shields, North Tyneside, United Kingdom Foster Denovo Full time

About Foster Denovo:

Foster Denovo is a leading financial services company with a strong reputation for delivering exceptional advice and service to our clients, advisers, and employees. With over 120 financial advisers supported by around 250 employees across eight offices throughout the UK, we have the scale and resource to provide a high-quality support service.

Our stakeholder community is a key factor in our success, fostering a culture of mutual support and knowledge-sharing. We aim to delight every client we interact with, and our friendly, stakeholder culture has been praised by employees, clients, and partners alike.

We are proud to hold the gold Investors in People accreditation, demonstrating our commitment to our employees and making us an employer of choice.

Key Responsibilities:

  • Prepare personalized client packs for Partners prior to client meetings.
  • Obtain information from providers on clients' existing financial arrangements.
  • Input all client information into the back office system and ensure all tasks are recorded and acted upon within the agreed timescales.
  • Upload necessary documentation into the back office system and scan other documents as required.
  • Deal with client and provider correspondence.
  • Ensure client files are compliant.
  • Be responsible for scanning and archiving client files.
  • Undertake any other duties commensurate with your grade, skills, and experience.

Requirements:

  • Excellent organizational and prioritization skills with the ability to handle multiple tasks, work to tight deadlines, and stay focused under pressure.
  • An articulate communicator.
  • Outstanding telephone manner with the ability to build rapport quickly.
  • Honesty, integrity, and ability to maintain confidentiality.
  • Hard working and responsive to the need to deliver a high-quality support service.
  • Attention to detail and high standards of work.

What We Offer:

Foster Denovo offers a comprehensive benefits package, including:

  • 25 days holiday (increasing by an additional day per annum up to 30 days)
  • Foster Denovo will match your personal pension contribution up to a maximum of 7.5%
  • Life assurance of up to 4 x your salary;
  • Income protection of 75% of your basic salary in the event of long-term sickness
  • Employees can use our financial advisers within the company for any financial advice or knowledge
  • Interest-free season ticket loans, eye care, and childcare vouchers.
  • Shopping discounts benefits portal (discounts on holiday, gym, and high street retailers)

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