Financial Administrator Assistant

4 weeks ago

Epsom, Surrey, United Kingdom Tate Full time
Financial Administrator Apprentice

About the Role:

We are seeking a highly organized and detail-oriented Financial Administrator Apprentice to join our team at Tate. As a key member of our finance department, you will be responsible for providing administrative support to our financial operations, ensuring the smooth processing of financial transactions, and maintaining accurate records.

Key Responsibilities:

  1. Process loan applications, ensuring all necessary documentation is received and attached to the relevant cases.
  2. Coordinate property valuations, liaising with valuers to obtain additional information as required.
  3. Verify and attach documents to cases in preparation for the underwriting process.
  4. Manage incoming post, acknowledging offers and taking appropriate action.
  5. Conduct searches, such as land registry and credit checks, as necessary.
  6. Dispatch mortgage offers and solicitors' instructions following approval.
  7. Respond to customer, intermediary, or solicitor inquiries via email or phone, in liaison with the New Business department as needed.
  8. Support the Completions Officer with mortgage officer administration following the underwriting process.
  9. Administer post-contract variations, issuing documentation to customers and updating internal systems.

Requirements:

  1. Excellent communication skills, both written and verbal.
  2. Ability to build and maintain relationships with internal and external parties.
  3. Accurate and efficient administration skills.
  4. Flexibility to adapt to different tasks and systems.
  5. Good teamworking abilities.
  6. Initiative to work independently and manage workload.

Benefits:

  1. Scaled pension scheme - up to 16%.
  2. 23 days holiday allowance (plus bank holidays) rising to 27 with service.
  3. Parking permit for a local car park.
  4. Discretionary bonus based on company and individual performance.
  5. Society social events.
  6. Staff monthly draw.
  7. Perkbox.
  8. Bupa Private Medical Insurance.
  9. Bupa Cash plan.
  10. Professional study financial support.
  11. Volunteer day per year.
  12. Life assurance - 4x salary.
  13. Income protection.
  14. Season ticket loan.
  15. Hybrid working options.
  16. Buy and sell holiday.

Tate is committed to promoting equal opportunities and welcomes applications from diverse candidates. We encourage you to let us know if there are any adjustments we can make during the application or interview process to ensure your comfort and accessibility. Your individuality is valued, and we invite you to share your preferred pronouns in your application.

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