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Financial Services Administrator

2 months ago


Torquay, Torbay, United Kingdom Reed Full time

We are seeking a highly organized and detail-oriented Mortgage Administrator to join our team at Reed. As a Mortgage Administrator, you will play a crucial role in supporting our Mortgage Advisors in progressing mortgages through to legal completion and beyond.

Key Responsibilities:

  • Progress mortgages through to legal completion and beyond, ensuring timely and accurate completion.
  • Conduct research tasks for Advisers on relevant mortgage products, staying up-to-date with industry developments and regulations.
  • Liaise with Mortgage Advisers to ensure appraisal on the progress of mortgage cases and resolving any queries arising.
  • Monitor client emails and account management of repeat clients, providing exceptional customer service.
  • Act as the first point of contact for queries from clients, lenders, and conveyancers, ensuring prompt and professional responses.
  • Perform general office administration duties, including filing, scanning, photocopying, and answering the telephone.
  • Support with marketing activities as required, contributing to the growth and success of our business.
  • Update and maintain systems and files, ensuring accuracy and compliance with regulatory requirements.
  • Collaborate with advisors to ensure all activities meet compliance and regulatory requirements, upholding the highest standards of professionalism.

Requirements:

  • Proven administration experience within a mortgage or financial services environment, with a strong understanding of industry regulations.
  • Excellent communication and customer service skills, with the ability to build strong relationships with clients and colleagues.
  • Excellent computer skills, including database setup and maintenance, Microsoft Office, including Excel and Word.
  • Attention to detail and experience of working with prescribed systems and procedures, ensuring accuracy and efficiency.
  • Self-motivated and professional individual, with a strong work ethic and ability to work independently.

What We Offer:

  • Negotiable salary, dependent on experience.
  • Office-based position in a dynamic and supportive environment.