Mortgage Administrator Assistant

1 month ago

Bradford, Bradford, United Kingdom Lime Search & Select Ltd Full time
Mortgage & Protection Administrator Apprenticeship

We are seeking a highly motivated and organized individual to join our team as a Mortgage & Protection Administrator Apprentice. As a key member of our team, you will provide administrative support to our Mortgage Advisers, ensuring the smooth delivery of our services to clients.

Key Responsibilities:

  • Provide administrative support to Mortgage Advisers, including preparing reports, scheduling client appointments, and updating client files.
  • Prepare client packs, research, applications, and documents required for client meetings.
  • Maintain client files in line with company guidelines and standards.
  • Submit mortgage and protection applications with various lenders/providers, ensuring all documentation is accurate and submitted on time.
  • Ensure all necessary information is on file and liaise with relevant companies/departments to resolve any outstanding queries.
  • Assist the business as and when required in various tasks upon request.

Requirements:

  • 1-3 years of experience working within the Financial Services sector.
  • Good GCSE grades in English & Maths.
  • Desirable: degree qualified within a Financial discipline.
  • Ability to manage multiple tasks and excellent communication skills.

About Us:

Lime People Search & Select Ltd is an Independent Financial Advisory firm providing Financial Planning Services to businesses and individuals. We are committed to delivering exceptional service and building long-term relationships with our clients.

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