Onboarding Specialist
1 month ago
About the Role
We are seeking a highly organized and detail-oriented Onboarding Administrator to join our team at Countrywide Mortgage Services. As an Authorising and Onboarding Specialist, you will play a critical role in ensuring the smooth onboarding process for our clients.
Key Responsibilities
- Process and underwrite firm and adviser applications within strict timescales.
- Ensure accurate and efficient handling of day-to-day enquiries and provide ongoing support to our clients.
- Authorise and manage FCA registrations for all Appointed Representatives joining our networks.
- Manage telephone calls and emails, ensuring accurate audit trails.
- Follow team policies and procedures, incorporating necessary adjustments for evolving FCA regulations and network requirements.
Requirements
- Accurately input and process applications within set standards and timescales.
- Address adviser queries via email and telephone to foster a positive customer culture.
- Underwrite and reference applications efficiently.
- Maintain and update the onboarding pipeline.
- Regularly communicate with advisers, lenders, and providers to ensure smooth operations.
- Follow full referencing procedures and team protocols, ensuring fair treatment of all customers.
- Upload all authorisation firm and adviser files to the GAS database.
- Maintain accurate CPD records and complete required annual assessments.
- Ensure compliance with GDPR guidelines, both remotely and in the Head Office.
- Achieve key objectives set during annual appraisals and one-to-ones.
- Contribute to the network's Consumer Duty obligations in all actions and decisions.
What We Offer
- OTE £23k.
- A collaborative and supportive team environment.
- Opportunities for professional growth and development.
- A role that is vital to ensuring a positive customer experience and regulatory compliance.
- A dynamic work environment where no two days are the same.
If you are passionate about precision, compliance, and excellent customer service, we would love to hear from you. Apply now to be a part of our team and make a difference.
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