Senior Financial Operations Coordinator
1 week ago
The Opportunity
Reporting to the Partnership Services Sales Team Leader, this position will assist Protection and Mortgage Advisers with pre- and post-sale customer applications. Key responsibilities include following up on lenders, 3rd parties, and clients, maintaining CRM records accurately, and providing administrative support.The Benefits:
- Up to £28,000 salary
- Pension scheme - contribute up to 5% of your salary, with Openwork matching an extra 5%
- Critical illness cover
- Income protection - 1x salary
- Death in service - 4x salary
- 25 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of flexible benefits including private medical insurance, dental insurance, and more.
Key Accountabilities:
- Processing new advice leads
- Qualifying new mortgage and protection applications
- Packaging mortgage cases to lenders, including obtaining client affordability evidence
- Managing the team inbox and inbound enquiries line
- Follow up pipeline cases proactively
- Managing correspondence between the adviser network and their clients
- Managing mortgage and protection applications through to completion and 'on risk'
- Providing data and reports to help the advice team
- Sending out client declarations
- Maintaining the CRM records
What You'll Need To Succeed:
- Experience in an administrative role
- An understanding of mortgage and protection solutions would be beneficial
- A professional individual with the ability to use their own initiative
- Self-motivated with the ability to work within a team
- Strong customer services ethic
- A clear communicator who can engage clients over the phone
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