Senior Financial Operations Coordinator

1 week ago


Swindon, Swindon, United Kingdom The Openwork Partnership Full time

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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