Mortgage Administrator Assistant
3 weeks ago
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.
- Desire to develop a career within the Mortgage / Financial Planning industry.
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.
What We Offer:
As a Mortgage & Protection Administrator Apprentice, you will have the opportunity to develop your skills and knowledge in a dynamic and supportive environment. You will work closely with our experienced team to deliver high-quality services to our clients.
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