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Mortgage Administrator

2 months ago


Chatham, Kent, United Kingdom Coast Specialist Recruitment Full time

Coast Specialist Recruitment is seeking a skilled Mortgage Administrator to join their team. As a Mortgage Administrator, you will provide top-notch administrative support to the advisers and their clients in a HNW Mortgage and IFA Brokerage based in Chatham. Your key responsibilities will include:

* Dealing with ad-hoc queries from Mortgage/Protection Advisers/Clients/Providers
* Recording and maintaining tasks via back-office systems
* Maintaining client files
* Handling postal activity (incoming/outgoing)
* Processing new business (online/post)
* Loading relevant data onto back-office systems
* Processing Letters of Authority
* Liaising with 3rd Party Providers & Paraplanners
* Preparing Client Meeting Packs
* Gathering quotes/illustrations/Fact Sheets/Order Projections
* Updating advisers & clients on progress of new business cases
* Maintaining all client policy data

This role offers a basic salary of c £26k with a supporting package. Interviews are available immediately.