Mortgage and Protection Administrator

2 weeks ago

Swindon, Swindon, United Kingdom The Openwork Partnership Full time
The Opportunity

We are seeking an experienced and organized administrator to join our Protection and Mortgage team as a Mortgage and Protection Administrator. This is a 12-month fixed-term contract, hybrid role, based in our Swindon office with 2 days a week required in the office.

The Benefits
  • Salary - up to £28,000
  • Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in 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 other flexible benefits to include private medical insurance, dental insurance and much more.
Key Accountabilities:
  • Processing new advice leads
  • Qualifying new mortgage and protection applications
  • Packaging mortgage cases to lenders including obtaining client affordability evidence (Bank Statements, SA302's and company accounts) or protection cases with providers
  • Managing the team inbox and inbound enquiries line
  • Follow up pipeline cases proactively
  • Managing the 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 will you need to succeed?
  • Experience in an administrative role
  • An understanding of the mortgage and protection solutions would be beneficial
  • A professional individual with ability to use own initiative
  • Self-motivated with ability to work within a team
  • Strong customer services ethic
  • A clear communicator who can engage clients over the phone
Why us?

We're a dynamic, fast-paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We're also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague's individual differences and identities – just like our financial advice, for us, it's personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

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