Financial Planning Support Specialist
3 weeks ago
Join us at Lime Search & Select Ltd as we seek an experienced Mortgage & Protection Administrator to support our team in London. You will work closely with our mortgage adviser, assisting with client onboarding, mortgage application processing, and data management.
We require a candidate with strong communication skills, excellent attention to detail, and the ability to learn new processes quickly. A competitive salary of £28,000 - £32,000 per annum reflects the importance of this role in delivering exceptional client experiences.
About Our Firm:
Lime Search & Select Ltd is a boutique Chartered Financial Planning firm dedicated to helping businesses and individuals achieve their financial goals through expert advice on pensions, investments, retirement, estate planning, and mortgages.
Main Responsibilities:
- Support the mortgage adviser in managing client relationships and ensuring smooth mortgage application processing
- Process mortgage applications, maintain accurate records, and update our CRM system
- Communicate effectively with clients, intermediaries, and other stakeholders to resolve queries and issues
- Assist in maintaining up-to-date knowledge of mortgage products, regulations, and industry developments
What We Offer:
As a valued member of our team, you can expect a supportive working environment, opportunities for professional growth, and a range of benefits including private medical insurance, gym membership, and pension scheme contributions.
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