Onboarding Specialist
4 weeks ago
Onboarding Administrator
Authorising and Onboarding Specialist
We are seeking a detail-oriented and customer-focused Authorising and Onboarding Specialist to join our team. This role combines precision, customer service, and regulatory compliance.
Key Responsibilities:
- Data Precision - Accurately input and process applications within set standards and timescales.
- Customer Engagement - Address adviser queries via email and telephone to foster a positive customer culture.
- Underwriting Expertise - Underwrite and reference applications efficiently.
- Pipeline Oversight - Maintain and update the onboarding pipeline.
- Liaison & Support - Regularly communicate with advisers, lenders, and providers to ensure smooth operations.
- Adherence to Standards - Follow full referencing procedures and team protocols, ensuring fair treatment of all customers.
- Database Management - Upload all authorisation firm and adviser files to the GAS database.
- CPD Compliance - Maintain accurate CPD records and complete required annual assessments.
- GDPR Adherence - Ensure compliance with GDPR guidelines, both remotely and in the Head Office.
- Objectives & Reviews - Achieve key objectives set during annual appraisals and one-to-ones.
- Consumer Duty - Contribute to the network's Consumer Duty obligations in all actions and decisions.
What We Offer:
- OTE £23k
- A collaborative and supportive team environment.
- Opportunities for professional growth and development.
- A role that is vital to ensuring a positive customer experience and regulatory compliance.
- A dynamic work environment where no two days are the same.
If you are passionate about precision, compliance, and excellent customer service, we would love to hear from you.
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