Mortgage and Protection Admin

1 week ago

Guildford, United Kingdom OB1Financial Full time

We are recruiting on behalf of our client based in Guilford, due to their continued success they are looking for an Administrator to come and join their team.

**Job Purpose**:
The Mortgage & Protection Administrator plays a pivotal role in the expert maintenance and management of client accounts within the team. This is a highly technical function, where industry knowledge is _crucial_, as is the ability to engender positive relationships with clients, colleagues and providers that are built on trust.

**Person Profile**:
The Mortgage & Protection Administrator has a forward thinking approach to account management. A self-starter, the ideal Mortgage & Protection Administrator thinks laterally and manages multiple accounts seamlessly.

The role requires the Mortgage & Protection Administrator to uphold best practices within the firm ensuring compliance procedures are adhered to at all times whilst actively contribute to the profitability of the location.

**KEY OBJECTIVES AND ACCOUNTABILITIES**

**1. Process, Systems and File Management**
- **Pre-meeting Preparation**_
- **Post-meeting Task Management & Administration**_

**Ongoing Administration**

**2. Relationship Management**

**3. Team Membership**

**Competencies required**

**Core Knowledge**
- An understanding of the Financial Services Market including
- Data Protection Awareness
- Financial Crime Awareness
- Knowledge of the sales and advice process and regulatory requirements
- IT literate, including the ability to effectively use;

Word

Excel

Database management tools

Scanning and document management

**Skills**
- Accuracy and a high sensitivity to data and detail
- Effective telephone communication skills
- Excellent written communication skills
- Confidence in client facing situations
- Administration and organisational skills including managing internal processes, adhering to strict standard operating procedures and delivering to strict timelines
- Ability to identify issues and resolve disputes in an effective manner including the ability to manage client expectations and internal stakeholders
- Personal organisational skills
- Team player
- Accountability
- Strong personal work ethic
- Flexibility
- Reliability and punctuality

If you are currently looking for an opportunity to join a successful and expanding business we'd love to hear from you.

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

**Experience**:

- Administrative: 1 year (preferred)

Reference ID: FFP5

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