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Mortgage Administrator

2 weeks ago

Surrey, United Kingdom Financial Divisions Full time

**Mortgage Administrator
- Wealth Management background**

**Overview**

Are you an experienced Mortgage Administrator with a working knowledge of wealth management looking for the opportunity of work on a hybrid working basis with a full benefits package and discretionary bonus? Supporting the Mortgage Broker and Director, workingwithin a close, ambitious, and busy team, you will be involved in researching and assisting with producing information relating to mortgage and protection information for new and existing clients from start through to completion. My client, an independent,boutique Chartered wealth planner, for the right person is very flexible regarding where this role would be based on a hybrid basis with office space located in either Surrey or [their London offices coupled with home working.

**The role**
- Preparation and sending of client agreements
- Entering new cases on back-office system, keeping mortgage data up to date
- Liaising with lenders, insurance companies, solicitors and clients ensuring all requirements are met
- Dealing with correspondence and produce standard letters and suitability letters
- Link all incoming and outgoing documentation and correspondence onto client files in a timely manner
- Ensure all tasks are carried out within FCA regulatory requirements
- Notifying advisers of any suspicion of a complaint, following appropriate procedures within the complaints handling process
- Following Anti-Money Laundering Procedures and comply with GDPR requirements

**The person**

To be considered for this role you must possess-- Several years of experience within the Mortgage Administration field
- The ability to build strong internal and external relationships
- A proactive approach to your work
- Strong communication skills both written and verbal
- Excellent time management skills

**In summary