Onboarding Administrator

2 weeks ago

Bournemouth, United Kingdom Countrywide Mortgage Services Full time

Onboarding Administrator

Join Our Dynamic Team as an Authorising and Onboarding Specialist

Are you detail-oriented, customer-focused, and ready to make a positive impact in a dynamic environment? We are looking for a dedicated Authorising and Onboarding Specialist to join our small but efficient team. This is your opportunity to thrive in a role that combines precision, customer service, and regulatory compliance.

What You'll Do

Collaborate & Achieve - Work closely with a supportive team to process, underwrite, and reference firm/adviser applications within strict timescales. Customer-Centric Approach - Ensure every action contributes to a positive customer experience, handling day-to-day enquiries and providing ongoing support. FCA Registration: Authorise and manage FCA registrations for all Appointed Representatives joining our networks. Effective Communication - Manage telephone calls and emails, ensuring accurate audit trails. Adapt & Comply - Follow team policies and procedures, incorporating necessary adjustments for evolving FCA regulations and network requirements.

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:

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. Apply now to be a part of our team and make a difference

Apply Now

If you’re ready to make a significant impact and advance your career in compliance, we want to hear from you Join MIH and be a part of a team that values your expertise and is committed to delivering excellence.

Submit your application today and step into a role where your contributions truly matter.

Who we are:

We’re a mortgage and insurance network and club, supporting advisers for over 25 years. Founded in 1996, we started life as a lead generation company and have grown into the multi-award-winning network and club we are today. You’ll benefit from our wealth of industry experience, premium network and club services and expertise in business growth.

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