Job Description

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The job:

Are you looking for a fantastic career in the Financial Services Sector, but you don't have the qualifications or industry experience? If you have the personality, drive, and work ethic to succeed in financial services then we have the opportunity for you. Do you want to join the UK's fastest growing Top 50 brokerage firms?

We are on the hunt for an enthusiastic individual to join our dynamic Case Management Team who has a passion for client service and willingness to embrace teamwork. This is an extremely exciting role with an opportunity for career progression.

The successful applicant will receive one to one training, and dedicated support, as part of a 3-month training plan to learn the entire skill set of a case handler.

About us:

Situated conveniently off Junction 25 of the M1, we are a UK top-30 mortgage company who not only advise and process applications for new build and second-hand purchases, but also offer other services to our clients such as life insurance/protection, home insurance, wealth advice and estate planning. Our main lead sources are national builders and the developments we work with range from as far south as Bristol, all the way up to Scotland. We service our existing clients by reviewing their mortgage deals when they come to an end, as well as reviewing their protection portfolio.

We're a fast-paced, well-established, family-minded company who have many exciting things on the horizon.

Website: https://jlfs.co.uk

Please read our reviews on Google to see the excellent service we provide for our clients.

Description:

Permanent & full-time role Entry level job which requires no specific previous experience Fast paced environment Office-based role Weekend working required on a rotation basis
Your role:

The Operations Department houses our dedicated Case Management Teams, Operations Support Team and advisers. These teams hold our clients' hands from collating their documents ready for their mortgage and protection appointments, right through to providing advice and managing their case through to completion of the mortgage.

Your role is to assist the customer step by step, right the way through to completing their mortgage by conducting all administration tasks: obtaining relevant documents, including client's protection and GI policies, updating the client and customer's system log. James Leighton stands out from other mortgage brokers by offering a continuous, personal service to customers throughout their entire mortgage journey. Consequently, it's essential we maintain an exceptional level of service to build strong relationship with the client, whilst meeting the deadlines.

Day-to-day tasks:

Dealing with inbound and outbound calls in a polite and effective manner Uploading documents and conducting quality checks on these ready for client appointments Updating applications and the relevant workflows Escalating any issues to management to reduce possibilities of unsatisfied clients/ customers Adding on new leads Liaising with lenders Liaising with solicitors Checking mortgage application handovers Checking offer documents Ensuring that our internal systems are always updated
Required knowledge, skills, and qualifications

Excellent inter-personal and presentation skills, with outstanding communication and listening skills and the ability to explain complex information in a clear and simple format. Alongside this, it's essential you can demonstrate confidence in dealing with both inbound and outbound calls Ability to work accurately with an outstanding attention to detail, whilst confidently knowing how to prioritise tasks Experience in administration would be advantageous but not essential Ability to quickly adapt to new software packages and online processes in a fast-paced environment Knowing how to work effectively in a team environment and communicate with your peers Able to demonstrate and evidence that they embody our Core Values
Positive - Dependable - Flexible - Respectful - Honest

Excellent onward career progression opportunities to:

Team and divisional management Training and mentoring Internal career progression towards mortgage adviser roles
Job Types: Full-time, Permanent, weekend working on a rotation basis required

Additional pay:

Bonus scheme Loyalty bonus Performance bonus
Benefits:

Company events Company pension
Job Types: Full-time, Permanent

Pay: From 25,500.00 per year

Benefits:

Company events Company pension
Work Location: In person