Computer literate (Microsoft, CRM and online portals)
Full time office attendance
The role
Your primary job will be to support our mortgage and protection advisors. The key responsibilities will include:
Liaising with clients and lenders to ensure a smooth transaction
Uploading information to lender and insurer online portals
Submitting mortgage and insurance applications on behalf of the advisors and their clients.
Working with Mortgage Advisers to get pipeline cases accepted and offered
Liaising with lenders and insurers for updates
Working to achieve service level timescales to ensure an outstanding customer experience
Vetting documentation to meet compliance guidelines
Provide an outstanding service to our clients (Phone and Email communications)
Experience working in Financial Services and or administration is preferred, but not necessary.
Strong candidates coming from an unrelated background will also be considered as full training will be provided
Benefits
Generous annual leave plus Bank Holidays
Opportunity to join a fast-paced growing business
Company pension
Relaxed and fun working environment
Team events
Casual dress
Next steps
We are looking for someone to fill this position as soon as possible.
If the above excites you and you feel you can become a valued member of our team, then apply now.
Job Types: Full-time, Permanent
Pay: 24,000.00 per year
Additional pay:
Generous performance bonus
Benefits:
Casual dress
Company events
Company pension
On-site parking
Schedule: