Job Description

Requirements:

Finance Administrator: 1 year (preferred) Full Time Office Attendance Time keeping Attention to detail and accuracy Organisation Customer Service Data Entry Communication Computer literate (Microsoft, CRM and online portals)

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 Collecting documentation from clients 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

Schedule:

9am - 5pm, Monday - Friday. 30-minute unpaid lunch 15-minute paid break

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
Job Types: Full-time, Permanent

Pay: 25,000.00-30,000.00 per year

Benefits:

Casual dress Company events Company pension On-site parking
Application question(s):

Will you commute to Limewood House, Limewood Road, LS14 1AB for this position?
Please provide a covering letter to introduce yourself and why you feel you would be suitable for the role

Work authorisation:

United Kingdom (required)
Work Location: In person