Job Description

Previous knowledge of the mortgage / protection Industry is essential.

Good keyboard skills

Practical experience with Word, Excel and Database applications ? Good communication skills

Problem solving

Time Management

Up to date knowledge of financial services providers and products

Ability to work to deadlines

Hours of work Monday - Friday 9am -5pm (35 hour week )

Main Duties and Responsibilities

:

1. To promote and always work towards the companies policy of delivery of Client Best Interest outcomes.

2. To always ensure adherence to the companies suite of policy and procedures, with distinct regard and compliance with the Conflict-of-Interest Policy and Inducement and Incentive policy.

3. To take responsibility for your own performance and to identify personal development areas.

4. Assist the wider team and business with your knowledge on an ad hoc basis where business needs require.

5. Ensure awareness and compliance of regulatory responsibilities and ensuring that the consumer outcomes are at the core of our focus in all work we do.

6. Ensure that all advisers supply a full compliant file to the administration team before processing any new business

7. All clients must be entered onto the back office system

8. Submit mortgage and protection to providers on line (via providers website) or by post.

9. Chase providers on the progress of business in a timely and effective manner

10. Chase doctors surgery's for doctors reports and medical examinations

11. Chase solicitors for exchange and completion dates

12. Update client's progress of workflow.

13. To prioritise workload to ensure deadlines are met

Professional interaction with all advisers and clients

Job Type: Full-time

Pay: 26,500.00 per year

Benefits:

Company events Company pension Free parking Private medical insurance
Schedule:

Monday to Friday
Experience:

Mortgage and Protection: 1 year (preferred)
Work Location: In person