Job Description

Post Title:

Mortgage & Protection Administrator

Department:

In Partnership Financial Advisers (IPFA)

Reporting to:

Team Lead Mortgage & Protection

Location:

Head Office - Horsham, West Sussex

In Partnership is one of the UK's leading financial advice networks. From compliance to finance and business support, we assist our network in moving their business forward. In Partnership is proud that our advisers can provide a whole-of-market service to make the best product match for their clients.

Our Purpose: "We deliver high quality support to our staff, advisors, clients, and business partners to achieve good outcomes in all areas of the business and to meet regulatory requirements of the FCA"

Our Values: "Integrity, Professionalism, Consumer Focus, Partnership

Main Function of Role:

Provide full administration support to all IPFA Advisers

Assist all IPFA advisors with any general queries

Ad hoc support to the general IPFA department when required

This job description is designed to outline a range of main duties that may be encountered. It is not designed to be an exhaustive list of tasks and may be varied in order to reflect changes in the role, organisation or legislation.

Main Duties and Responsibilities:

1. To promote and always work towards In Partnership's policy of delivery of Client
Best Interest outcomes.

2. To always ensure adherence to the In Partnership 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 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 online (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

14. Chase client authorities with insurance companies

15. Ensure all documents held on client files are scanned to INVU or Intelligent Office

16. Issue documents to clients including suitability letters etc

Skills / Qualifications

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

Professional interaction with all advisers and clients

Previous experience as an administrator within the financial services industry
especially with Mortgage & Protection

Person Specification

Ability to work on own initiative as well as working effectively as part of a team; however, even more importantly is the willingness to adopt a flexible approach to the work undertaken.

Demonstrate commitment by regular attendance and efficient completion of all tasks allocated.

Carry out duties and responsibilities in compliance with health and safety policies and statutory regulations.

Maintain high standards of personal accountability, adhering to a set of prescribed responsibilities under the FCA's Certification Regime.

Willingness to undertake training and progress personal development.

Job Type: Full-time

Pay: 25,000.00-26,500.00 per year

Benefits:

Company events Company pension Cycle to work scheme Flexitime Private medical insurance Sick pay Work from home
Experience:

mortgage and protection industry: 1 year (required) financial services administration: 1 year (required)
Work Location: Remote