Job Description

Fortune Financial Planning are recruiting a Financial Assistant to join our Case Progression team and provide administration services to our mortgage & insurance advisers. We have a fresh and modern approach to financial services, meaning we enjoy our work, support each other and do the best for our clients. We are a Top Rated Mortgage Broker recorded in the Financial Times.

The role includes mortgage processing pre and post application to our large panel of lenders, compliant case processing, dealing with existing clients case progression via telephone, managing a diary and other general office work. All responsibilities will be working under FCA guidelines.

Full on the job training & network compliant training will be given to ensure the candidate becomes confident in their role, but we are ideally looking for experience in the mortgage or financial industry.

We are looking for a reliable individual with a commitment to the role, who brings their own character to the team.

At Fortune Financial we have a modern twist on business, we like to ensure staff are happy in there work and have an ability to progress within the company.

The roles hours are as follows:

Monday 9.00am - 5.00pm

Tuesday 9.00am - 5.00pm

Wednesday 9.00am - 5.00pm

Thursday 9.00am - 5.00pm

Friday 9.00am - 5.00pm

(1 Saturday every 3 weeks, in replacement for a week day, via our team rota).

Industry experience is an advantage to becoming a successful applicant of this position.

Please check out our team at www.fortunefinancial.co.uk

Job Types: Full-time, Permanent

Pay: From 23,660.00 per year

Schedule:

Monday to Friday Weekend availability
Work Location: In person

Reference ID: Fortune