Overview
We are currently recruiting for a Mortgage Administrator to join an award-winning Wealth Management business that offer quality financial planning and investment advice based in Hale, Altrincham.
Office-based role: Working Hours: Mon – Fri 8.30 am – 5 pm
The role
*Responsible for sending introductory emails to all new enquiries.
*Responsible for administering and progressing applications, managing leads, and liaising with 3rd parties, clients and consultants.
*Creating invoices where applicable and sending invoice reminders.
*Managing figures and spreadsheets.
*Ensuring that files are compliant post-completion.
*Liaising with lenders where required, and providing updates to clients were required to support the Advisors.
*Updating of notes on the CRM where applicable.
*Researching the various lenders and the clients affordability. Obtaining key facts illustrations, generic protection quotations, and keying of mortgage AIPs & applications.
Requirements
*Mortgage Administration experience gained within the independent market
*Excellent written skills and telephone manner
*Must demonstrate technical ability and be comfortable with mortgage & protection terminology.
*Ability to time manage and prioritise cases through to completion.
*Desire to progress in a professional and growing business.
Package:
Salary negotiable depending on experience + Benefits...
*6% Pension paid – auto-enrolment
*Death in Service cover – 4 x basic
*Long-term sickness benefit – 75% of basic (After 6 months)
*25 days annual leave plus bank hols, rising by 1 day per year for each full calendar year to a max of 30.