Mortgage and Protection Administrator leading to an adviser role

Job Description

About usWe are a small and friendly firm offering financial advice to clients since 2006 and built the business purely on recommendations from happy clients.Our services include: Mortgages (all types), Life and general insurance as well as Will writing and related services.We are proud of our excellent customer service to clients. Many of our clients see us as the single window to the property related matters as we happily engage and co-ordinate with all the parties concerned including the mortgage lenders, valuers, estateagents, solicitors, GPs, insurance companies etc.As a business, we appreciate the fact that the transaction the clients are engaging with and through us is perhaps the biggest transaction in their lifetime. We maintain very high standards in our advice and service in the full knowledge of how importantthis is for our clients.The RoleThe role of a Mortgage and Protection administrator is very crucial to our client journey. Pro activeness, clear & timely communication as well as high levels of accuracy/attention to detail brought about by the administrators go a long way in our clientsatisfaction.As a Mortgage and Protection Administrator, you will be responsible for the smooth flow of documents and information throughout the entire process. While taking extra care about the sensitive nature of the information we deal with you will ensure the variousparties get the right information and documents at the right time and format. You will be responsible for accurate record-keeping within the CRM systems as well as related MS Office documents & PDF documents within the client folders. By pro actively trackingthe progress you will ensure that no case ever falls through the cracks and all parties are always kept well informed.This is a full-time role for 37.5 hours/ week. Monday to Friday ( 9:00 am - 5:00 pm) with a half-hour unpaid lunch breakScope for career progressionFor a willing and able candidate, there is adequate scope to progress as a trainee mortgage adviser and later to a competent mortgage adviser and we are happy to provide the right support in this carer progression.BenefitsYou will benefit from an attractive remuneration package, working in a small caring and friendly team, workplace pension (operated through Nest), 20 days holiday (on top of the 8 bank holidays), the satisfaction of helping clients purchase their dream homeand the right support for those who wish to progress within the financial services sector.The Ideal CandidateThe ideal candidate will possess experience in administration within an office environment, have good computer skills (Word, Excel, Email, CRM systems), good customer support skills, attention to detail and work proactively with their own initiative.The job will be based in our office which is set within a busy & modern business centre in Stanmore with good access to public transport. Parking may be available upon request (subject to availability)Short-listed candidates will initially have a quick virtual/ online video meeting and could then be invited for a face to face meeting. Once selected the role can potentially start straight away. On the job training and support will be provided to help youfamiliarise yourself with the industry, company and process.

Keyskills :
Customer ServiceTelephone MannerAccurate Record KeepingHighly DetailedMS Office