Main purpose of role: To provide administrative and sales support to financial advisers and their team to ensure clients receive a 5 star service from start to finish. Providing support to clients after a mortgage application has been submitted by ensuring all documents are compliant and liaising with mortgage lenders.
Salary: £26,000- £28,000
Hours: Monday-Friday 8.30am-5.30pm
Location: Hampton Hill
Key Responsibilities
* Checking files to ensure all documents provided are compliant, under FCA regulations
* Liaise between lenders, solicitors, advisers and clients
* Acting as the main point of contact for mortgage progression through to offer
* Ensuring the products selected remains the best for our client
* Follow up and chase Mortgage Reviews
* Organising calls for clients due for a remortgage to retain existing business.
* Generate 5 star google reviews
Requirements:
* Good working knowledge of Microsoft word, Excel and outlook
* Well-spoken with excellent knowledge of the English Language
* Confident telephone manner
* Excellent time management skills with ability to prioritise and organise own workload
* Ability to work under extreme pressure to meet deadline
Skills:
* Excellent attention to detail
* Highly organised
* Team player, flexible and keen to get involved in a number of different tasks
* Friendly and Polite with a positive “nothing is too much trouble” approach
* Self-motivated and able to work alone
* Committed to providing excellent customer service
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