Essential requirements
Excellent communication skills, spoken and written.
Experience, Skills, and Qualifications
Administrative experience is preferred in financial services, but not essential.
Must have A levels or equivalent, can consider other industry qualifications and background experience, but will assess the merits of how one can add value to this role and our business;
Must have strong communication in written and verbal ;
Excellent IT skills and a strong knowledge of all Microsoft programs.
Able to liaise with clients confidently and professionally;
Must be highly organised;
Financial Services Related Administration Duties
Speaking to clients face to face and via telephone call;
Onboarding, gathering personal information from clients;
Obtaining relevant papers and photocopying original documents;
Creating personal file for each client;
Communicating with clients via email, phone, text massage, and written letter;
Fill out mortgage applications;
Completing non investment insurance forms and documents;
Data input into our back office system;
Data input on lenders and providers portal;
Using mortgage product sourcing system;
Create and maintain client files systematically in a sequence;
Follow compliance procedures when organising files;
Scanning documents;
Shredding documents and emptying out shredder and disposing shredded paper;
Compliance with GDPR and clear desk policy;
Communicating with banks and providers to obtain information;
Liaising with lenders verbally on phone and through email relating to applications in progress;
Attending lenders seminars and workshops;
Willing to study and attend relevant courses to obtain qualifications if necessary;
Writing letters to clients and lenders;
Writing reports related to clients cases and application;
General filling duties;
General administration duties;
Answering office phone.
Office / Premises related duties
Ordering stationery, branch supplies and other marketing materials to deadlines;
Welcoming clients, and offering and organising/making refreshments for guests;
Washing up own tea cup, plate, and cutlery on daily basis;
Cleaning own desk;
Emptying out own bin;
Objective
To provide administrative support branch Mortgage Broker.
And working alongside property sales staff and assisting their clients/buyers to obtain mortgage.
Salary
Part time position, 16 to 24 hours per week: Hourly Pay £12.21
Working Hours
Part time position, flexible hours .
Location: Roman Road, London E2 0QN
Dress Code
Business Attire
Job Type: Part-time
Pay: £12.21 per hour
Expected hours: 16 per week
Benefits:
* Company events
* Flexitime
Ability to commute/relocate:
* London E2 0QN: reliably commute or plan to relocate before starting work (preferred)
Education:
* A-Level or equivalent (preferred)
Work Location: In person
Reference ID: 1501