A top leading mortgage organisation in Chippenham is seeking a Mortgage Administrator due to expansion.
* Monday to Friday
* 9am - 5pm
* Hybrid work: office-based on Monday and Tuesday, and three days from home
* Salary: 24,500, plus bonus!
* Career opportunities
The organisation has worked closely with property investors for over 20 years and has grown to become one of the UK's leading specialist brokers. The expert team offers a flexible and friendly service, providing customers access to products from many market providers.
They aim to make the mortgage process simple and stress-free through leading technology, expert knowledge, and a personable approach, earning recognition for their professionalism.
About the role:
As an Administrator, you will assist our team of mortgage and protection consultants to ensure customer cases are progressed efficiently.
Main Accountabilities:
1. Work closely with Regional Sales Directors and Broker Services Team to support the application process.
2. Vet and assess the fitness and propriety of all recruits requesting registration.
3. Manage network joining procedures, including introductions to lead generators, introducers, and RARs.
4. Amend applications for current advisers (dual roles and transfers).
5. Vet and approve adviser and introducer applications per FCA requirements.
6. Ensure decisions consider customer impact and demonstrate TCF, aligning with Consumer Outcomes.
7. Assess new applications following network processes.
8. Review employment history and references for the past 6 years.
9. Complete due diligence searches and financial standing reviews.
10. Prepare network contracts and letters, including adviser contracts.
11. Monitor ongoing training and competence of individuals.
12. Review DBS documents.
13. Liaise regularly with applicants, AR Principal, and Regional Sales Directors.
14. Maintain and input application data into Broker Services Workflow.
About you:
You will be highly organized, computer literate, and capable of working independently. The role involves managing a fast-paced and changing workload, so adaptability and meeting tight deadlines are essential. Prior administrative experience is required; property and mortgage experience are not essential. Good Excel skills are a must.
Acorn by Synergie acts as an employment agency for permanent recruitment.
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