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We are seeking a mortgage and protection administrator to join a small financial services firm based in London. You will work closely with the mortgage adviser to support the Company’s existing client bank and assist in the process of taking on new clients.
The Role
You will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners, and financial advisers across mortgages and protection.
Client Services
* Provide a high level of support to all clients from initial contact to mortgage completion;
* Manage client liaison via access to mortgage adviser’s diary;
* Support the advisers with lender research as required;
* Generate recommendation spreadsheets for the adviser;
* Contact banks, lenders, providers, accountants, estate agents, and solicitors for relevant information required to progress mortgage applications;
* Draft suitability reports for the adviser to review;
* Oversee all case requirements and associated compliance for each case;
* Provide ongoing review service by managing pipeline of ongoing rolling business.
Data Processing
* Key all mortgage applications;
* Input and update client information into the CRM;
* Develop CRM processes to improve efficiency;
* Process all broker fees via the WorldPay portal;
* Claim all procuration fees from the mortgage clubs;
* Monitor all monies received;
* Create and manage income profiles for the Finance Department;
* Conduct protection research for each application;
* Occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web.
Ad hoc tasks
* Maintain Continuous Professional Development (CPD) by attending seminars and completing exams;
* Sit in on provider meetings;
* Interact with mortgage and protection business development managers to stay updated on industry changes and products;
* Perform internal and external file checks, submit files for review, and ensure all documents are in place;
* Use the compliance help desk to stay informed about regulations;
* Monitor the mortgage back book.
The Candidate
Essential experience and qualifications:
* A degree-level education or previous work experience in a similar role
* Ideally completed R01 and CF6, but not essential
We are looking for a bright, organized, and hardworking individual who can demonstrate:
* Very good written communication skills
* An engaging and professional telephone manner
* A people person who can communicate clearly with all stakeholders
* Excellent time management and multitasking skills
* Adaptability to role changes
* A systematic and methodical approach to tasks
* IT literacy, with advanced knowledge of Word and Excel, and the ability to learn new software
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