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.
Hours: Monday-Friday 8.30am-5.30pm
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.
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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