Honeycomb is delighted to partner with a private Wealth Management practice to recruit for a Trainee Mortgage Administrator to join their office based in East Belfast. The role is full time and permanent.
The Client
Founded in 2005, our client is an established wealth management practice based in East Belfast.
The Role
To provide administrative support to the Practice to ensure that relationships with clients can be optimised and assist with the daily operation of the office.
Key Duties:
1. Provide administrative support to the Practice
2. Ensure that files are complete with all required client identification documentation and necessary application forms
3. Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM
4. Process applications accurately and record the required management information
5. Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner
6. Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
7. Meeting and greeting clients and visitors to the Practice
8. Running reports and illustrations and collating key data
9. Progressing applications with product providers, chasing up Letters of Authority
10. Producing templated client letters and reports
Essential Criteria
11. GCSE Math and English
12. Good literacy and numerical skills
13. Looking to start a career within Financial Services.
Package
14. Salary & Benefits
How to Apply
To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Louise Quinn at Honeycomb Jobs.
Disclaimer
If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.