Job Description
** THIS IS A FULL-TIME OFFICE BASED ROLE IN STANMORE, MIDDLESEX, PLEASE ONLY APPLY IF YOU ARE PREPARED TO COMMUTE OR RELOCATE TO THAT LOCATION **
If you have some experience with the Financial Services industry and are seeking an employed role that can help you progress your career, then this could be the opportunity for you!
As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for an individual to work as admin assistant on an Employed basis with one of our Strategic Partner firms.
Key Responsibilities:
* Support mortgage brokers in the processing and administration of residential and commercial mortgage applications.
* Supporting financial advisors in the processing and administration of reviewing client finances.
* Liaise with clients, providers, and third parties to ensure smooth and timely progression of applications.
* Analyse financial information and comply with regulations.
* Able to learn and use new systems
* Monitor and follow up on the status of applications, ensuring deadlines are met and issues are promptly addressed.
1. Prepare and submit provider pack...