Overview
At Sedulo we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by:
* Working with our clients to transform their business and personal finances
* Connecting and contributing to the business community in the cities we are located in
* Working with charities by volunteering, fundraising and influencing change both now and in the future through the Sedulo Foundation
* Being a great place to work and develop your career
Role Purpose
Sedulo is a mid-tier accountancy and professional services and business that provides advisory services to small and medium sized businesses, their owners and HMW individuals. Consequently there is an on-going need for professional mortgage and protection advice from within the group's client base and this provides a steady stream of new enquiries to our mortgage team.
We are looking for an experienced mortgage adviser, who has experience of working on complex cases in an independent brokerage. The successful candidate will have the ability to work under their own steam, focused on quality of service and proficient in all aspects of the advice journey.
Role Responsibilities
* Dealing with “on-boarding” of new clients and enquiries efficiently and in a timely manner.
* Ensuring new business submitted to providers is fully completed and compliant, before then updating back-office system and new business register.
* Monitoring new business progress and chasing outstanding documentation.
* Supporting the Mortgage Advisor with all mortgage case work and related administration.
* Checking accuracy of policy documents prior to issuing to client.
* Generating quotes and illustrations using Avelo Exchange or other databases as required.
* Handling all general correspondence as required, ensuring that advisers and clients are provided with an effective and efficient service.
* Liaising effectively with clients, product providers and advisers in an efficient, polite and professional manner.
* Attending to any other duties within the Wealth Management team as required.
* Demonstrate awareness and practical application of the principles of TCF.
Knowledge, Skills and Experience Required
* Previous experience within a financial services or mortgage administration role
* Basic understanding of a variety of financial services products
* Advanced Microsoft Word, Excel and PowerPoint skills
* Team player but able to work independently and using own initiative
* Ability to organise, prioritise and having an eye for detail
* Proficient in use of Intelligent Office and experience of using Analytics is advantageous but not essential
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance and Sales
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