Job Reference: AS50713
Job Duration:
Start date: ASAP
Description:
Mortgage Administrator - The City of London - c£28-32k + bonus - Hybrid working - Full benefits package
About the company:
A CII Corporate Chartered status, boutique wealth planner, asset manager and employee benefits specialist. Being independent allows them to provide objective advise, aligned to their clients best interests, delivered by teams steeped in financial services knowledge and experience. They have built their business on integrity and trust, because doing what is right for their clients is best for theirbusiness.
Recent winners of Best Financial Adviser to Work for award.
Overview of the Mortgage Administrator Role:
Youwill work within a close-knit, ambitious and busy team, providing direct administrative support to the Mortgage Team. The role will involve dealing with all associated administration for mortgage and protection business from application stage through to completion and servicing both existing and new clients. The team are currently processing around 20 applications per month, completing approximately £40,000 of procuration fees, therefore a high level of attention to detail, work productivity and the abilityto deliver exceptional client service are key.
This role reports to the Mortgage Director.
You will be:
* Submittingand processing of mortgage, protection and equity release business
* Liaise with product providers to ensure all applicationsare received and completed, and attend to any outstanding requirements
* Preparation and sending of documentation via DocuSign* Produce suitability letters for the Mortgage Advisor
* Ensure acceptance terms and mortgage offers are received as promptly as possible, and check these against applications/illustrations
* Ensure all tasks are carried out within FCA regulatory requirements
Attributes and experience required for the Mortgage Administrator role:
* Experience supporting a busy Mortgage Consultant
* Experience in using iO (or equivalent system)
* Strong product knowledge and understanding of FCA regulations and compliance
* Works well under pressure
* Strong attention to detail
For more information, please apply or contact Anna at Jenrick Commercial
Industry: FinancialServices
Salary: £28000 - £32000 per annum
Salary Benefits:
Vacancy Type: Permanent
Job Skills: -
Contact Name: Anna Stevenson
Website: -
Direct Application URL: -