One of our clients based in Horsham, Sussex is looking for a Mortgage and Protection Administrator to join their successful team. The role with be office-based position, mainly focusing on protection cases with a competitive benefits package on offer.
Responsibilities will include:
* Organising adviser diaries and booking client meetings
* Maintaining back office systems
* Taking charge of the fixed rate renewal process in full, including suitability letters and post-meeting action point letters for clients
* Writing factfinds, suitability reports and sourcing/placing the mortgage case
* Supporting clients throughout the planning process, from the first point of contact through updating and answering queries
* Chasing solicitors, lenders, estate agents to progress cases and providing updates to clients and the planners
* Creating and maintaining spreadsheets to keep the team informed at all stages of the process
Desirable:
* Experience of working within financial services, particularly with mortgages & protection
* Good GCSE or A Level results
* Strong numerical and written communication skills
* Excellent organisational and administration skills, managing multiple advisers' workflows
* Ability to proactively use initiative to problem solve and anticipate next steps
* Demonstrable experience of building rapport and interacting with clients effectively
* A driven individual with a focus on client service and leading a high-performance culture
* Adaptable to change management plans and advocate business initiatives
* Confidence and ability to influence senior stakeholders
* Ability to work autonomously as well as follow directions from managers
* IT technically proficient, including Office 365