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Investment clerk
Mortgage Administrator

Mortgage Administrator

Coast Specialist Recruitment

Posted 16 hours ago, valid for 11 days

Chatham, Kent ME4 6NY

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

A new administrative role is available at a high-net-worth mortgage and IFA brokerage in Chatham.
The position requires strong organizational skills and the ability to manage multiple tasks while working both independently and as part of a team.
Key responsibilities include handling queries, maintaining client files, processing new business, and liaising with third-party providers.
The role offers a basic salary of approximately £26,000 along with a supporting package.
Candidates are encouraged to apply immediately as interviews are available right away.

A great new administrative role within a HNW Mortgage and IFA Brokerage based in Chatham.

You will be joining a small, friendly team providing top quality mortgage administration support to the advisers and their clients. You will be a strong team player, but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously.

The Role:

Dealing with adhoc queries from Mortgage/Protection Advisers/Clients/Providers
Tasks to be recorded and maintained via back-office systems
Maintenance of client files
Postal activity (incoming/outgoing)
New business processing (Online/Post)
Loading relevant data on to back office
Processing Letters of Authority
Liaise with 3rd Party Providers & Paraplanners
Preparing Client Meeting Packs
Gather quotes / illustrations / Fact Sheets / Order Projections
Update advisers & clients of progress on New Business cases
Maintenance of all client policy data

This position is available immediately and offers a basic salary c £26k with a supporting package.

Interviews are available immediately.

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