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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
If you are interested in this position then please forward your CV to Sam at Artemis Recruitment.
