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The CompanyThis well-established Financial Planning practice are looking to recruit an Administrator/Case Handler into their Mortgage and Protection team to support the Advisors and process cases in a compliant and efficient manner.
The Role:
- Booking appointments for Advisors
- Liaise with Mortgage providers, insurance companies and clients to ensure the smooth processing of mortgage and protection cases from initial contact through to completion.
- Produce suitability reports
- Dealing with client queries via telephone, email and in-person
- Ensure registers, logs and databases are kept up to date and compliant.
- General admin duties as required
- This is an office based role working 9am-5pm Monday-Friday.
The Candidate
- The successful candidate will have prior experience working as a mortgage or protection administrator or case handler and ideally be familiar with the relevant back office systems such as Intelligent Office.
The Package
- Salary circa £27,000 depending on experience
- 25 days holiday + Bank Holidays
- Pension
Contact: Karen CumminsReference: KC/91388Candidate care:By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.In the meantime, we would like to thank you for your interest in Cavendish Maine.
