Mortgage and Protection Case Handler

Our client is a well-established firm of Independent Financial Advisers based in the Kettering area, and they now require an additional team member to form part of the Mortgage & Protection Unit. Our client are extremely dynamic and provide a supportive environment for career motivated people to thrive. They do offer full ongoing support to those who are keen pursue professional qualifications. The purpose of this role is to provide professional level of administrative support to the Mortgage advisers.

BENEFITS

• Office based with free parking
• Holidays 25 per year plus bank holiday
• Death in service 3 x salary after probationary period
• Auto Enrolment pension scheme

Responsibilities :

• Open and distribute the post (stamp dating if necessary) and scanning it on the database on a daily basis.
• Frank and be responsible for the Royal Mail post including taking the post to the post box on a rota basis.
• Answering the phone taking messages and passing on as appropriate.
• Answering the door and greeting any visitors to the building, making sure that all visitors comply with any site regulations. Preparing refreshments as necessary.
• Book appointments for advisers in Google diary.
• Liaise with Mortgage providers and clients to ensure the smooth processing of mortgage applications through to completion and chasing where necessary to avoid delays.
• Liaise with Insurance Companies and the clients to ensure smooth processing of protection business chasing where necessary to ensure policies are in force as appropriate.
• Produce suitability letters for protection cases as appropriate.
• Keeping the company database (Intelligent Office) up to date, ensuring that all tasks allocated to you on the system are reviewed daily.
• Ensure registers and logs are kept up to date and reviewed on a regular basis.
• Take responsibility for dealing with client e mails and any 'issues’ in order to achieve a satisfactory conclusion.
• Communicate with colleagues on compliance matters as they arise, and highlighting any areas of specific interest.
• Assist with any administrative or office based tasks as deemed appropriate.
• Take an appropriate role in any seminars and events arranged by Anstee & Company Limited.

Skills and Experience:

• Previous experience workin as a mortgage/protection administrator
• Intelligent Office Database or similar but not essentila
• Time management
• Use of Exel or word
• Self motivated Individual
• Ability to work as part of a team or own

If you are interested in this role and would like to progress further in your career then apply online or for further information speak to one of our specilaist consultants quoting reference NJR15608

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