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Mortgage and Protection Case Handler
Part Time 20-24 Hours per week
Office based with free parking
Salary circa 27,000 Pro Rata
Benefits
Holidays 25 per year plus bank holiday
Death in service 3 x salary after probationary period
Auto Enrolment pension scheme
Our client is a very well-established firm of Independent Financial Advisers based in the Kettering area who now require an additional team member to form part of the Mortgage & Protection Unit. Our client is 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.
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' 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.goo
Skills and Experience:
" Previous experience working as a mortgage/protection administrator
" Intelligent Office Database or similar but not essential
" Time management
" Use of Excel 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 specialist consultants quoting reference NJR15652
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