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Adecco Kettering are recruiting for a Mortgage & Protection Case Handler to join a well-established Independent Financial Advisory company based in Kettering.
Role Overview:
To provide a professional level of administrative support to the Mortgage advisers and to process mortgage and protection cases ensuring they are fully compliant with all requirements.
Location: Kettering (office based)
Salary: 27k
Contract Type: Permanent
Hours: 9am - 5pm (Monday - Friday)
Start Date: May 2025
Key Responsibilities:
- Open, sort, and scan mail into the system, and handle post duties (including taking mail to the post box).
- Answer phone calls, take messages, and pass them on.
- Greet visitors, ensure they follow site rules, and offer refreshments when needed.
- Schedule appointments for advisers using Google Calendar.
- Work with mortgage providers and clients to ensure smooth processing of mortgage applications, and follow up to prevent delays.
- Communicate with insurance companies and clients to ensure policies are active, following up when necessary.
- Create suitability letters for protection cases as required.
- Keep the company database (Intelligent Office) updated and review daily tasks.
- Maintain and regularly check registers and logs.
- Handle client emails and resolve issues to reach a satisfactory outcome.
- Collaborate with colleagues on compliance matters and highlight any important issues.
- Assist with administrative tasks and office duties as needed.
- Participate in seminars and events organized by the company.
Key Competencies:
- Previous experience as a mortgage/protection administrator
- Use of Intelligent office back office system is desirable
Proficient within Micosoft systems such as word/excel - Excellent communication Skills; Phone based/email & face to face
- Ability to work as part of a team and on own
- Time Management, Prioritisation Skills & Self-Motivated
If you have any further questions regarding this role please don't hesitate to contact Adecco Kettering on (phone number removed).
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
