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Mortgage Administrators x 2 - Mayfair London

Mortgage Administrators x 2 - Mayfair London

Coast Specialist Recruitment

Posted 9 hours ago, valid for 20 days

London, Greater London EC1R 0WX

£60,000 - £72,000 per annum

Full Time

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Sonic Summary

Two new positions have opened at a HNW Mortgage Brokerage in Mayfair, London, focusing on Professional London-based clients.
The role involves providing top-quality Protection administration support while managing multiple tasks and deadlines.
Candidates must have excellent organizational skills and the ability to work both independently and as part of a team.
The position offers a salary of approximately £32,000 to £35,000 and is available immediately.
Previous experience in a similar role is required, although the specific number of years is not mentioned.

Two lovely new positions have developed within a HNW Mortgage Brokerage based in Mayfair, London.

This particular broker deals with Professional London based clients.

You will be joining a small, friendly team providing top quality Protection administration support to the advisers and their clients. You will be a strong team player, but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously. The Role:

Dealing with adhoc queries from Mortgage/Protection Advisers/Clients/Providers
Tasks to be recorded and maintained via back-office systems
Maintenance of client files
Postal activity (incoming/outgoing)
New business processing (Online/Post)
Loading relevant data on to back office
Processing Letters of Authority
Liaise with 3rd Party Providers & Paraplanners
Preparing Client Meeting Packs
Gather quotes / illustrations / Fact Sheets / Order Projections
Update advisers & clients of progress on New Business cases
Maintenance of all client policy data

This position is available immediately and offers a basic salary c £32-£35K with a supporting package.

Interviews are available immediately.

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