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Mortgage Administrator / Client Relationship Manager
Permanent
Taunton
£24,000 - £26,500
Working Hours: 08:45 – 17:15 Full time, Office Based.
Haw 3 Talent Solutions is hiring on behalf of their client for a Mortgage Administrator to work in Taunton, Somerset. You will join a market-leading financial services company that provides hassle-free advice on financial matters including Mortgages, Wealth Management, and Accountancy!
Main Responsibilities of the Mortgage Administrator:
- Communicate and work efficiently with all client enquiries.
- Pro-actively manage day to day tasks; transacting cases onto the system, providing support to the consultants and clients throughout the application process.
- Liaising with providers to deliver a seamless service to our clients.
- Work to FCA approved standards, ensuring work is compliant and within data protection guidelines when discussing client updates.
- Competently use a variety of software packages to include data entry and monitoring of the Company client database.
- The ability to work under pressure and prioritise your workload to meet client expectations therefore delivering exceptional service.
- Provide efficient client relations support to consultants through effective and regular communication.
- Sort and distribute incoming post and organise outgoing post.
- Be able to efficiently book meeting rooms and conference facilities as needed.
- Prepare refreshments for client and Company meetings as required.
Experience and Skills required
- A high degree of personal motivation, organisational skills and the ability to manage your own workload.
- A willingness to undertake exams to further your personal knowledge within the Financial Services industry.
- You must be proactive, tenacious and show initiative at all times.
- The ability to work closely with other members of the team and management team.
- A learning mind-set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to clients.
- A high level of professionalism to deliver client service excellence.
- Strong communication skills; face to face, on the telephone and via email.
- A high level of confidentiality and discretion.
- An understanding of the importance that compliance & GDPR play within financial services.
Benefits of the role:
- Comprehensive induction programme
- Annual salary review
- Annual bonus scheme
- Study support both financially and time to study during the working day
- 30 days holiday allowance + plus 8 bank holidays
- Access to our commercial gym
- Day off for your birthday
- Christmas shut down
- Access to BUPA Employee Assistance Program
- Great culture
- Fabulous Company events
- Pension
- Sick pay
Closing date is 14.03.2025
To Apply please follow the application process for the site this job is advertised on. By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website.
Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgments solely on suitability for the job. By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future.
