- Mortgage and Protection experience (ideally from a Financial Planning firm)
- Financial Services Administration experience
- Chase providers on the progress of business in a timely and effective manner
- Chase solicitors for exchange and completion dates
- Update client's progress of workflow.
- To prioritise workload to ensure deadlines are met
- Chase client authorities with insurance companies
- Ensure all documents held on client files are scanned to INVU or Intelligent Office
- Issue documents to clients including suitability letters
- Mortgage and Protection experience (ideally from a Financial Planning firm)
- Financial Services Administration experience
- Salary of up to £28,000
- Bonus
- 25 days' annual leave
- Healthcare
- Pension (5%, 5%)
- Study support
- Death in Service x 4
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Mortgage and Protection Administrator - Horsham, United Kingdom - Vision-FS Recruitment
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Description
Position: Mortgage and Protection Administrator
Location: Horsham, West Sussex
Minimum Requirements:
Salary/package: Up to £28,000 + bonus + 25 days' annual leave + healthcare + pension (5%, 5%) + study support + DIS + various other benefits
YOUR NEW COMPANY
Our client is a successful, award-winning UK-wide IFA network with head quarters based in West Sussex. The company has significant plans to grow over the next 12 months and has just started the search for a Mortgage and Protection Administrator to join its rapidly-expanding Mortgage team.
THE ROLE
Reporting to the firm's Mortgage and Protection Team Leader, the Mortgage and Protection Administrator's key duties will include
REQUIREMENTS:
Candidates interested in the Mortgage and Protection Administrator vacancy will have the following criteria:
REMUNERATION / PACKAGE
The package for the Mortgage Administrator role is as follows:
Next steps:
If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.