- Reviewing the support email inbox daily and assigning team tasks
- Requesting new codes from lenders and providers
- Sending updates and amendments to lenders and providers
- Reviewing and completing regular agency codes chase-ups for missing requests
- Inputting all code responses into relevant internal systems
- Serving as the point of contact for all adviser queries related to lender and provider registrations
- Completing network notification updates on all internal systems (approvals, leavers, change of details, etc.)
- Vetting and approving employed AR administrators into the network in line with network and FCA requirements
- Completing the network welcome pack for all new network brokers, including activating systems, conducting welcome calls detailing next steps, completing onboarding satisfaction questionnaires, sending out authorization approval letters and helpful guides, and making post-approval catch-up calls with brokers at intervals of 1, 3, and 6 months post-appointment date
- Providing post-appointment support, training, and competence sign-offs/letters for existing advisers, as well as updating internal systems to reflect changes
- Completing AR, significant controller, adviser, introducers, and administrator terminations, resignations, and suspensions, including completion of network letters, notification to the regulator, conducting leaver exit discussions with brokers, production review checks, internal notifications, and internal system updates
- Completing third-party reference requests for all released significant controllers, advisers, introducers, and network registered administrators
- Ability to take network phone calls via direct line, overflow, or team queries
- Regularly liaising with both internal and external contacts
- Working collaboratively as part of a wider Broker Services Team
- Other duties commensurate with the role
- Providing post-appointment support for customers
- Ad-hoc projects as and when required
- Supporting the network's values and objectives within the context of the role
- Strong IT skills, particularly in the Microsoft Office Suite
- Experience in building successful relationships with internal and external stakeholders
- Excellent customer service and communication skills, both written and verbal
- Ability to work methodically and accurately on multiple administrative tasks
- Organised and efficient with a high standard of attention to detail
- Ability to work to tight deadlines, meet set targets, and plan work effectively
- Strong team player, capable of working collaboratively and independently
- Ability to think creatively and positively
- Ability to work with limited supervision and make appropriate decisions
- Self-motivated, able to complete tasks and exercise judgement
- Relevant financial services qualification (e.g., FPC1; CeMAP 1 or equivalent) desirable
- GCSE Maths/English (grade C or above)
- Customer services background essential
-
Mortgage Broker Support Administrator
3 days ago
Acorn by Synergie Chippenham, United Kingdom Full timeA top leading mortgage organisation in Chippenham is seeking a Mortgage Broking Support Administrator due to expansion on a perm basis. · * Monday to Friday · * 9am - 5pm or 8am - 4pm · * Monday and Tuesday office based and three days working from home · * £ 23,400 per annum, ...
-
Mortgage Broking Administrator
3 days ago
Acorn by Synergie Swindon, United Kingdom Full timeAcorn by Synergie is currently recruiting a Broker Administrator on behalf of their client. · As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday. Yo ...
-
Commercial Insurance Account Handler
3 hours ago
Cameron James Faringdon, United Kingdom**Commercial Insurance Account Handler - Faringdon, Oxfordshire,** · **Basic Salary to £40,000 neg DOE + Bonus and Pension & Flexible Benefits** · Our client is a leading Independent Insurance Broker who has been trading for over 40 years who are now looking for a Commercial Insu ...
-
Mortgage Administrator
3 days ago
Pure Resourcing Limited Oxford, United Kingdom**Junor Mortgage Broker / Mortgage Paraplanner / Mortgage Administrator - Oxford** · **Company**: · Pure Resourcing are delighted to be working closely with one of the UK's leading HNW financial services providers, who specialise in bespoke mortgage advice and associated products ...
-
Insurance Account Manager
2 days ago
i2i Recruitment Consultancy Gloucester, United Kingdom**Insurance Account Manager · Full Time, Permanent · Gloucester · From £35,000 + Car Allowance** · My client based in Gloucester are looking for an Insurance Account Managerto join their dynamic and fast-paced team. The future looks very bright for my client and they are looking ...
-
Junior Mortgage Broker
3 hours ago
Pure Resourcing Limited Oxford, United Kingdom**Junor Mortgage Broker / Mortgage Paraplanner - Oxford** · **Company**: · Pure Resourcing are delighted to be working closely with one of the UK's leading HNW financial services providers, who specialise in bespoke mortgage advice and associated products. As well as having acces ...
-
Mortgage Broker
1 day ago
Switch Recruitment Bath, United KingdomDue to continued growth and increased levels of enquiry our client, a directly authorised award winning mortgage broker, currently require 2 Mortgage Advisors to join their team. · Our client has seen dramatic growth over the past 12-24 months in levels of enquiries generated via ...
-
Finance Administrator
3 days ago
Towergate Insurance Brokers Cheltenham, United KingdomFinance Administrator - Hybrid · Finance Administrator - Cheltenham - ARDLF711566 · An exciting opportunity to join us as a Finance Administrator working as part of the Operational Finance team on a 10-month fixed term contract. · Ensuring the delivery of business-critical proces ...
-
Broker
3 days ago
Truly Tailored Recruitment Gloucester, United Kingdom**Reference** · JO **Salary** · £ £11.61/hour + holiday pay and benefits**Job Location**: · - United Kingdom - England - South West England - Gloucestershire - Gloucester**Job Type** · Contract**Posted** · 19 January 2023Our client based in central gloucester are looking for a Br ...
-
Administration Assistant
3 days ago
The Burford Recruitment Company Burford, United KingdomThe Burford Recruitment Company are working exclusively with a financial services firm who are looking to hire a bright and capable Administration Assistant to join their small and friendly team in Burford. · Our client has offices in London, Manchester and here in the Cotswolds. ...
-
Mortgage Broker
3 days ago
Switch Recruitment Chippenham, United KingdomDue to continued growth and increased levels of enquiry our client, a directly authorised award winning mortgage broker, currently require 2 Mortgage Advisors to join their team. · Our client has seen dramatic growth over the past 12-24 months in levels of enquiries generated via ...
-
Commercial Account Executive
1 day ago
Capio Recruitment Somerset, United Kingdom**Location**: Bridgwater · **Salary**: Negotiable on experience + Bonus, Car Allowance and Benefits Package · **The Company**: · We are working with a brilliant insurance brokerage in the Bridgwater area who are looking to grow and develop their Commercial Division. · An exciting ...
-
Sales Administrator
3 hours ago
Jurni Abingdon, United KingdomAt Jurni Leasing, we're growing fast. We are one of the UK's largest vehicle leasing brokers with offices across the country. We have access to all vehicle manufacturers and funders, enabling us to provide our customers with any vehicle anywhere, anytime, anyhow. · We are looking ...
-
Mortgage Administrator
3 hours ago
Kelly Services Bath, United KingdomMortgage Administrators required for a leading financial advice compeny · As a Mortgage Administrator your role will involve: · - Preparation and sending of documentation · - Produce suitability letters for the Mortgage Advisor · - Enter new cases onto the system and keep mortgag ...
-
Client Support Executive
1 day ago
Benefact Group Cheltenham, United Kingdom**Duration**:Permanent · **Hours**: Monday-Friday 9.00am-5.15pm · **Location**:Cheltenham · **About the role***: · We have an exciting opportunity for an **Client Support Executive **to join our business **Lansdown Insurance Brokers** in **Cheltenham.** · You'll be part of our** ...
-
Financial Services Administrator
3 hours ago
Tamed Support Solutions Chippenham, United Kingdom**About us** · Tamed Support Solutions is a small business based on the outskirts of Chippenham. We provide market leading outsourced administration support to mortgage and protection brokers across the UK. Established in 2019 and despite COVID, having grown to support over 100 d ...
-
Administrator
1 day ago
PRIMIS Mortgage Network Chippenham, United KingdomJob Profile: · **Commissions Consultant / Administrator** · **Part of LSL Property Services plc**, PRIMIS Mortgage Network are a market leading Mortgage Network within the Financial Service sector. Based within our** Chippenham **offices located on the Methuen Business Park in Ch ...
-
Customer Experience Consultant
3 days ago
London & Country Mortgages Bath, United Kingdom Full timeCustomer Experience Consultant - Bath · Hybrid working - Office based training moving to hybrid/remote working model · Fun, rewarding and with the opportunity to develop and grow your career. That's life with L&C Mortgages, the UK's leading fee free mortgage and protection broker ...
-
Commercial Account Handler
1 day ago
Cavendish Maine Recruitment Devizes, United Kingdom**Job Title: Commercial Account Handler - Wiltshire** · **Location: Wiltshire** · **Job Sector: General Insurance** · **Job Type: Permanent** · **Salary: Up to £45,000 + Bonus** · **Job Reference: SM/86246** · **About the Company**: · - A highly successful and progressive insuran ...
-
Insurance Software Product Specialist
3 days ago
ParaCode West Berkshire, United KingdomHiring Immediately. · ParaCode is an a new cloud-based insurance policy administration platform that is set to change the way the insurance world works · We are executing an ambitious growth strategy that will take the business to the next level. · Our team is our greatest asset ...
Broker Administrator - Swindon, United Kingdom - Acorn by Synergie
Description
As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday. Your salary will be £23,500.
Your main activities and duties will include:
Subsidiary duties include:
Technical skills/competencies required:
Experience, skills, and attributes required:
Experience, qualifications, and other requirements specific to the role:
Acorn by Synergie acts as an employment agency for permanent recruitment.