Mortgage Administrator - Letchworth, United Kingdom - Asset Wealth Management LLP

Description

About us
Asset Wealth Management LLP is a small, well established boutique business in Letchworth Garden City.

The company has over 20 years experience in the Financial Services Industry We are professional, innovative, and our goal is to be a Dynamic Financial Services company giving personal and business financial advice to individuals and small-medium enterprises.

Primarily we are independent financial advisers. Our main areas of advice cover mortgages, insurance, pensions & investments. We pride ourselves in professionalism, expertise, and customer service.

Based at our offices in Letchworth Garden City, you will be required to work within the Mortgage & Insurance arm of the business.

Initially it is Administrator role with full training provided with the aim to progress into a career in Mortgage and General Insurance


Our work environment includes:

• Modern office setting
• Growth opportunities

Qualifications

• Mortgage broker: 1 year (required)
• Portfolio landlords & Income protection: 1 year (required)
• Direct mortgage administration: 1 year (preferred)
• Paraplanner: 1 year (preferred)

Essential Requirements:

• Proficient I.T. skills. Including Word/Excel/Outlook
• Ability to follow processes and procedures and to work within timeframes
• Ability to stay calm in a fastpaced environment and remain proactive and professional
• Be able to rapidly adapt to change
• Be a strong team player who is eager to learn and can grasp new information quickly
• Good telephone manner
• Good attention to detail and organised in approach
• Satisfy all preemployment checks required for the role including criminal records and credit check

Desirable Requirements:

• Previous admin and/or office experience beneficial
• A good range of strong GCSE passes, with a minimum requirement in Maths and English
• Cemap or any Financial Services qualifications is preferable

We have a genuine pride in delivering high quality work.

We live by our reputation in professional services and it is this focus on quality which underpins the offering to Clients.

AWM's priority is the Client.

AWM is a professional firm with an emphasis of providing insurance solutions so that Clients understand the cover they are buying.

Although price is always important, their reputation is based on experience and expertise in finding Clients the most suitable policy at a competitive premium.

By forging strong relationships with the best-known insurance providers and brokerages in the UK and through long standing connections, our clients are offered the insurance protection that they need, negotiating the best terms for their personal or business needs.

You may have experience of the following: Insurance Agent, Sales Agent, Insurance Advisor, Customer Service Advisor, Mortgage Administrator, Customer Services Representative, Client Support, Sales Executive, Insurance, Financial Services, Claims Handler, etc.

Qualifications

• Mortgage broker: 1 year (required)
• Portfolio landlords & Income protection: 1 year (required)
• Direct mortgage administration: 1 year (preferred)
• Paraplanner: 1 year (preferred)

Benefits

Company pension

Flexitime

Life insurance

What we need from you as a Mortgage Administrator:

• Minimum of 1 years' experience working with a mortgage broker
• Knowledge of Portfolio landlords and Income protection
• Previous experience within a direct mortgage administration role or as a Paraplanner (preferred)
• Ideally possess CeMAP or equivalent in Anti Money Laundering/ Financial Services
• Be organised, highly motivated and ability to prioritise your workload
• Excellent communication and problem solving skills
• You will be able to remain calm in all situations and be able to reassure anxious clients
• You will have a confident and investigative nature

Responsibilities and Duties:

• Research on Mortgage (Residential, Buy to Let, Portfolio landlords cases and SPV cases) and protection (Term Assurance, Income protection, Relevant life policy, Executive Income protection)
• Provide Life Insurance quotes, income protection quotes and PMI quotes on

- iPipeline/FinPlan /Insurance provider

• Proactively progressing individual cases from initial enquiry through to completion
• Problem solving when required to move purchases and remortgages along
• Liaising with GP surgery for life insurance clients for medical records
• To ensure compliance standards and procedures are adhered to
• Liaising with different parties such as lenders, solicitors, providers, and clients
• Maintaining a positive relationship with customers and Mortgage Advisers
• Working to strict deadlines to ensure customers achieve their dream move
• To write client reports and detailed suitability letters, including client reviews, within agreed timescales/quality standards
• Using the company's CRM system, provide support to ensure records remain compliant within FCA regulation skills requirements

Salary:
£22,000