Including will writing, powers of attorney and close links with preferred Estate Agents and solicitor companies.
Established in 2000, we are a small independent mortgage and financial advice firm that has, over the past 24 years, grown organically and we now manage the needs of a large client bank.
Covering the whole of the South West and further afield, we pride ourself on offering a service which is second to none and encompasses all areas of Financial Servicesmortgage and financial planning.
Maintain a basic understanding of service activities in order to minute/note take at meetings, recognising where appropriate the confidentiality of matters discussed.
Work with accuracy to update and maintain computerised record systems to input, extract and amend data and information.
BENEFITS: We would love for you to join us, some of the great perks of temping through Office Angels include...
Access to Boost - our exclusive platform with discounts on hundreds of retailers, a wellbeing hub with recipes, an exercise area, and a mindfulness section with blogs & videos
A fantastic opportunity is available for an experienced Mortgage Administrator to join our client, a highly successful financial services brokerage, who specialise in property finance solutions for HNW clients in both residential and commercial property.
You will be assisting with mortgage administration, keying mortgage applications; preparation of client files; liaising with clients, solicitors, lenders etc.
Applicants will need to be highly professional, being comfortable dealing with a wide range of clientele, including High Net Worth and UHNW individuals.
A fantastic opportunity is available for an experienced Mortgage Administrator to join our client, a highly successful financial services brokerage, who specialise in property finance solutions for HNW clients in both residential and commercial property.
You will be assisting with mortgage administration, keying mortgage applications; preparation of client files; liaising with clients, solicitors, lenders etc.
Applicants will need to be highly professional, being comfortable dealing with a wide range of clientele, including High Net Worth and UHNW individuals.