As a Mortgage Case Manager, you will provide invaluable administrative support to the Financial Services business.
You will be liaising with everyone involved in taking a client's mortgage from fact-find through to completion, be it brokers, lenders, conveyancers and of course the clients themselves.
Key responsibilities
Use information to complete and submit Agreement in Principles (AIP) and Full Mortgage Applications (FMA) to mortgage lenders for our client base.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Posted by Acorn insurance & Financial Services LTD • £24K/yr
This individual will play a vital role as the first point of contact for any financial queries that come through to the team, alongside providing detailed communications of all payments.
An exciting opportunity has arisen for a meticulous and driven Finance Assistant to join our Financial-Operations Department.
If you thrive working with full autonomy in a role that you can hit the ground running in, this could be the opportunity for you.