I am pleased to be representing an established IFA firm in Torquay, who offer a friendly and supportive working environment and have their client's best interests at heart.
They have a unique opportunity for a Mortgage Administrator to assist a successful Mortgage Advisor, there is also the opportunity for this role to support with IFA admin also, so if you are already a Mortgage admin looking to bolster on your existing skills or a Financial Service Administrator and keen to learn mortgages, this could be a great opportunity for you.
Duties
- Progress mortgages through to legal completion and beyond.
- Occasionally carry out research tasks for Advisers on relevant mortgage products
- Liaise with Mortgage Advisers to ensure appraisal on the progress of mortgage cases and resolving any queries arising.
- Monitoring client emails, account management of repeat clients.
- Act as the first port of call for queries from clients, lenders and conveyancers.
- General office administration duties such as filing, scanning, photocopying and answering the telephone.
- Support with marketing activities as required.
- Updating and maintaining systems and files.
- Working with advisors to ensure all activities meet compliance and regulatory requirements.
Experience and qualifications
- Proven administration experience within a mortgage or financial services environment.
- Excellent communication and customer services skills.
- Excellent computer skills including database set-up and maintenance, Microsoft office including excel and word.
- Attention to detail and experience of working with prescribed systems and procedures.
- Self-motivated and professional individual.
Other information
- Salary, negotiable depending on experience.
- Office based position in Torquay.