A great new administrative role within a HNW Mortgage and IFA Brokerage based in Chatham.
You will be joining a small, friendly team providing top quality mortgage administration support to the advisers and their clients. You will be a strong team player, but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously.
The Role:
- Dealing with adhoc queries from Mortgage/Protection Advisers/Clients/Providers
- Tasks to be recorded and maintained via back-office systems
- Maintenance of client files
- Postal activity (incoming/outgoing)
- New business processing (Online/Post)
- Loading relevant data on to back office
- Processing Letters of Authority
- Liaise with 3rd Party Providers & Paraplanners
- Preparing Client Meeting Packs
- Gather quotes / illustrations / Fact Sheets / Order Projections
- Update advisers & clients of progress on New Business cases
- Maintenance of all client policy data
This position is available immediately and offers a basic salary c £26k with a supporting package.
Interviews are available immediately.