This well-established Financial Planning practice are looking to recruit a Mortgage Administrator/Case Handler to join their team.
The Role
This role will see you provide administrative support to the Mortgage Advisors, with duties including:
- Deal with client enquiries
- Book appointments for advisers
- Liaise with Mortgage providers and clients to ensure the smooth processing of mortgage applications through to completion and chasing where necessary to avoid delays.
- Liaise with Insurance Companies and the clients to ensure smooth processing of protection business chasing where necessary to ensure policies are in place.
- Produce suitability letters for protection cases as appropriate.
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily.
- Take responsibility for dealing with client 'issues' in order to achieve a satisfactory conclusion.
- Assist with any administrative or office based tasks as deemed appropriate.
This is a full time, office-based role 9am-5pm Monday-Friday.
The Candidate
The suitable candidate will have previous experience within Mortgage or Protection and be familiar with the processes and regulations involved in the industry.
Salary and Additional Information
Salary circa £25,000 per annum
25 days holiday
Pension
Death in service (3 x salary) after probationary period
Parking available at the office.
Contact: Karen Cummins
Job Reference: KC/ 86950
Candidate care:
By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.
In the meantime, we would like to thank you for your interest in Cavendish Maine.