Our client is looking for a talented Mortgage Administrator to join their team in Bolney. This role would suit either a career administrator or an administrator who has their eyes on progressing to be a mortgage advisor or financial planner. You will be working to support two experienced advisors for pre and post-sale support.
Key Responsibilities:
- To fully support the advisors in terms of technical research, report writing and ensuring compliance procedures & internal systems and processes are followed.
- To work seamlessly with the existing support teams.
- To maintain client confidentiality, data protection and other legislative and organisational responsibilities.
- To seek opportunities for continuous improvements and feedback to the Head of Operations.
- To deliver high standard technical support within in line with our strategies, policies and procedures.
Ideal Candidate:
- Experience of WOM is essential
- Experience with Salesforce
- Experience with TriGold and 360 Lifecycle would be an advantage
This position will be a part time role, working 3 days each week in their office.