Position: Mortgage and Protection Administrator
Location: Horsham, West Sussex
Minimum Requirements:
* Mortgage and Protection experience (ideally from a Financial Planning firm)
* Financial Services Administration experience
Salary/package: Up to £28,000 + bonus + 25 days’ annual leave + healthcare + pension (5%, 5%) + study support + DIS + various other benefits
YOUR NEW COMPANY
Our client is a successful, award-winning UK-wide IFA network with head quarters based in West Sussex. The company has significant plans to grow over the next 12 months and has just started the search for a Mortgage and Protection Administrator to join its rapidly-expanding Mortgage team.
THE ROLE
Reporting to the firm’s Mortgage and Protection Team Leader, the Mortgage and Protection Administrator’s key duties will include
* Chase providers on the progress of business in a timely and effective manner
* Chase solicitors for exchange and completion dates
* Update client’s progress of workflow.
* To prioritise workload to ensure deadlines are met
* Chase client authorities with insurance companies
* Ensure all documents held on client files are scanned to INVU or Intelligent Office
* Issue documents to clients including suitability letters
REQUIREMENTS:
Candidates interested in the Mortgage and Protection Administrator vacancy will have the following criteria:
* Mortgage and Protection experience (ideally from a Financial Planning firm)
* Financial Services Administration experience
REMUNERATION / PACKAGE
The package for the Mortgage Administrator role is as follows:
* Salary of up to £28,000
* Bonus
* 25 days’ annual leave
* Healthcare
* Pension (5%, 5%)
* Study support
* Death in Service x 4
Next steps:
If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.