We’re really excited to advertise this position as it is with a fantastic, fresh new and genuinely good fun Mortgage and Protection Broker.
*The role is offered on a hybrid basis ( 3 days in Chelmsford office)
A recently released role have developed due to natural business development.
You will be joining a small, friendly team providing top quality Residential Mortgage and Protection administration support to the advisers and their clients.
You will be a strong team player, but also able to work independently ( at home 2 days per week) using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously.
The Role:
*Processing/administering a high volume of residential and BTL mortgages.
*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
*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, offering a competitive basic salary and interviews are available ASAP. If you are an experienced Mortgage administrator not enjoying your current position, this one is highly recommended.