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Goldstone Laine
,
Bromsgrove, Worcestershire
Mortgage Administrator
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Job Type: Full-time |
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Salary: £16,200 per annum |
Overview
This is an opportunity to join a successful Financial services business in Bromsgrove as a Mortgage Administrator. Experience in the role of Mortgage Administrator is required. Up to £22,700 Basic. Full Time, Monday to Friday. Overall Job Purpose To provide administrative support to the Practice/Practice Principal/Advisers to ensure the efficient processing of business, effective management of day to day tasks and that clients receive a high level of service when contacting the practice. Accountabilities/Responsibilities Answer incoming calls & emails, responding to client queries and directing as appropriate To update and maintain the Practice’s system and client contact sheets. To obtain up to date information in line with practice processes and adviser requirements To ensure all information is entered onto the practice CRM system maintaining up to date records of client’s personal details, plans and contact history ensuring correlation with other systems To obtain quotations and illustrations and supporting documentation in preparation for client meetings as appropriate To obtain valuations and information regarding clients existing policies as appropriate To research and arrange calculations as required to assist in assessing the clients, mortgage, critical illness, disability and life insurance needs as appropriate Prepare proposals for the recommended solution for the client, including approved product illustrations and literature and establish details from the chosen provider and investment platform, where applicable To administer the submission of applications to product providers and monitor relevant systems to ensure accuracy and/or acceptance Update system to ensure the delivery of ongoing service requirements, maintaining accurate records and ensuring correlation with other systems Produce client facing material in preparation for ongoing service meetings in line with Practice standards and client type. Provide ad hoc research and administrative support to the Principal/adviser as and when required Assist in the management of client relationships This role is being dealt with by Mark Hazzard, Goldstone Laine Limited