My client is an Independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning Services surrounding Mortgages, Protection, Pensions and Retirement Planning.
We urgently seek a Mortgage & Protection Administrator, to join an existing team providing support to the Mortgage Advisers of the business.
Key tasks and responsibilities include (but not limited to):
Provide administrative support to the Advisers including preparing reports, scheduling client appointments, updating and liaising to conclude work related tasks
Prepare client packs, research, applications and documents required for client meetings
Maintain client files in line with company guidelines and standards
Submit mortgage and protection applications with various lenders/providers, ensuring all documentation is accurate and submitted on time
Ensure all necessary information is on file and liaise with relevant companies/departments to resolve any outstanding queries
Assist the business as and when required in various tasks upon request, including meeting and greeting clients, answering and dealing with incoming enquiries
Proficient in the use of IT: Microsoft Word/Excel
Excellent communication skills and attention to detail
Ability to manage multiple tasks
It would be to your advantage if you have and experience within a similar role within Mortgages & Protection, but this is not specifically needed. We require a candidate with 1-3 years experience working within the Financial Services sector, with a minimum of good GCSE grades in English & Maths, ideally degree qualified within a Financial discipline, and have a desire to develop a career within the Mortgage / Financial Planning industry.
Additional information
VACANCY DETAILS
Location: Bradford CLOSING DATE
Sep
30 APPLY NOW!
If you would like to apply for this vacancy by uploading your CV to Lime then please use the form below. Vacancy Application We would love to hear from you! Please fill out this form and we will get in touch with you shortly. Your Name*
Your Email*
Date of Birth*
Where do you live*
Application Statement*
Please include why you would like to be considered for this Apprenticeship Company Registration: Lime People Search & Select Ltd 08062097
The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.
#J-18808-Ljbffr
VACANCY DETAILS
Location: Bradford CLOSING DATE
Sep
30 APPLY NOW!
If you would like to apply for this vacancy by uploading your CV to Lime then please use the form below. Vacancy Application We would love to hear from you! Please fill out this form and we will get in touch with you shortly. Your Name*
Your Email*
Date of Birth*
Where do you live*
Application Statement*
Please include why you would like to be considered for this Apprenticeship Company Registration: Lime People Search & Select Ltd 08062097
The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.
#J-18808-Ljbffr
