My client is a small Chartered Financial Planning firm based in London EC1, providing businesses and individuals with sound Financial Planning Advice surrounding Pensions, Investments, retirement & Estate Planning and Mortgages.
We are urgently seeking a Mortgage & Protection Administrator, who will work closely with the firm’s Mortgage Adviser to support the existing client bank and assist in the process of taking on new clients. You will be given full training on the firm’s processes and procedures relating to the ongoing requirements of the current client bank.
Responsibilities:
Client Services: Provide a high level of support to all clients from initial contact to mortgage completion; Manage client liaison via access to mortgage adviser’s diary; Support the advisers with lender research as required; Generate recommendation spreadsheets for the adviser; Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications; Draft suitability reports for the adviser to review; Overview all case requirements and associated compliance for each case; Provide ongoing review service by managing pipeline of ongoing rolling business. Data Processing: Key all mortgage applications; Input and update client information into our CRM; Develop CRM processes to improve general efficiency; Process all broker fees via the WorldPay portal; Claim all procuration fees from the mortgage clubs; Monitor all monies received; Create and manage income profiles for our Finance Department; Conduct all protection research for each application; Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web. Ad hoc tasks: Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; Sit in on provider meetings; Interaction with mortgage and protection business development managers to keep in line with industry changes and up-to-date products; Complete Management Information (MI); Internal and external file checks. Submit files to review from the advisers to our compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; Use our compliance help desk to keep up to date with any regulation; Monitor the mortgage back book; We are seeking those with either Degree educated qualifications or at least 1 year’s experience within a similar Mortgage & Protection Administration role. Ideally, you will already have gained RO1 and CF6 qualifications or be close to gaining them. The firm will support the further development of the successful applicant by providing financial assistance for the completion of further qualifications in the sector. Other benefits, upon completion of probation would include Private Medical Insurance, Gym Membership with Virgin Active, Pension scheme and also annual 5* holidays abroad, previous trips have included: skiing in Val Thornes, New York, Las Vegas, Barcelona.
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Client Services: Provide a high level of support to all clients from initial contact to mortgage completion; Manage client liaison via access to mortgage adviser’s diary; Support the advisers with lender research as required; Generate recommendation spreadsheets for the adviser; Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications; Draft suitability reports for the adviser to review; Overview all case requirements and associated compliance for each case; Provide ongoing review service by managing pipeline of ongoing rolling business. Data Processing: Key all mortgage applications; Input and update client information into our CRM; Develop CRM processes to improve general efficiency; Process all broker fees via the WorldPay portal; Claim all procuration fees from the mortgage clubs; Monitor all monies received; Create and manage income profiles for our Finance Department; Conduct all protection research for each application; Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web. Ad hoc tasks: Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; Sit in on provider meetings; Interaction with mortgage and protection business development managers to keep in line with industry changes and up-to-date products; Complete Management Information (MI); Internal and external file checks. Submit files to review from the advisers to our compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; Use our compliance help desk to keep up to date with any regulation; Monitor the mortgage back book; We are seeking those with either Degree educated qualifications or at least 1 year’s experience within a similar Mortgage & Protection Administration role. Ideally, you will already have gained RO1 and CF6 qualifications or be close to gaining them. The firm will support the further development of the successful applicant by providing financial assistance for the completion of further qualifications in the sector. Other benefits, upon completion of probation would include Private Medical Insurance, Gym Membership with Virgin Active, Pension scheme and also annual 5* holidays abroad, previous trips have included: skiing in Val Thornes, New York, Las Vegas, Barcelona.
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