Mortgage Admin - Investment Training & Career Growth

Ernest Gordon Recruitment; Guildford; On-site; GBP 38,000 - 40,000; Full time

Benefits offered by this job

Training opportunities

Progression

Company benefits

Competitive salary

Job summary

Ernest Gordon Recruitment in Guildford is seeking a Mortgage Administrator with mortgage experience who will receive one-on-one training in investments to boost your career. The role offers a clear development path within a well-regarded firm.

Responsibilities include supporting the sales and client review process, maintaining client records, processing new business applications and using back-office systems such as Intelliflo to manage client files.

Qualifications

• Experience with administration within mortgages.
• CF1 Qualification.
• Commutable distance to Guildford.

Responsibilities

• Carrying out admin tasks in support of the sales process and client review process
• Use back office systems such as Intelliflo to maintain client records
• Communicate effectively with clients within the financial services sector
• Maintaining client files and records
• Processing new business applications, including checks to confirm documentation is correct
• Creating and processing fund switch reports
• Understanding the regulator requirements relating to independent financial advisors

Skills

Mortgage administration experience

Customer service

Education

CF1 Qualification

Tools

Intelliflo

Job description

Ernest Gordon Recruitment in Guildford is seeking a Mortgage Administrator with mortgage experience who will receive one-on-one training in investments to boost your career. The role offers a clear development path within a well-regarded firm.

Responsibilities include supporting the sales and client review process, maintaining client records, processing new business applications and using back-office systems such as Intelliflo to manage client files.