Mortgage Administrator (Training on Investments)

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

Benefits offered by this job

Training opportunities

Progression

Company benefits

Job summary

Ernest Gordon Recruitment Limited in Guildford is seeking a Mortgage Administrator with experience in mortgages who is keen to gain training in investments, with a salary in the 38,000–40,000 range plus development opportunities and company benefits.

You will support the sales and client review process, use back office systems such as Intelliflo to maintain client records, communicate with clients in the financial services sector and process new business applications.

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

Client communication

Regulatory knowledge

Education

CF1 Qualification

Tools

Intelliflo

Job description

Mortgage Administrator (Training on Investments)

Guildford

38,000 - 40,000 + Training / Development Opportunities + Progression + Company Benefits

Are you an Administrator with experience in mortgages, looking for a new role with a company that has fantastic staff retention, a variety of training and progression opportunities?

Do you want to work for well run and organised business that puts its staffs wellbeing at the forefront of all decision making?

On offer is the chance for an Admin with mortgage experience that wants to work with industry experts who can provide one on one training especially in the investments field to help you upskill yourself.

This business have a best in class industry reputation, regular pay and progression reviews among other incentives which has built a very collaborative and cohesive work environment.

This role would suit an Admin with mortgage experience that wants training in new areas and is local to Guildford.

The role:

• 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

The person:

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

Reference: BBBH27800

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