Mortgage Broker Administrator

The Coast Partnership Ltd; Canvey Island; On-site; GBP 60,000 - 80,000; Full time

Job summary

A mortgage and wealth planning firm is looking for a dedicated individual to join their team in Canvey Island. The role involves processing residential mortgages, handling client queries, and maintaining client files. The ideal candidate will have excellent organisational skills and the ability to work under pressure. Full-time position available immediately in the office.

Qualifications

• Excellent organisational skills.
• Ability to work to tight deadlines.
• Strong team player and independent worker.

Responsibilities

• Processing/administering a high volume of residential mortgages.
• Dealing with adhoc queries from advisers and clients.
• Maintenance of client files and records.

Job description

Overview

A brand new role have developed within a specialist Mortgage/Wealth planner.

You will be joining a small, friendly team providing top quality residential Mortgage and Protection administration support to the advisers and their clients. You will be a strong team player, but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously.

The Role

• Processing/administering a high volume of residential mortgages.
• Dealing with adhoc queries from Mortgage/Protection Advisers/Clients/Providers
• Tasks to be recorded and maintained via back-office systems
• Maintenance of client files
• Postal activity (incoming/outgoing)
• New business processing (Online/Post)
• Loading relevant data on to back office
• Processing Letters of Authority
• Liaise with 3rd Party Providers & Paraplanners
• Preparing Client Meeting Packs
• Gather quotes / illustrations / Fact Sheets / Order Projections
• Update advisers & clients of progress on New Business cases
• Maintenance of all client policy data

This position is available immediately and is full time in the offices ( based in South Essex)

Interviews are available immediately.