Mortgage & Protection Administrator

Lime Search & Select Ltd; Bradford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading Independent Financial Advisory firm is seeking a Mortgage & Protection Administrator to support Mortgage Advisers in Bradford. The role involves managing client documentation, scheduling appointments, and various administrative tasks, requiring experience in the Financial Services industry. Ideal candidates will have strong communication skills and a background in financial disciplines.

Qualifications

• 1-3 years experience in Financial Services sector.
• Experience in Mortgages & Protection preferred.

Responsibilities

• Provide administrative support to Mortgage Advisers.
• Prepare client packs and maintain client files.
• Submit mortgage applications with accurate documentation.

Skills

Communication

Attention to detail

IT Proficiency

Time Management

Education

Good GCSE grades in English & Maths

Degree in Financial discipline

Tools

Microsoft Word

Microsoft Excel

Job description

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

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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.