Trainee Mortgage Administrator

Honeycomb; Belfast; On-site; GBP 22,000 - 28,000; Full time

Job summary

A leading recruitment agency is seeking a Trainee Mortgage Administrator to join a private Wealth Management practice in East Belfast. The role involves providing administrative support to optimize client relationships and assist with daily operations. Ideal candidates will have GCSE Math and English, and strong literacy and numerical skills. This is a full-time, permanent position with a focus on starting a career in Financial Services.

Qualifications

• Looking to start a career within Financial Services.

Responsibilities

• Provide administrative support to the Practice
• Ensure files are complete with required client identification documentation
• Pre-meeting preparation and post-meeting follow-up
• Process applications accurately
• Answer incoming telephone calls
• Meeting and greeting clients
• Running reports and collating key data

Skills

Good literacy and numerical skills

Education

GCSE Math and English

Job description

Honeycomb is delighted to partner with a private Wealth Management practice to recruit for a Trainee Mortgage Administrator to join their office based in East Belfast. The role is full time and permanent.

The Client

Founded in 2005, our client is an established wealth management practice based in East Belfast.

The Role

To provide administrative support to the Practice to ensure that relationships with clients can be optimised and assist with the daily operation of the office.

Key Duties:

• Provide administrative support to the Practice
• Ensure that files are complete with all required client identification documentation and necessary application forms
• Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM
• Process applications accurately and record the required management information
• Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner
• Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
• Meeting and greeting clients and visitors to the Practice
• Running reports and illustrations and collating key data
• Progressing applications with product providers, chasing up Letters of Authority
• Producing templated client letters and reports

Essential Criteria

• GCSE Math and English
• Good literacy and numerical skills
• Looking to start a career within Financial Services.

Package

• Salary & Benefits

How to Apply

To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Louise Quinn at Honeycomb Jobs.

Disclaimer

If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.