Wealth & Mortgage Administrator — Hybrid Role

Morgan McKinley

Guildford

Hybrid

GBP 34.000 - 42.000

Vollzeit

Vor 2 Tagen

Sei unter den ersten Bewerbenden

Eine vollständige Bewerbung in einer Minute

Maßgeschneiderter Lebenslauf und Anschreiben – versandbereit.

Schaffe es an den ATS-Filtern vorbei

Benefits dieser Stelle

25 days holiday

Pension 5%

Private health insurance

Life insurance

Salary review

Annual bonus

Hybrid working

Flexible hours

Study support

Career development

Supportive culture

Zusammenfassung

Morgan McKinley in Surrey is seeking an experienced Mortgage Administrator to join our Wealth Management team. You will provide administrative support to financial advisors and work across both Wealth and Mortgage teams, contributing to an outstanding client service culture.

The role offers a competitive salary up to £38,000 plus benefits, and a hybrid working pattern from probation, with 1 day a week home-based.

Qualifikationen

Experience as Mortgage or IFA Administrator with client focus.
Strong attention to detail and accuracy.
Excellent communication with clients and advisors.

Aufgaben

Provide administrative support to financial advisors
Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc
Support annual review processes, ensuring client records are up to date
Liaise with product providers, ensuring all compliance requirements are met
Maintain accurate client data within internal systems
Support with client updates and communications
Process new business applications, including checks to confirm documentation is accurate
Process client requests including withdrawals, statements, change of information etc

Kenntnisse

Admin support

Attention to detail

Client communication

Data management

Jobbeschreibung