Mortgage administrator Work, Jobs in Cheltenham (with Salaries)

IFA Senior Administrator
Legal & Medical Investments Ltd —Cheltenham
- £25,800 - £30,753 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Life insurance
- Referral programme
Quick apply
Strutt & Parker - Administrator
BNP Paribas —Cirencester
- Full-time
- Microsoft Outlook
- Customer service
- Organisational skills
- Annual leave
- Employee discount
Mortgage Administrator
The Mortgage Brain —Gloucester
- English
Stock & Admin Clerk
DHL —Gloucester
- £28,500 - £32,000 a year
- Rotating shift
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking

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Strutt & Parker - Administrator
BNP Paribas —Cirencester
Heath & Leisure: Health Cash Plan, 25 days annual leave + public holidays (the option of purchasing up to 5 additional days via flex benefits), health screening…

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mortgage administrator jobs near cheltenham

IFA Senior Administrator

Legal & Medical Investments Ltd
Cheltenham

Quick apply

Job details

Permanent | Full-time
£25,800 - £30,753 a year

Benefits

Company pension
Company events
Life insurance
Referral programme

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

Job description

We are looking for an ambitious, efficient and conscientious individual to join our team, providing support to the Independent Financial Advisers within the company to ensure that our clients are given a high level of continuing service.

The role would suit a candidate with current or previous experience directly supporting financial advisors or within a financial adviser firm ideally with exposure to the administration and support of the new business and annual review process.

An understanding of the following products would be advantageous: Mortgages, Protection, Investments and Pensions

Career progression is available allowing candidates to further their training and experience and earning potential.

Responsibilities and Duties:

Your responsibilities will include but not limited to:

- processing applications via different provider platforms

- maintaining and updating database with relevant policy information

- corresponding with providers across the market (in relation to investment, pension, protection and mortgage products)

- corresponding with clients for application progression

- issuing documents to clients

- producing and updating client reports

- drafting suitability reports for advisers

- ensuring all records are kept up to date and compliant

- handling incoming queries and outgoing calls to other providers and clients

- working closely with advisers on a 1:1 basis

Job Types: Full-time, Permanent

Pay: £25,800.00-£30,753.00 per year

Benefits:

Company events
Company pension
Life insurance
Referral programme

Experience:

Financial services: 1 year (required)

Work Location: Hybrid remote in Cheltenham GL50 1BB

Quick apply

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mortgage administrator jobs in cheltenham

IFA Senior Administrator

Strutt & Parker - Administrator