To provide administrative and sales support to financial advisers and their team to ensure clients receive a 5 star service from start to finish. Providing support to clients after a mortgage application has been submitted by ensuring all documents are compliant and liaising with mortgage lenders.
Hours: Monday-Friday 8.30am-5:30pm
Salary: £26,000-£28,000 DOE
Checking files to ensure all documents provided are compliant, under FCA regulations
Liaise between lenders, solicitors, advisers and clients
Acting as the main point of contact for mortgage progression through to offer
Ensuring the products selected remains the best for our client
Follow up and chase Mortgage Reviews
Organising calls for clients due for a remortgage to retain existing business.
Generate 5 star google reviews
Good working knowledge of Microsoft word, Excel and outlook
Well-spoken with excellent knowledge of the English Language
Confident telephone manner
Excellent time management skills with ability to prioritise and organise own workload
Ability to work under extreme pressure to meet deadline
Excellent attention to detail
Highly organised
Team player, flexible and keen to get involved in a number of different tasks
Friendly and Polite with a positive “nothing is too much trouble” approach
Self-motivated and able to work alone
Committed to providing excellent customer service
What We Offer:
- Progression: Fast-track growth within the property industry, with clear development pathways.
- Comprehensive Training: From apprenticeship to industry qualifications, we’ll support your development every step of the way.
- Holiday: Enjoy a generous allowance starting at 25 days annually, plus a birthday day off to celebrate.
- Supportive Environment: Wellbeing programs, team social events, and a fun, dynamic workplace.
- Additional Perks: Pension contribution, beauty and fitness discounts, season ticket loan, cycle-to-work scheme, and enhanced maternity/paternity leave.
- Give Back: Paid day off to volunteer at a charity of your choice.
