Mortgage administrator Work, Jobs in Bridgend (with Salaries)

Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- In-person
- Office experience
- Free parking
Quick apply
Team Leader
Link Financial Outsourcing —Caerphilly
- £29,500 a year
- Full-time
- Customer service
- Mentoring
- IT
- Annual leave
- Employee assistance programme
Quick apply
1d
Treasury Administrator (3 Month FTC)
Hodge Bank —Cardiff
- £25,000 - £27,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
2d

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HR Helpdesk Supervisor
South Wales Police —Bridgend
The HR Helpdesk, ensuring the efficient and effective handling of enquiries, processes, and escalated queries.
£33,603 - £39,276 a year
9d
Administrative Officer Homecare Services
Cwm Taf Morgannwg University Health Board —Bridgend
Respond professionally to telephone and email enquiries from healthcare professionals, suppliers and patients, maintaining confidentiality and a patient‑focused…
£26,300 - £27,890 a year
1d

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Administrator

Lowndes Halsden & Partners
Cardiff

Quick apply

Job details

Permanent | Full-time
From £27,000 a year

Benefits

Free parking
Company pension

Qualifications

Pension
Office experience

Full job description

We are a fast-growing independent financial adviser business with principal offices in Birchgrove (Cardiff). We offer independent financial advice and investment management services to private individuals and businesses. We promote quality of service over and above quantity in all areas. We do not advertise, and all of our new clients are referred through existing clients by word of mouth, so service is paramount.

The Role:

We are a team of people for whom customer service is our top priority. The role is based in a busy office environment within a team of administrators. The role of the Administrator itself plays a key part in delivering high standards of service to our clients by providing professional administrative support to our clients and colleagues.

The Offer:

This is a full-time permanent role, Monday to Friday 9.15 a.m. - 5.15 p.m. Holiday entitlement - 22 days plus bank holidays.

Key Responsibilities:

Liaising with paraplanners to gather information and preparing the suitability pack, including applications, to be sent out to our clients.
Liaising with banks, life/pension/investment/mortgage providers, doctors and solicitors to gather progress updates on client products.
Ensuring that the procedure to update a client account has been completed prior to the client arriving for their meeting with the adviser.
Booking client appointments and updating our in-house system, which you will be trained on. General administrative duties including post in and out of the business.

Skills and Qualifications:

Ideally, you will have at least 2 years experience working in an office environment.
You may have experience within the mortgage / life / pension / investment industry but this is not essential.
You should be comfortable working independently and using your own initiative, as well as contributing to part of a team.
You will be fully trained on all the systems used within the company plus support will be available if you would like to obtain any relevant qualifications.

Contact us:

If you want more information about this role before submitting your CV then please contact Kate at the office. Further information about the Company can also be obtained from our website.

Job Types: Full-time, Permanent

Pay: From £27,000.00 per year

Benefits:

Company pension
Free parking

Work Location: In person

Quick apply

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