Mortgage & Protection Administrator

One of our clients based in Horsham, Sussex is looking for a Mortgage and Protection Administrator to join their successful team. The role with be office-based position, mainly focusing on protection cases with a competitive benefits package on offer.

Responsibilities will include:

-   Organising adviser diaries and booking client meetings
-   Maintaining back office systems
-   Taking charge of the fixed rate renewal process in full including suitability letters and post meeting action point letters for clients
-   Writing factfinds, suitability reports and sourcing/placing the mortgage case
-   Supporting clients throughout the planning process, from the first point of contact through updating and answering queries
-   Chasing solicitors, lenders, estate agents to progress cases and providing updates to clients and the planners
-   Creating and maintaining spreadsheets to keep the team informed at all stages of the process
 

Desirable:

-   Experience of working within financial services particularly with mortgages & protection
-   Good GCSE or A Level results
-   Strong numerical and written communication skills
-   Excellent organisational and administration skills, managing multiple advisers' workflows
-   Ability to proactively use initiative to problem solve and anticipate next steps
-   Demonstrable experience of building rapport and interacting with clients effectively
-   A driven individual with a focus on client service and leading a high-performance culture
-   Adaptable to change management plans and advocate business initiatives
-   Confidence and ability to influence senior stakeholders
-   Ability to work autonomously as well as follow directions from managers
-   IT technically proficient including Office 365
 

If you are interested in this position then please forward your CV to sam@artemisrecruitment.co.uk 

Apply for this job