Mortgage Administrator

Mortgage administration for a UK based mortgage advisor. Tasks include organising client files, ensuring all documents are included, writing mortgage suitability reports and assisting with preparation of all paperwork

Application Requirements:

Before applying, please ensure you have completed the following steps:

IQ Questionnaire: Complete the IQ questionnaire.
DISC Assessment: Complete the DISC assessment
Job Description:

Are you an organized and detail-oriented individual with a passion for financial planning? We are seeking a dedicated Mortgage Administrator to join our team. As a key member of our organization, you will play a crucial role in assisting our Mortgage Adviser to provide exceptional services to our clients.

Responsibilities:

Assist Mortgage Advisor in the preparation and review of financial documents, reports, and presentations.
Maintain accurate and up-to-date client records, files, and databases.
Prepare and process administrative paperwork related to mortgage advice.
Respond to client inquiries and provide excellent customer service.
Collaborate with the team to ensure smooth operations and seamless communication.
Conduct research and gather information to support ,mortgage planning strategies.
Stay updated on industry trends, regulations, and best practices related to UK mortgages.
Qualifications:

Previous experience as a high-level assistant is essential.
Preferred experience in Mortgage assistance or related roles.
Strong organizational skills with keen attention to detail.
Excellent communication skills, both written and verbal.
Proficient in using Microsoft Office Suite and financial planning software.
Ability to work independently and as part of a Upgrade to see actual infomonstrated ability to handle confidential and sensitive information.
Professional demeanor and strong interpersonal skills.
Application Instructions:

To apply, please send a message in the app with the following information:

A brief introduction about yourself and your relevant Upgrade to see actual info the title of your message, please include the phrase "Rockstar Mortgage Advisor."

Benefits:

Competitive salary based on experience and qualifications.
Opportunity to work with a dynamic and supportive team.
Professional growth and development opportunities.
Positive and inclusive work environment.

If you're ready to contribute to a fast-paced and collaborative environment, where your skills and dedication are valued, we encourage you to apply for this exciting opportunity.

Application Deadline: 01/10/2023