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Mortgage Administrator - IFA Practice - Banbury, Oxfordshire

Posted 2 days ago by Reed Insurance Ended
Mortgage Administrator – Banbury, Oxfordshire

My client is a successful Chartered IFA practice and are a part of one of the UK`s largest Wealth Management Networks. The company's main aim is to provide the best and most impartial advice available to its clientele and specialise in meeting the financial needs of both private and business clients.

This is an excellent opportunity to join a FTSE 100 company awarded “Britain’s Most Admired Companies 2016/17 and “Best Financial Adviser 2016/17 by market leading publications.

The company are currently looking for a Mortgage Administrator to join their established team based within their Banbury, Oxfordshire office.

The role is a permanent full-time role with 35 hours per week.

You will receive a competitive basic salary of up to £25,000 based on ability/role experience, Plus benefits including a 12% additional bonus scheme dependant on experience.

Key Tasks and Responsibilities:
-Responsible for maintaining adviser workload using the clients back office system.
-Preparing review documents which consist of valuations and fund fact documents for clients on behalf of the advisors.
-Processing and submitting business online.
-Providing and obtaining illustrations along with the other paperwork for the clients
-Entering new cases on to the system and keeping data updated.

Desired Experience:
-Mortgage Administration experience – Ideally experience providing support in pensions and investments or Mortgages and Protection
-Previous experience ideally working in an IFA
-Excellent communication skills (both verbal and written).
-Strong attention to detail.
-Good working knowledge of Microsoft Office and associated software.
-A track record of ability to work compliantly.
-Experience processing business information, putting together research and assisting product selection.
-Organised, credible and knowledgeable.
-Able to liaise in a professional and efficient manner at all levels.
-Beneficial to the role would be knowledge of suitability report writing.

Apply on-line or if you would like more information on this role, or any role within the mortgage market please contact Mithun Bhagwan on 0333 2408 550 or e-mail attaching your updated CV.

REED Mortgages - The UK's leading specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34177361

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