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Form of workSF Recruitment are currently recruiting for an exciting opportunity with one of our main clients, based in Central Derby. Our client are looking to recruit two Administrators to join their growing administration team, working within the Mortgage industry.
The role is a full-time, permanent position, working Monday to Friday 8.30am - 4.30pm (office based) with free on-site parking. Salary for the role is £22-24,000 (dependant on experience).
This role isn't necessarily for everyone, as our client is looking for someone with previous administration experience but within a relevant field such as Mortgage, Conveyancing, Legal or Financial Services. This doesn't need to be current experience, however if you have current or previous within this industry, no matter how long, please do get in touch! Full training from a process and system point of view will be provided, however any previous knowledge and understanding of the industry is essential.
Typical duties will include:
- Creating and maintaining accurate client records using MS Office and a CRM system.
- To forge successful professional relationships with colleagues, clients, lenders and insurance companies, to improve and enhance the services we receive and provide.
- Preparing documentation for client meetings.
- Receiving and acting on instructions from the financial advisers.
- Processing New Business through to completion for life, pension, and mortgage products.
- Creating and producing suitability letters and reports.
- Using various research and quoting systems.
- Obtaining product information from providers.
- Liaising with clients and product providers on outstanding documents and queries.
- Ensuring all client files are compliant on an ongoing basis.
If you have previous experience in the industry or having supported within this area of work and you are keen to continue within an extremely progressive and developing role, then get in touch today!
