Mortgage Administrator

Reed Specialist Recruitment are proud to be representing one of the UK's leading financial advice networks, who are looking for a new Mortgage & Protection Administrator to join their Head Office, based in Horsham.

The successful candidate will provide full mortgage and protection administration support to all network advisers, assist advisers with general queries and give Ad Hoc support to the financial advice department when required.

Your main duties and responsibilities would be -

• To promote and always work towards In Partnership’s policy of delivery of Client Best Interest outcomes.
• To always ensure adherence to the In Partnership suite of policy and procedures, with distinct regard and compliance with the Conflict-of-Interest Policy and Inducement and Incentive policy.
• To take responsibility for own performance and to identify personal development areas.
• Assist the wider team and business with your knowledge on an ad hoc basis where business needs require.
• Ensure awareness and compliance of regulatory responsibilities and ensuring that the consumer outcomes are at the core of our focus in all work we do.
• Ensure that all advisers supply a full compliant file to the administration team before processing any new business
• All clients must be entered onto the back office system
• Submit mortgage and protection to providers on line (via providers website) or by post.
• Chase providers on the progress of business in a timely and effective manner
• Chase doctors surgery’s for doctors reports and medical examinations
• Chase solicitors for exchange and completion dates
• Update client’s progress of workflow.
• To prioritise workload to ensure deadlines are met
• Chase client authorities with insurance companies
• Ensure all documents held on client files are scanned to INVU or Intelligent Office
• Issue documents to clients including suitability letters etc

Necessary Skills/Qualifications

• Previous knowledge of the mortgage / protection Industry is essential.
• Good keyboard skills
• Practical experience with Word, Excel and Database applications
• Good communication skills
• Problem solving
• Time Management
• Up to date knowledge of financial services providers and products
• Ability to work to deadlines
• Professional interaction with all advisers and clients
• Previous experience as an administrator within the financial services industry especially with Mortgages & Protection

The successful candidate will have -

• Ability to work on own initiative as well as working effectively as part of a team; however, even more importantly is the willingness to adopt a flexible approach to the work undertaken.
• Demonstrate commitment by regular attendance and efficient completion of all tasks allocated.
• Carry out duties and responsibilities in compliance with health and safety policies and statutory regulations.
• Maintain high standards of personal accountability.
• Willingness to undertake training and progress personal development.

If you're interested in applying for this role, please follow the link or email me directly at