Reed have been engaged to support an award-winning firm of financial planners who are based in Poole.
They are looking for an experienced Mortgage administrator to join them on a permanent basis to support a mortgage, equity release and protection adviser in the processing and administration of mortgage applications.
• Maintaining accurate and current client records, file notes and audit trails in the firm CRM system.• Liaising with providers & solicitors and communicating case progress with clients.• Obtaining comparison quotes and illustrations for clients.• Keying mortgage applications into online systems.
• Experience of mortgage and protection advice processing is essential (2 years+)• Experience and confidence with CRM systems and mortgage/protection systems essential. Training will be provided in firm specific systems.• CeMAP or equivalent or a willingness to work towards this qualification.• Strong belief in client service and adherence to regulatory standards.• Ability to manage own time and prioritise activity.
In return you will receive.
Starting salary of £25k plus (DOE)25 days holiday allowance + BH,Free on-site parkingHybrid working
For more information, please contact Hannah at REED.