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    Mortgage Administrator

  • Job type: Permanent
  • Sector: Administrator
  • Location: Lancaster, Lancashire
  • Salary: £18000 - £20000 per annum
  • Date posted: 08/02/2018
  • Job reference: CMS031366'2002_1518100509

Our clients are one of the leading independent financial advisers in Lancaster and Morecambe and have a vacancy for a Mortgage Administrator.

Main Duties and Responsibilities:

To operate under the guidelines of the Financial Conduct Authority at all times whilst maintaining the highest standard of compliance and confidentiality
All aspects of Mortgage, life and insurance administration as directed by the advisers
Typing up of letters and reports
Chasing cases on a regular basis keeping providers and clients up to date at all times
Responsible for answering telephone calls to the firm, ensuring that messages are passed on accurately and promptly and deal with any queries where possible which might arise from the caller.
To meet and greet clients to the firm in a friendly and courteous manner
Claim proc fees via the mortgage club for any cases proceeding to offer
Make appointments and book the appointments into the diary and pipeline system
Scan documents and update and add client records to the web based back office system and spreadsheets and keep a well maintained filing system.
Process card payments on the electronic system
Submit mortgage, life and general insurance applications and record correctly on the new business register
Send invoices and chase any outstanding fees
Send TCF questionnaires for all new business clients after completion of business
Prioritise and monitor own emails and respond to any queries appropriately and ensure all jobs and deadlines are adhered to in a compliant manner
Speak to clients on behalf of the financial adviser in a pleasant and professional manner
Ensure at all times confidentiality within the firm.
Update social media platforms
Take an active role in the marketing side of the business including the organising of social/charity events
Be competent on all the following excel, word and powerpoint
Arrange travel requirements for advisers as and when

To apply for this role please forward your CV to Tracy Bolan at Clayton Recruitment using the links below.

At Clayton Recruitment we passionately believe your talent matters, so we specialise in recruiting the best talent and connecting this to your opportunities. Based in the North West, our pedigree and service levels give those looking to make a move a refreshingly different recruitment experience. You will work with experienced professionals, dedicated to your success. Take a look at our web site for our latest blogs and news and to keep up to date with current vacancies.

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