Mortgage Administrator (Full or Part Time)

My client is a Norwich based chartered holistic financial planning firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their existing mortgage team as an Administrator.My client is considering both full and part time applicants for this vacancy.Job SummaryTo provide a welcoming, efficient, professional and effective client service with a high focus on quality and accuracy, adhering to TCF and Consumer Duty principles at all times.Key responsibilities• To process and manage mortgage cases from submission through to completion, undertaking research as required.• To communicate with clients and providers, responding to queries via telephone, email and post in a timely manner.• To ensure all client records and data are maintained accurately and efficiently.• To obtain and interpret information from providers, keeping mortgage advisers up to date with all communications.• To ensure files are fully FCA compliant by following internal compliance procedures.• To prepare client meeting packs.• To calculate fees, raise client invoices and chase outstanding fees as required.• The effective management of day-to-day work through the company’s workflow system.• To carry out other general administration duties as assigned.Qualification, Experience and SkillsCeMAP qualification (Desirable)Grade A-C or 9-4 including English and MathsPrevious experience in Financial ServicesUnderstanding of FCA rules, ethics and financial regulations (Desirable)Strong IT skills, MS Office Word and ExcelExcellent Organisational and communication skillsAbility to work to deadlinesGood numeracy skillsGood attention to detailAble to demonstrate an adaptable/flexible approach to work within a changing environmentThe ability to work within a team environmentGreat inter-personal skills, both written and verbalPrivate pension4 x death in serviceBupa cash plan, covers medical prescription costs etc.21 days holiday + BH, increases incrementally following 2 years’ service to a maximum of 27 daysSupport with professional qualifications (financially and academically)Flexibility on working hours and some working from home, subject to a satisfactory probation period (3-6 months).Bonus scheme
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