Senior Mortgage & Protection Administrator
Posted 25 days ago
- London, Greater London
- Any
- External
- Expires In 2 months
Senior Mortgage & Protection Administrator
My client is the Mortgage & Protection subsidiary of a UK Wealth Management firm. MLR Careers is supporting them in the recruitment of an additional experienced
Mortgage & Protection Administrator.
This role offers a career path to Wealth Management Paraplanner, Financial Planning Advisor or Mortgage Advisor.
There is potential for this role to be partly home-based though some office attendance will be required, particulalrly during your induction period.
The company
My client is enjoying huge success and is in a sustained period of growth. Their 300 Advisers working throughout the UK are supported by a 30-strong Admin and Compliance team based here in NI.
This is an opportunity to join a company that is thriving. You will be part of a growing, close-knit and friendly team, working in an incredibly busy office. You’ll be dealing with the administration of a range of protection policies and mortgages from application through to issue.
The individual
You will have a minimum of 2 years’ experience in both mortgage and protection administration and be able to demonstrate their expertise in the following areas:
Protection
Be able to competently review and check a file for suitability of advice.
Have a high level of provider knowledge.
Be able to use iPipeline or a similar sourcing system and demonstrate their understanding of the source results.
Understand how BMI and medical conditions would affect the outcome of a policy and be able to ascertain whether or not pre-sales underwriting would be required.
Be able to verify the reasons for a recommendation being made to a client.
Mortgages
Have a high level of lender knowledge.
Be able to competently review and check a file for suitability of advice.
Be able to check and cross reference mortgage application documents to ensure that the correct information has been correctly documented on the fact find e.g. wage slips, tax returns, bank statements, credit reports.
Be able to use affordability calculators and know what type of income can be used to work out a client's level of borrowing.
Be able to use Trigold or a similar sourcing system.
Be able to key mortgage applications to lenders.
Be able to prepare Suitability Reports
CeMAP qualification is not essential but preferable and the candidate will avail of the following company benefits:
The package
Salary circa £30,000 doe
4 x salary Death-in-Service benefit
34 days’ holiday (25 plus 9 stats)
Pension
Exam funding
To apply
Immediate interviews. To apply please upload your CV via the link on this board.
Contact
Iain Cahoon
M : +44 (0)##### #####
E:
#####
W : www.mlrcareers.com
MLR Careers is a trading style of MLR Recruiting Ltd., registered in Northern Ireland number NI653214 and is acting as an Employment Agency for this vacancy.
My client is the Mortgage & Protection subsidiary of a UK Wealth Management firm. MLR Careers is supporting them in the recruitment of an additional experienced
Mortgage & Protection Administrator.
This role offers a career path to Wealth Management Paraplanner, Financial Planning Advisor or Mortgage Advisor.
There is potential for this role to be partly home-based though some office attendance will be required, particulalrly during your induction period.
The company
My client is enjoying huge success and is in a sustained period of growth. Their 300 Advisers working throughout the UK are supported by a 30-strong Admin and Compliance team based here in NI.
This is an opportunity to join a company that is thriving. You will be part of a growing, close-knit and friendly team, working in an incredibly busy office. You’ll be dealing with the administration of a range of protection policies and mortgages from application through to issue.
The individual
You will have a minimum of 2 years’ experience in both mortgage and protection administration and be able to demonstrate their expertise in the following areas:
Protection
Be able to competently review and check a file for suitability of advice.
Have a high level of provider knowledge.
Be able to use iPipeline or a similar sourcing system and demonstrate their understanding of the source results.
Understand how BMI and medical conditions would affect the outcome of a policy and be able to ascertain whether or not pre-sales underwriting would be required.
Be able to verify the reasons for a recommendation being made to a client.
Mortgages
Have a high level of lender knowledge.
Be able to competently review and check a file for suitability of advice.
Be able to check and cross reference mortgage application documents to ensure that the correct information has been correctly documented on the fact find e.g. wage slips, tax returns, bank statements, credit reports.
Be able to use affordability calculators and know what type of income can be used to work out a client's level of borrowing.
Be able to use Trigold or a similar sourcing system.
Be able to key mortgage applications to lenders.
Be able to prepare Suitability Reports
CeMAP qualification is not essential but preferable and the candidate will avail of the following company benefits:
The package
Salary circa £30,000 doe
4 x salary Death-in-Service benefit
34 days’ holiday (25 plus 9 stats)
Pension
Exam funding
To apply
Immediate interviews. To apply please upload your CV via the link on this board.
Contact
Iain Cahoon
M : +44 (0)##### #####
E:
#####
W : www.mlrcareers.com
MLR Careers is a trading style of MLR Recruiting Ltd., registered in Northern Ireland number NI653214 and is acting as an Employment Agency for this vacancy.
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