Excellent career opportunity to join a dynamic Wealth Management firm, whereby you will be supporting the Mortgage Advisers with administration and client relationship support - with path to become a Mortgage Broker
This dynamic city based Wealth Management firm was formed 3 / 4 years ago and has a team of 12 Diploma qualified advisers and over 3,000 HNW clients. They are looking to recruit a Mortgage Client Relationship Administrator to join their existing support team who will work closely with the clients and advisors to ensure a smooth and efficient process from start to finish.
Role and responsibilities
You will be working for a small team of successful Mortgage Advisers whereby; your main responsibility will be to manage key internal and external relationships critical to the delivery of the mortgage end to end process and ensure that clients and advisers are kept abreast of all developments. In addition, your duties will include:
Take ownership of incoming enquiries from clients and providers, liaising with advisers, mortgage administrators and other departments as appropriate
Ensure all customer situation are handled appropriately
Deal with customer queries in an efficient manner by telephone or email
Develop and maintain good relationships with providers in order to help the smooth processing of all mortgage business
Monitor the delivery of service, ensuring that all accountabilities are undertaken and measured against agreed service standards.
You will have the opportunity to further your career within this successful business, as they will support you with obtaining CeMAP and have the path to become a Mortgage Broker.
Requirements to be considered
Ideally, you should have a good understanding of Mortgage products and processes and excellent administrative skills. However, they are happy to consider individuals with administration experience within financial services, whom have a basic understanding of mortgages. This would suit you if, you have a desire to become an Adviser in the future.
Starting salary of £26,000 pa dependent upon experience and qualifications
Company benefits include 20 days holiday plus BH (plus extra 3 - 4 days at Christmas), pension scheme, DIS, income protection and medical insurance
Working within prestigious offices based in the city.
The company pride themselves on their professional but friendly environment.
Excellent career opportunities within the company with the path to become a Mortgage Broker
City of London
Contact us: Call us now on 0208 0044 154 to further discuss this position, or email us at firstname.lastname@example.org with your CV and details to receive a call from one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.
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