Mortgage Administrator (P/T - 3 days per week)

Salary: £26k -£27k pro rata + great company benefits.

Location: Bolney

Hours: 3 days per week 9am -17.00pm either Mon/Tue/Wed or Mon/Wed /Thu

Parking available.

Do you want to work for a highly reputable and forward-thinking wealth management organisation that offers a professional and friendly working environment? If so, I have a great opportunity within my client’s mortgage team, supporting with the administration of the busy mortgage department.

You will ideally have a worked within financial services, ideally mortgages, have great communication skills and the ability to prioritise your workload effectively.

Responsibilities:

• Setting up client files.
• Checking client documentation and files for compliance purposes.
• Writing draft suitability letters.
• Speaking to local solicitors and estate agents getting weekly updates on the progression of the purchase of the property.
• Keeping up to date with the adviser diaries and ensuring outstanding task are completed in a timely manner.
• General office duties, taking message and dealing with general queries.
• Updating the CRM system accurately - Salesforce

The right candidate will have the following skills and experience to apply:

• Great communication and organisation skills.
• Proven administrative background ideally within financial services but ideally mortgages.
• Great IT skills and able to pick up new CRM systems quickly - Knowledge of Salesforce would be an advantage.
• Personable, proactive and methodical in your approach.
• Knowledge of FCA regulations and compliance would be an advantage.

This is a great opportunity to join a busy, professional and proactive organisation that values their employees. To be considered for this role please submit your CV ASAP!