Role: Mortgage Administrator

Salary: £28,000 - £32,000



Benefits: An attractive benefits package is offered, which includes Pension, DIS/Life Insurance, and a discretionary bonus



Hours: 37.5 hours, Monday - Friday 09:00- 17:30



Location: Weybridge and London Offices alongside Hybrid Working



We are working for a successful independent wealth management specialist located in Weybridge. They are looking for someone who has previous experience working for a financial service business provider in a technical administration role. This is a maternity cover contracts with the likelihood that it will turn into a permanent position. This is an exciting opportunity to work for a business that has great culture!



Responsibilities:

* Submitting and processing of mortgage, protection and equity release business
* Liaise with product providers to ensure all applications are received and completed, and attend to any outstanding requirements
* Preparation and sending of documentation via DocuSign
* Produce suitability letters for the Mortgage Advisor
* Enter new cases on Intelligent Office and keeping mortgage data up to date
* Ensure acceptance terms and mortgage offers are received as promptly as possible, and check these against applications/illustrations
* Link all incoming and outgoing documentation and correspondence onto client files in a timely manner, including all written and electronic communication, supporting evidence, conversations and emails with clients, and conversations with providers
* Ensure electronic client files are organised, updated, easily accessible and compliant
* Ensure the task module of Intelligent Office is reviewed and kept up-to-date in terms of tracking and monitoring the processing stages of each application
* Ensure all tasks are carried out within FCA regulatory requirements
* Notify advisers of any suspicion of a complaint, following appropriate procedures within the complaints handling process
* Record and file all relevant correspondence appropriately and correctly

About you:

* Have experience in financial services industry, in a mortgage advisor role and under FCA rules and compliance
* Have experience of using iO, or a similar system
* Have excellent IT skills, being highly proficient in the use of Microsoft Office packages
* Excellent written communication skills and a high-level of attention to detail
* Have good general knowledge of life and mortgage related products and legislation



The closing date for this position is Friday 23rd September. Please apply today, and if you have any questions, please get in contact 01784 460981 or email Marianna.gillett@office-angels.com

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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