Mortgage Administrator (Training on Investments)
Guildford
£38,000 - £40,000 + Training / Development Opportunities + Progression + Company Benefits
Are you an Administrator with experience in mortgages, looking for a new role with a company that has fantastic staff retention, a variety of training and progression opportunities?
Do you want to work for well run and organised business that puts its staffs wellbeing at the forefront of all decision making?
On offer is the chance for an Admin with mortgage experience that wants to work with industry experts who can provide one on one training especially in the investments field to help you upskill yourself.
This business have a best in class industry reputation, regular pay and progression reviews among other incentives which has built a very collaborative and cohesive work environment.
This role would suit an Admin with mortgage experience that wants training in new areas and is local to Guildford.
The role:
Carrying out admin tasks in support of the sales process and client review process
Use back office systems such as Intelliflo to maintain client records
Communicate effectively with clients within the financial services sector
Maintaining client files and records
Processing new business applications, including checks to confirm documentation is correct
Creating and processing fund switch reports
Understanding the regulator requirements relating to independent financial advisorsThe person:
Experience with administration within mortgages
CF1 Qualification
Commutable distance to GuildfordReference: BBBH27800
Finance Administrator, Pension Administrator, CF1 Investment Administrator, Financial Services Administration, Godalming, Surrey, Admin, Customer Service
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
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