A fantastic opportunity has become available to work in the Mortgage team as an Administrator within a Wealth Management company based in Surrey.
Competitive basic salary and good benefits
* Regular liaison with lenders and providers to obtain updates on applicant status and pro-actively progress mortgage and protection applications through to completion.
* Answering, dealing with client queries and booking client appointments
* Sending out Advisory (Suitability) letters and enclosures
You will possess:
* Ideally have experience working as an IFA Administrator or within Mortgage administration.
* A strong knowledge of financial products, particularly Mortgages and Investments
* Previous experience within financial services in a administrative capacity
* A professional communication manner, both written and verbally
* Some regulated qualifications, although not essential
* The ability to work independently as well as within a small team
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.