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About the Role

Provide administrative and sales support to financial advisers and their team to ensure clients receive a 5-star service from start to finish. Support clients after mortgage application submission by ensuring document compliance and liaising with lenders.

Responsibilities

• Check files to ensure all documents provided are compliant under FCA regulations.
• Liaise between lenders, solicitors, advisers, and clients.
• Act as the main point of contact for mortgage progression through to offer.
• Ensure the products selected remain the best for our client.
• Follow up and chase Mortgage Reviews.
• Organize calls for clients due for a remortgage to retain existing business.
• Generate 5-star Google reviews.

Requirements

• Good working knowledge of Microsoft Word, Excel, and Outlook.
• Well-spoken with excellent knowledge of the English Language.
• Confident telephone manner.
• Excellent time management skills with the ability to prioritize and organize own workload.
• Ability to work under extreme pressure to meet deadlines.

Skills

• Excellent attention to detail.
• Highly organized.
• Team player, flexible, and keen to get involved in a number of different tasks.
• Friendly and polite with a positive 'nothing is too much trouble' approach.
• Self-motivated and able to work alone.
• Committed to providing excellent customer service.

Location

• Hampton Hill

Work Type

• Full-time

Salary/Compensations

• £26,000-£28,000 DOE

Benefits

• Fast-track growth within the property industry, with clear development pathways.
• Comprehensive training from apprenticeship to industry qualifications.
• Generous holiday allowance starting at 25 days annually, plus a birthday day off.
• Wellbeing programs, team social events, and a fun, dynamic workplace.
• Pension contribution.
• Beauty and fitness discounts.
• Season ticket loan.
• Cycle-to-work scheme.
• Enhanced maternity/paternity leave.
• Paid day off to volunteer at a charity of your choice.