Mortgage Administrator Job in Weybridge, Surrey

Mortgage Administrator Job in Weybridge, Surrey. Apply for the latest Weybridge, Surrey jobs in Accounting/Financial/Insurance.

Mortgage Administrator Job in Weybridge, Surrey

Job Description
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 correctlyAbout 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 (phone number removed) or email (url removed)

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.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

Job Type: Permanent, Full Time
Location: Weybridge, Surrey
Category: Accounting/Financial/Insurance
City: Weybridge
County: Surrey
Country: United Kingdom
Salary: £28000 – £32000/annum Life Insurance & discretionary bonus
Benefits: Life Insurance & discretionary bonus