Mortgage Administrator (Training on Investments)

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 advisors

The person:

• Experience with administration within mortgages
• CF1 Qualification
• Commutable distance to Guildford

Reference: 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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