Mortgage Administrator

11 Jun 2021
19 Jun 2021
Job Title
Team Assistant
Industry Sector
Contract Type
Full Time
Job Title: Mortgage Administrator

Location: Oxford

Salary: Competitive

Job Type: Full Time, Permanent

Punter Southall Aspire is a major investment and savings business that blends a strong customer focused heritage with a modern technology-led outlook with almost GBP4 billion of assets under advice, 200,000 scheme members and 13 offices across the UK. We work with employers, trustees and private clients through their regional UK offices to design and manage solutions that meet clients' unique needs.

Role Overview:

The role provides administration support to the Mortgage Advisers to enable them to provide outstanding service including personalised mortgage and protection advice to clients to help meet their needs, ensuring fair client outcomes.

Assists in achieving the team's target through the efficient and accurate servicing of new clients, those for whom we undertake repeat business and identifying opportunities to make introductions to other services within the company.

Help to identify and communicate potential improvements to business processes.

Proactively supporting and following the company's Conduct Risk framework.

Key responsibilities & accountabilities:

Create and maintain accurate client records on IO in line business standards
Ensure AML is up to date and recorded in line with business standards
Liaise with clients and third parties as necessary to process client requirements
Undertake required research to support the mortgage and protection advice which is provided by the Mortgage Adviser
Under the direction of the line manager draft suitability letters for mortgages and protection
Support the process to ensure that new business is processed accurately and efficiently
Follow through to completion of the business escalating any issues to line manager or the Mortgage Adviser
Address and answer clients' and third-parties administrative queries
Assist with answering telephones, general administration, filing and post
Follow up on any action points resulting from client meetings
Using the establish diary system alert the Mortgage Adviser of clients where their current mortgage fixture is expiring so that the necessary action can be taken
Must adhere to the FCA's Treating Customers Fairly consumer outcomes
Deal with clients professionally and with integrity, delivering an excellent standard of service
Successfully complete all mandatory Punter Southall Group training and testing (e.g. Conduct Risk, Anti-Money Laundering and Information Security) within the communicated deadline
Adhere to all data protection and information security policies and procedures of Punter Southall Aspire and the Punter Southall Group
Undertake all activity in line with the Punter Southall Aspire and the Punter Southall Group procedures, processes, standards and requirementsAbout you:

Knowledge & experience

Experience of working in financial services, ideally within a mortgage advisers, with experience of the complete cycle for processing new business
Good standard of competency and knowledge of:
CRM system and client reporting, previous experience of Intelliflo would be preferable (or a comparable package)
IT systems and software (Microsoft Word and Excel) IT systems and software (Microsoft Word and Excel) including platform/provider websites/portalsTraining, education & qualification

Ideally educated to at least A Level or equivalent standard
Maths and English GCSE or equivalent qualification - grade B or higher is preferable
Willing to study towards relevant industry qualificationsSkills, abilities & personal qualities

Strong customer service
Confident communicator at all levels, with the ability to adapt approach depending on audience, and manage difficult discussions
Well-developed written communication skills, able to construct logical, clear and concise documentation appropriate to given audience
Have a broad understanding of current FCA regulations and how they apply to our clients
Ability to work under pressure and to deadlines
Highly self-motivated, enthusiastic, flexible and proactive approach
Acts professionally with integrity and discretion
Strong organisational, prioritisation and time management skills
Able to apply appropriate time matrix allocation to tasks to achieve commercial objectives
Shows persistence when faced with challenges or obstacles
Strong analytical and problem-solving skills, capable of anticipating, resolving and owning problems through to resolution
A high degree of accuracy and attention to detail, both written and numerical, is required in order to perform the duties of this role
Focus on commerciality and time/cost whilst undertaking all chargeable activityPlease click on the APPLY button to be directed to the company's recruitment page.

Candidates with experience of: Customer Service Support, Financial Services Administrator, Financial Services Support, Customer Service Advisor, Client Support, Customer Service Admin may also be considered for this role

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