Financial Services Administrator

Full Time
Job Sector:
Administration / Office Work
Salary description:
£21000 - £23000/ annum
Start Date:
Job Ref:


* Financial Services Administrator

* Up to £23,000 basic

* Independent Estate Agent based in Bristol

During a period of key expansion, my client is looking for a Financial Services Administrator to support all Financial/Mortgage Advisors and to provide excellent customer service via telephone, online and occasionally in person.

They are looking for someone who is customer focussed with the ability to provide high level of customer service.

What the Financial Services Administrator will be doing:

* Contact clients when Advisors have signed up mortgage to introduce yourself and explain the role of the Admin Department

* Use Mortgage Keeper system to record all conversations, keep accurate file notes for consistency and compliance requirements

* Ensure clients remain fully informed at all stages through to completion of mortgage with progress updates

* Request necessary documents from clients as required by lenders

* Manage in-house diary system on Mortgage Keeper to ensure all works completed by specified dates

* Monitor and record mortgage offer expiry dates

* Contact mortgage lenders to request updates and pass on information to clients

* Contact solicitors for updates where appropriate

* Advise clients when contracts have exchanged and congratulate clients when Mortgage has completed

What the Financial Services Administrator will bring:

* Customer focussed - ability to provide high level of customer service

* Effective time management and telephone manner

* Previous experience working within Financial Services

* Excellent telephone manner

* Excellent organisational and communication skills

* Ability to use initiative to ensure productivity

* Ability to self motivate and contribute to a team

What the Financial Services Administrator will get in return:

You will receive a basic salary of up to £23,000 and 20 days holiday + bank holidays

What to do next:

Get in touch with Alex for more information

Company Description

Closing Date:

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