ASSET & WEALTH MANAGEMENT  Salary

ASSET & WEALTH MANAGEMENT
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Earnings on positions in ASSET & WEALTH MANAGEMENT

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ASSET & WEALTH MANAGEMENT is looking for employees for positions:

mortgage administrator

Working hours

  • full-time | Part-time

Language

  • english
  • hindi
  • urdu

Benefits

  • mobile phone
  • laptop

Responsibility

  • assisting and supporting the Mortgage Advisers with lender applications, DIPs, personal and business protection processes, and general administration
  • provide Life Insurance quotes, income protection quotes and PMI quotes on
  • iPipeline/FinPlan /Insurance provider
  • proactively progressing individual cases from initial enquiry through to completion
  • problem solving when required to move purchases and re-mortgages along
  • liaising with GP surgery for life insurance clients for medical records
  • research on Mortgage and protection
  • to ensure compliance standards and procedures are adhered to

Requirements

  • previous admin and/or office experience beneficial
  • ability to follow processes and procedures and to work within timeframes
  • ability to stay calm in a fast-paced environment and remain proactive and professional
  • cemap or any Financial Services qualifications is preferable
  • be able to rapidly adapt to change
  • mortgage broker: 1 year
  • be a strong team player who is eager to learn and can grasp new information quickly
  • portfolio landlords & Income protection: 1 year