BARFIELD FINANCIAL ADVISORS

Responsibility

• completing spreadsheets to record/search information
• general case filing and keeping the office organised
• handling diary systems, to book client appointments and reminders for following up on applications
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• handling office post both receiving and sending documents
• answering calls, taking messages for advisors and handling client queries

Requirements

• exceptional communication skills, in writing and in person, with a friendly and approachable manner
• ability to prioritise tasks and manage your own time well
• A passion for getting the detail right every time and completing tasks with accuracy
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• keen financial interest and desire to progress within the sector
• level 2 Business admin apprenticeship
• professional, personable, with an enthusiastic ‘can do’ attitude, who thrives in a busy environment
• A Levels or equivalent
• ability to be able take your own initiative when required
• genuine, highly motivated and respectful
• financial Services experience

Earnings for position administrator

Responsibility

• completing spreadsheets to record/search information
• provide comprehensive, flexible administrative support to the team of advisors
• answering calls, taking messages for advisors and handling client queries professionally
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• greet clients and visitors at the reception desk
• process Mortgage & Insurance applications; following up with providers, lenders, solicitors and keeping clients informed of the application journey
• comply with company standards and policies on Data Protection, Financial Crime, Treating Customers Fairly as well as FCA regulations
• handling diary systems, to book client appointments and reminders for following up on applications

Requirements

• A minimum of 1 year’s mortgage administration experience
• exceptional communication skills, in writing and in person, with a friendly and approachable manner
• ability to prioritise tasks and manage your own time well
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• experience working in a firm under the Quilter network/Xplan systems
• A passion for getting the detail right every time and completing tasks with accuracy
• ceMap or equivalent
• ceMap 1 or equivalent
• professional, personable, with an enthusiastic ‘can do’ attitude, who thrives in a busy environment
• ability to be able take your own initiative when required
• strong academic ability, with high quality GCSE & A-Level results
• administrative: 1 year
• we are a renowned, busy, and vibrant Mortgage and Financial Advice practice based in Northampton, providing our clients with advice on Mortgages, Insurance, Pensions, Investments and Will Writing and pride ourselves in offering the right advice for our clients based on their individual circumstances
• mortgage related: 1 year
• we are looking for the right person to join our fun and dynamic team as a Mortgage and Protection Administrator, with a keen interest in the financial sector
• as the ideal candidate, you will be someone who loves communicating with people and wants to go that extra mile to ensure our clients receive excellent customer service
• you will need to be able to work as part of a team, while also using initiative to undertake work independently, with a flexible approach
• the role has the potential view to progress different avenues suitable for the candidate, either as a senior administrator, Mortgage and Protection paraplanner or advisor depending on desire and qualities