Mortgage Administrator

Job Profile:

The Company Overview

Village Financial Services Ltd are a successful and well established independently owned mortgage and protection firm based in the centre of Tilehurst, Reading. We are looking for a Financial Administrator/Paraplanner/Trainee Paraplanner to join our team in order to support 2 advisers with over 25 years industry experience between them.

The Role

Village Financial Services are Looking for a professional, outgoing individual who will provide administrative support to advisers. The Role would be part time between 20-24hrs per week.

• Answering the incoming telephone enquiries
• Client contact via email and telephone
• Complete mortgage affordability calculators
• Carry out mortgage and protection product research using relevant sourcing software
• Use various lender and insurer online platforms/portals to submit mortgage and insurance applications
• Chasing outstanding client information/documentation
• Ensure all work meets the required FCA compliance standards

• Previous experience in mortgage administration or in a financial services environment is preferable, however not essential as applications will be considered from applicants with administration experience.
• Strong organisation skills.
• Excellent communication and customer services skills.
• Good computer skills.
• Able to demonstrate initiative and ability to time manage and prioritise mortgage and protection applications suitably.
• Enjoy working within a team.

Benefits

Basic Salary - £12,500 - £18,500 ( Depending on hours and experience )

21 days Annual Leave