OVERVIEW

We are currently seeking a motivated and detailed individual to join our growing team. This is a fantastic opportunity to start your career in the finance industry. You will provide vital support to our Mortgage Advisors, ensuring the smooth progression of the application process while delivering excellent customer service.

REQUIREMENTS:

• Maths and English - Grade 4 and above
• A genuine interest in starting a career in the mortgage and financial services industry
• Excellent attention to detail and organisational skills
• Strong communication skills, both written and verbal
• Ability to work in a fast-paced environment and manage multiple tasks
• A positive, proactive attitude with a willingness to learn
• Proficiency in Microsoft Office (Word, Excel, Outlook)

• Assisting Mortgage Advisors with the preparation and submission of mortgage applications
• Liaising with clients, banks, and solicitors to gather and verify necessary documentation
• Managing and tracking the progress of mortgage applications, ensuring deadlines are met
• Maintaining accurate and up-to-date client records in our CRM system
• Responding to client queries and providing updates on the status of their applications
• Handling administrative tasks such as filing, data entry, and correspondence
• Supporting the team with any other duties as required