Job Title: Office Administrator
Location: Stanmore , HA7
Job Type: Permanent, Full-Time & Part Time Opportunities Available.
Reports To: Office Manager

OVERVIEW

We are seeking a detail-oriented, organised enthusiastic administrator to join our growing advice team.
Prior experience in a financial services role preferred but not necessary.
The successful candidate will play a critical role in supporting the advisors in processing cases from initial meeting application through to completion.
This position involves: managing documentation, liaising with colleagues, clients and providers, Ensuring regulatory compliance throughout each stage of the advice lifecycle.

REQUIREMENTS:

· Experience in use of Microsoft Office (Word, Excel, Outlook, teams).
· Excellent organisational skills and attention to detail.
· Effective communication skills, both written and verbal.
· Ability to manage multiple files simultaneously in a fast-paced environment.
· Ability to work effectively as part of a team and independently using own initiative.

· Support mortgage brokers in the processing and administration of residential and commercial mortgage applications.
· Supporting financial advisors in the processing and administration of reviewing client finances.
· Liaise with clients, providers, and third parties to ensure smooth and timely progression of applications.
· Analyse financial information and comply with regulations.
· Able to learn and use new systems
· Monitor and follow up on the status of applications, ensuring deadlines are met and issues are promptly addressed.
· Prepare and submit provider packages, ensuring all documentation meets compliance and underwriting standards.
· Ensure all files are maintained in accordance with regulatory requirements and brokerage policies.
· Provide exceptional customer service by answering client queries and updating them throughout the process.
· Support post-completion tasks, including discharge requests, commission tracking, and archiving.