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Job description

Support clients from their first inquiry to the completion of their mortgage or protection application, ensuring a smooth and positive experience. Prepare and submit mortgage and insurance applications, liaise with providers, and keep clients updated every step of the way. Maintain accurate client records, manage back-office systems, and ensure all documentation is complete and compliant. Provide outstanding customer service by phone, email, and in person, always going the extra mile to exceed expectations. Assist with suitability reports, illustrations, and paperwork, and pitch in with ad-hoc tasks to help colleagues and managers succeed.

Responsibilities

• Processing of mortgage and insurance applications.
• Liaise with lenders and providers.
• Keeping clients updated throughout the process.
• Maintaining accurate records for compliance.
• Delivering excellent customer service, working as part of a team.

Skills and Qualifications

Essential Skills

• Confident using Excel, Word, and Outlook.
• Highly organised and detail-oriented.

Desirable Skills

• 2 years’ experience in the financial services industry, ideally with a focus on mortgages and protection.

Further Information

Competitive Salary & Performance Incentives: Your hard work is recognised and rewarded. Generous Holidays: Enjoy a great holiday package, plus an extra day off for your birthday. Flexible Working: Balance your work and life with flexible hours. Career Progression: Access ongoing training, support for financial qualifications, and clear pathways for advancement. Vibrant Team Culture: Join a supportive, inclusive team that values collaboration, celebrates success, and enjoys regular outings and social events. Meaningful Work: Make a tangible impact on clients’ lives and be part of a company that values your contribution.