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Mortage Client Executive

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Location

BATH

Salary £22000 - £24000
TypePermanent
WorkplaceOn-Site
Ref82703

Recruiter Managing This Role

A Wealth Management firm, based in Mansfield is now looking to add a mortgage and protection administrator to their thriving administration team. You will play an active part in supporting the firms’ advisors. 
There is a great community feel throughout the company, with a very friendly but professional working environment.
What’s needed for me to be considered?

  • Previous experience within an IFA, broker, or estate agent environment
  • An understanding and experience of processing mortgage and protection business.
  • Knowledge and understanding of the FCA regulations.
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude.

What’s next?
Apply today to be considered for this Mortgage and Protection Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.     
Mortgage Admin, Protection, Investment, Pension, IFA Administrator, Financial Planning Administrator, Client Support, Paraplanner Assistant, IFA support

Back To Mortage Client Executive Job Description

Application For Mortage Client Executive