Description:
Working collaboratively with and supporting the Independent Financial Advisers, Directors and Adviser Support team in line with Melville Core Brand Values commitments to our Clients.
Melville positively encourage a continuous improvement culture and improved ways of working and are committed to the personal development of our people.
This is a Full-Time position located in our office in Edinburgh.
Key Responsibilities:
Application Processing Support: Personal Protection
o Assist with the keying and submission of protection applications.
o Ensure all necessary documentation is complete, accurate, and submitted on time.
o Liaise with mortgage advisors, underwriters, and clients to gather additional information when required.
Document Management:
o Maintain an organized filing system, both physical and digital, for all client documents.
o Scan, upload, and categorize documents in the company’s client database.
o Ensure compliance with data protection regulations when handling sensitive information.
Client Communication:
o Prepare and send out client correspondence, including compliance documents, invoices, suitability reports and completion emails.
o Handling client inquiries, coordinating requests for additional documentation, and managing the distribution of policy documents when necessary.
Administrative Support:
o Format and sense check reports for the mortgage advisers prior to issuing.
o Assist in tracking and managing the pipeline of mortgage applications to ensure timely processing.
o Updating records to ensure accuracy within each step of the process, especially on completion.
o Lodging commission on the client database and keeping track of any aged debt accrued.
Other Duties:
o Provide general administrative support to the mortgage team as required.
o Participate in team meetings and contribute to process improvement discussions.
o Assist with the training of new staff members as required.
Required Skills:
o Ability to develop an understanding of the working practices and regulations operating within the Financial Services Industry.
o Ability to develop technical knowledge of financial services products
o Excellent communication skills, both written and spoken
o Ability to communicate confidently and comfortably at all levels with all clients on behalf of the Company
o Competent IT skills, including Word and Excel
Desirable Skills:
o Demonstrate a thorough understanding of the working practices and regulations operating within the Financial Services Industry.
o Possess technical knowledge of products liable to be offered to clients, including all pensions, investment and protection contracts
o Knowledge of finance services software, including Xplan and Genovo
Organization | Melville Independent Plc |
Industry | Management Jobs |
Occupational Category | Mortgage Support Administrator |
Job Location | Edinburgh,UK |
Shift Type | Morning |
Job Type | Full Time |
Gender | No Preference |
Career Level | Intermediate |
Experience | 2 Years |
Posted at | 2024-09-10 4:36 pm |
Expires on | 2025-01-21 |