Mortgage Administrator / PA - Rpg Wealth - Saint Asaph

Job description

RPG Wealth is an independent financial services firm operating from St Asaph, Manchester and London. Due to recent expansion across all offices an opportunity has arisen within the St Asaph office for a part time Mortgage Administrator/PA to join the team. The role will be varied, with the majority of work focussed around mortgage enquiries and applications as well as providing admin support to an IFA.

This role is part time with working hours of 10am-4pm daily.

Key Tasks:

Making policy enquiries and collating policy information in summary format.
Creating, updating and checking accuracy of policy valuations.
Processing of new business (mortgages and insurance contracts)
Drafting of mortgage reports from templates.
Proactively chasing mortgage and insurance applications in progress.
Creating and organising both paper and electronic client files.
Data entry ensuring a high level of accuracy.
Typing client and provider correspondence.
Dealing with initial enquiries and requests, and handling them when appropriate.
Typing of audio dictation.

Qualifications

Essential Knowledge, Skills and Abilities

Basic knowledge and understanding of financial products (pensions, investments, mortgages and insurance contracts)
Proven experience in Financial Services environment.
Transcription of audio dictation.
Dedication to detail and accuracy
Excellent computer, administrative, time management and organizational skills.
Ability to follow directions and work with minimum supervision; take ownership of assigned tasks, and think for themselves.

Preferred Qualifications

CF1/RO1 or equivalent.
Maths & English GCSE Grade C or above.

Proficiency in the use of computer programs for:

Microsoft Office Suite (Word, Outlook, Excel).
Adobe Acrobat.
Highly internet savvy.

Personal characteristics

The Administrator/PA will demonstrate competence in the following areas:

Organisation: Excellent time management skills; excellent attention to detail; the capacity to prioritise by assessing situations to determine urgency; ability to develop a work schedule, and ability to make clear and timely decisions.
Communication: Excellent listening skills, oral and written communication skills.