Reporting to the Partnership Services Sales Team Leader, the primary purpose of the is to assist the Protection and Mortgage Advisers with both pre- and post-sale aspects of customer applications, following up and chasing lenders, providing, 3rd parties, clients, general admin functions as well as maintaining the CRM records accurately.
Please note, this is a 12-month fixed term contract.
This is a hybrid role based in our Swindon office with 2 days a week required in the office.
The benefits:
- Salary - up to £28,000
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection - 1x salary
- Death in service - 4x salary
- 25 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
Key Accountabilities:
- Processing new advice leads.
- Qualifying new mortgage and protection applications.
- Packaging mortgage cases to lenders including obtaining client affordability evidence (Bank Statements, SA302’s and company accounts) or protection cases with providers.
- Managing the team inbox and inbound enquiries line.
- Follow up pipeline cases proactively.
- Managing the correspondence between the adviser network and their clients.
- Managing mortgage and protection applications through to completion and ‘on risk’.
- Providing data and reports to help the advice team.
- Sending out client declarations.
- Maintaining the CRM records.