The Role A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion. Must have a 'can do' attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities). Must be able to manage customer relationships by building a rapport with them. You will have the ability to learn about our products and must have the drive and determination to succeed in a target orientated environment. Ensure self and team work in a safe and secure environment. You will need to be able to handle and process large quantities of information on behalf of the customer using various systems and liaising with other members of the team. Attention to detail and a teamwork ethic are essential. To escalate when appropriate customer effecting issues to line managers or directors. To deliver a set of diverse tasks that enable our advisors to focus on sales. Responsibilities: Hands on approach for delivering agreed objectives and accountable for delivering the following: Supporting Mortgage and Protection Advisors in the production of client reports. Assisting in the researching of appropriate products and solutions. Assist the Advisors in the management of cases to completion. Production of KFI for the product an adviser has selected. Creation of comprehensive and compliant suitability reports. Adherence to the service level agreements. Ensure compliance guidelines are met with each case. Adhering to Anti Money Laundering requirements. Liaising with internal contacts to ensure applications are completed accurately. Liaising between clients, professional contacts and providers. Ensuring correct filing of documents for compliance purposes. Excellent organisational skills. Strong communication skills. Ability to keep knowledge of Financial Services industry up to date. Good understanding of Financial Services industry and FCA requirements. Qualifications required for this role. Desirable CeMAP Key Working Relationships : - Customers: External customers. - Suppliers: Various Business Partners, Lenders, Providers, Suppliers - Other key relationships : Team of advisors, Managers and Directors.
Oct 14, 2025
Full time
The Role A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion. Must have a 'can do' attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities). Must be able to manage customer relationships by building a rapport with them. You will have the ability to learn about our products and must have the drive and determination to succeed in a target orientated environment. Ensure self and team work in a safe and secure environment. You will need to be able to handle and process large quantities of information on behalf of the customer using various systems and liaising with other members of the team. Attention to detail and a teamwork ethic are essential. To escalate when appropriate customer effecting issues to line managers or directors. To deliver a set of diverse tasks that enable our advisors to focus on sales. Responsibilities: Hands on approach for delivering agreed objectives and accountable for delivering the following: Supporting Mortgage and Protection Advisors in the production of client reports. Assisting in the researching of appropriate products and solutions. Assist the Advisors in the management of cases to completion. Production of KFI for the product an adviser has selected. Creation of comprehensive and compliant suitability reports. Adherence to the service level agreements. Ensure compliance guidelines are met with each case. Adhering to Anti Money Laundering requirements. Liaising with internal contacts to ensure applications are completed accurately. Liaising between clients, professional contacts and providers. Ensuring correct filing of documents for compliance purposes. Excellent organisational skills. Strong communication skills. Ability to keep knowledge of Financial Services industry up to date. Good understanding of Financial Services industry and FCA requirements. Qualifications required for this role. Desirable CeMAP Key Working Relationships : - Customers: External customers. - Suppliers: Various Business Partners, Lenders, Providers, Suppliers - Other key relationships : Team of advisors, Managers and Directors.
The Role To manage post cases, from funding to redemption, to ensure that they complete with the original terms by implementing any account management and redemption strategies necessary. Manage the Key relationships within the post-completion unit, by devising and agreeing an action plan of all key elements and reviewing, developing and implementing service-level agreements and reports, including any key financial implications that can be presented to the Board to provide them with surety that the performance of Key stakeholders are performing to the expected standard, mitigating risk to the business in line with the Boards appetite. The Responsibilities Monitor the progress of loans through their term Monitor milestones, key events, and conditions subsequent during the term of the loan. Portfolio management and general support to the underwriting team Managing clients and brokers daily via telephone and email to gather information, identify issues and propose remediation plans. Identifying and appointing administrators or receivers where appropriate Managing relationships with solicitors, asset managers, receivers and administrators regularly Dealing with any breaches or non-compliance of the loan terms and chasing clients for payment or compliance. Prepare redemption statements Deal with any further advances or extensions required Build relationships with Key Partners and Investors Knowledge of Bridging Finance, along with first and second charge residential, development and commercial loans. Ability to review and challenge documentation. Good team player and able to work on own initiative. Excellent oral and written communication Knowledge of the conveyancing process Background in Financial services Use of Excel spreadsheets Ability to communicate at all levels Have numeracy skills Good organisational skills & numeracy skills Understanding and awareness of GDPR and legislative requirements
Oct 14, 2025
Full time
The Role To manage post cases, from funding to redemption, to ensure that they complete with the original terms by implementing any account management and redemption strategies necessary. Manage the Key relationships within the post-completion unit, by devising and agreeing an action plan of all key elements and reviewing, developing and implementing service-level agreements and reports, including any key financial implications that can be presented to the Board to provide them with surety that the performance of Key stakeholders are performing to the expected standard, mitigating risk to the business in line with the Boards appetite. The Responsibilities Monitor the progress of loans through their term Monitor milestones, key events, and conditions subsequent during the term of the loan. Portfolio management and general support to the underwriting team Managing clients and brokers daily via telephone and email to gather information, identify issues and propose remediation plans. Identifying and appointing administrators or receivers where appropriate Managing relationships with solicitors, asset managers, receivers and administrators regularly Dealing with any breaches or non-compliance of the loan terms and chasing clients for payment or compliance. Prepare redemption statements Deal with any further advances or extensions required Build relationships with Key Partners and Investors Knowledge of Bridging Finance, along with first and second charge residential, development and commercial loans. Ability to review and challenge documentation. Good team player and able to work on own initiative. Excellent oral and written communication Knowledge of the conveyancing process Background in Financial services Use of Excel spreadsheets Ability to communicate at all levels Have numeracy skills Good organisational skills & numeracy skills Understanding and awareness of GDPR and legislative requirements
