Mortgage Sales Support / Administrator



FPSG have an intriguing opportunity for a Mortgage Administrator / Client Relationship Manager based in Edinburgh. The role sits within a leading Mortgage Broker and offers the chance to start a new and challenging role within an established business. Our client is a highly successful broker that prides itself on client care and a good working environment.

Within the role, you will support mortgage sales through preparation, completion and processing of mortgage and protection applications with a strong focus on delivering first class customer service.

Duties and responsibilities:

Provide best support to advisors making a recommendation around a fully protected mortgage

  • Arrange appointments and manage advisors diaries to maximise sales opportunities
  • Chase applications effectively to offer/terms, updating client every 72 hours, minimum, to ensure exceptional customer service and generating client referrals
  • Chase commissions
  • Complete all client transactions in accordance with the company sales process, FSA and compliance requirements
  • Undertake CPD including product knowledge, regulation, industry and market awareness
  • Attend meetings and training events as required
  • Maintain strong working relationships with colleagues
  • Develop and maintain strong relationships with clients
  • Work within all legal and company requirements
  • Follow Sales support Procedures
  • Any other reasonable requests made by management

Person Specification:

  • The prospective applicant applying for this sales support role will ideally have previous customer service and telephone experience.
  • Proven mortgage and protection experience in the broker/ IFA market
  • Working knowledge of all mortgage and protection products
  • Working knowledge of Broker operations
  • Basic understanding of FSA regulations
  • CeMAP preferred (not essential)
  • Excellent interpersonal and communication skills are essential
  • You must be committed, resilient and self-motivated with a 'can do' attitude

Equal Opportunities

FPSG is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.

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