Reporting to the Partnership Services Team Leader, the primary purpose of the role is to assist the Mortgage and Protection Advisers with both pre- and post-sale aspects of customer applications, following up and chasing lenders, providers, 3rd parties, clients, general admin functions as well as maintaining the CRM records accurately.
This is a 12 month fixed term contract, based 2-3 days a week in our Swindon office.
The benefits
- Salary - up to £25,000
- Bonus scheme - on target bonus - 7.5%
- 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.
- Obtaining agreements in principle (AIP’s) with lenders.
- 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.
What will you need to succeed
- Ideally 12 months of experience processing Mortgage and Protection cases.
- Essential: experience in an administrative role.
- An understanding of the mortgage and protection solutions.
- Desirable CeMAP (or equivalent) qualified or studying for this.
- A professional individual with ability to use own initiative.
- Self-motivated with ability to work within a team.
- Understand the Openwork structure and our associated relationship with our partners
- Knowledge of MCOBS / ICOBS regulatory requirements.
- Strong customer services ethic.
- A clear communicator who can engage clients over the phone.
- Essential: Exceptional telephone and written skills.
Why us
We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.
We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.
