Location
Clevedon

Salary: £3.90 per hour

Assist with bringing a mortgage to completion. We are looking for someone to help manage telephone calls, check documents and provide excellent customer service while carrying out duties.

Our Clevedon based Mortgage Advisers have over 80 years combined experience. We are always striving to exceed client expectations in all we do. Many of us have worked at some of the worlds largest financial institutions, we aim to ensure our advice is based solely on clients needs and aspirations.

Training to be provided

  • Level 3 NVQ in Business Administration

  • Functional Skills in Maths and English if required

Vacancy description

  • Inbound and outbound telephone handing

  • Email between clients, solicitors, underwriters, and banks

  • Scanning of important documents so understand of data protection would be important

  • Booking appointments

  • Account management

  • Financial computer skills e.g Excel use would be handy and some ability to adapt to new systems

  • Social media advertising for new clients

  • Liaising between teams - bringing mortgage to offer