Mortgage & Wealth Case Manager
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| Location | London |
| Area | Central London, England |
| Sector | Financial Services - Client Services Executive |
| Salary | £30000 - £38000 per annum |
| Start Date | ASAP |
| Advertiser | remoteapi |
| Job Ref | V-34486 |
- Description
- My client offer a personal approach to financial planning. Their aim is to be the most trusted advisers for individuals and corporates looking for long-term, quality financial planning. They work in close partnership with clients to offer investment advice, retirement planning, estate and succession planning, insurance and protection, tax optimisation, mortgages and advice for business. Their clients receive a bespoke service from a highly trained team of advisers who have outstanding knowledge and experience. They focus on providing advice which helps clients to achieve their financial goals and therefore have a diverse client base with whom they have built long lasting relationships.
The Role
This role will be an integral part of the business as it doesn’t matter how much business you put in the top of the pipeline if it gets stuck halfway down. This role will be responsible for ensuring that forms are returned from clients, providers and lenders deliver on their timescales, updating clients in a timely manner and many other things besides. This role will be responsible for the case management for both the mortgage team and the wealth team. The ideal candidate will be experienced in handling a wide range of administrative and executive support related tasks and will be able to work independently. This person must be exceedingly well organised, flexible and enjoy the administrative challenges of supporting an office of diverse people.
Key Responsibilities
Mortgage Cases:- Calling lenders – post application
- Dealing with lender requirements – post app
- Keeping in regular contact with solicitor from offer to completion
- Updating the database – ensuring system is kept up to date on all cases
- Client updates
- Sending broker fee invoices
- Broker fee chasing
- Chasing protection applications
Wealth Cases:- LOA chasing
- Calling providers for updates, timescales, form completeness etc
- Calling doctors surgeries
- Chasing clients for forms, address changes, bank statements, lump sums etc
- Weekly client updates
- Updating the database with notes & tasks
- Pipeline management
- Training administrators on case management
- Communicating pipelines to advisers
- Direct fee chasers
Knowledge and Experience
It is necessary for the incumbent to have:- Experience in either Wealth or Mortgage Administration
- Knowledge of office administration
- The ability to maintain a high level of accuracy in preparing and entering information
- A Level Qualifications or equivalent
