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Posted 20 days ago

Discover your potential with an independently owned and well-regarded financial services provider, in this client-facing role, where you will be supported to study towards professional qualifications.

You will provide administrative support to the mortgage and life insurance department, actively liaising with new and potential customers, and identifying opportunities to promote products and services.

This is a fantastic career opportunity for an enthusiastic individual with confident communication skills, to join a company which prides themselves in developing unique and well researched products with quality.

Responsibilities will include:

  • Evaluating and preparing applications in line with policies and procedures 

  • Issuing documentation in a timely and accurate manner 

  • Managing the mortgage portfolio, including updating daily activity records 

  • Meeting and liaising with new and potential clients to discuss applications and answer queries throughout the process

  • Working towards sale and growth targets for the mortgage and life insurance department

Experience and skills required:

  • Minimum C grade in GCSE English and Maths (or equivalent)

  • Confidence to sell products and services in person and over the phone 

  • Ability to manage tasks and work to deadlines.  

  • Enthusiastic approach to tasks and willingness to learn 

  • Previous experience working in an office or sales environment would be an advantage 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.