Responsibilities

• General office duties including answering phones, photocopying, filing and scanning.

• Strong focus on diary management, chasing clients and arranging work where support resource is distributed across the team where needed.

• Participates in weekly meetings with mortgage support team where workloads are prioritised.

• Organises and deals with correspondence via telephone, email or letter and regularly chasing/updating clients on progress of applications.

• Checks and updates accurate client records, both personal/fact find details and policy/fee details within Intelligent Office. Ensures house-keeping activities on client data are allocated and prioritised.

• Ensures that all client interactions are recorded using standalone tasks and purpose-built workflows within IO (e.g. new client, new instruction, client on & off-boarding), providing an audit trail of activities and the ability to delegate workload to other administrators with relevant background details when required.

• Supports the mortgage support team in utilising other agreed toolsets to provide data for client identification, money-laundering, etc.

• Liaising with underwriters, lenders, and estate agents to assist in chasing/updated parties with assistance from mortgage support team.

• Ensuring that all client communications and documentation are scanned and filed in Intelligent Office in a timely manner to ensure compliance with PFS file checking processes.

• Other Obligations

• Complete mandatory/regulatory training to given deadlines and ensuring current financial product and legislation knowledge.

• Compliance file checks, ideally 100% or a minimum of 1 recommendation

• Adhere to PFS policies and overall FCA rules and principles e.g. Code of Practice.

• Maintain a clear desk and ensure all client documentation is locked away securely out of hours.

• Ensure that all confidential paperwork is either scanned to the relevant file and disposed of in the confidential data bins or shredded.