Titan Wealth
Finance
MortgageandProtectionAdministrator
Neural analysis suggests this role is
optimal for Entry candidates.
“Mortgage and Protection Administrator at Titan Wealth. Skills: Mortgage administration, Protection advice support, Client service. Providing full administrative support to mortgage and protection advisers. Managing client documentation and maintaining accurate records”
What You'll Achieve.
Ensuring a high standard of client service at all times
Industry & Context.
What They're Looking For.
Must Have
Minimum 1 year’s experience in Mortgage administration, Working towards CeMAP (or motivated to start)
What You'll Do.
Providing full administrative support to mortgage and protection advisers
Managing client documentation and maintaining accurate records
Liaising with clients
insurers and third parties professionally
Supporting the mortgage application process from submission through to completion
Ensuring a high standard of client service at all times
Assisting with compliance and internal processes
in line with FCA requirements
How You'll Work.
Team & Collaboration
Working collaboratively in an office-based environment; Teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions
Communication Scope
Confident communicator, comfortable dealing with clients and stakeholders
Full Job Description
## Description The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. ## Responsibilities Providing full administrative support to mortgage and protection advisers Managing client documentation and maintaining accurate records Liaising with clients, lenders, insurers and third parties professionally Supporting the mortgage application process from submission through to completion Ensuring a high standard of client service at all times Assisting with compliance and internal processes, in line with FCA requirements ## About You Minimum 1 year’s experience in Mortgage administration Working towards CeMAP (or motivated to start) Strong organisational skills with excellent attention to detail Confident communicator, comfortable dealing with clients and stakeholders A team player who enjoys working collaboratively in an office-based environment ## Additional Information Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity – we recognise we need new ways of thinking, learning and doing to
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