Careers

Mortgage Advisor
We are seeking to employee one full-time Mortgage Advisor on a pro rata basis. The SOC code of Mortgage advisor is 2422. For Mortgage Advisor we will pay at the rate £ 33000.00 to £ 41000.00 per year considering their experience and qualifications. The Mortgage Advisor will be having relevant experience and qualification and will be responsible for the proper functioning of the mortgage service and will supervise the team as required, will have clear and good communication skills and will be a team player. Duties and responsibilities are mentioned below.

•             Provide Expert Mortgage Advice: Offer professional guidance to clients, assessing their financial situation, goals, and preferences to recommend suitable mortgage products. Stay updated on the latest mortgage products, interest rates, and regulations to provide accurate and relevant advice.

•             Client Relationship Management: Build and cultivate strong relationships with clients, fostering trust and confidence. Understand their unique requirements, communicate effectively, and provide ongoing support throughout the mortgage process, ensuring their needs are met and exceeded.

•             Mortgage Application Management: Manage a pipeline of mortgage applications from initial consultation to completion. Ensure all required paperwork, documents, and supporting information are collected, verified, and submitted accurately and in a timely manner. Collaborate with clients, lenders, solicitors, and other professionals to facilitate a smooth transaction.

•             Liaison and Coordination: Act as a liaison between clients and relevant parties involved in the mortgage process, including lenders, solicitors, surveyors, and insurance providers. Communicate effectively and promptly, addressing any queries, resolving issues, and ensuring all parties are aligned for a seamless mortgage experience.

•             Market Awareness: Stay up to date with the latest trends, changes, and developments in the mortgage market. Remain informed about new products, interest rates, and regulatory requirements to provide clients with accurate and relevant information.

•             Networking and Lead Generation: Attend networking events, industry conferences, and seminars to build relationships with local estate agents, developers, and other professionals. Actively promote services, generate leads, and contribute to the growth of the business.

•             Target Achievement: Work towards individual and team targets, meeting or exceeding key performance indicators (KPIs) and business objectives. Continuously strive to enhance productivity and contribute to the overall success of the organization.

Requirements:

1.            CeMAP qualified (or equivalent).

2.            Proven track record as a Mortgage Advisor, demonstrating exceptional customer service skills and successful achievement of targets.

3.            In-depth knowledge of mortgage products, including buy-to-let, first-time buyer, and remortgage options.

4.            Excellent communication and interpersonal abilities, with the capability to build rapport with clients and professionals at all levels.

5.            Strong attention to detail and organizational skills, ensuring accurate completion of paperwork and adherence to deadlines.

6.            Proactive and self-motivated approach, with the ability to work autonomously and collaboratively as part of a team.

7.            Current knowledge of mortgage market trends, interest rates, and regulatory changes.

Administrative Assistant
Pinnacles FS Ltd Financial Solutions in Ilford brings over 40 years of experience in providing tailored mortgage advice to individuals, families, and businesses. Our expertise spans a range of financial products, ensuring our clients receive practical, reliable, and personalized solutions. We are seeking a dedicated Administrative Assistant to support our team and contribute to our mission of delivering exceptional service to our clients.

Job Overview
The Administrative Assistant will provide essential administrative and clerical support to ensure the smooth operation of the office. You will play a key role in maintaining accurate client records, scheduling appointments, and facilitating communication between clients and advisors. This role requires strong organizational skills, attention to detail, and excellent communication abilities.

Key Responsibilities
Administrative Support
• Manage day-to-day office operations, ensuring a well-organized and efficient workplace.
• Maintain accurate client files and update records in the customer relationship management (CRM) system.
• Prepare and organize documentation for mortgage applications, reviews, and financial reports.
• Handle incoming calls, emails, and correspondence, directing them to the appropriate team members.
• Schedule and coordinate client meetings, appointments, and follow-ups.
Client Service
• Act as the first point of contact for clients, providing a welcoming and professional experience.
• Assist clients in completing forms and gathering required documentation for mortgage and financial applications.
• Follow up on client queries and liaise with financial advisors to provide timely responses.
Document Management
• Draft, proofread, and format letters, emails, and reports.
• Ensure compliance with data protection regulations and confidentiality in handling sensitive information.
• Organize and maintain digital and physical files for easy retrieval and reference.
Team Collaboration
• Support the financial advisors by preparing meeting agendas, notes, and presentation materials.
• Coordinate with external partners, such as lenders and solicitors, to ensure seamless processing of client applications.
• Assist in the preparation of marketing materials and campaigns to promote company services.

Qualifications and Skills
Essential
• Proven experience in an administrative role, preferably within the financial or mortgage sector.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication abilities.
• Ability to prioritize tasks and manage time effectively in a fast-paced environment.
Desirable
• Familiarity with financial or mortgage-related terminology and processes.
• Experience using CRM software or financial management systems.
• A relevant qualification in business administration or finance.

Key Competencies
• Professionalism and discretion when handling sensitive client information.
• Strong problem-solving skills and ability to anticipate team needs.
• A proactive approach to improving office procedures and workflows.
• Adaptability to learn new systems and technologies as required.