Position: Entry Level Administrator

Location: Kin Lifetime Planning, Bingley House, Meadow Lane, Burton Joyce, Nottingham, NG14 5EX

Employment Type: Full Time

Salary: £15,000- £18,000

Closing Date: Friday 17th January 2025

About Us

KIN provides financial planning and support. We ensure that every one of our clients receives a service tailored to them and believe that conversations about finances should feel both comfortable and normal, by bringing them into the everyday. We thrive to develop the best plan for our clients, based on individual circumstances and goals.

Job Description

We are looking to appoint an administrator to support our Mortgage and Protection Adviser. This role is an entry role for anyone who is looking to purse a structured apprenticeship in Financial Services Administration to gain formal qualifications, with a progression pathway onto Mortgage Advice.

It’s the chance to be part of a fun, fast paced working environment with a supportive and approachable team. You will get to be part of our client’s financial journeys helping them to achieve their goals.

Key Responsibilities

o Answer phone calls, emails ensuring clear and professional communication to clients and providers.

o Prepare agendas and materials for meetings and take minutes if required

o Organise and schedule meetings for our Mortgage and Protection Adviser

o Maintain databases and ensure records are up to date and easily accessible.

o Assisting the Mortgage and Protection Adviser in the application process for mortgages and protection policies

o Greet visitors and clients, making sure they are attended to promptly.

o Managing and processing mortgage paperwork, such as loan applications, credit checks and contracts

o Updating clients on the status of their mortgage applications and any required documentation

o Handling the administration of protection insurance policies such as life insurance, critical illness cover and income protection.

o Perform other duties as required to ensure the office runs efficiently.

Key Skills and Experience

• Attention to Detail: Accuracy is crucial in processing mortgage and protection documentation.

• Communication Skills: Effective communication with clients, lenders, and insurers

• Organisation: Handling multiple cases and deadlines simultaneously requires strong organisational skills.

• Customer Service: Providing excellent support to clients, answering their questions, and guiding them through processes.

• Knowledge & Experience: Candidates must evidence an achievement of grade C (4) or above at GCSE or equivalent in English and maths

If you have any questions, or wish to know more about the role you can email kin@sjpp.co.uk or Tel: 01156547670