Job description
Are you looking for an exciting career in property? Our client has a reputation for excellence in the Residential Sales sector and an opening has arisen for an Assistant to work within its team.
The role will include the following duties: (This list is not exhaustive)
· Data input of mortgage application and decisions in principles with various lender portals/websites
· Data input of factfinds and preparing of mortgage and insurance suitability reports and submission of cases onto CRM for checking by compliance.
· Completing electronic idv checks for clients.
· File maintenance of clients.
· Preparing mortgage and insurance quotes.
· Follow up mortgage leads in progress and book appointments in advisors diary
· Some PA duties – booking of meetings etc /chasing clients for outstanding paperwork /assisting advisor in managing diary.
· Use of excel to organise client referral and follow up activities.
· Managing sales progression of mortgage and insurance cases in pipeline/dealing with solicitors in this process to introduce cases and monitor progression with them
· Setting up and updating advisors LinkedIn and social media –Facebook.
· Help with creating marketing material in adherence to compliance procedures.
· Updating advisors digital registers with cpd and compliance training.
· Regular contact of existing client base to book review meetings.
The skills required for this PM role will include:
· Previous experience working with UK brokers
· CeMap qualified
· High level of customer service skills
· Well-presented and well-spoken
· Driven, ambitious and self-motivated
Hardware Requirements:
· Own computer or laptop.
· ADSL/ FIBRE internet line.
· Headphones for use with our VOIP phone system.
· Anti-virus installed.
· UPS/Back-up Battery for load shedding
Working hours:
· Monday to Friday (9am to 6pm) UK Time.
Job Types: Full-time, Permanent
Job Type: Full-time
Salary: R18,000.00 per month
Experience:
- working with UK property brokers: 2 years (Required)
License/Certification:
- CeMap qualification (Preferred)