Qureos Mentor

The Coast Partnership Ltd

A very well respected IFA Wealth Manager based in smart, professional offices in the Manningtree area are keen to appoint an experienced Senior IFA Support Administrator on a full time basis to assume greater responsibility as an Office manager.The duties will involve<ul><li>Office Management</li><li>Partially looking after the team and partially the smooth running of the offices.</li><li>Technical Support:</li><li>Prepare and compile financial planning reports, including templated suitability reports and technical research.</li><li>Client Support:</li><li>Assist two advisers with client queries and provide administrative support to ensure a seamless client journey.</li><li>Compliance:</li><li>Ensure all documentation and processes adhere to FCA regulations and internal compliance standards.</li><li>Data Management:</li><li>Update and maintain client records on an " in house" and other relevant systems.</li></ul>The role is available immediately. For full details, please apply in confidence.

IFA Administrator/Office Manager

Senior IFA Administrator/Office Manager

Two excellent roles with a lender, who has gained a reputation for outstanding delivery and a huge level of success. Due to the continued growth of quality business and a pro-active new management team, they are keen to hire additional underwriters to work in smart City based offices.Key Responsibilities:Manage a pipeline of Regulated BTL Mortgage loan cases and prioritise accordingly. Underwrite loan applications within company lending criteria by making quality lending decisions.Be vigilant when working on cases and refer where necessary to the appropriate person.Maintain a high level of communication at all times with interested parties including brokers, applicants, surveyors and solicitors.Maintain a high level of customer service with those internally and externally.Work closely with other departments within the company including sales, compliance, finance and collections.Think outside the box and be proactive when suggesting ways to overcome potential problems, whilst ensuring that there is no additional risk to the company.Maintain oversight of a loan post completion and follow up on any offer conditions prior to handing the loan to collections.Keep up to date with current best practice and regulatory requirements.Represent the company at events as requiredKey Competencies:Experience of Mortgage (ideally BTL) underwriting products .The role is fully office based and offers a competitive salary and supporting package.

BTL Underwriter

Key underwriter positions with a city based Specialist lender who has gained a reputation for " a family feel within the office" and a huge level of success. Due to a recent influx of quality business and a pro-active new management team, they are keen to hire a number of experienced Commercial Mortgage Underwriters to work in smart City offices.Key Responsibilities:Manage a pipeline of Non Regulated Bridging loan cases and prioritise accordingly. Underwrite loan applications within company lending criteria by making quality lending decisions.<ul><li>Be vigilant when working on cases and refer where necessary to the appropriate person.</li><li>Maintain a high level of communication at all times with interested parties including brokers, applicants, surveyors and solicitors.</li><li>Maintain a high level of customer service with those internally and externally.</li><li>Work closely with other departments within the company including sales, compliance, finance and collections.</li><li>Think outside the box and be proactive when suggesting ways to overcome potential problems, whilst ensuring that there is no additional risk to the company.</li><li>Maintain oversight of a loan post completion and follow up on any offer conditions prior to handing the loan to collections.</li><li>Keep up to date with current best practice and regulatory requirements.</li><li>Represent the company at events as required</li></ul>Key Competencies:Experience of bridging Loan underwriting products .The role is fully office based and offers a competitive salary and supporting package.

Bridging Underwriter

Join The Coast Partnership Ltd and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

The Coast Partnership Ltd

ABOUT_COMPANY

IFA Administrator/Office Manager

Senior IFA Administrator/Office Manager

BTL Underwriter

Bridging Underwriter