Financial Services Administrator (Mortgages & Life Insurance)

Title: Financial Services Administrator (Mortgages & Life Insurance) Job Purpose To provide comprehensive administrative support to mortgage and protection advisers, ensuring the smooth processing of mortgage and life insurance applications, maintaining compliance with regulatory requirements, and delivering excellent customer service throughout the client journey. Key Responsibilities Manage the end-to-end administration of mortgage and protection (life insurance) applications Liaise with clients, lenders, insurers, and solicitors to gather required documentation and updates Accurately input client data into CRM and provider systems Track and manage application progress, chasing outstanding requirements to ensure timely completions Assist advisors with daily appointments Ensure compliance with GDPR and internal processes Maintain accurate and up-to-date records of pipeline/sales Support advisers in meeting service-level agreements (SLAs) and client expectations Communicate professiona...

Ready to Apply?

Submit your application today and join our talented team at bonkers.ie.

Submit Application