Job Description
Weekly Hours Worked: 9-5 Mon to Friday (one hour unpaid break) About the Company:Unique Financial Services is a UK-based financial advisory firm specializing in mortgages, commercial finance, insurance, and wills. With a customer-focused approach and access to a wide range of lenders and financial products, the company provides tailored solutions to help individuals and businesses achieve their financial goals. Unique Financial Services is committed to delivering expert advice, transparent guidance, and exceptional service throughout every stage of the financial journey.Duties and Responsibilities:• Process new mortgage applications accurately and efficiently.• Prepare and submit mortgage applications to lenders.• Monitor the progress of applications from submission through to completion.• Liaise with lenders, solicitors, estate agents, valuers, and clients to obtain updates and resolve outstanding queries.• Ensure all case files are maintained accurately and in accordance with regulatory requirements.• Chase outstanding documentation and keep all parties informed of case progress.• Act as the primary administrative point of contact for clients throughout the mortgage process.• Request and verify client documentation, including proof of income, identification, bank statements, and supporting evidence.• Provide regular updates to clients regarding the status of their applications.• Deliver a professional and high standard of customer service at all times.• Manage incoming calls, emails, and correspondence.• Maintain organised electronic and paper filing systems.• Produce reports and assist with management information when required.• Support the wider team with administrative tasks and business operations.