Client Support Specialist

THIS IS A FULL-TIME OFFICE BASED ROLE IN STANMORE, MIDDLESEX, PLEASE ONLY APPLY IF YOU ARE PREPARED TO COMMUTE OR RELOCATE TO THAT LOCATION If you have some experience with the Financial Services industry and are seeking an employed role that can help you progress your career, then this could be the opportunity for you! As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for an individual to work as admin assistant on an Employed basis with one of our Strategic Partner firms. Key Responsibilities: Support mortgage brokers in the processing and administration of residential and commercial mortgage applications. Supporting financial advisors in the processing and administration of reviewing client finances. Liaise with clients, providers, and third parties to ensure smooth and timely progression of applications. Analyse financial information and comply with regulations. Able to learn and use new systems Monitor and follow up on the status of applications, ensuring deadlines are met and issues are promptly addressed. Prepare and submit provider packages, ensuring all documentation meets compliance and underwriting standards. Ensure all files are maintained in accordance with regulatory requirements and brokerage policies. Provide exceptional customer service by answering client queries and updating them throughout the process. Support post-completion tasks, including discharge requests, commission tracking, and archiving. Requirements: Experience in use of Microsoft Office (Word, Excel, Outlook, teams). Excellent organisational skills and attention to detail. Effective communication skills, both written and verbal. Ability to manage multiple files simultaneously in a fast-paced environment. Ability to work effectively as part of a team and independently using own initiative. What We Offer: Competitive salary and potential for performance-based bonuses. A collaborative and supportive environment. Opportunities for professional development. Full training will be provided.

Location: Stanmore, UK, GB

Posted Date: 9/16/2025