Principal duties and responsibilities:
- Provide desk cover for Managers
- Prepare straightforward lending propositions
- Manage security documentation and maintain security database
- Regulated Mortgage Contracts
- New customer documentation
- Organisation and preparation of customer and business development meetings
- Attend meetings and prepare memoranda of notes
- Business development support to Managers
- Customer contact on all day to day issues
- Letters to customers and professional intermediaries
- Prepare and undertake customer reviews
- Monitor daily overdraft positions
Background and experience necessary:
It is expected that candidates will have experience in the financial services sector looking after high net worth customers, possess a reasonable knowledge of financial markets and the economy in general. A working knowledge of banking security is preferable, while familiarity with the usual office systems of Word, Excel, PowerPoint, etc is essential.
Qualifications Required:
Essential:
- Must have a minimum of 5 GCSE's grade A-C (including Maths and English) or equivalent qualification.
- Must have a minimum of 2 A levels grades A-D or equivalent qualification
- CeMAP or equivalent relevant qualification or willingness to studyQualifications Desired:
Desirable:
- Educated to degree level or equivalent
Social Stream