Honeycomb is delighted to partner with a private Wealth Management practice to recruit for a Trainee Mortgage Administrator to join their office based in East Belfast. The role is full time and permanent. The Client Founded in 2005, our client is an established wealth management practice based in East Belfast. The Role To provide administrative support to the Practice to ensure that relationships with clients can be optimised and assist with the daily operation of the office. Key Duties: Provide administrative support to the Practice Ensure that files are complete with all required client identification documentation and necessary application forms Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM Process applications accurately and record the required management information Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills Meeting and greeting clients and visitors to the Practice Running reports and illustrations and collating key data Progressing applications with product providers, chasing up Letters of Authority Producing templated client letters and reports Essential Criteria GCSE Math and English Good literacy and numerical skills Looking to start a career within Financial Services. Package Salary & Benefits How to Apply To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Louise Quinn at Honeycomb Jobs. Disclaimer If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.