Dedicated Adviser Support Executive

Location: CBD Cape Town, South Africa (Office-based, on-site)

UK-aligned

Hours:

Mon-Fri (10am-7pm winter / 11am-8pm summer)

Reports to: Head of Mortgage Customer Success
Department: Customer Success
Type: Full-time

One Dome is an award-winning next generation property marketplace (one stop shop housing ecosystem). We are a market disruptor enabling home movers to conduct an end-to-end property transaction via a single platform. The One Dome platform makes transactions faster, more assured and allows customers to have greater control over their transactions.

Our goal is to challenge market norms and to reshape the property industry to better reflect the consumer demands of the 21st century.

We are growing as a business and as such we are seeking entrepreneurial and collaborative individuals who are simplifiers. We need our people to help us work towards our mission of revolutionising home moving.

One Dome achieved Gold for the Best Use of Digital in Property market and won the title of the Most Innovative Company in the 2021 Best Business Awards in the UK.

We are looking for a highly organised and proactive Dedicated Adviser Support Executive to provide one-to-one support to a Senior Adviser across mortgages, protection and later-life business.

This is a varied role combining mortgage administration, application processing, case support and general adviser administration.

You will work closely with the Adviser on a daily basis, taking ownership of time-consuming administrative and processing activities so the Adviser can focus on client relationships and providing advice.

A key part of the role will be developing a strong understanding of the Adviser's working style, clients and processes and becoming a reliable point of support across their day-to-day workload.

• Key mortgage applications accurately using lender portals and internal systems
• Prepare mortgage applications for submission, ensuring all required information has been entered accurately and documentation is in place
• Work closely with the Adviser when keying more complex applications or where additional information is required
• Support the Adviser with residential, remortgage and other mortgage applications
• Check client information, income and supporting documentation before applications are progressed
• Maintain accurate client and application information across internal systems
• Complete relevant mortgage administration and internal forms
• Identify missing information or documentation and follow up where required

• Support with the ongoing administration of mortgage cases
• Request outstanding documents and information from clients
• Review documentation such as bank statements, income evidence and budget information against agreed processes
• Keep internal systems and case notes accurate and up to date
• Complete routine administrative and case checks
• Follow up on outstanding actions and ensure important tasks are not missed
• Communicate professionally with clients and relevant third parties by email and telephone where required
• Help manage the Adviser's pipeline and keep track of outstanding actions and priorities

• Provide administrative support across later-life and protection business
• Assist with gathering client information, including income and supporting documentation
• Support with basic data input and case preparation on relevant systems
• Complete administrative sections of internal, compliance and provider forms
• Contact providers and Business Development Managers to obtain factual information, criteria and case updates where required
• Support the Adviser with research and preparation for more complex later-life cases
• Follow up on outstanding requirements and maintain accurate records

• Work closely with the Adviser on a one-to-one basis and develop a strong understanding of their preferred way of working.
• Help organise and prioritise outstanding actions across the Adviser's workload.
• Monitor the Adviser's diary and upcoming priorities where appropriate.
• Maintain consistent communication through agreed channels, including email and telephone.
• Proactively identify administrative tasks that can be completed without requiring Adviser involvement.
• Help ensure information is organised and readily available when…