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Finance Agent

Job details
Posting date: 14 May 2025
Salary: £24,700 per year
Additional salary information: Pension, holiday buy scheme, charity day
Hours: Full time
Closing date: 20 May 2025
Location: Preston, Lancashire, PR2 9ZH
Remote working: On-site only
Company: Key Group
Job type: Permanent
Job reference: R2327_1747129925

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Summary

More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since its launch in 2008. Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the UK.

We are looking for Finance Agents to join our expanding team, to assist customers who wish to make payments to their accounts.

What's in it for you?

23 days holiday, plus bank holidays. Rising to 28 based on length of service | Additional holiday purchase scheme | 1 charity day | 1 well-being day | Great pension! 5% Employee, 8% Employer | Simply Health cashback plan | Life Assurance - x4 salary | Rewarding Staff Referral Scheme | Long Service Award | Enhanced Maternity & Paternity Pay

Core Responsibilities:

  • Act with integrity, due skill, care, and diligence in all dealings with customers and 3rd parties

  • Pro-active customer contact to discuss payments, early repayment charges, interest and repayment of the loan by telephone and/or in writing.

  • Work individually and as part of the team to reach satisfactory customer outcomes.

  • Reconciling funds received in the bank, exceptions and the servicing of the funds on the accounts.

  • Adherence to risk and compliance frameworks to ensure that we conform with our legal and regulatory requirements.

  • Act with integrity, due skill, care, and diligence in all dealings with customers and 3rd parties

  • Liaise with other departments within the Company to ensure optimum service for the customer and to minimise risk for the Company.

  • Resolving or escalating payments issues on a timely basis

  • Develop close working relationship with key internal and external stakeholders.

Knowledge and Expertise

  • Experience in the Mortgage or Equity Release market would be desirable.

  • Ability to communicate effectively both verbally and in writing.

  • Strong Excel skills

Skills & Qualifications:

  • Experience in a similar position is preferred.

  • Excellent communication skills and the ability to develop strong working relationships with both customers and colleagues alike is essential.

Most of all we look for people who display and work around the core values of our business:

Ambitious - to break ground to help our customers enjoy a better retirement.
Supportive - relationships are key to everything we do.
Personal - going above and beyond to offer exceptional service.
Integrity - honest, true and transparent in all our relationships.
Responsive - whatever the challenge we'll deliver the right result.
Expert - experts in our field, our thirst for knowledge never stops

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