Job Overview
We are seeking a proactive and detail-oriented Mortgage & Protection Administrator to join our dynamic financial services team. In this vital role, you will provide comprehensive administrative support for mortgage and protection products, ensuring smooth processing and excellent client service. Your energetic approach will help facilitate efficient workflows, maintain accurate records, and support advisors in delivering tailored financial solutions. This position offers an exciting opportunity to develop your skills within a vibrant, client-focused environment dedicated to helping individuals achieve their financial goals.
Responsibilities
- Assist in preparing mortgage and protection application documentation with precision and attention to detail
- Liaise with clients, lenders, insurers, and internal teams to gather necessary information and ensure timely processing
- Verify all data entries for accuracy using basic math skills to calculate figures such as premiums, interest rates, and repayment schedules
- Manage the administration of client records, ensuring compliance with regulatory standards and company policies
- Support advisors by scheduling appointments, follow-ups, and maintaining communication logs
- Monitor application progress and escalate any issues or delays promptly to ensure swift resolution
- Keep up-to-date with industry regulations and product offerings to provide accurate information and support continuous improvement
Qualifications
- Previous experience in financial services or a related administrative role is preferred but not essential; full training will be provided
- Strong organizational skills with the ability to manage multiple tasks efficiently
- Basic math skills for calculations related to financial figures such as interest rates, premiums, and repayment amounts
- Excellent communication skills, both written and verbal, with a professional attitude
- Ability to work independently as well as part of a team in a fast-paced environment
- Attention to detail and a commitment to accuracy in all tasks
Join us as a Mortgage & Protection Administrator and become an integral part of helping clients secure their financial futures! We value energetic individuals eager to grow their careers while making a positive impact on our clients’ lives.
Pay: £28,000.00-£30,000.00 per year
Work Location: In person
