Company Overview
At Key To Mortgages, we are committed to helping clients navigate the mortgage and protection process with confidence. Based in Bournemouth, we provide whole-of-market mortgage and protection advice, delivering tailored solutions to first-time buyers, home movers, remortgage clients, landlords, and those seeking personal and family protection.
Our business is built on exceptional customer service, clear communication, and long-term client relationships. We pride ourselves on offering honest, professional advice while making what can often be a complex process as simple and stress-free as possible.
About the Role
You will be responsible for supporting clients and advisers throughout the mortgage and protection process, ensuring cases are progressed efficiently from application through to completion.
The role is primarily remote, although regular in-person meetings will be required in the Bournemouth area.
Essential Requirements
- Recent experience within the whole-of-market mortgage and protection industry.
- Currently working, or recently worked, as a Mortgage & Protection Administrator.
- Alternatively, a former Mortgage Broker with recent industry experience.
- Strong understanding of mortgage and protection application processes.
- Ability to manage multiple cases and priorities effectively.
- Excellent attention to detail and organisational skills.
- Self-motivated and capable of working independently.
- Professional communication skills with the ability to build rapport with clients, lenders, providers, and business partners.
Key Responsibilities
- Managing mortgage and protection cases from enquiry through to completion.
- Liaising with clients, lenders, solicitors, surveyors, and protection providers.
- Gathering and checking documentation.
- Submitting applications and monitoring progress.
- Maintaining accurate client records and compliance documentation.
- Providing regular updates to clients and advisers.
- Supporting the delivery of an exceptional client experience.
- Working on various business growth projects
What We're Looking For
The successful candidate will be:
- Highly organised and detail-oriented.
- Reliable and proactive.
- Comfortable working remotely while managing their own workload.
- Friendly, professional, and confident communicating with people at all levels.
- Committed to delivering outstanding customer service.
What We Offer
- Starting Salary £28,000 - £30,00 FTE, depending on experience
- Flexible hybrid working.
- Employed or Self Employed / Freelance position
- Opportunity to grow into a full-time position.
- Supportive and professional working environment.
- The chance to work alongside a successful, established and ambitious mortgage and protection adviser
To apply, please send your CV along with a brief summary of your recent mortgage and protection industry experience.
Pay: From £28,000.00 per year
Work Location: Hybrid remote in Bournemouth (Dorset)
