About Hollybeck
Hollybeck is a friendly, down-to-earth mortgage and protection brokerage based in Derby. Since launching in 2016, we have grown steadily through reputation, referrals and exceptional client service.
We are a close-knit, supportive team who genuinely enjoy working together and take pride in providing a high-quality, personalised service to our clients. We focus on quality rather than volume, building long-term relationships and guiding clients through every step of their mortgage and protection journey.
As our business continues to grow, we are looking for an experienced Insurance & Mortgage Administrator / Client Manager to join our team.
About the Role
This is not an entry-level role. We are looking for someone who already has experience within mortgages, protection, insurance or financial services and can confidently support our advisers from day one.
As well as managing mortgage and protection applications through to completion, you will play an active role in helping place cases by speaking with lenders and providers, researching criteria, exploring options and supporting advisers in finding the best solutions for clients.
This role would suit someone who enjoys taking ownership of cases, has excellent attention to detail and takes pride in delivering an outstanding customer experience.
Key Responsibilities
Manage mortgage and protection cases from application through to completion
Liaise with clients, advisers, lenders, insurers, solicitors and providers
Chase outstanding requirements and ensure cases progress smoothly
Maintain accurate CRM records and documentation
Research lender and provider criteria to assist with case placement
Speak with lenders and protection providers regarding client-specific scenarios
Support advisers with more complex cases and problem-solving
Prepare and manage client communications and supporting documentation
Deliver an exceptional client experience throughout the customer journey
Identify opportunities to improve client outcomes and support business growth
What We're Looking For
Essential
Previous experience in mortgage, protection, insurance or financial services administration
Experience managing cases from application through to completion
Ability to confidently discuss client scenarios with lenders and providers
Strong organisational and case management skills
Excellent attention to detail
Professional communication skills, both written and verbal
Ability to work independently and manage your own workload
Experience using CRM systems and Microsoft Office
Able to commute to our Derby office
Desirable
CeMAP qualified or working towards CeMAP
Previous mortgage or protection adviser experience
Experience preparing suitability letters
Knowledge of mortgage and protection products
Familiarity with lender criteria and protection underwriting
Experience supporting advisers within a regulated environment
What We Offer
Birthday day off
Additional paid leave during our Christmas shutdown
Supportive and friendly team culture
Opportunity to develop and take on additional responsibilities as the business grows
Potential future incentive scheme linked to client opportunities and business growth
A business that genuinely values quality, client care and its people
Why Join Hollybeck?
We're proud of the culture we've built. Our team values the trust, flexibility and support we provide, and we work hard to ensure everyone feels part of the business.
If you're looking for a role where your experience will be valued, your ideas welcomed and your contribution recognised, we'd love to hear from you.
Apply
Please send your CV together with a short introduction explaining your relevant experience and why you're interested in joining Hollybeck.
Pay: From £15.00 per hour
Ability to commute/relocate:
- Derby, Derbyshire: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Please briefly describe your experience within financial services?
- Are you CeMAP qualified or working towards it?
Experience:
- Mortgage, protection or financial services administration: 1 year (required)
Work Location: In person
