About us
Confido Financial is an established Mortgage and Protection brokerage based in Northwest London. We transform our customers dreams into reality, by advising them, supporting them and ensuring the establishment of enduring financial security, contributing to a prosperous and sustainable future. We offer a range of products and services to our customers, which include, Mortgages, Protection, Business Protection, Equity Release and Lifetime Mortgages.
Due to our continued growth, we are looking for an experienced Mortgage & Protection Manager with a strong understanding of the UK Mortgage and Protection industry and how a brokerage operates. Whether your background is in mortgage administration, case management or broker support, or you’re an experienced broker looking to move away from sales into a more operational and administrative role, this could be the ideal opportunity for you.
Ideally, we are looking for someone who is happy to work primarily from our office. However, we are open to considering a hybrid working arrangement. Applicants should therefore be able to commute to our office as required.
We are flexible on working hours and are happy to consider both full-time and part-time applicants, provided you can commit to a minimum of 20 hours per week.
Benefits of a Mortgage & Protection Manager
· Competitive salary and bonus structure based on experience
· A varied role with genuine responsibility and autonomy
· The opportunity to have a significant influence on how the business operates
· The opportunity to develop and implement your own ideas and processes
Requirements of a Mortgage & Protection Manager
- A minimum of 2 years’ experience within the UK Mortgage and Protection industry is essential, ideally within administration, case management, broker support or broking.
- Strong understanding of the Mortgage and Protection process, from initial enquiry through to completion.
- Prior experience using a Mortgage and Protection CRM system.
- Excellent organisational skills with the ability to manage multiple cases, deadlines and priorities.
- Strong attention to detail and accurate record keeping.
- Confident IT user with the ability to learn new systems quickly.
- Excellent written and verbal communication skills.
- Able to work independently, use initiative and take ownership of tasks.
- Professional and discreet when handling confidential client and business information.
- A proactive approach to improving processes and making the business more efficient.
Responsibilities of a Mortgage & Protection Manager
- Manage Mortgage and Protection applications from submission through to completion.
- Maintain accurate client, case and compliance records.
- Provide day-to-day administrative support to advisers.
- Manage diaries, appointments, meetings and follow-up actions.
- Monitor outstanding actions and deadlines to ensure cases progress efficiently.
- Liaise with advisers, clients, lenders, providers and other third parties.
- Assist with compliance-related administration.
- Provide general PA and office management support.
- Help ensure the day-to-day administration of the brokerage runs smoothly.
Salary of a Mortgage & Protection Manager
· £35,000 - £40,000 per annum dependant on experience plus bonus structure based on experience.
Working hours of a Mortgage Manager
· Full time: Monday – Friday 09:00 – 17:00
· Part time: 20 hours per week, flexible with days and times within business hours (Mon-Fri 9-5)
Pay: £35,000.00-£40,000.00 per year
Benefits:
- Casual dress
- Company events
- Flexitime
- Profit sharing
- Referral programme
- Transport links
- Work from home
Experience:
- Mortgage and Protection administration: 2 years (required)
Work Location: Hybrid remote in London NW11
