Mortgage administrator Work, Jobs in Old Moat (with Salaries)

Hybrid Experianced Mortgage Administrator/PA
Mondo Mortgages —Cheadle Heath
- £13.50 - £14.50 an hour
- Part-time
- Hybrid work
- CRM software
- Travel
- Financial services
Quick apply
Operations Administrator
Legends Global (Europe) —Manchester
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
7d
Mortgage Administrator
Placing Faces —Warrington
- £25,000 - £30,000 a month
- Full-time
Mortgage Operations Administrator
Placing Faces —Warrington
- £30,000 - £40,000 a year
- Full-time
- CRM software
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Administration Assistant
ACM Financial Services Ltd. Managing Partner Practice at St James Place —Marple
- £28,000 - £30,000 a year
- Full-time
- Customer service
- English
- Administrative experience
Quick apply
Legal Administrator
Walker Wise Solicitors —Accrington
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
Quick apply
Private Client Administrator
Swiss Life Global Solutions —Manchester
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Annual leave
- Employee assistance programme
2d
Experienced Administrator for an Independent Financial Adviser (IFA)
Brookfield Financial Planning —Altrincham
- £25,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
- Annual leave
Quick apply
Transport Compliance Coordinator
DHL Supply Chain —Manchester
- £27,000 a year
- Monday to Friday
- Microsoft Excel
- Administrative experience
Sales Administrator
brookson group —Warrington
- Up to £25,000 a year
- Full-time
- CRM software
- Microsoft Outlook
- Administrative experience
- Free parking
- Annual leave
Quick apply
8d
Financial Planner
Partnership Recruitment —St Helens
- Hybrid work
- Business development
- School
13d

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mortgage administrator jobs near old moat

Hybrid Experianced Mortgage Administrator/PA

Mondo Mortgages
Cheadle Heath

Quick apply

Job details

Permanent | Part-time
£13.50 - £14.50 an hour

Benefits

Casual dress
Company events
On-site parking

Qualifications

CRM software
Financial Conduct Authority guidelines
Customer service call handling
Driving Licence
Meeting coordination
Inbound customer enquiry call handling
Event coordination
Client communication
Case note recording
Case record updates
Appointment booking and call handling
Diary management
Relationship management
Project management software
Event planning assistance
Customer support
Financial services
Communication skills
Marketing
Time management

Full job description

Office Location: 67 Bird Hall Lane, Cheadle Heath, Stockport, SK3 0XA
Salary: £25,500–£30,000 per year (pro-rata for 40 hours)
Hours: 24–25 hours per week

About the Role

Knox Mortgages is seeking a highly organised, people-focused and genuinely proactive Personal Assistant & Mortgage Administrator to support the day-to-day operations of our growing brokerage.

We are specifically looking for someone who doesn’t wait to be told what to do, but instead takes ownership, spots what needs doing and gets ahead of tasks before they become problems.

You’ll assist the Director and the team with admin, client communication, CRM management and operational support to keep everything running smoothly.

This is a part-time, in-person role with clear potential to grow into a full-time position as the business expands.
For the right person, there is also genuine long-term progression into senior operations roles or even becoming a qualified mortgage adviser, with training and support available.

Who We Are

Knox Mortgages is a dynamic UK mortgage brokerage specialising in first-time buyers, self-employed clients, property investors and clients on visas. We’re FCA-regulated and known for our personable approach, clear communication and commitment to high-quality service.

Key ResponsibilitiesPersonal Assistant & Office Support

Provide organised, proactive PA support to the Director
Manage calendars, inboxes, follow-ups and task prioritisation
Coordinate team meetings, adviser training sessions and business events
Handle enquiries relating to telecoms, IT, HR, payroll, pensions and software
Act as a key point of contact for clients, advisers and external partners
Handle sensitive information confidentially

Mortgage Administration

Liaise with clients, lenders and solicitors to collect documents and progress cases
Create client files and prepare documentation for external compliance audits
Manage the mortgage/protection CRM systems (Smartr365 & Go High Level)
Ensure all case notes, compliance records and updates are accurate and FCA-compliant
Manage leads and book appointments into advisers’ diaries
Collate fact-find details and prepare case summaries

Customer Service

Answer phone calls and respond to client queries
Maintain strong relationships with clients, advisers and partners
Assist clients with onboarding, documentation and updates

Marketing & Business Support

Review company social media to ensure on-brand messaging
Support the marketing team with ideas, deadlines and progress tracking
Assist with event planning and execution
Help put together financial information, send invoices and chase payments where needed
Use online project management tools to organise tasks

What We’re Looking ForEssential

Proven experience as a Personal Assistant, Office Manager, or Mortgage Administrator
Naturally proactive attitude , you anticipate needs, take initiative and stay ahead of tasks
Excellent communication skills (written and verbal)
Strong organisational and time-management skills
Tech-savvy with confidence learning new systems
High attention to detail
Ability to work independently and prioritise workload
Confidentiality and professionalism
Full UK driving licence and ability to travel for events
Experience in mortgages, insurance or financial services

Desirable

Experience with Go High Level, or Twenty7Tec
PA diploma/certification
Customer service experience

Values We Expect

Proactive – you see what needs doing and get it done
Positive – friendly, optimistic, solution-focused
Professional – reliable, trustworthy and organised
Personal – good with people and strong relationship management

Benefits

Flexible part-time working hours
Clear progression to full-time employment
Long-term progression opportunities, including the path to becoming a qualified mortgage adviser (CeMAP support available)
Casual dress
On-site parking
Regular company events
Supportive, friendly team environment

Job Types: Part-time, Permanent

Pay: £13.50-£14.50 per hour

Benefits:

On-site parking

Application question(s):

Are you able to work in person at our Stockport office?
Are you familiar with any of the following platforms?

- Smartr365

- Go High Level

- Twenty7Tec

- None of the above

Why would you be good for the role?
How many years of mortgage administration experience do you have? (Please don't apply if you don't have any!)

Work Location: Hybrid remote in Cheadle Heath SK3 0XA

Quick apply

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mortgage administrator jobs in old moat

Hybrid Experianced Mortgage Administrator/PA

Operations Administrator