Mortgage Administrator

2 weeks ago

London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

Mortgage Administrator

Location:
Westminster, London (Hybrid)

Salary:
£24K - £26K plus bonus, plus uncapped referral programme, plus Broker Trainee Programme

Hours:
Full time


We are a fast-paced company that prides itself on our culture and we're looking for a Mortgage Administrator to join our friendly team.

We are a sociable bunch who all share a love for learning and teaching and are always willing to help each other out.

We like to acknowledge hard work and commitment and celebrate our successes.


In the last 2 years, our company has grown by a third in terms of employees and currently has over £600 million in FUM (_Funds Under Management_).

Our Mortgage Brokerage offer first class service to our clients, we also offer a holistic approach to Wealth Management to our clients, as well as a Financial Education division to our company.

As our team continues to develop and grow, we require a Mortgage Administrator to support our growing Mortgage Brokerage team.


Responsibilities & Duties:
Mortgage Administrator

  • The role will involve you taking responsibility for aspects of the mortgage sales process
  • You will be supporting a growing Mortgage Brokerage Team with a significant amount of client contact and contact with the AAG Wealth Managers and Associate Wealth Managers
  • You will be expected to continue to develop your skills and learn the mortgage business and continue taking relevant exams which will be provided by AAG.

The Role - Mortgage Administrator

  • You will provide updates to clients, AAG Wealth Managers and lenders. These situations will require the use of excellent communication skills
  • You will be responsible for building strong working relationships with clients and lenders and for maintaining the client database, ensuring information is regularly checked and updated
  • This role would suit an individual who sees this as an opportunity to develop a thriving mortgage business within the office of a very successful Wealth Management practice

Duties include but are not exclusive to:

  • Booking client meetings
  • Diary management
  • Data management
  • Provide customer service to clients throughout the mortgage process
  • Verify all mortgage documents for accuracy and completeness
  • Maintain and update customer records
  • Communicate effectively with clients, the Mortgage Team and the wider AAG Team

The Person - Mortgage Administrator


This is an interesting and varied role that would suit a confident, motivated and highly organised, individual who enjoys using their initiative and who has a 'can do' working style.


  • You will have been working as a Mortgage Administrator for a minimum of 1 year
  • You are a strong communicator with excellent attention to detail and have strong numerical and written skills
  • Precision, efficiency, and the ability to spot errors in your own work are essential attributes for this role
  • You are organised and able to work using your initiative within a busy team
  • It is essential that as a Mortgage Administrator you are confident dealing with third parties and can work with total discretion
  • You have begun your journey pursuing a relevant mortgage qualification, such as the CII Certificate in Mortgage Advice or the LIBF Certificate in Mortgage Advice and Practice (CeMAP).
St.

James's Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

SJP has funds under management in excess of £157bn.

This business Is well established and highly successful.

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