Mortgage Administrator

4 weeks ago


Welling, United Kingdom Trinity Finance Full time

Job Title: Mortgage & Protection Administrator

Reporting to: Administration Manager

Purpose of the Role: Provide efficient administrative support to advisers, ensuring applications for mortgages, protection, and general insurance are processed accurately, promptly, and compliantly.

Key Responsibilities General Duties:
  • Maintain a professional image to uphold the company’s reputation.
  • Communicate effectively with clients, advisers, and introducers.
  • Build strong working relationships with advisers and external partners.
  • Assist senior management with ad hoc tasks as needed.
  • Adhere to company procedures, guidelines, and regulatory requirements.
Mortgage Processing:
  • Manage mortgage applications from submission to legal completion.
  • Ensure applications are accurate and include all required documentation.
  • Communicate with lenders, solicitors, and clients to resolve queries and track progress.
  • Maintain detailed and up-to-date case notes for compliance.
Protection Processing:
  • Oversee protection applications to policy approval.
  • Liaise with providers, clients, and medical practitioners to avoid delays.
  • Confirm policies align with client preferences and compliance requirements.
General Insurance Processing:
  • Process insurance applications to policy approval.
  • Work with providers to ensure timely issuance and accuracy.
Compliance & Customer Care:
  • Ensure all applications meet regulatory and company standards.
  • Maintain accurate records for audit purposes.
  • Support a culture of Treating Customers Fairly (TCF) by ensuring processes align with customer needs and recommending improvements where needed.

Key Skills:

  • Strong attention to detail.
  • Excellent communication and organizational skills.
  • Ability to manage multiple tasks efficiently.
  • Knowledge of financial or insurance products (desirable but not essential).


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