Mortgage Administrator

5 months ago

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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