Mortgage Administrator

3 weeks ago


Leatherhead, United Kingdom CAPIO RECRUITMENT LIMITED Full time

**Job Title: Mortgage Administrator**

**Location: Surrey**

**Salary: £25,000 - £30,000**

**The Company**:
We are working on a brand-new position with a standout IFA Practice in Surrey who are searching to add an additional member to the Mortgage department helping with the provision of Mortgage Advice to valued clients.

The current team is friendly, professional and boasts a fantastic supportive working culture. This is a fantastic opportunity for a committed and motivated individual; this opportunity with involve being responsible for the administration for all mortgageclients, processing mortgage cases and liaising with clients and lenders directly.

As a business our client offers an excellent employee development programme that rewards hard work and endeavour for staff at all levels.

**The Role**:

- Assisting in sourcing suitable mortgages through research and affordability
- Processing new business
- Providing Key Fact Illustrations prior to client meetings.
- Sending client agreements via DocuSign
- Entering new cases on to the back-office system and keeping client data up to date
- Dealing with correspondence and producing suitability letters
- Maintaining the document resource library
- Attending to any outstanding requirements
- Ensuring compliance with FCA and company compliance procedures

**The Required Skills**:

- Background within Mortgages
- IT Literate with good keyboard skills
- Professional with an excellent telephone manner

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment.

**Synonyms**:Mortgage Administrator, Mortgage Case Handler, Mortgage Paraplanner, IFA Administrator



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