Mortgage and Protection Administrator
3 days ago
We are a family-run financial planning and mortgage practice, established in 1989 and based in the UK. With decades of experience, we provide expert financial services to clients across the country. Our award-winning team of advisers is backed by a dedicated and skilled administration team, delivering seamless, client-first service in every situation.
About the RoleThis role will primarily focus on Mortgage and Protection Administration but will also include broader support to ensure our clients receive a smooth, professional experience from start to finish.
Key Responsibilities- Provide administrative support for mortgage and protection services, ensuring compliance with our network regulations.
- Assist the front desk team, welcoming clients, managing phone calls, booking appointments, and contributing to the smooth running of the office.
- Prepare documents and complete processes that support our high-quality client experience.
- Proactively manage tasks, ensuring efficiency while maintaining a focus on detail and quality.
- Proven experience in financial services administration, with a strong understanding of the mortgage process.
- The ability to work independently and manage a busy workload with minimal supervision.
- A salary of up to £22,000 per annum, depending on experience.
- 31 days of leave (including bank holidays), plus an extra day off on your birthday
- Cycle to Work scheme, medical cover, death in service benefits, and access to Headspace for mental wellbeing.
- Office perks such as our popular Breakfast Fridays and access to our sustainability-focused Refill Room.
We are a supportive, family-friendly working environment where teamwork and professional growth are valued.
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