Mortgage Administrator Assistant

3 weeks ago

Bradford, Bradford, United Kingdom Lime Search & Select Ltd Full time
Mortgage & Protection Administrator Apprenticeship

We are seeking a highly motivated and organized individual to join our team as a Mortgage & Protection Administrator Apprentice. As a key member of our team, you will provide administrative support to our Mortgage Advisers, ensuring the smooth delivery of our services to clients.

Key Responsibilities:

  • Provide administrative support to Mortgage Advisers, including preparing reports, scheduling client appointments, and updating client files.
  • Prepare client packs, research, applications, and documents required for client meetings.
  • Maintain client files in line with company guidelines and standards.
  • Submit mortgage and protection applications with various lenders/providers, ensuring all documentation is accurate and submitted on time.
  • Ensure all necessary information is on file and liaise with relevant companies/departments to resolve any outstanding queries.
  • Assist the business as and when required in various tasks upon request.

Requirements:

  • 1-3 years of experience working within the Financial Services sector.
  • Good GCSE grades in English & Maths.
  • Desire to develop a career within the Mortgage / Financial Planning industry.

About Us:

Lime People Search & Select Ltd is an Independent Financial Advisory firm providing Financial Planning Services to businesses and individuals. We are committed to delivering exceptional service and supporting our clients in achieving their financial goals.

What We Offer:

As a Mortgage & Protection Administrator Apprentice, you will have the opportunity to develop your skills and knowledge in a dynamic and supportive environment. You will work closely with our experienced team to deliver high-quality services to our clients and contribute to the growth and success of our business.

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