Mortgage Administrators

4 weeks ago


London, Greater London, United Kingdom Coast Specialist Recruitment Full time
Mortgage Administrator Opportunity

We are seeking a highly organized and detail-oriented Mortgage Administrator to join our team at a HNW Mortgage Brokerage based in Mayfair, London.

This is a fantastic opportunity to work with a small, friendly team providing top-quality Protection administration support to the advisers and their clients.

The successful candidate will possess excellent organizational skills, with the ability to work to tight deadlines and handle multiple tasks simultaneously.

Key Responsibilities:
  • Dealing with ad-hoc queries from Mortgage/Protection Advisers/Clients/Providers
  • Recording and maintaining tasks via back-office systems
  • Maintenance of client files
  • Postal activity (incoming/outgoing)
  • New business processing (Online/Post)
  • Loading relevant data on to back office
  • Processing Letters of Authority
  • Liaising with 3rd Party Providers & Paraplanners
  • Preparing Client Meeting Packs
  • Gathering quotes / illustrations / Fact Sheets / Order Projections
  • Updating advisers & clients of progress on New Business cases
  • Maintenance of all client policy data

This is a fantastic opportunity to join a dynamic team and contribute to the success of our HNW Mortgage Brokerage.

We offer a competitive salary and a supporting package.


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