Mortgage and Protection Administrator

4 weeks ago


Swindon, Swindon, United Kingdom The Openwork Partnership Full time

The Opportunity

We are seeking an experienced and organised administrator to join our team as a Mortgage and Protection Administrator. This is a great role for someone who has strong prioritisation skills and is able to work within a team.

The Role

  • Processing new advice leads and qualifying new mortgage and protection applications.
  • Packaging mortgage cases to lenders and protection cases with providers.
  • Managing the team inbox and inbound enquiries line.
  • Follow up pipeline cases proactively.
  • Managing the correspondence between the adviser network and their clients.
  • Managing mortgage and protection applications through to completion and 'on risk'.
  • Providing data and reports to help the advice team.
  • Sending out client declarations.
  • Maintaining the CRM records.

What We Offer

  • A competitive salary of up to £28,000.
  • A pension scheme with employer matching.
  • Critical illness cover.
  • Income protection.
  • Death in service.
  • 25 days holiday + bank holidays.
  • A range of flexible benefits.

What We're Looking For

  • Experience in an administrative role.
  • An understanding of the mortgage and protection solutions.
  • A professional individual with ability to use own initiative.
  • Self-motivated with ability to work within a team.
  • Strong customer services ethic.
  • A clear communicator who can engage clients over the phone.

About Us

We're a dynamic, fast-paced, and growing business with huge ambition. We're investing heavily in our colleagues and strive to give them the platform to develop personally and professionally. We're proud of our culture and values, and we're committed to building an inclusive environment that truly recognises and celebrates individual differences and identities.



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