Business Support Specialist

2 weeks ago


Carlisle, Cumbria, United Kingdom Stan Sherlock Associates Full time
Mortgage and Protection Administrator Opportunity

We are a family-run financial planning and mortgage practice, established in 1989, providing expert financial services to clients across the UK. 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 Role

This is a unique opportunity for a Mortgage and Protection Administrator to join our Business Support Team. The 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.
Requirements
  • 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.
What We Offer
  • 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.
About Us

We are a supportive, family-friendly working environment where teamwork and professional growth are valued.



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