Mortgage and Protection Administrator Professional
2 days ago
This is a mortgage and protection administrator role that involves working with clients to find the best solutions for their financial needs.
Key responsibilities include:
- Organizing adviser diaries and booking client meetings
- Maintaining back office systems
- Managing the fixed rate renewal process, including suitability letters and post-meeting action point letters for clients
- Preparing factfinds, suitability reports, and sourcing/placing mortgage cases
- Supporting clients throughout the planning process, from initial contact through to updating and answering queries
- Chasing solicitors, lenders, estate agents to progress cases and providing updates to clients and planners
- Creating and maintaining spreadsheets to keep the team informed at all stages of the process
The ideal candidate will have experience working within financial services, particularly with mortgages and protection, and possess strong numerical and written communication skills.
Expected salary range: £25k - £30k per annum.
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