Protection and Mortgage Business Support Specialist

1 day ago


Swindon, Swindon, United Kingdom The Openwork Partnership Full time

Job overview

The Openwork Partnership is a dynamic and fast-paced business with huge ambition. We're seeking an experienced and organized administrator to join our Swindon office as a Mortgage and Protection Administrator Executive.

As a key member of our team, you will support our Protection and Mortgage Advisers with pre- and post-sale aspects of customer applications. Your primary responsibilities will include processing new advice leads, qualifying new mortgage and protection applications, packaging mortgage cases to lenders, and managing the team inbox and inbound enquiries line.

This role requires a highly motivated individual with experience in administration, a strong understanding of mortgage and protection solutions, and excellent communication skills. You will engage with clients over the phone and provide data to the advice team.

The estimated salary for this position is up to £28,000 per annum, based on location and industry standards. You will also receive a comprehensive benefits package, including a pension scheme, critical illness cover, income protection, and death in service.

Responsibilities:

  • Process new advice leads and qualify new mortgage and protection applications.
  • Provide data and reports to the advice team.
  • Manage the correspondence between the adviser network and their clients.
  • Send out client declarations and maintain accurate CRM records.
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