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- Tasks: Support advisers with mortgage and protection administration tasks in a dynamic team.
- Company: Join a high-net-worth mortgage brokerage in the vibrant London Bridge area.
- Benefits: Enjoy a competitive salary, quarterly bonuses, and flexible working options.
- Why this job: Be part of a friendly team making a real impact for professional clients.
- Qualifications: Strong organisational skills and ability to multitask are essential.
- Other info: Immediate start available with interviews happening now!
The predicted salary is between 19200 - 28800 £ per year.
Three new roles have developed within a HNW Mortgage Brokerage based in the London Bridge area of London. This particular broker deals with Professional London based clients. You will be joining a small, friendly team providing top quality Protection administration support to the advisers and their clients. You will be a strong team player, but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously.
The Role:
- Processing/administering a high volume of residential mortgages.
- Dealing with adhoc queries from Mortgage/Protection Advisers/Clients/Providers.
- Tasks to be recorded and maintained 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.
- Liaise with 3rd Party Providers & Paraplanners.
- Preparing Client Meeting Packs.
- Gather quotes / illustrations / Fact Sheets / Order Projections.
- Update advisers & clients of progress on New Business cases.
- Maintenance of all client policy data.
This position is available immediately and offers a basic salary c £32k with a supporting package including quarterly bonus of £1k per quarter, working 3 days in the office and 2 days from home. Interviews are available immediately.
Mortgage/Protection Administrators employer: Coast Specialist Recruitment
Contact Detail:
Coast Specialist Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage/Protection Administrators
✨Tip Number 1
Familiarise yourself with the mortgage and protection industry, especially focusing on high-net-worth clients. Understanding the specific needs and expectations of this demographic will help you stand out during discussions.
✨Tip Number 2
Demonstrate your organisational skills by preparing examples of how you've successfully managed multiple tasks or tight deadlines in previous roles. Be ready to share these experiences during your interview.
✨Tip Number 3
Showcase your ability to work both independently and as part of a team. Think of instances where you've taken initiative or collaborated effectively with colleagues, as this will resonate well with the small team dynamic.
✨Tip Number 4
Research the company and its values thoroughly. Being able to articulate why you want to work for this specific brokerage and how you align with their mission will make a strong impression during your interview.
We think you need these skills to ace Mortgage/Protection Administrators
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in mortgage or protection administration. Emphasise your organisational skills and ability to handle multiple tasks, as these are crucial for the role.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention specific examples of how you've successfully managed similar tasks in previous roles, showcasing your initiative and teamwork.
Highlight Relevant Skills: Clearly outline your skills that match the job description, such as processing high volumes of work, dealing with client queries, and maintaining accurate records. Use bullet points for clarity.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for this role.
How to prepare for a job interview at Coast Specialist Recruitment
✨Showcase Your Organisational Skills
Given the role's emphasis on handling multiple tasks and tight deadlines, be prepared to discuss specific examples of how you've successfully managed your time and organised your workload in previous positions.
✨Demonstrate Teamwork and Independence
This position requires a strong team player who can also work independently. Share experiences where you collaborated effectively with others, as well as instances where you took the initiative to solve problems on your own.
✨Familiarise Yourself with Mortgage Processes
Brush up on your knowledge of residential mortgages and protection administration. Being able to speak confidently about these topics will show your genuine interest in the role and your readiness to contribute from day one.
✨Prepare for Client Interaction Scenarios
Since the role involves dealing with clients and advisers, think of potential scenarios you might encounter. Prepare to discuss how you would handle queries or issues, demonstrating your communication skills and customer service approach.
