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- Tasks: Support Mortgage and Protection Advisers with applications and client communication.
- Company: Join a reputable Independent Financial Adviser firm in Loughborough.
- Benefits: Enjoy a collaborative work environment with opportunities for growth.
- Why this job: Be part of a team that values high-quality customer service and teamwork.
- Qualifications: Experience in financial or mortgage administration is preferred; strong IT skills are essential.
- Other info: Equal opportunity employer; apply today for a confidential discussion.
The predicted salary is between 30000 - 42000 £ per year.
My client is a well-known Loughborough based Independent Financial Adviser firm and they are looking for a Mortgage IFA Administrator to provide support to a team of Mortgage and Protection Advisers from their Loughborough office. You will need experience of working within a Financial/Mortgage Advisor firm as an Administrator to be considered.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients. Our client has a strong focus on delivering a high quality of customer service which they pride themselves on. The successful candidate will ideally be qualified with some financial planning qualifications, although this isn’t essential. You must be comfortable working under pressure to meet deadlines and can use your own initiative as well as working without close supervision. Excellent IT skills, particularly Microsoft Office are also essential, and it would be desirable to have experience of relevant IFA back-office systems and platforms.
Key Responsibilities:- Preparing and submitting mortgage and protection applications.
- Managing documentation and ensuring compliance with regulatory requirements.
- Liaising with clients, lenders, solicitors, and other relevant parties in the mortgage chain to provide updates and resolve queries.
- Tracking applications and following up to ensure timely progression.
- Maintaining accurate records and managing client files.
- Providing administrative support to the advisory team as required.
- Previous experience in mortgage and protection administration or a similar role (preferred).
- Strong organisational skills and the ability to manage multiple tasks effectively.
- Excellent communication skills, both written and verbal, with a confident and professional manner.
- Attention to detail and a proactive approach to problem-solving.
- Familiarity with mortgage and protection products and the application process.
- Competency in using relevant software and systems for document management and communication.
Don’t delay, apply today for a confidential discussion. Due to the overwhelming application responses received through various sources, should you not hear from us within 72 hours then please assume your application has been unsuccessful. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Contact Detail:
O'loughlin Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Administrator
✨Tip Number 1
Familiarise yourself with the mortgage and protection products offered by the firm. Understanding these products will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in mortgage administration. Attend local events or join online forums to connect with others and gain insights into the role.
✨Tip Number 3
Brush up on your IT skills, particularly with Microsoft Office and any relevant IFA back-office systems. Being proficient in these tools will give you an edge and show that you're ready to hit the ground running.
✨Tip Number 4
Prepare for potential interview questions by thinking about scenarios where you've demonstrated strong organisational skills and effective communication. Be ready to share specific examples that highlight your experience in a similar role.
We think you need these skills to ace Mortgage Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in mortgage and protection administration. Emphasise any relevant qualifications and skills that align with the job description, such as your organisational abilities and IT proficiency.
Craft a Strong Cover Letter: Write a cover letter that showcases your interpersonal skills and ability to work under pressure. Mention specific examples of how you've successfully managed multiple tasks or resolved client queries in previous roles.
Highlight Relevant Experience: In your application, clearly outline your experience within a Financial/Mortgage Advisor firm. Detail your familiarity with mortgage and protection products, as well as any back-office systems you have used.
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 crucial for this role.
How to prepare for a job interview at O'loughlin Recruitment Ltd
✨Showcase Your Experience
Make sure to highlight your previous experience in mortgage and protection administration. Be prepared to discuss specific tasks you handled and how they relate to the responsibilities of the role you're applying for.
✨Demonstrate Communication Skills
Since excellent communication is key in this role, practice articulating your thoughts clearly. You might be asked to explain complex processes, so being able to communicate effectively with both colleagues and clients will be crucial.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and how you handle pressure. Think of examples from your past where you successfully managed multiple tasks or resolved client queries under tight deadlines.
✨Familiarise Yourself with Relevant Software
Brush up on your IT skills, especially with Microsoft Office and any IFA back-office systems. Being able to demonstrate your proficiency with these tools during the interview can set you apart from other candidates.
