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- Tasks: Support advisers with mortgage and life insurance applications, ensuring top-notch customer service.
- Company: Join a family-owned financial services brokerage with a strong growth record since 1997.
- Benefits: Enjoy generous holidays, a state-of-the-art office, and all-expenses-paid trips to New York!
- Why this job: Be part of a dynamic team with opportunities for personal development and becoming a qualified Mortgage Adviser.
- Qualifications: Experience as a Mortgage Administrator is essential; life insurance knowledge is a plus.
- Other info: Receive bespoke training and support for your CeMAP exams, plus a vibrant workplace culture.
The predicted salary is between 36000 - 60000 £ per year.
Seeking an accomplished Mortgage Administrator for a market leading Financial Services Brokerage - Genuine Long Term Prospects and Fantastic Working Environment.
Our client is a leading Advisory business that offers expertise across the full spectrum of financial services including commercial finance, wealth management, mortgages, protection and financial planning. They are a family owned business that has continued to grow year on year since their inception in 1997. With a friendly and successful environment, they are looking to welcome a new Mortgage Administrator into the team.
Highlights for the Successful Mortgage Administrator / Paraplanner:
- Bespoke training plan in order to develop you into a fully fledged adviser if that’s your chosen route
- Generous Holiday entitlement
- Brand new, recently built, state of the art office environment
- Company pension scheme and full corporate benefits
- All expenses paid incentives including Summer / Christmas Parties
- All expenses paid trip to New York (plus guest) for employee that goes above and beyond this year
- Market leader with a prestigious bank of high net worth clients
- Become a qualified Mortgage Adviser
- Our client will pay for you to complete your CeMAP exams and fully support you through the process. They will even provide you with an external trainer if needed
- Fantastic team ethic
- You will be welcomed into a dynamic, diverse and friendly team from day one
The Position of Mortgage Administrator / Paraplanner:
You will be responsible for providing expert support to their team of advisers who will be processing substantial mortgage and life insurance applications for their enviable client base.
Specific Responsibilities of the Mortgage Administrator:
- Handling applications, documentation and specialist mortgage administration
- Mortgage case handling
- Providing advice and support to junior members of the administration team
- Providing first class customer service to clients
- Handling of all communication between solicitors, banks and other third parties
- Instruction and management of valuations
What we are looking for:
Our client has consistently grown year on year and is looking for someone to join the business with the same passion for customer excellence as the rest of the team. We are seeking someone that can demonstrate:
- Prior experience in a Mortgage Administrator / Paraplanner position
- Life Insurance experience would be an advantage
- Experience of using internal systems i.e. Trigold
- Experience of managing the relevant end-to-end systems throughout a mortgage application
- Experience of working with third parties including solicitors and lenders
- A motivated character who wants to provide exceptional customer service
With further growth planned this is a perfect time to be joining such a thriving business. If you like the sound of this opportunity and feel you have the necessary experience, don’t leave it for someone else to land the position. Apply now and talk to us to find out more!
Mortgage Administrator employer: CareerStone
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Administrator
✨Tip Number 1
Familiarise yourself with the specific mortgage products and services offered by our client. Understanding their offerings will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of the company on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can be beneficial during your discussions with us.
✨Tip Number 3
Prepare to discuss your previous experience in detail, especially any specific cases where you successfully managed mortgage applications or provided exceptional customer service. Real-life examples can set you apart from other candidates.
✨Tip Number 4
Show enthusiasm for the training and development opportunities mentioned in the job description. Expressing a desire to grow within the company can make a positive impression on us as we value long-term commitment.
We think you need these skills to ace Mortgage Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Mortgage Administrator or Paraplanner. Emphasise any specific skills related to mortgage applications, customer service, and working with third parties.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer excellence and your motivation to join the team. Mention how your previous experience aligns with the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, clearly outline your experience with internal systems like Trigold and your ability to manage end-to-end processes in mortgage applications. This will demonstrate your suitability for the role.
Show Enthusiasm: Express your excitement about the opportunity to work in a dynamic and friendly team environment. Mention any specific aspects of the company culture or benefits that appeal to you, such as the bespoke training plan or the chance to become a qualified Mortgage Adviser.
How to prepare for a job interview at CareerStone
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage processes and life insurance. Familiarise yourself with terms like CeMAP and Trigold, as well as the end-to-end systems involved in mortgage applications. This will show that you're serious about the role.
✨Showcase Your Customer Service Skills
Since the company values exceptional customer service, prepare examples from your past experiences where you went above and beyond for clients. Highlight how you handled difficult situations and maintained a positive relationship with customers.
✨Demonstrate Team Spirit
The company prides itself on a fantastic team ethic. Be ready to discuss how you've collaborated with others in previous roles. Share specific instances where you supported colleagues or contributed to a team project.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, training opportunities, and growth prospects. This not only shows your interest in the role but also helps you determine if the company is the right fit for you.
