Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Mortgage Advisers with administration and compliance tasks in a dynamic team.
- Company: Join an award-winning financial advice network with over 30 years of experience.
- Benefits: Enjoy a salary up to £26,500, bonuses, 25 days leave, pension, study support, and free parking.
- Why this job: Kickstart your career in finance with a clear pathway to becoming a Mortgage & Protection Adviser.
- Qualifications: Experience in Mortgage and Protection or Financial Services Administration is preferred.
- Other info: Located in Horsham, this role offers a vibrant work environment and growth opportunities.
The predicted salary is between 21000 - 26000 £ per year.
Location: Horsham, West Sussex
Salary/package: Up to £26,500 + Bonus + 25 days' annual leave + Pension + Study Support + Free Parking + Career pathway to become a Mortgage & Protection Adviser
YOUR NEW COMPANY
Our client is an award-winning, market-leading UK financial advice network. Founded over 30 years ago, the company has over 100 people supporting its network members and their clients by offering business support, compliance guidance and model portfolios. The company’s headquarters is based in Horsham, West Sussex.
THE ROLE
Due to expansion within the Mortgage Team, a need has arisen for a Mortgage & Protection Administrator. Based at the firm’s HQ in Horsham, and reporting to the Operations Manager, the Mortgage & Protection Administrator's key duties will include:
- Provide full administration support to all Mortgage Advisers
- Assist all Mortgage Advisors with any general queries
- Ad hoc support to the general department when required
- Ensure awareness and compliance of regulatory responsibilities
- Ensure that all advisers supply a full compliant file to the administration team before processing any new business
- All clients' details being entered into the firm's back office system
- Submit mortgage and protection to providers online (via providers website) or by post
- Chase providers on the progress of business in a timely and effective manner
REQUIREMENTS
Candidates interested in the Mortgage & Protection Administrator vacancy will require the following:
- Mortgage and Protection experience (ideally from a Financial Planning firm or IFA)
- Financial Services Administration experience
- Excellent communication skills
- Live a commutable distance from Horsham
REMUNERATION / PACKAGE
The package for the Mortgage & Protection Administrator vacancy is as follows:
- Up to £26,500
- Annual bonus
- 25 days' annual leave
- Pension
- Study Support
- Free Parking
- Career pathway to become a Mortgage & Protection Adviser
NEXT STEPS
If you are happy to apply for this position, please click on the apply button and remember to attach a copy of your CV. One of our consultants will be in touch to discuss the opportunity and answer any questions you may have around the role. Where appropriate we can also recommend other relevant opportunities to you that match your requirements.
Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Vision-FS Recruitment specialise within the Financial Planning | Wealth Management and Employee Benefits Recruitment.
Mortgage & Protection Administrator employer: Vision-FS Recruitment
Contact Detail:
Vision-FS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Administrator
✨Tip Number 1
Familiarise yourself with the mortgage and protection products available in the UK market. Understanding these will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in mortgage and protection. Attend relevant events or join online forums to gain insights and make connections that could lead to referrals.
✨Tip Number 3
Research the company thoroughly. Knowing their history, values, and recent achievements can help you tailor your conversations during interviews and demonstrate your enthusiasm for joining their team.
✨Tip Number 4
Prepare to discuss compliance and regulatory responsibilities in detail. Being able to articulate your understanding of these aspects will set you apart as a knowledgeable candidate ready to support the advisers effectively.
We think you need these skills to ace Mortgage & Protection Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in mortgage and protection administration. Emphasise any roles where you've supported financial advisers or worked within a financial services environment.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key duties mentioned in the job description. Explain how your skills and experiences align with the requirements of the Mortgage & Protection Administrator role.
Highlight Communication Skills: Since excellent communication skills are essential for this role, provide examples in your application of how you've effectively communicated with clients or colleagues in previous positions.
Show Enthusiasm for the Role: In your application, express your enthusiasm for the opportunity to work with an award-winning financial advice network. Mention your interest in pursuing a career pathway as a Mortgage & Protection Adviser.
How to prepare for a job interview at Vision-FS Recruitment
✨Know Your Mortgage Basics
Brush up on your knowledge of mortgage products and protection plans. Being able to discuss different types of mortgages and their features will show that you are well-prepared and knowledgeable about the industry.
✨Demonstrate Your Communication Skills
As a Mortgage & Protection Administrator, excellent communication is key. Prepare examples of how you've effectively communicated with clients or colleagues in the past, especially in resolving queries or issues.
✨Familiarise Yourself with Compliance
Understanding regulatory responsibilities is crucial in this role. Be ready to discuss compliance processes you've followed in previous positions and how you ensure adherence to regulations.
✨Show Enthusiasm for Career Development
The role offers a pathway to becoming a Mortgage & Protection Adviser. Express your interest in career progression and how you plan to develop your skills further within the company.
