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- Tasks: Join our team as a Mortgage & Protection Administrator, managing client meetings and supporting mortgage cases.
- Company: We're a dynamic financial services firm based in Horsham, dedicated to client success.
- Benefits: Enjoy a competitive benefits package and the opportunity for career growth.
- Why this job: Be part of a supportive culture that values initiative and client service while making a real impact.
- Qualifications: Good GCSE or A Level results; experience in financial services is a plus.
- Other info: This is an office-based role, perfect for those who thrive in a collaborative environment.
The predicted salary is between 28800 - 43200 £ per year.
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Mortgage & Protection Administrator – Horsham, Horsham
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Client:
Location:
Horsham, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
a394befcc8da
Job Views:
4
Posted:
29.06.2025
Expiry Date:
13.08.2025
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Job Description:
Mortgage & Protection Administrator – Horsham
One of our clients based in Horsham, Sussex is looking for a Mortgage and Protection Administrator to join their successful team. The role with be office-based position, mainly focusing on protection cases with a competitive benefits package on offer.
Responsibilities will include:
– Organising adviser diaries and booking client meetings
– Maintaining back office systems
– Taking charge of the fixed rate renewal process in full including suitability letters and post meeting action point letters for clients
– Writing factfinds, suitability reports and sourcing/placing the mortgage case
– Supporting clients throughout the planning process, from the first point of contact through updating and answering queries
– Chasing solicitors, lenders, estate agents to progress cases and providing updates to clients and the planners
– Creating and maintaining spreadsheets to keep the team informed at all stages of the process
– Experience of working within financial services particularly with mortgages & protection
– Good GCSE or A Level results
– Strong numerical and written communication skills
– Excellent organisational and administration skills, managing multiple advisers\’ workflows
– Ability to proactively use initiative to problem solve and anticipate next steps
– Demonstrable experience of building rapport and interacting with clients effectively
– A driven individual with a focus on client service and leading a high-performance culture
– Adaptable to change management plans and advocate business initiatives
– Confidence and ability to influence senior stakeholders
– Ability to work autonomously as well as follow directions from managers
– IT technically proficient including Office 365
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Mortgage & Protection Administrator - Horsham employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Administrator - Horsham
✨Tip Number 1
Familiarise yourself with the mortgage and protection industry. Understanding the key terms, processes, and current market trends will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those involved in mortgages and protection. Attend local events or join online forums to connect with potential colleagues and gain insights into the company culture and expectations.
✨Tip Number 3
Prepare for the interview by practising common questions related to client service and administration skills. Think of specific examples from your past experiences that showcase your ability to manage multiple tasks and build rapport with clients.
✨Tip Number 4
Research the company thoroughly. Understand their values, mission, and any recent news or achievements. This knowledge will not only help you tailor your responses but also show your enthusiasm for joining their team.
We think you need these skills to ace Mortgage & Protection Administrator - Horsham
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and required skills for the Mortgage & Protection Administrator position. Tailor your application to highlight relevant experience in financial services, particularly with mortgages and protection.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your experience in administration and client service. Emphasise your organisational skills and any relevant qualifications, such as GCSE or A Level results, that align with the job requirements.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight specific experiences that demonstrate your ability to manage multiple workflows, build rapport with clients, and support advisers effectively.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Showcase Your Organisational Skills
As a Mortgage & Protection Administrator, you'll need to manage multiple advisers' workflows. Be prepared to discuss specific examples of how you've successfully organised tasks or projects in the past, highlighting your attention to detail and ability to prioritise effectively.
✨Demonstrate Your Client Interaction Experience
Building rapport with clients is crucial in this role. Think of instances where you've effectively communicated with clients, resolved their queries, or provided exceptional service. This will show your potential employer that you can handle client relationships with ease.
✨Prepare for Technical Questions
Since the role requires proficiency in IT, especially with Office 365, be ready to answer questions about your technical skills. You might be asked to describe how you've used these tools in previous roles, so brush up on your knowledge and be specific about your experiences.
✨Exhibit Problem-Solving Abilities
The job involves anticipating next steps and proactively solving problems. Prepare to share examples of challenges you've faced in previous positions and how you approached them. This will demonstrate your initiative and ability to think critically under pressure.
