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- Tasks: Support clients through the mortgage application process and ensure a smooth journey.
- Company: Join Barfield Financial Advisors, a respected firm focused on quality and client care.
- Benefits: Enjoy clear progression opportunities and a supportive team environment.
- Why this job: Make a real difference in clients' lives while developing your career in finance.
- Qualifications: 1+ year experience in mortgage administration and strong communication skills.
- Other info: Fast-paced, dynamic workplace with a focus on professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Barfield Financial Advisors is a well-established and highly regarded Mortgage and Financial Planning practice based in Northampton. We provide advice across Mortgages, Protection, Pensions, Investments and Estate Planning, and we pride ourselves on delivering tailored, high-quality advice built around each client’s individual circumstances.
Due to continued growth, we are looking for a Mortgage & Protection Administrator to join our friendly, dynamic and ambitious team.
About the Role
This is a key position within the business, working closely with our Administration Manager and Advisers, supporting clients from application through to completion and ensuring a smooth, professional journey at every stage. We are looking for someone who enjoys communicating with people, has a strong eye for detail, and genuinely cares about delivering an excellent client experience. You’ll be organised, proactive, and comfortable working both independently and as part of a collaborative team. The role offers clear progression opportunities for the right individual, whether into a Senior Administrator, Financial Planning Paraplanner, or ultimately an Adviser role, depending on your aspirations and strengths.
Key Responsibilities (but not limited to)
- Processing mortgage and protection applications submission through to completion
- Liaising with lenders, insurers, solicitors and other third parties to progress cases
- Keeping clients fully informed throughout their application journey
- Providing high-quality administrative support to advisers
- Producing client and provider correspondence, reports and documentation
- Managing and follow-ups
- Updating and maintaining client records on internal CRM systems
- Answering incoming calls and handling client queries professionally
- Welcoming clients and visitors to the office
- Ensuring all work is completed in line with FCA requirements, data protection, financial crime prevention and Treating Customers Fairly principles
About You
To be successful in this role:
- You take genuine pride in your work, give 100% in everything you do, and naturally go above and beyond to deliver the best possible outcomes for clients and colleagues alike.
- You have at least 1 year’s experience in a mortgage administration role and are comfortable managing cases from application through to completion.
- You are highly organised, detail-focused, and take real ownership of your work, ensuring accuracy and consistency at all times.
- You communicate confidently and professionally, both in writing and verbally, and enjoy dealing with clients and third parties.
- You are comfortable working in a fast-paced environment, able to prioritise tasks effectively and manage multiple deadlines.
- You are proactive, adaptable, and able to use your own initiative, while also working collaboratively as part of a close-knit team.
- You have strong IT skills, with good working knowledge of Microsoft Office and Microsoft Teams.
- You are professional, personable, and approachable, with a positive, can-do attitude.
- You have strong academic foundations, including good GCSE and A-Level results (where applicable).
Desirable (but not essential)
- Experience working within the Quilter network and/or Xplan
Mortgage Case Manager in Northampton employer: Barfield Financial Advisors
Contact Detail:
Barfield Financial Advisors Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Case Manager in Northampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know someone at Barfield Financial Advisors. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for the interview by researching the company and its values. Show them you’re not just another candidate; you genuinely care about client experience and quality service, just like they do!
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and third parties, being able to articulate your thoughts clearly and confidently will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Mortgage Case Manager in Northampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your mortgage administration experience and any relevant achievements to show us you're the right fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about joining Barfield Financial Advisors. Share specific examples of how you've gone above and beyond in previous roles, especially in client care and communication.
Showcase Your Attention to Detail: Since this role requires a strong eye for detail, ensure your application is free from typos and errors. We want to see that you take pride in your work and can maintain accuracy in everything you do.
Apply Through Our Website: We encourage you to apply directly through our website. This way, we can easily track your application and ensure it gets the attention it deserves. Plus, it shows us you're keen on being part of our team!
How to prepare for a job interview at Barfield Financial Advisors
✨Know Your Stuff
Make sure you brush up on your mortgage administration knowledge. Understand the key processes from application to completion, and be ready to discuss your previous experiences in detail. This will show that you’re not just familiar with the role but genuinely passionate about it.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and third parties, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively communicated in past roles, especially when resolving issues or keeping clients informed.
✨Demonstrate Attention to Detail
Bring along examples of your work that highlight your organisational skills and attention to detail. You might even want to mention specific instances where your meticulousness made a difference in a project or client outcome.
✨Be Proactive and Positive
During the interview, convey your proactive nature and positive attitude. Share stories that illustrate how you’ve taken initiative in previous roles, whether it’s improving a process or going above and beyond for a client. This will resonate well with their focus on client care and teamwork.
