At a Glance
- Tasks: Manage mortgage applications and provide exceptional customer service.
- Company: Prestigious, fast-growing advisory business with a supportive culture.
- Benefits: Hybrid working, competitive holidays, pension, and exciting incentives.
- Other info: Clear career progression and opportunities for personal development.
- Why this job: Join a dynamic team and work with high net worth clients.
- Qualifications: Experience as a Mortgage Administrator or Paraplanner is essential.
The predicted salary is between 27000 - 33000 £ per year.
Are you an experienced Mortgage Administrator ready to take the next step with a prestigious, fast-growing advisory business? We’re working with a market-leading firm that offers a full range of financial services—from mortgages and protection to wealth management and commercial finance. This role offers a fantastic working environment, genuine career progression, and excellent rewards for high performers. If you’re motivated, detail-oriented, and passionate about customer service, we want to hear from you!
Why You’ll Love Working Here:
- Clear career path: bespoke training designed to develop you into a fully qualified adviser if you choose
- Hybrid working for better work-life balance
- Competitive holiday entitlement plus company pension and full benefits package
- Exciting incentives: all-expenses-paid social events including summer and Christmas parties
- Top performer rewards: annual trip to New York — plus a guest!
- Work with high net worth clients at a market-leading business
- Supportive, dynamic team: friendly culture where your contribution really matters
What You’ll Do:
- Manage end-to-end mortgage applications and specialist mortgage admin tasks
- Coordinate communication between solicitors, lenders, and other third parties
- Support advisers with documentation and case handling
- Mentor and assist junior admin staff
- Deliver outstanding customer service throughout the process
- Oversee instruction and management of valuations
What We’re Looking For:
- Proven experience as a Mortgage Administrator or Paraplanner
- Familiarity with mortgage systems like Trigold (or similar)
- Experience liaising with solicitors, lenders, and other stakeholders
- Life insurance knowledge is a plus
- A proactive, customer-focused approach with strong attention to detail
- Eager to grow and develop within a thriving business
This is a rare opportunity to join a respected firm with real long-term prospects and a great team culture. Don’t miss out – apply now to start your next career chapter!
Mortgage & Protection Administrator employer: CareerStone
Join our dynamic financial services business in Horsham, where we prioritise a vibrant work culture and employee growth. With a 4-day working week, hybrid flexibility, and performance-related bonuses, we empower our team to innovate and build meaningful relationships within the community. This is an exceptional opportunity for marketing professionals to thrive in a supportive environment that values creativity and collaboration.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage & Protection Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like CareerStone. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage & Protection Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to CareerStone.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on CareerStone's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at CareerStone
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with CareerStone.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at CareerStone will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former CareerStone employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
