Company Description
David Lewis Mortgage Services Ltd is an independent mortgage adviser and broker based in Chelmsford, United Kingdom.
Role Description
Full time (part-time considered) on-site role located in Chelmsford, Essex.
The Mortgage Administrator/Trainee Mortgage Adviser will support advisers by preparing mortgage applications, gathering documentation, and updating client records and internal systems. Daily responsibilities include handling client enquiries by phone, email, and in person, scheduling appointments, and tracking cases from initial enquiry through to completion. The role also involves liaising with lenders and other third parties, ensuring all information is accurate, compliant, and submitted on time. As a trainee adviser, the role will progressively include learning to assess client needs, explain mortgage options, and support the delivery of suitable recommendations under supervision.
Qualifications
- Background or previous work experience in finance and financial services, with the ability to understand mortgage products and basic financial concepts.
- Knowledge of FCA regualtions.
- Excellent communication and customer service skills, with a professional, clear, and respectful approach to client interactions.
- High attention to detail, strong organizational skills, and the ability to manage multiple cases and deadlines accurately.
- Proficiency in standard office software and systems, including email, spreadsheets, and customer databases.
- Ability to work effectively in a team environment, taking initiative while following established processes and regulations.
- Desire to build a career in mortgage advice, with willingness to undertake relevant professional training and qualifications (e.g., CeMAP or equivalent).
- Prior experience in a financial, administrative role is beneficial but not essential.
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Contact Details:
David Lewis Mortgage Services Ltd Recruitment Team
