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For Companies At a Glance
- Tasks: Manage end-to-end mortgage administration for various cases alongside a busy Mortgage Adviser.
- Company: Join a boutique wealth planning firm in Horsham, supporting high-net-worth clients.
- Benefits: Enjoy a competitive salary up to £35k plus bonuses and additional perks.
- Why this job: Be part of a dynamic team with abundant business opportunities and strong client relationships.
- Qualifications: Experience in mortgage administration is essential; no training provided.
- Other info: Work in a supportive environment with established advisers and a focus on client satisfaction.
The predicted salary is between 30000 - 35000 £ per year.
Job Description
- Mortgage Administrator
- Boutique financial advice firm – Horsham offices
- Supporting established advisers
- £30k – £35k plus bonuses and benefits
My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k – £1m+. I have placed support staff into the business and got to know the executvies very well.
The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. However, they do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with.
The Managing Director is creating a brand-new role for an experienced Mortgage Administrator who will be responsible for the end to end administration working closely with their Mortgage Adviser on a range of cases including: residential, buy to let, commercial amongst others. The team are incredibly busy and need someone who doesn't need training and knows the end to end process with mortgage administration within a wealth planning practice. The mortgage adviser is conducting 10+ meetings per week prospective new clients so there is an abundance of business to be had.
If this role sounds of interest or any other roles I am working on please get in touch.
Mortgage Administrator - Boutique IFA firm - Horsham offices - Up to £35k basic salary employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Administrator - Boutique IFA firm - Horsham offices - Up to £35k basic salary
✨Tip Number 1
Familiarise yourself with the specific mortgage products and services offered by boutique financial advice firms. Understanding the nuances of residential, buy-to-let, and commercial mortgages will help you stand out during discussions.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in mortgage administration. Attend local industry events or join relevant online forums to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 3
Research the firm’s history and their approach to client relationships. Being able to discuss their longstanding connections and how you can contribute to maintaining these relationships will demonstrate your commitment to their values.
✨Tip Number 4
Prepare to discuss your experience with end-to-end mortgage administration in detail. Be ready to share specific examples of how you've successfully managed cases in the past, as this will show that you can hit the ground running.
We think you need these skills to ace Mortgage Administrator - Boutique IFA firm - Horsham offices - Up to £35k basic salary
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the specific responsibilities of a Mortgage Administrator. Highlight your relevant experience in mortgage administration and how it aligns with the needs of the firm.
Tailor Your CV: Customise your CV to reflect your experience in mortgage administration, particularly in a wealth planning context. Include specific examples of your previous roles and achievements that demonstrate your ability to handle end-to-end mortgage processes.
Craft a Compelling Cover Letter: Write a cover letter that not only expresses your interest in the role but also showcases your understanding of the firm's operations and client base. Mention your familiarity with residential, buy-to-let, and commercial mortgages, as well as your ability to work under pressure.
Proofread Your Application: Before submitting your application, thoroughly proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Financial Divisions
✨Know Your Mortgage Basics
Make sure you brush up on your knowledge of mortgage products and the end-to-end administration process. Being able to discuss different types of mortgages, such as residential, buy-to-let, and commercial, will show that you're well-prepared and understand the role.
✨Demonstrate Your Experience
Be ready to share specific examples from your previous roles that highlight your experience in mortgage administration. Discuss how you've successfully managed cases and supported advisers, as this will help the interviewers see your value.
✨Showcase Your Teamwork Skills
Since you'll be working closely with a Mortgage Adviser, it's important to demonstrate your ability to collaborate effectively. Share examples of how you've worked in a team environment and contributed to achieving common goals.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's operations, their client base, and how they handle referrals. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.