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- 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 GBP35k plus bonuses and additional perks.
- Why this job: Be part of a dynamic team with strong client relationships and ample opportunities for growth.
- Qualifications: Experience in mortgage administration is essential; no training provided.
- Other info: Work in a supportive environment with established advisers and a steady flow of business.
The predicted salary is between 30000 - 35000 £ per year.
- Mortgage Administrator
- Boutique financial advice firm – Horsham offices
- Supporting established advisers
- GBP30k – GBP35k plus bonuses and benefits
My client are a wealth planning firm with offices in Horsham 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 GBP100k – GBP1m+. I have placed support staff into the business and got to know the executives 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.
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Mortgage Administrator - Up to GBP35k plus bonus - working in a boutique employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Administrator - Up to GBP35k plus bonus - working in a boutique
✨Tip Number 1
Familiarise yourself with the specific mortgage products and services offered by boutique financial 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 wealth planning sector, especially those who work closely with mortgage advisers. Building relationships can lead to valuable insights and potential referrals that may enhance your application.
✨Tip Number 3
Stay updated on the latest trends and regulations in mortgage administration. Demonstrating your knowledge of current market conditions and compliance requirements can showcase your expertise and readiness for the role.
✨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, as this will highlight your capability to hit the ground running.
We think you need these skills to ace Mortgage Administrator - Up to GBP35k plus bonus - working in a boutique
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Mortgage Administrator. Highlight your experience in end-to-end mortgage administration and how it aligns with the needs of the boutique financial advice firm.
Tailor Your CV: Customise your CV to reflect relevant experience in mortgage administration, particularly within wealth planning practices. Emphasise any specific achievements or metrics that demonstrate your effectiveness in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the firm's operations and your enthusiasm for the role. Mention your familiarity with the end-to-end process and your ability to work closely with advisers.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in the financial sector.
How to prepare for a job interview at Financial Divisions
✨Know Your Mortgage Basics
Make sure you have a solid understanding of the end-to-end mortgage administration process. Brush up on key terms and concepts related to residential, buy-to-let, and commercial mortgages, as this will show your expertise and confidence during the interview.
✨Demonstrate Your Experience
Be prepared to discuss your previous experience in mortgage administration. Highlight specific cases you've worked on and how you successfully managed them. This will help the interviewers see that you can hit the ground running without needing training.
✨Showcase Your Teamwork Skills
Since you'll be working closely with advisers, emphasise your ability to collaborate effectively. Share examples of how you've supported colleagues in the past and contributed to a positive team environment, which is crucial in a busy setting.
✨Research the Company
Familiarise yourself with the boutique financial advice firm and its client base. Understanding their values, services, and the types of clients they serve will allow you to tailor your responses and demonstrate genuine interest in the role.
