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For Companies At a Glance
- Tasks: Help clients secure their dream homes by managing mortgage applications and providing excellent customer service.
- Company: Established financial services business with a supportive team culture.
- Benefits: Competitive salary, bonuses, training opportunities, and career progression.
- Why this job: Join a friendly team and make a real difference in people's lives.
- Qualifications: Strong customer service skills and a confident phone manner.
- Other info: Long-term career growth in a stable and growing business.
The predicted salary is between 24000 - 26000 £ per year.
Are you organised, confident on the phone, and enjoy helping people? Looking to build a long-term career in financial services or mortgages? We are recruiting a Mortgage Administrator to join a well-established Financial Services business based in Cheadle. This is a fantastic opportunity for someone with strong administrative/customer service skills who enjoys speaking with clients, understanding their circumstances, and helping them take the first step towards securing their new home. You will be joining a busy, supportive central sales desk, working within a friendly team environment where full training is provided and progression is genuinely encouraged.
Responsibilities
- Speaking with potential customers and carrying out detailed financial fact-finds
- Qualifying clients for affordability and suitability before passing to advisors
- Booking qualified appointments and managing advisor diaries
- Promoting the company's services in a professional, customer-focused manner
- Completing credit checks and ensuring compliance with government schemes and criteria
- Using in-house systems to accurately record client information
- Working efficiently in a fast-paced, phone-based environment
Qualifications / Skills
- Strong customer service or call-centre experience
- Confident, professional phone manner
- Comfortable asking detailed questions and handling sensitive information
- Highly organised with good attention to detail and compliance
- Excellent administrative skills
- Able to manage a busy workload and prioritise effectively
- A positive, proactive attitude and strong team ethic
Desirable
- Experience within mortgages, financial services, or qualification roles
- Interest in progressing into mortgage advice (CeMAP training available and funded)
What you will get in return
- £24,000 basic salary with realistic OTE of £26,000+
- Bonus paid per mortgage offer with realistic earnings of £150 per month
- Additional monthly incentives, including £50 Amazon vouchers for top performers
- Full structured training and ongoing support
- Funded CeMAP/apprenticeship route for those looking to progress
- Modern office environment in Cheadle
- Onsite parking
- Long-term career progression within a stable, growing business
How to apply
Apply now by sending your CV. We aim to respond to all successful applications within 2 days. If you haven't been contacted within 2 days your application has been unsuccessful. Please check our website and apply directly for any other suitable positions you see.
We apologise that we are unable to contact everyone in person and thank you for your interest. Jobwise Ltd is an employment agency and the details sent in your application may be stored on our secure database.
Mortgage Administrator in Cheadle Hulme employer: Jobwise Ltd
Contact Detail:
Jobwise Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Administrator in Cheadle Hulme
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on the financial services business you're applying to. Understanding their values and services will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Role-play common interview questions with a friend or family member. This will help you feel more confident when discussing your customer service skills and how you can contribute to the team as a Mortgage Administrator.
✨Tip Number 3
Show off your organisational skills! During the interview, share examples of how you've managed busy workloads or prioritised tasks in the past. This will demonstrate that you're ready to thrive in a fast-paced environment like the one at the central sales desk.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to leave a positive impression and keep you on their radar as they make their decision.
We think you need these skills to ace Mortgage Administrator in Cheadle Hulme
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Mortgage Administrator role. Highlight your customer service experience and any relevant administrative skills to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about helping people secure their homes. Share specific examples of how you've excelled in similar roles to show us what you can bring to the team.
Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially since this role involves speaking with clients regularly.
Apply Through Our Website: Don’t forget to apply directly through our website! It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups.
How to prepare for a job interview at Jobwise Ltd
✨Know Your Stuff
Before the interview, make sure you understand the basics of mortgages and financial services. Brush up on common terms and processes so you can speak confidently about them. This will show your potential employer that you're genuinely interested in the role.
✨Practice Makes Perfect
Rehearse common interview questions related to customer service and administrative skills. Think about scenarios where you've excelled in these areas and be ready to share specific examples. This will help you articulate your experience clearly during the interview.
✨Show Off Your Organisational Skills
Since the role requires strong organisational abilities, prepare to discuss how you manage your workload and prioritise tasks. You could even bring a planner or digital tool to demonstrate your methods. This will highlight your suitability for the fast-paced environment.
✨Be Personable and Professional
Remember, this job involves speaking with clients, so showcase your friendly and professional phone manner. Practice your tone and body language, even if it's a virtual interview. A positive attitude can go a long way in making a great impression!
