At a Glance
- Tasks: Help clients secure their dream homes by managing mortgage applications and providing excellent customer service.
- Company: Join a well-established financial services business in a supportive team environment.
- Benefits: Earn £24,000 with bonuses, enjoy incentives, and receive full training for career growth.
- Why this job: Make a real difference in people's lives while building a long-term career in finance.
- Qualifications: Strong customer service skills and a confident phone manner are essential.
- Other info: Progression opportunities with funded CeMAP training available.
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
- 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
- Experience within mortgages, financial services, or qualification roles
- Interest in progressing into mortgage advice (CeMAP training available and funded)
- £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
Mortgage Administrator in Cheadle) employer: Jobwise
Contact Detail:
Jobwise Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Administrator in Cheadle)
✨Tip Number 1
Get to know the company before your interview! Research their values, services, and recent news. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your phone skills! Since this role involves a lot of client interaction over the phone, try role-playing with a friend or family member. This will help you feel more confident and prepared for those important conversations.
✨Tip Number 3
Show off your organisational skills! During the interview, share examples of how you've managed busy workloads or prioritised tasks effectively. This will demonstrate that you're ready to thrive in a fast-paced environment.
✨Tip Number 4
Don't forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Mortgage Administrator in Cheadle)
Some tips for your application 🫡
Show Off Your Organisational Skills: Make sure to highlight your organisational skills in your application. We want to see how you manage your time and tasks, especially in a busy environment like ours. Give examples of how you've kept things running smoothly in previous roles!
Be Confident and Personable: Since you'll be speaking with clients regularly, it's important to convey your confidence and friendly nature in your written application. Use a warm tone and let us know about your customer service experience – we love a good chat!
Detail is Key: Pay attention to the details in your application. We’re looking for someone who can handle sensitive information and comply with regulations, so make sure your application is clear, concise, and free from errors. It shows us you care!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our team!
How to prepare for a job interview at Jobwise
✨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 genuine interest in the role and help you connect with the interviewer.
✨Show Off Your Customer Service Skills
Since this role involves a lot of client interaction, be ready to share examples of how you've provided excellent customer service in the past. Think of specific situations where you went above and beyond to help someone, as this will highlight your suitability for the position.
✨Practice Your Phone Manner
As you'll be speaking with clients over the phone, practice your phone etiquette. Speak clearly, listen actively, and be prepared to ask detailed questions. You might even want to do a mock call with a friend to get comfortable with the format.
✨Demonstrate Your Organisational Skills
The job requires strong organisational abilities, so be ready to discuss how you manage your workload and prioritise tasks. Share any tools or methods you use to stay organised, as this will reassure the interviewer that you can handle the fast-paced environment.