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- Tasks: Support mortgage advisers and manage client interactions while processing applications.
- Company: A leading Chartered Financial Planning firm in London.
- Benefits: Private medical insurance, gym membership, and opportunities for further qualifications.
- Why this job: Join a dynamic team and make a real impact in client growth and satisfaction.
- Qualifications: At least one year of administration experience; RO1 and CF6 qualifications preferred.
The predicted salary is between 36000 - 60000 £ per year.
A Chartered Financial Planning firm in London is seeking a Mortgage & Protection Administrator to support mortgage advisers and manage client interactions. The role involves processing mortgage applications, maintaining client CRM data, and assisting with compliance.
Candidates should have at least one year of experience in administration and ideally hold or be close to obtaining RO1 and CF6 qualifications.
Benefits include:
- Private medical insurance
- Gym membership
- Opportunities for further qualifications
Mortgage & Protection Administrator — Client Impact & Growth in City of London employer: Lime Search & Select Ltd
Contact Detail:
Lime Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Administrator — Client Impact & Growth in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector and let them know you're on the hunt for a Mortgage & Protection Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of mortgage applications and client management. We recommend practising common interview questions related to compliance and CRM systems, so you can showcase your skills confidently when it counts.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to showcase your experience and qualifications directly to employers looking for someone just like you.
We think you need these skills to ace Mortgage & Protection Administrator — Client Impact & Growth in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in administration, especially any work related to mortgages or client interactions. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the Mortgage & Protection Administrator role and how your background makes you a perfect fit. We love seeing personality, so let your enthusiasm come through!
Showcase Your Qualifications: If you’ve got RO1 and CF6 qualifications or are close to obtaining them, make sure to mention this prominently. We value continuous learning and want to know how you’re investing in your professional development.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Lime Search & Select Ltd
✨Know Your Stuff
Make sure you brush up on mortgage processes and client management systems. Familiarise yourself with the RO1 and CF6 qualifications, as they’ll likely come up in conversation. Showing that you understand the industry will impress the interviewers.
✨Showcase Your Experience
Prepare specific examples from your previous roles where you've successfully managed client interactions or processed applications. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your achievements.
✨Be Ready for Compliance Questions
Since compliance is a key part of the role, be prepared to discuss how you’ve ensured adherence to regulations in past positions. Think about any challenges you faced and how you overcame them, as this will demonstrate your problem-solving skills.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company culture, team dynamics, or opportunities for further qualifications. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
