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For Companies At a Glance
- Tasks: Support mortgage brokers and advisers with administrative tasks in a fast-paced environment.
- Company: Join a dynamic financial services firm known for exceptional client relationships and tailored solutions.
- Benefits: Enjoy a competitive salary, hybrid working model, and opportunities for personal growth.
- Why this job: Make a significant impact in a supportive team while developing your career in finance.
- Qualifications: Experience in financial planning or mortgage administration is preferred; strong organizational skills are essential.
- Other info: Familiarity with systems like 360 and Twenty7Tec is a plus.
The predicted salary is between 28000 - 36000 £ per year.
Job Title: Mortgage and Financial Planning Administrator
Location: London
Salary: £35,000–£40,000 per annum, Benefits & Bonus
About the Opportunity:
An exciting opportunity has arisen for a skilled and proactive Mortgage and Financial Planning Administrator to join a dynamic and growing financial services firm. This role is ideal for someone with experience in financial services administration who thrives in a fast-paced, client-focused environment.
You will play a pivotal role in supporting brokers and advisers, ensuring smooth operations, and maintaining high compliance standards. This position offers room for professional growth in a collaborative and supportive team.
Our client is a well-established financial services firm specialising in tailored mortgage and financial planning solutions. They pride themselves on providing exceptional service, fostering strong client relationships, and maintaining the highest professional standards.
This is a fantastic opportunity to join a forward-thinking company and make a significant impact on its success.
Key Responsibilities:
- Provide comprehensive administrative support to mortgage brokers and advisers.
- Prepare correspondence, manage pipelines, and ensure accurate record-keeping using systems such as 360, Twenty7Tec, and Intelligent Office.
- Liaise with clients, solicitors, and providers to ensure seamless service delivery.
- Maintain compliance standards and prepare client files for compliance checks.
- Undertake ad-hoc tasks and contribute to the overall success of the business.
Ideal Candidate Profile:
- Previous experience in a financial planning or mortgage administration environment.
- Familiarity with systems like 360, Twenty7Tec, and Intelligent Office (desirable).
- Highly organised with strong attention to detail and excellent time-management skills.
- Effective communication and interpersonal skills, with the ability to work independently or as part of a team.
- A proactive mindset, willingness to learn, and adaptability to change.
Why Join Us?
- Competitive salary: £35,000–£40,000 per annum.
- Hybrid working model, offering flexibility with some remote working.
- Opportunities for personal and professional development.
- A chance to work in a vibrant and supportive environment that values your contribution.
Mortgage Administrator employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Administrator
✨Tip Number 1
Familiarize yourself with the specific systems mentioned in the job description, like 360, Twenty7Tec, and Intelligent Office. Having a solid understanding of these tools will not only boost your confidence but also demonstrate your proactive approach to potential employers.
✨Tip Number 2
Highlight your experience in financial services administration during networking events or informal meetups. Building connections in the industry can lead to valuable referrals and insights about the company culture at StudySmarter.
✨Tip Number 3
Prepare to discuss how you maintain compliance standards in your previous roles. Being able to articulate your understanding of compliance will show that you take this aspect seriously, which is crucial for the role.
✨Tip Number 4
Demonstrate your organizational skills by sharing examples of how you've managed multiple tasks or projects simultaneously. This will help illustrate your ability to thrive in a fast-paced environment, which is key for the Mortgage Administrator position.
We think you need these skills to ace Mortgage Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasize your familiarity with systems like 360, Twenty7Tec, and Intelligent Office, as well as your organizational skills and attention to detail.
Craft a Strong Cover Letter: Write a cover letter that showcases your proactive mindset and adaptability. Mention specific examples of how you've supported brokers or advisers in the past and how you can contribute to the company's success.
Highlight Compliance Experience: Since maintaining compliance standards is crucial for this role, be sure to include any relevant experience you have in preparing client files for compliance checks or managing compliance-related tasks.
Showcase Communication Skills: Effective communication is key in this position. Provide examples in your application that demonstrate your interpersonal skills and ability to liaise with clients, solicitors, and providers.
How to prepare for a job interview at mbf
✨Show Your Financial Services Knowledge
Make sure to highlight your previous experience in financial services administration. Be prepared to discuss specific examples of how you've supported brokers or advisers in the past, as this will demonstrate your understanding of the role.
✨Familiarize Yourself with Relevant Systems
If you have experience with systems like 360, Twenty7Tec, or Intelligent Office, be ready to talk about it. If not, do some research beforehand to show your willingness to learn and adapt to new technologies.
✨Emphasize Your Organizational Skills
Since the role requires strong attention to detail and excellent time-management skills, prepare examples that showcase your ability to stay organized and manage multiple tasks effectively in a fast-paced environment.
✨Demonstrate Your Communication Skills
Effective communication is key in this role. Practice articulating your thoughts clearly and confidently, and be ready to discuss how you've successfully liaised with clients, solicitors, and providers in previous positions.
