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- Tasks: Support brokers with mortgage applications and ensure a smooth client journey.
- Company: Join a respected financial planning firm in Central London, known for its holistic advice.
- Benefits: Enjoy hybrid working, generous holiday, bonuses, and comprehensive health coverage.
- Why this job: Great career progression into advisory roles and a supportive team culture.
- Qualifications: Detail-oriented individuals with mortgage administration experience are preferred.
- Other info: Opportunity to work with high-net-worth clients and complex cases.
The predicted salary is between 30000 - 40000 £ per year.
Location: Central London (Hybrid – 2/3 days WFH)
Salary: £30,000 - £40,000 + Bonus & Excellent Benefits
Are you a detail-oriented and ambitious individual with experience in mortgage administration? Would you like to work for a highly respected financial planning and mortgage advisory practice in London, with the opportunity to progress into an advisory role?
We’re partnering with a leading firm that provides holistic financial advice to a diverse client base. Due to continued growth, they are seeking a Mortgage Administrator to join their high-performing team and provide vital support to a team of experienced Mortgage Brokers.
What you’ll be doing:
- Supporting brokers with case management from application through to completion
- Liaising with lenders, solicitors, and clients to ensure a smooth mortgage journey
- Preparing and submitting mortgage and protection applications
- Keeping CRM systems up to date and maintaining accurate records
- Handling compliance requirements and documentation checks
- Providing first-class service to clients throughout the mortgage process
Why join this firm?
- Clear career progression path – opportunity to move into a Mortgage Advisor role
- Supportive and collaborative culture with ongoing training and development
- Exposure to high-net-worth clients and complex mortgage cases
Salary & Package:
- Salary: Circa £30,000 - £40,000 (depending on experience)
- Discretionary Annual Bonus
- Share Incentive Plan
- Additional Benefits:
- 27 days holiday + bank holidays
- 6% employer pension contribution
- Flexible working (typically 2 days per week from home)
- Paid-for exams and training (subject to approval)
- Income Protection (75% of basic salary)
- Private Medical Insurance (Full Bupa cover)
- 4x Death in Service
This is a fantastic opportunity for someone looking to build a long-term career in mortgage advice, within a business that truly values its team and invests in professional growth.
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
Familiarise yourself with the latest mortgage products and regulations. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the industry.
✨Tip Number 2
Network with professionals in the mortgage and financial planning sectors. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Prepare to discuss specific scenarios where you've successfully managed case files or resolved client issues. Real-life examples can showcase your problem-solving skills and attention to detail, which are crucial for this role.
✨Tip Number 4
Research the firm’s values and recent achievements. Tailoring your conversation to align with their mission can make a strong impression and show that you're genuinely interested in being part of their team.
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 mortgage administration. Focus on your attention to detail, case management skills, and any experience liaising with lenders or clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to work for this financial planning and mortgage advisory practice and how your skills align with their needs.
Highlight Compliance Knowledge: Since the role involves handling compliance requirements, emphasise any previous experience you have with compliance documentation and checks. This will demonstrate your understanding of the importance of these processes in mortgage administration.
Showcase Customer Service Skills: The job requires providing first-class service to clients. Include examples in your application that illustrate your ability to manage client relationships and ensure a smooth process throughout the mortgage journey.
How to prepare for a job interview at mbf
✨Showcase Your Attention to Detail
As a Mortgage Administrator, attention to detail is crucial. Be prepared to discuss specific examples from your past experience where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Your Knowledge of the Mortgage Process
Familiarise yourself with the mortgage application process and common challenges. During the interview, confidently explain how you would support brokers and clients through each stage, showcasing your understanding of the role.
✨Highlight Your Communication Skills
Effective communication is key in this role. Prepare to share instances where you successfully liaised with clients, lenders, or solicitors, ensuring a smooth mortgage journey. This will demonstrate your ability to provide first-class service.
✨Express Your Career Ambitions
This firm offers clear career progression into advisory roles. Be open about your long-term goals and express your enthusiasm for professional growth within the company. This shows that you are committed and looking to invest in your future.
