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For Companies At a Glance
- Tasks: Manage mortgage and protection applications, liaise with clients and maintain accurate records.
- Company: Expanding financial services firm focused on mortgages, insurance, pensions, and investments.
- Benefits: Competitive salary, potential for training as a qualified mortgage advisor, and a supportive team environment.
- Other info: Join a dynamic team and enjoy a full-time role with a Monday to Friday schedule.
- Why this job: Kickstart your career in finance with opportunities for growth and professional development.
- Qualifications: Experience in the mortgage or protection industry preferred; basic data input skills required.
The predicted salary is between 24785 - 24785 £ per year.
My client is seeking to appoint a Mortgage and Protection Administrator to join their busy team. The ideal candidate should come from within the Mortgage or Protection industry, but great administrative candidates looking to explore the industry are also considered. The business is expanding and focuses on providing Mortgages, Insurance, Pension & Investments services. For candidates with ambitions to become a qualified mortgage advisor in the future, there is potential for full training to be given for the right candidate.
Duties and Responsibilities
- Manage and process mortgage and protection applications from initial enquiry through to completion.
- Liaise with lenders, insurers, solicitors and clients to obtain required documentation and updates.
- Maintain accurate client records and ensure all data is correctly inputted onto internal systems and spreadsheets.
- Prepare documentation and illustrations for client meetings and recommendations.
- Monitor case progress and proactively chase outstanding information to ensure timely completion.
- Ensure all work is completed in line with compliance and regulatory requirements.
- Handle client enquiries via email and telephone in a professional and timely manner.
- Assist with general office administration duties as required.
Skills/Experience
- A basic knowledge of data input and Excel spreadsheets.
- Has worked in the mortgage or protection or IFAs industry (1 year preferred).
- CII Level 3 certificate in Mortgage advice or CeMAP qualification (a bonus).
Mortgage and Protection Administrator in England employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Administrator in England
✨Tip Number 1
Network like a pro! Reach out to people in the mortgage and protection industry on LinkedIn or at local events. 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 mortgages and protection services. Familiarise yourself with common questions and scenarios you might face, so you can show off your skills and enthusiasm.
✨Tip Number 3
Don’t just apply and wait! Follow up on your applications after a week or so. A quick email or call can show your interest and keep you on their radar.
✨Tip Number 4
Check out our website for the latest job openings. We’re always looking for passionate individuals to join our team, and applying directly through us can give you a better chance of landing that dream role!
We think you need these skills to ace Mortgage and Protection Administrator in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage and Protection Administrator role. Highlight any relevant experience in the mortgage or protection industry, even if it's just admin work. We want to see how your skills fit with what we're looking for!
Showcase Your Skills: In your cover letter, don’t just list your skills—show us how you've used them! If you've managed client records or liaised with clients before, give us a quick example. We love seeing real-life applications of your abilities.
Be Professional Yet Personable: When writing your application, keep it professional but let your personality shine through. We’re looking for someone who can handle client enquiries with a friendly touch, so don’t be afraid to show us who you are!
Apply Through Our Website: We encourage you to apply directly through our website. 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 us you're keen to join our team!
How to prepare for a job interview at Mulberry Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of the mortgage and protection industry. Familiarise yourself with common terms, processes, and regulations. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Admin Skills
Since the role involves a lot of administrative tasks, be ready to discuss your experience with data input and Excel spreadsheets. Prepare examples of how you've managed records or processed applications in previous roles, even if they were in different industries.
✨Prepare Questions
Interviews are a two-way street! Think of insightful questions to ask about the company’s growth, training opportunities, or team dynamics. This shows that you’re engaged and serious about the position, plus it helps you determine if the company is the right fit for you.
✨Practice Makes Perfect
Consider doing mock interviews with a friend or family member. Focus on articulating your thoughts clearly and confidently. Practising common interview questions related to the mortgage and protection sector can help ease any nerves and improve your delivery.