At a Glance
- Tasks: Support advisers in a busy financial services environment, managing mortgage and protection cases.
- Company: National financial planning firm with ambitious growth plans and a supportive culture.
- Benefits: Salary up to £32,500, hybrid working, and exposure to a professional environment.
- Other info: Join a dynamic team focused on long-term success and professional development.
- Why this job: Gain hands-on experience in a regulated industry while collaborating with a dedicated team.
- Qualifications: Experience in mortgage or protection administration is essential; strong Microsoft Office skills are a plus.
The predicted salary is between 32500 - 32500 £ per year.
This Mortgage & Protection Client Administrator job is a 12 month fixed term contract, offering a hands on opportunity to support advisers within a busy, regulated financial services environment. If you already have experience in mortgage or protection administration and enjoy being at the heart of adviser support, this role could be a strong next move.
In this position, you will work closely with Mortgage and Protection Advisers, providing day to day administrative support across the full application lifecycle. You will take responsibility for progressing mortgage and protection cases, liaising with lenders and providers, and ensuring clients and advisers are kept updated throughout the process.
This role is practical and detail focused, suited to someone comfortable managing multiple cases, working to service level expectations, and operating within a regulated advice environment. You will also assist with appointment scheduling, report preparation, pipeline management and maintaining accurate, compliant records on internal systems.
You will join an established advice operations team where collaboration, accuracy and service quality are valued. This position offers clear expectations from day one, exposure to a professional advice business, and the opportunity to further develop your experience during the contract period.
Requirements- Essential - experience in mortgage and or protection administration
- Desirable - experience using industry back office or provider systems such as CURO
- Desirable - strong Microsoft Office capability
- Salary up to £32,500
- 12 month fixed term contract
- Hybrid working arrangement
- Supportive and experienced advice operations team
- Exposure to a professional mortgage and protection environment
This role is based from the Sutton Coldfield office, with hybrid working available. Candidates should be within a reasonable commuting distance and comfortable attending the office as required. If this job sounds like a good fit, apply now to find out more.
Mortgage & Protection Administrator in Birmingham employer: Premier Jobs UK
Join a national financial planning firm that prioritises employee growth and collaboration in a supportive environment. As a Mortgage & Protection Client Administrator, you will benefit from a hybrid working arrangement, competitive salary, and the chance to enhance your skills within a professional mortgage and protection setting. With a focus on long-term success and investment in modern technology, this role offers a meaningful opportunity to contribute to a dynamic team while advancing your career.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage & Protection Administrator in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the mortgage and protection industry. You never know who might have a lead on a job or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to mortgage and protection administration. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or case studies that highlight your experience in managing multiple cases and working within a regulated environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we’re always on the lookout for passionate candidates like you.
We think you need these skills to ace Mortgage & Protection Administrator in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Mortgage & Protection Administrator role. Highlight your relevant experience in mortgage or protection administration, and don’t forget to mention any specific systems you’ve used, like CURO.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting advisers and how your skills align with the job. Keep it concise but engaging – we want to see your personality!
Showcase Your Attention to Detail:Since this role is all about managing multiple cases and maintaining accurate records, make sure to demonstrate your attention to detail in your application. A well-organised CV and error-free writing will go a long way!
Apply Through Our Website:We encourage you to apply through our website for the best chance of success. It’s straightforward and ensures your application gets to the right people quickly. Don’t miss out on this opportunity!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage and protection administration. Familiarise yourself with the application lifecycle and be ready to discuss how you've supported advisers in the past. This will show that you're not just a good fit, but that you genuinely understand the role.
✨Showcase Your Attention to Detail
Since this role is all about accuracy and compliance, be prepared to give examples of how you've managed multiple cases while maintaining high standards. Highlight any experience you have with record-keeping and using back office systems like CURO, as this will set you apart from other candidates.
✨Demonstrate Your Team Spirit
This company values collaboration, so be ready to talk about how you've worked effectively within a team. Share specific instances where your support has made a difference to advisers or clients, and emphasise your ability to communicate clearly and keep everyone updated throughout the process.
✨Ask Smart Questions
At the end of the interview, don’t shy away from asking insightful questions about the team dynamics or the company's growth plans. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your own values.
