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- Tasks: Support clients through their mortgage applications and liaise with advisers and lenders.
- Company: Established firm in the heart of London with a collaborative culture.
- Benefits: Flexible working hours, option to work from home, and support for professional qualifications.
- Why this job: Join a successful team and make a real impact in the financial services sector.
- Qualifications: Experience in administrative roles within financial services, especially Mortgage and Protection.
- Other info: Dynamic environment with opportunities for personal development and career growth.
The predicted salary is between 36000 - 60000 £ per year.
Our client is an established & growing firm based in the heart of the City of London, offering an exciting opportunity to join our team as a Mortgage & Protection Administrator. This role requires an enthusiastic individual who has an excellent eye for detail, as you will be the main point of contact for clients whilst their mortgage application is being processed. You will be responsible for liaising with our mortgage advisers, lenders and solicitors ensuring the client is kept fully informed at all times.
The ideal candidate will have experience of working in an administrative role in financial services, specifically in Mortgage and Protection, and have the ability to pro-actively support and assist within a team environment. Advies offer full support with CII qualifications.
Duties will include:
- Working with the existing members of the Mortgage team including advisers to request documentation from clients.
- Document checking prior to application.
- Completing online mortgage applications.
- Reviewing, updating tracking and monitoring of cases, using provider sites and our internal CRM System (Intelliflo).
- Provide Illustrations along with other documentation to clients and other stakeholders as required.
- Dealing with incoming correspondence from clients, lenders, solicitors.
- Contacting lenders/providers to facilitate case progression.
- Working with the adviser to ensure that regulated transactions are compliant, i.e. suitability letters and file notes are completed within the designated timeframe.
- Working with and adhering to company and FCA policies and procedures.
Skills required:
- Exceptional Attention to Detail
- Good communication Skills
- Confident telephone manner
- Able to take direction as well as being able to complete tasks independently
- Excellent computer skills; experience with Outlook, Word and Excel
- Highly organised
The successful candidate will be motivated, efficient, hardworking, a team player and able to follow instruction. Mortgage administration experience is preferred.
Systems we use:
- Intelliflo
- Trigold
- Assureweb
Work Life:
- Full Time (Maternity Cover)
- Monday to Thursdays office based - option to work from home on a Friday
- Flexible working hours (8am-9.30am to 4.30pm-6pm)
- Encouragement & support towards professional qualifications and personal development for each member of their team
- Based in prestigious London offices by Liverpool Street.
- Successful team who enjoys sharing each other’s success and fostering a collaborative approach.
Mortgage and Protection administrator employer: Shero Talent Consultancy
Contact Detail:
Shero Talent Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience in mortgage administration. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of mortgage processes and regulations. We recommend practising common interview questions with a friend or in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your attention to detail during interviews. Bring examples of how you've successfully managed documentation or client communications in past roles. This will demonstrate that you’re the perfect fit for the Mortgage & Protection Administrator position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company.
We think you need these skills to ace Mortgage and Protection administrator
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 financial services and showcase your attention to detail, as this is key for the position.
Craft a Compelling Cover Letter: Your cover letter should reflect your enthusiasm for the role and the company. Use it to explain why you're the perfect fit, mentioning specific skills like communication and organisation that align with the job description.
Showcase Your Tech Skills: Since the role involves using systems like Intelliflo and Excel, mention any experience you have with these tools. If you're familiar with CRM systems or document checking, be sure to include that too!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Shero Talent Consultancy
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of mortgage and protection administration. Familiarise yourself with key terms, processes, and the systems mentioned in the job description, like Intelliflo and Trigold. This will show that you're genuinely interested and prepared.
✨Show Off Your Attention to Detail
Since this role requires exceptional attention to detail, be ready to provide examples from your past experiences where your meticulousness made a difference. Whether it was catching an error in documentation or ensuring compliance, these stories will highlight your suitability for the role.
✨Practice Your Communication Skills
As you'll be the main point of contact for clients, strong communication skills are a must. Practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to get comfortable with discussing your experiences and answering questions.
✨Emphasise Teamwork and Independence
This position requires both the ability to work well in a team and to take initiative independently. Prepare to discuss how you've successfully collaborated with others in the past, as well as instances where you took charge of a task on your own. This balance is key to impressing your interviewers.
