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For Companies At a Glance
- Tasks: Support mortgage applications and ensure smooth client experiences in a fast-paced environment.
- Company: Skybound Wealth UK, a leading financial planning and wealth management firm.
- Benefits: Salary of £26-32k, hybrid working, and career progression opportunities.
- Other info: Diverse and inclusive workplace with supportive infrastructure.
- Why this job: Join a growing team and work on high-value, complex client cases.
- Qualifications: Experience in mortgage administration and strong organisational skills required.
The predicted salary is between 26000 - 32000 £ per year.
About Skybound Wealth UK
Skybound Wealth UK is an FCA-authorised financial planning and wealth management firm that provides holistic advice covering investments, pensions, protection, tax planning and mortgages. The business specialises in supporting UK residents and internationally mobile clients, including expatriates returning to the UK and clients with complex financial arrangements.
As part of its continued expansion, Skybound is building a dedicated UK mortgage advice division focused on residential, remortgage, buy-to-let and specialist lending solutions for both UK and international clients. We are now seeking a highly organised and proactive Mortgage Administrator to support the Head of Property & Finance and wider advisory function in delivering an exceptional client experience.
The Role
The Mortgage Administrator will play a key role in supporting the day-to-day operations of the Property & Finance team. You will be responsible for managing client applications from initial enquiry through to completion, ensuring all documentation, compliance and lender communications are handled efficiently and accurately. This is an ideal opportunity for someone with mortgage administration experience who enjoys working within a fast-paced, professional and client-focused environment.
Key Responsibilities
- Client & Case Management
- Support advisers with the administration of residential, buy-to-let and remortgage applications, primarily at Pre-Offer stage.
- Manage cases from fact-find through to offer and completion.
- Liaise with clients to obtain supporting documentation including ID, income evidence, bank statements and property information.
- Maintain accurate client records and pipeline updates within CRM systems.
- Ensure all documentation is uploaded, tracked and processed within agreed service standards.
- Act as a key point of contact with lenders, solicitors, surveyors and providers.
- Chase outstanding documents, valuations, mortgage offers and completion updates.
- Monitor case progress and proactively identify delays or issues.
- Ensure all case files are maintained in line with FCA requirements and company compliance procedures.
- Assist with file preparation for compliance review and audit purposes.
- Support the team in maintaining Consumer Duty standards and positive client outcomes.
- Ensure confidentiality and GDPR standards are adhered to at all times.
- Assist in developing efficient workflows and mortgage processes as the department grows.
- Provide support with pre-offer and re-mortgage processes using the mortgage sourcing systems (Iress and Indigo).
- Prepare suitability documentation and client communications where required.
- Support advisers with diary management, appointments and follow-up activity.
- Work collaboratively with Private Wealth Adviser teams as and when needed to deliver integrated financial planning support.
Skills & Experience Required
- Previous experience in mortgage administration within a UK regulated environment.
- Strong understanding of FCA mortgage processes and documentation requirements.
- Experience supporting residential and/or buy-to-let mortgage cases.
- Excellent organisational skills with strong attention to detail.
- Ability to manage multiple cases and deadlines simultaneously.
- Strong communication and relationship management skills.
- Confident using CRM and Mortgage Sourcing systems.
- Professional, client-focused and proactive approach.
Desirable Experience
- Experience supporting expat, non-standard income or specialist lending cases.
- Knowledge of Consumer Duty and FCA compliance expectations.
- Experience working alongside financial advisers or wealth management professionals.
- CeMAP study or industry qualifications beneficial but not essential.
What Skybound Offers
- Salary of £26-32k per annum.
- Hybrid Working Environment.
- Opportunity to join a growing mortgage division within an established international wealth management firm.
- Exposure to high-value and complex UK & international client cases.
- Collaborative environment working alongside experienced Private Wealth Advisers and Compliance professionals.
- Career progression opportunities as the mortgage function expands.
- Supportive infrastructure including compliance, operations and marketing teams.
- Competitive salary and benefits package.
Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.
Mortgage Administrator in Bournemouth employer: Skybound Wealth Management
Contact Detail:
Skybound Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Administrator in Bournemouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the mortgage and finance industry. Attend events, join online forums, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by researching Skybound Wealth UK and understanding their values and services. Tailor your answers to show how your experience aligns with their needs. We want to see your passion for delivering exceptional client experiences!
✨Tip Number 3
Practice your communication skills! As a Mortgage Administrator, you’ll need to liaise with clients and lenders effectively. Role-play common scenarios with a friend or family member to boost your confidence and refine your approach.
✨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 take the initiative to engage directly with us. Let’s get you on board!
We think you need these skills to ace Mortgage Administrator in Bournemouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage Administrator role. Highlight your previous mortgage administration experience and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your experience aligns with what we're looking for. Keep it professional but let your personality come through!
Showcase Your Organisational Skills: As a Mortgage Administrator, being organised is key. In your application, mention specific examples of how you've managed multiple cases or deadlines in the past. We love seeing how you handle pressure and stay on top of things!
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’re considered for the role. Plus, it shows you’re keen to join our team at Skybound Wealth UK!
How to prepare for a job interview at Skybound Wealth Management
✨Know Your Mortgage Stuff
Make sure you brush up on your knowledge of mortgage processes and FCA regulations. Being able to discuss specific cases or scenarios you've handled in the past will show that you're not just familiar with the theory, but also have practical experience.
✨Show Off Your Organisational Skills
As a Mortgage Administrator, you'll need to juggle multiple cases at once. Prepare examples of how you've managed your time and kept track of various client applications. This will demonstrate your ability to thrive in a fast-paced environment.
✨Communicate Like a Pro
Strong communication is key in this role. Think about times when you've successfully liaised with clients, lenders, or other third parties. Be ready to share these experiences to highlight your relationship management skills.
✨Be Ready for Compliance Questions
Since compliance is a big part of the job, expect questions about FCA standards and Consumer Duty. Familiarise yourself with these concepts and be prepared to discuss how you've ensured compliance in your previous roles.