Mortgage Broker Administrator

Mortgage Broker Administrator

Full-Time 30000 - 40000 £ / year (est.) No working from home possible
The Coast Partnership Ltd

At a Glance

  • Tasks: Support mortgage advisers with admin tasks and manage client files efficiently.
  • Company: Friendly specialist mortgage broker located in Chelmsford.
  • Benefits: Competitive salary and immediate start available.
  • Other info: Immediate interviews available for eager applicants.
  • Why this job: Join a supportive team and gain valuable experience in the mortgage industry.
  • Qualifications: Strong organisational skills and ability to multitask under pressure.

The predicted salary is between 30000 - 40000 £ per year.

A superb opportunity has arisen within a Specialist Mortgage broker in the heart of Chelmsford. You will be joining a small, friendly team providing top quality Residential and BTL Mortgage and some protection administration support to the advisers and their clients. You will be a strong team player, but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously.

The Role

  • Processing/administering a high volume of Residential and BTL mortgages.
  • Dealing with adhoc queries from Mortgage/Protection Advisers/Clients/Providers.
  • Tasks to be recorded and maintained via back-office systems.
  • Maintenance of client files.
  • Postal activity (incoming/outgoing).
  • New business processing (Online/Post).
  • Loading relevant data on to back office.
  • Processing Letters of Authority.
  • Liaise with 3rd Party Providers & Paraplanners.
  • Gather quotes / illustrations / Fact Sheets / Order Projections.
  • Update advisers & clients of progress on New Business cases.
  • Maintenance of all client policy data.

This position is available immediately, offering a competitive basic salary. Interviews are available immediately.

Mortgage Broker Administrator employer: The Coast Partnership Ltd

Join a dynamic and supportive team at a leading Specialist Mortgage broker in Chelmsford, where your contributions will be valued and recognised. We offer a collaborative work culture that prioritises employee growth, providing opportunities for professional development and skill enhancement. Enjoy a competitive salary and the chance to make a meaningful impact in the mortgage industry while working in a friendly environment that fosters teamwork and initiative.

The Coast Partnership Ltd

Contact Details:

The Coast Partnership Ltd Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Mortgage Broker Administrator

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like The Coast Partnership Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Mortgage Broker Administrator

Organisational Skills
Teamwork
Initiative
Time Management
Multitasking
Back-office Systems Proficiency
Client File Maintenance

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to The Coast Partnership Ltd.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on The Coast Partnership Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at The Coast Partnership Ltd

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with The Coast Partnership Ltd.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at The Coast Partnership Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former The Coast Partnership Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.