Mortgage and Protection Administrator

Mortgage and Protection Administrator

Aldershot

£23,785 – Negotiable (based on experience)

Full time office based, permanent

Monday to Friday, 9am – 5:30pm

My client is seeking to appoint a Mortgage and Protection Administrator to join their busy team, the ideal candidate is to come from within the Mortgage or Protection industry but considering great administrative candidates looking to explore the industry.

The business is expanding and focuses on providing Mortgages, Insurance, Pension & Investments services. For candidates that have 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)