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Mortgage & Protection Administrator

Hardy Booth Recruitment

Cheadle

On-site

GBP 25,000 - 26,000

Full time

6 days ago
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Job summary

An established industry player is seeking a Mortgage & Protection Administrator to join their boutique brokerage. This is an exciting opportunity for someone with administration experience in the mortgage industry to manage a private client portfolio. You will be responsible for keying in applications, ensuring compliance, and preparing reports in line with FCA regulations. The role offers tailored support to help you progress towards an Advisor position. If you're self-motivated, organized, and ready to take the next step in your career, this is the perfect chance to make a significant impact in a dynamic environment.

Qualifications

  • Previous experience in mortgage and protection administration is essential.
  • Excellent communication and interpersonal skills required.

Responsibilities

  • Keying in mortgage and protection applications and ensuring compliance.
  • Chasing parties to ensure cases reach desired outcomes efficiently.

Skills

Communication Skills
Organizational Skills
Attention to Detail
Self-motivation
Literacy and Grammar Skills

Tools

Microsoft Office
CRM Systems

Job description

Mortgage & Protection Administrator - Stockport - £25,000 - £26,000 + Benefits

Full-time, office-based

Are you an Administration whizz with some experience in the mortgage industry?

Fancy being able to apply your knowledge to some weird and wonderful cases?

How about tailored support and guidance to progress you into an Advisor role in the future?

Interested? Read on...

A small, boutique mortgage and protection brokerage with a reputation for delivering exceptional, tailored advice to their clients is looking for a Mortgage & Protection Administrator to work exclusively with their private client portfolio.

This is a hands-on role requiring autonomy, initiative, and an understanding of the mortgage and protection industry.

What you'll be doing...

  • Keying in mortgage and protection applications
  • Ensuring all documentation is compliant
  • Chasing up all parties to ensure cases reach desired outcomes quickly and efficiently
  • Attend client meetings, both virtual and face to face
  • Prepare suitability letters and reports in line with FCA regulations

What you'll bring with to the company...

  • Previous experience in mortgage and protection administration is essential.
  • Excellent communication and interpersonal skills, both written and verbal.
  • Confident, self-motivated, and able to work independently.
  • Strong organisational skills and attention to detail.
  • Proficient in Microsoft Office and CRM systems.
  • Laser focused literacy and grammar skills.

If you are ready to take the next step in your mortgage career, we want to hear from you. Get in touch with Sophie at Hardy Booth Recruitment or submit your CV to be considered.

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