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Mortgage Administrator

First Recruitment Services

England

On-site

GBP 25,000 - 35,000

Full time

8 days ago

Job summary

A recruitment agency is seeking an Administrator to support financial advisers in delivering exceptional client service. The successful candidate will manage client communications, oversee mortgage applications, and maintain accurate records. Strong administrative experience in mortgage or financial services is essential, alongside proficiency in Microsoft Office and excellent customer service skills.

Benefits

Death in Service (DIS)
Income Protection cover
Discretionary bonus
Pension plan

Qualifications

  • Strong background in administrative roles within mortgage or financial services.
  • Exceptional attention to detail and familiarity with structured systems and workflows.

Responsibilities

  • Serve as the initial contact for client, lender, and conveyancer inquiries.
  • Track and manage client communications, ensuring consistent account servicing.
  • Submit and oversee protection policy applications from start to finish.

Skills

Attention to detail
Customer service
Microsoft Office Suite
Organizational skills
Independent working

Job description

Our client is one of the UK largest financial advisers. We are seeking a skilled Administrator to provide financial advisers with exceptional administrative support to enable them to deliver outstanding client service. As an Administrator you will work in the Life protection, pensions, and investment business to ensure its efficient processing and successful completion. You will

Mortgage Administrator Responsibilities

  • Serve as the initial contact for client, lender, and conveyancer inquiries.
  • Track and manage client communications, ensuring consistent account servicing for repeat customers.
  • Submit and oversee protection policy applications from start to finish.
  • Liaise with solicitors to confirm exchange and completion timelines.
  • Collaborate with advisors to ensure all processes align with regulatory and compliance standards.
  • Maintain and update client records and internal systems accurately.
  • Follow up on outstanding documentation to ensure full compliance for new business submissions.
  • Handle mortgage applications through to legal completion and post–completion stages.

Skills & Experience

  • Strong background in administrative roles within mortgage or financial services.
  • Exceptional attention to detail and familiarity with structured systems and workflows.
  • Skilled in Microsoft Office Suite, including Word and Excel, and database management.
  • Confident communicator with excellent customer service abilities.
  • Capable of working independently under pressure while maintaining professionalism.
  • Highly motivated and organized with a proactive approach to tasks.

Benefits

Death in Service (DIS).

Income Protection cover.

Discretionary bonus.

Pension plan.

Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy.

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