Mortgage Administrator

NJR Recruitment Ltd; England; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading IFA firm in Leicestershire is seeking a Mortgage Administrator to join their growing business. The role involves providing comprehensive administrative support to Mortgage Advisors. Candidates should have at least two years of mortgage administration experience and a strong grasp of mortgage processes. This position offers a competitive salary alongside benefits such as a pension scheme and generous holiday allowance.

Benefits

25 days vacation + bank holidays

Non-contributory pension scheme

Death in service benefit

Modern air-conditioned office with gym

Qualifications

• Minimum 2 years' recent mortgage administration/paraplanning experience.
• Excellent understanding of mortgage and protection processes from start to finish.
• Experience with GDPR and FCA compliance.

Responsibilities

• Provide full paraplanning and administrative support for mortgage cases.
• Call qualified leads and arrange client meetings.
• Prepare suitability reports for mortgages and protection.
• Prepare suitability reports for mortgages and protection.
• Conduct mortgage and protection research using Iress Tri-Gold and Exchange.
• Manage case files and ensure compliance with GDPR and FCA rules.
• Keep clients informed at every stage of their application.

Skills

Mortgage administration experience

Strong communication skills

Attention to detail

Ability to work under pressure

Proficient in Microsoft Office

Education

CeMAP or CF6 qualification (minimum Level 3)

Tools

Iress Tri-Gold

CRM systems (Adviser Office desirable)

Job description

Mortgage Administrator

Location: Leicestershire

Salary: 25,000 - 30,000 + Benefits

Full-Time Permanent

NJR Recruitment is working with a friendly and well-established IFA firm who have an excellent opportunity for a Mortgage Administrator to join their growing business,

You will be working directly with one of the Firms Mortgage Advisors to provide hands on Administrative support. This role would suit someone with solid mortgage administration experience who enjoys working in a client-focused, busy environment.

What's on Offer

• Salary 25,000 - 30,000
• 25 days holiday + bank holidays
• Non-contributory pension scheme (after 3 months)
• Death in service benefit (after probation)
• Modern air-conditioned offices with kitchen, gym, and free secure parking

Key Responsibilities

• Provide full paraplanning and administrative support for mortgage and protection cases
• Call qualified leads, arrange client meetings, and maintain adviser diaries
• Liaise with advisers, lenders, and solicitors to progress applications
• Prepare suitability reports for mortgages and protection
• Conduct mortgage and protection research using Iress Tri-Gold and Exchange
• Manage case files and ensure compliance with GDPR and FCA rules
• Keep clients informed at every stage of their application

What We're Looking For

• Minimum 2 years' recent mortgage administration/paraplanning experience
• CeMAP or CF6 qualification (minimum Level 3)
• Excellent understanding of mortgage and protection processes from start to finish
• Proficient in Microsoft Office and CRM systems (Adviser Office desirable)
• Strong communication skills, attention to detail, and ability to work under pressure

Our client is looking for someone with a can-do attitude, who is self motivated, efficient and hard working and has the ability to work within a faced paced busy, professional and growing firm.

Please quote REF:NJR15983