Mortgage Administrator - Burgess Hill

TN United Kingdom; Burgess Hill; On-site; GBP 25,000 - 35,000; Part time

Job summary

An established industry player is seeking a motivated Mortgage Administrator to join their dynamic team in Burgess Hill. This part-time role offers a fantastic opportunity for career progression into mortgage advising or financial planning. The successful candidate will provide essential support to experienced advisors, ensuring compliance and maintaining high standards of client service. Join a collaborative environment where your contributions will help drive continuous improvement and operational excellence. If you have a passion for finance and a desire to grow your career, this role is perfect for you.

Qualifications

• Experience in WOM is essential for the role.
• Familiarity with Salesforce and related tools is advantageous.

Responsibilities

• Support advisors with technical research and report writing.
• Ensure compliance with procedures and maintain client confidentiality.

Skills

WOM

Salesforce

TriGold

360 Lifecycle

Tools

Salesforce

TriGold

360 Lifecycle

Job description

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Mortgage Administrator - Burgess Hill, Burgess Hill

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Client:

Location:

Burgess Hill, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

26628590bb8f

Job Views:

15

Posted:

28.04.2025

Expiry Date:

12.06.2025

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Job Description:

Mortgage Administrator - Burgess Hill

Our client is looking for a talented Mortgage Administrator to join their team in Burgess Hill. This role would suit either a career administrator or an administrator who has their eyes on progressing to be a mortgage advisor or financial planner. You will be working to support two experienced advisors for pre and post-sale support.

Key Responsibilities:

• To fully support the advisors in terms of technical research, report writing and ensuring compliance procedures & internal systems and processes are followed.
• To work seamlessly with the existing support teams.
• To maintain client confidentiality, data protection and other legislative and organisational responsibilities.
• To seek opportunities for continuous improvements and feedback to the Head of Operations.
• To deliver high standard technical support within in line with our strategies, policies and procedures.

Ideal Candidate:

• Experience of WOM is essential
• Experience with Salesforce
• Experience with TriGold and 360 Lifecycle would be an advantage

This position will be part time, working 3 days each week in their office.

Please send your CV to [emailprotected] to register your interest in this position.

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