Mortgage Administrator - Haywards Heath

TN United Kingdom; Haywards Heath; On-site; GBP 25,000 - 35,000; Part time

Job summary

An established industry player is seeking a dedicated Mortgage Administrator to join their team in Haywards Heath. This part-time role offers a unique opportunity to support experienced advisors while working towards a potential career in mortgage advising or financial planning. You will play a crucial role in ensuring compliance, conducting technical research, and providing high-quality support to clients. If you have a passion for finance and are looking to grow within a supportive environment, this position could be the perfect fit for you.

Qualifications

• Experience of WOM is essential.
• Familiarity with Salesforce is required.

Responsibilities

• Support advisors with technical research and compliance procedures.
• Maintain client confidentiality and seek improvement opportunities.

Skills

WOM Experience

Salesforce

TriGold

360 Lifecycle

Tools

Salesforce

TriGold

360 Lifecycle

Job description

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Mortgage Administrator - Haywards Heath, Haywards Heath

Client:

Location:

Haywards Heath, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

6468e6743351

Job Views:

4

Posted:

02.05.2025

Expiry Date:

16.06.2025

Job Description:

Mortgage Administrator - Haywards Heath

Our client is looking for a talented Mortgage Administrator to join their team in Haywards Heath. 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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