Mortgage and Protection Administrator

Mulberry Recruitment; Aldershot; On-site; GBP 28,000 - 40,000; Full time

Job summary

Mulberry Recruitment Ltd is seeking a motivated Mortgage and Protection Administrator in Aldershot. The role involves processing applications, liaising with lenders and clients, and ensuring accurate records in internal systems.

The position offers full-time, office-based work from 9:00 to 17:30, with training opportunities to progress toward a Mortgage Adviser role in the future. Salary ranges from £28,000 to £40,000, negotiable depending on experience.

Qualifications

• Experience in mortgages, protection, or financial services preferred
• Strong data entry and Excel skills
• Excellent organisational skills and attention to detail
• Good written and verbal communication

Responsibilities

• Manage and process mortgage and protection applications from initial enquiry through to completion
• Liaise with lenders, insurers, solicitors and clients to obtain documentation, provide updates and progress applications
• Maintain accurate client records, ensuring information is correctly entered into internal systems and Excel spreadsheets
• Prepare mortgage documentation, illustrations and supporting paperwork for client meetings and recommendations
• Monitor case progress and proactively chase outstanding information to ensure applications progress efficiently
• Ensure all administrative activities are completed in line with compliance requirements and regulatory procedures
• Handle client enquiries via telephone and email, providing a professional and responsive service
• Support advisers with day-to-day administration and case management
• Assist with general office administration duties as required

Skills

Mortgage industry experience

Excel & admin systems

Organisation & attention to detail

Customer communication

Proactive workload management

Learning & development

Tools

Microsoft Excel

Job description

Mortgage and Protection Administrator

Location: Aldershot

Salary: £28,000 - £40,000 Negotiable, depending on experience

Hours: Full-time, office-based, Monday to Friday, 9:00am – 5:30pm

Job Type: Permanent

The Role

My client is seeking a motivated and organised Mortgage and Protection Administrator to join their busy and growing team. Ideally, candidates will have previous experience within the mortgage, protection or financial services industry; however, strong administrators looking to develop a career in the sector will also be considered.

The business provides a range of services covering mortgages, insurance, pensions and investments. For candidates looking to progress into a qualified Mortgage Adviser role in the future, there is potential for full training and professional development for the right individual.

Duties and Responsibilities

• Manage and process mortgage and protection applications from initial enquiry through to completion.
• Liaise with lenders, insurers, solicitors and clients to obtain documentation, provide updates and progress applications.
• Maintain accurate client records, ensuring information is correctly entered into internal systems and Excel spreadsheets.
• Prepare mortgage documentation, illustrations and supporting paperwork for client meetings and recommendations.
• Monitor case progress and proactively chase outstanding information to ensure applications progress efficiently.
• Ensure all administrative activities are completed in line with compliance requirements and regulatory procedures.
• Handle client enquiries via telephone and email, providing a professional and responsive service.
• Support advisers with day-to-day administration and case management.
• Assist with general office administration duties as required.

Skills and Experience

• Previous experience within mortgages, protection, financial planning or an IFA environment is preferred, ideally for at least one year.
• A basic understanding of data entry, Microsoft Excel and administrative systems.
• Strong organisational skills and excellent attention to detail.
• Good written and verbal communication skills.
• A proactive approach to managing workloads, meeting deadlines and following up outstanding information.
• A professional, customer-focused attitude and the ability to work effectively within a busy team.
• A willingness to learn and develop knowledge of mortgage and protection products.

Career Development

This is an excellent opportunity for someone looking to establish or develop their career within mortgage and protection administration. With a growing business, a varied workload and potential training opportunities, the successful candidate could develop specialist industry knowledge and work towards becoming a qualified Mortgage Adviser.

If you're organised, enthusiastic and keen to build a long-term career within financial services, we'd love to hear from you