Mortgage and Protection Administrator

Confidential; Greater London; On-site; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Pension scheme

25 days annual leave

Sabbatical after 5 years

Team trips abroad

Job summary

Confidential is recruiting two Mortgage & Protection Administrators to join a South West London team in a busy, growth‑minded brokerage. The role covers Residential and BTL cases with a clear path to Paraplanner or Advisor roles and CeMAP study support.

You will liaise with advisors, lenders and clients to progress cases from application to completion, ensuring compliance, accuracy and timely communication. A competitive salary and benefits package is offered.

Qualifications

• Mortgage administration experience in the independent market.
• Strong organisation and planning skills.
• Excellent written and verbal communication.
• Must understand mortgage case terminology.
• Ability to manage and prioritise cases to completion.
• Enjoy working in a team.
• Desire to progress in a growing business.

Responsibilities

• Liaise between Mortgage & Protection Advisors, lenders, providers, solicitors and clients to progress cases from application to completion.
• Provide excellent service to clients.
• Maintain thorough records and up-to-date files.
• Submit Residential & BTL mortgage cases via lender portals.
• Submit protection cases via providers’ portals.
• Write suitability letters.
• Gather original documents as required by lenders.
• Ensure all work meets FCA compliance standards.
• Use industry software to aid you in the role.

Skills

Mortgage admin

Organisation

Communication

Teamwork

Time management

Initiative

Client service

Written skills

Education

CeMAP training

Tools

Lender portals

Industry software

Job description

My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature.

Due to both an internal promotion and business growth, the company are currently keen to recruit two additional Mortgage and Protection Administrator's (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office.

The working hours within this position are Monday to Friday from 9:00am to 17:00pm, including a daily 1 hour lunch break. You will work in a great environment and within a successful team who work well within a friendly, productive culture.

The company will provide you with the opportunity to successfully develop your career further, allowing this to be a long term/career based opportunity. This could mean that in time you progress into either a Mortgage Paraplanner role or into a Mortgage and Protection Advisor role, if of course you would like to. Again if you would like to, the company will happily support your further study of industry based qualifications such as the CeMAP qualification.

Key responsibilities:

• You will liaise between the companies Mortgage and Protection Advisor's, Mortgage Lenders, Protection Providers, Solicitors and the company's clients to assist with progressing mortgage and protection cases through from application stage to completion.
• You will provide excellent levels of service to clients.
• You will use your strong administrative skills to ensure that records are thorough and up to date.
• You will use various lenders online platforms/portals to submit Residential & BTL mortgage cases suitably.
• You will use various protection providers online platforms/portals to submit insurance cases suitably.
• You will write suitability letters.
• Gathering original documents from clients, as required by the lenders.
• Ensuring all work meets the required FCA compliance standards.
• You will use relevant industry software to aid you within your role.

Key candidate attributes:

• Mortgage Administration experience gained within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online portals/platforms.
• Strong organisation and planning skills.
• Excellent communication skills, both written and verbal.
• Must demonstrate technical ability and be confident with mortgage case terminology.
• Must be able to demonstrate initiative and ability to time manage and prioritise cases through to completion.
• Enjoy working within a team.
• Desire to progress in a professional and growing business.

The successful candidate's will receive a competitive starting basic salary of up to circa £35,000 which is negotiable based upon skill-set/role experience, plus bonuses which are based upon the business' performance and compliance levels. These bonuses are paid monthly and typically equate to an additional £3,000 to £5,000 annually.

All leading to a possible first year annual OTE of up to circa £40,000 within this role.

Plus additional benefits which include, a pension scheme, 25 day's annual leave per annum (plus an additional day's leave is provided for each of your first 5 years of service at the company), a 1 month sabbatical after 5 years' of service and team trips abroad.