Mortgage & Protection Admin: Efficient Case Support

Partners Wealth Management LLP; Greater London; On-site; GBP 28,000 - 34,000; Full time

Job summary

Partners Wealth Management LLP is seeking a Mortgage and Protection Administrator to provide end-to-end administration across application to completion. You will process mortgage applications, collect documentation, liaise with clients, lenders, solicitors and brokers, and ensure compliance, accuracy and timely progress.

You will also support protection products administration and servicing, with a strong focus on service quality.

Qualifications

• Strong administrative and organisational skills.
• Attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to manage multiple cases and meet deadlines.
• Experience with CRM systems, lender portals and Microsoft Office.

Responsibilities

• Process and manage mortgage applications from initial submission through to completion.
• Collect, review, and verify client documentation (income, ID, bank statements, property details, etc.).
• Liaise with clients, lenders, solicitors, valuers, and brokers to obtain outstanding information.
• Ensure all mortgage files meet regulatory, lender, and compliance requirements.
• Maintain accurate and up-to-date client records and mortgage systems.
• Track application progress and follow up on delays or outstanding conditions.
• Prepare and issue mortgage documentation and correspondence.
• Support mortgage advisers/brokers with case administration and pipeline management.
• Handle client queries in a professional and timely manner in line with PWM policy.
• Maintain confidentiality and data protection standards at all times.
• Administer protection applications including life insurance, critical illness, income protection, and relevant add-ons.
• Submit protection applications to insurers and monitor underwriting progress.
• Request and chase medical evidence, GP reports, and underwriting requirements.
• Liaise with insurers, advisers, and clients to resolve queries and delays.
• Issue policy documentation, confirmation letters, and illustrations.
• Support advisers with policy amendments, cancellations, and policy servicing.

Skills

Administrative skills

Attention to detail

Communication skills

Case management

CRM proficiency

Education

CeMAP or equivalent

Tools

CRM systems

Lender portals

Microsoft Office

Job description

Partners Wealth Management LLP is seeking a Mortgage and Protection Administrator to provide end-to-end administration across application to completion. You will process mortgage applications, collect documentation, liaise with clients, lenders, solicitors and brokers, and ensure compliance, accuracy and timely progress.

You will also support protection products administration and servicing, with a strong focus on service quality.