Mortgage & Protection Administrator

CareerStone; Greater London; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Competitive holiday entitlement

Company pension and benefits package

All-expenses-paid social events

Top performer annual trip to New York

Bespoke training for career development

Job summary

A leading advisory business in Greater London is seeking an experienced Mortgage Administrator to manage mortgage applications and provide exceptional customer service. This role offers hybrid working, a clear career path, and exciting incentives for top performers. Ideal candidates are proactive, detail-oriented, and have a background in mortgage administration. Join a supportive team where your contributions are valued and foster your career in financial services.

Qualifications

• Proven experience as a Mortgage Administrator or Paraplanner.
• Strong attention to detail and customer-focused.
• Eager to grow within a thriving business.
• Life insurance knowledge is a plus.
• A proactive, customer-focused approach with strong attention to detail.
• Eager to grow and develop within a thriving business.

Responsibilities

• Manage end-to-end mortgage applications.
• Coordinate communication between solicitors and lenders.
• Mentor and assist junior admin staff.
• Deliver outstanding customer service.
• Deliver outstanding customer service throughout the process.
• Oversee instruction and management of valuations.

Skills

Mortgage administration experience

Customer service

Detail-oriented

Communication

Proactive approach

Tools

Trigold

Job description

Are you an experienced Mortgage Administrator ready to take the next step with a prestigious, fast-growing advisory business? We’re working with a market-leading firm that offers a full range of financial services—from mortgages and protection to wealth management and commercial finance.

This role offers a fantastic working environment, genuine career progression, and excellent rewards for high performers. If you’re motivated, detail-oriented, and passionate about customer service, we want to hear from you!

Why You’ll Love Working Here:

• Clear career path: bespoke training designed to develop you into a fully qualified adviser if you choose
• Hybrid working for better work-life balance
• Competitive holiday entitlement plus company pension and full benefits package
• Exciting incentives: all-expenses-paid social events including summer and Christmas parties
• Top performer rewards: annual trip to New York — plus a guest!
• Work with high net worth clients at a market-leading business
• Supportive, dynamic team: friendly culture where your contribution really matters

What You’ll Do:

• Manage end-to-end mortgage applications and specialist mortgage admin tasks
• Coordinate communication between solicitors, lenders, and other third parties
• Support advisers with documentation and case handling
• Mentor and assist junior admin staff
• Deliver outstanding customer service throughout the process
• Oversee instruction and management of valuations

What We’re Looking For:

• Proven experience as a Mortgage Administrator or Paraplanner
• Familiarity with mortgage systems like Trigold (or similar)
• Experience liaising with solicitors, lenders, and other stakeholders
• Life insurance knowledge is a plus
• A proactive, customer-focused approach with strong attention to detail
• Eager to grow and develop within a thriving business

This is a rare opportunity to join a respected firm with real long-term prospects and a great team culture. Don’t miss out – apply now to start your next career chapter!