Mortgage & Protection Administrator - Horsham

Artemis Recruitment Consultants Ltd; Horsham; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading company in Horsham is seeking a Mortgage & Protection Administrator to join their successful team. This office-based role involves managing client interactions, maintaining systems, and supporting advisers throughout the mortgage process. Candidates should have a strong background in financial services, excellent organizational skills, and a focus on client service.

Qualifications

• Experience in financial services, particularly with mortgages & protection.
• Ability to manage multiple workflows and proactively problem-solve.
• Confidence to influence senior stakeholders and work autonomously.

Responsibilities

• Organising adviser diaries and client meetings.
• Maintaining back office systems and managing the fixed rate renewal process.
• Providing updates to clients and planners throughout the planning process.

Skills

Strong numerical skills

Written communication skills

Organizational skills

Client interaction

Problem-solving skills

IT proficiency including Office 365

Education

Good GCSE or A Level results

Job description

Type of Position: Mortgage & Protection Administrator - Horsham
Pay: £25k - £30k

Mortgage & Protection Administrator - Horsham

One of our clients based in Horsham, Sussex is looking for a Mortgage and Protection Administrator to join their successful team. The role with be office-based position, mainly focusing on protection cases with a competitive benefits package on offer.

Responsibilities will include:

- Organising adviser diaries and booking client meetings
- Maintaining back office systems
- Taking charge of the fixed rate renewal process in full including suitability letters and post meeting action point letters for clients
- Writing factfinds, suitability reports and sourcing/placing the mortgage case
- Supporting clients throughout the planning process, from the first point of contact through updating and answering queries
- Chasing solicitors, lenders, estate agents to progress cases and providing updates to clients and the planners
- Creating and maintaining spreadsheets to keep the team informed at all stages of the process

- Experience of working within financial services particularly with mortgages & protection
- Good GCSE or A Level results
- Strong numerical and written communication skills
- Excellent organisational and administration skills, managing multiple advisers' workflows
- Ability to proactively use initiative to problem solve and anticipate next steps
- Demonstrable experience of building rapport and interacting with clients effectively
- A driven individual with a focus on client service and leading a high-performance culture
- Adaptable to change management plans and advocate business initiatives
- Confidence and ability to influence senior stakeholders
- Ability to work autonomously as well as follow directions from managers
- IT technically proficient including Office 365

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