Mortgage & Protection Administrator - Horsham

Artemis Recruitment Consultants; Horsham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A recruitment agency in Horsham is looking for a Mortgage & Protection Administrator to join their successful team. This office-based position focuses on mortgage protection cases and requires strong organisational skills and experience in financial services. The ideal candidate will have a client-focused approach and a proven ability to manage multiple workflows. Offering a competitive benefits package.

Qualifications

• Experience in financial services, particularly with mortgages & protection.
• Good GCSE or A Level results.
• Strong numerical and written communication skills.

Responsibilities

• Organising adviser diaries and booking client meetings.
• Maintaining back office systems.
• Chasing solicitors, lenders, and estate agents.

Skills

Experience in financial services

Strong numerical skills

Written communication skills

Organisational skills

Client service focus

Education

Good GCSE or A Level results

Tools

Office 365

Job description

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Mortgage & Protection Administrator - Horsham, Horsham

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Client:

Location:

Horsham, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

a394befcc8da

Job Views:

20

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

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