Expire in: a month
Mortgage/Protection Administrator
Salary: £28,500
Fully Remote
Overview:
We’re looking for a proactive and detail-oriented Mortgage & Protection Administrator to join our client. This role is crucial in ensuring a seamless experience for clients, from application to completion, while keeping them fully informed throughout the process. If you thrive in a fast-paced environment and love making things run smoothly behind the scenes — this could be the perfect role for you.
Key Responsibilities:
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Build and maintain professional, courteous relationships with clients.
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Request and follow up on all documentation required to support mortgage and protection applications.
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Work closely with the wider admin team to manage cases from submission through to offer and completion.
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Liaise with clients, lenders, solicitors, insurers, surveyors, and GP surgeries to handle queries across mortgage, life, and general insurance applications.
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Ensure all required documents are accurately submitted to lenders, insurers, and solicitors.
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Support with preparing and maintaining templated suitability letters.
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Manage CRM tasks daily, ensuring all records are up to date and completed within set timeframes.
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Conduct file checks and maintain full compliance with FCA and company policies.
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Collaborate with brokers and fellow administrators to ensure an efficient workflow.
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Proactively manage your own caseload, prioritising effectively and meeting deadlines.
Skills & Experience Required:
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Highly organised, methodical, and able to work well both independently and as part of a team.
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A strong client focus with a genuine passion for delivering excellent service.
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Comfortable working remotely with excellent self-motivation.
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Confident using a variety of IT systems and software.
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Prior experience in a similar mortgage and/or protection admin role is essential.
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Good working knowledge of lender criteria, documentation, and underwriting requirements.
Desirable:
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Experience in keying mortgage/protection applications once files have passed compliance checks.
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Interest in or ambition to support junior paraplanning duties alongside core admin responsibilities
Do not include the following in your job application, CV, or cover letter:
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
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