Mortgage Administrator

Mortgage Administrator

You will be working in an expanding mortgage department, delivering first class support to the Mortgage Advisers within the team and communicating efficiently with clients and external providers.

Working within a new arm of one of the largest and most successful wealth management Practices in the East Midlands, you will be given the support and opportunity to progress your career in a structured and rewarding manner.

You will be working alongside our team of Mortgage Advisers to assist them in delivering a first class, professional client service. This challenging role requires a high level of organisational skill to prioritise and coordinate workload activities, whilst ensuring the Advisers are fully supported in their roles. At the same time as supporting the Mortgage Department, you will be provided with training and guidance to help develop your understanding of the wealth management side of the business – with the longer-term aim of progressing into a Client Support role, and beyond.

The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients. A prior understanding of mortgage administration would be a definite advantage for any candidate wishing to apply.

Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all applications are up to date and all supporting documents have been obtained. You will stay in contact with providers and provide updates to the clients to keep aware of their applications – good communication skills are a must.

The successful candidate will be given the opportunity to develop and grow within the role, training will be provided with the backing of a FTSE 100 company. Full support will be provided for those candidates wishing to study for professional qualifications and begin a long-term, successful career within wealth management.


Key Responsibilities

  • Processing lender submissions, including keying decision in principles, applications and fulfilling all system requirements.
  • Document checking for our clients to ensure that they align to our standards and meet lender requirements.
  • Managing the journey: working with the client/adviser and lender through the mortgage journey from initial assessment, approval, to offer and post-offer stage.
  • Communicating with advisers/clients and lenders as the business demands.
  • Maintaining and updating data on internal CRM systems.
  • Ensuring that a full audit trail is made and follow up tasks are made for compliance purposes.
  • Preparation of paperwork and applications.
  • Handling general telephone enquiries and inbound calls to the mortgage team.
  • Proactively managing cases through to completion.



Key Experience & Skills


  • A proven track record of working in a busy, mortgage administration role.
  • Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with client queries.
  • Good knowledge of mortgage and protection policies.
  • Experience of the online mortgage lenders and insurance providers websites and portals.
  • Experience liaising with clients, solicitors, estate agents, and lenders.
  • Outstanding telephone manner and excellent written communication skills.
  • Excellent organisation and prioritisation skills in order to handle multiple tasks, stay focused under pressure and work to tight deadlines.
  • Excellent attention to detail and accuracy of work.
  • Approach work positively with a can-do attitude and takes responsibility for tasks.
  • Confident in having challenging conversations.
  • Proficient in the use of Microsoft Packages including Excel, Outlook and Word.
  • Display professional appearance to maintain our company brand.
  • A willingness to work as a team member.
  • Committed to personal development.
  • Happy, motivated and keen to work within a dynamic and progressive business.


In addition to a generous basic package (negotiable), there are other discretionary bonuses linked to personal progression, personal performance and overall practice performance. There is much scope for progression which would reward a candidate looking to develop their long-term financial services career.

To apply please send an up to date CV and covering letter to Tristan Gilbody (Operations Manager)


To get in touch with us, please contact us via the phone number or email below. One of our representatives will be happy to assist you.

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