Location:
Asset Harbour, Minster Court, Tuscam Way, Camberley, GU15 3YY
Salary:
£25k to £32k
Job Type:
Full-Time / Permanent / Mon-Thu 9-5, Fri 9-4
Reports to:
Office Manager
About the Role:
We are seeking a highly organised and detail-oriented Mortgage and Protection Administrator to join our team. This role is essential in supporting our mortgage advisers and ensuring a smooth and efficient client journey from application to completion. You will be responsible for managing the administrative process of mortgage and protection applications, liaising with clients, lenders, and insurers, and maintaining accurate records.
Key Responsibilities:
* Provide administrative support to mortgage and protection advisers.
* Process mortgage and protection applications from submission to completion.
* Liaise with clients, lenders, solicitors, and insurers to ensure timely progression of cases.
* Maintain accurate and up-to-date client records using CRM systems.
* Prepare and send documentation to clients and third parties.
* Monitor application progress and proactively resolve any issues or delays.
* Ensure compliance with FCA regulations and internal procedures.
* Handle client queries professionally and efficiently.
* Support advisers with diary management and appointment scheduling.
Skills & Experience Required:
* Previous experience in a mortgage or financial services administration role (preferred).
* Strong understanding of mortgage and protection products and processes.
* Excellent communication and interpersonal skills.
* High level of accuracy and attention to detail.
* Ability to manage multiple tasks and work to deadlines.
* Proficient in Microsoft Office and CRM systems.
* Knowledge of FCA compliance requirements (desirable).
What We Offer:
* Competitive salary.
* Opportunities for career development and training.
* Supportive and collaborative team environment.