Job Description
Mortgage Administrator
Farnham
£28-30,000
Well established IFA business is looking for an additional staff member due to continued growth.
The company requires an experienced Mortgage Administrator (Mortgage Paraplanner) to assist 2-3 advisers who give first class mortgage and protection advice to a range of clients
The firm would like somebody to be a proactive Mortgage Administrator to support the business with making the client journey as smooth as possible.
Key Responsibilities:
* Application Processing: Handle mortgage applications from initial submission to completion.
* Client Support: Liaise with clients, lenders, solicitors, and estate agents to provide updates and request necessary documentation.
* Document Management: Verify and organise client documents, ensuring all required paperwork is completed and stored securely.
* Compliance & Regulation: Ensure you adhere to internal compliance procedures.
* Communication: Provide excellent customer service, responding to enquiries promptly and professionally.
* Administrative Support: Assist mortgage advisors with appointment scheduling, data entry, and general administrative tasks.
* System Management: Maintain and update CRM systems and databases with accurate client information.
* The role will be to support two well-established Advisers and a newly qualified adviser
Skills, Knowledge, Qualifications and Experience:
* Experience within the mortgage sector, working for an intermediary or lender
* Extensive experience of submitting cases and managing pipeline business
* Knowledge of life and protection products
* Outstanding customer service, communication and administrative skills
* The ability to respect confidential information
* A friendly, approachable attitude
* High attention to detail
* Pro-active attitude
* A good level of IT skills
Additional Information:
* Circa £28-30,000
* 9-5.30 Monday to Friday
* Office based – 1 day working from home after probation
* Training/prospects/genuine career path