Job Advert – Mortgage Administrator
Company: S&M Financial Planning Ltd
Location: Watford, United Kingdom
Salary: £33,000 – £35,000 per annum (depending on experience)
Hours: Full-time
About Us
S&M Financial Planning Ltd is a regulated UK financial services firm, specialising in mortgage and protection advice. We pride ourselves on delivering tailored solutions for our clients with professionalism and integrity.
The Role
We are seeking a skilled Mortgage Administrator to join our growing team. The successful candidate will support mortgage advisers in managing the full mortgage application process, ensuring accuracy, compliance, and efficiency.
Key Responsibilities
* Processing mortgage applications from initial enquiry through to completion.
* Liaising with clients, lenders, solicitors, and surveyors to ensure smooth progression of applications.
* Conducting due diligence checks, including verifying client documentation.
* Maintaining accurate records in line with FCA compliance requirements.
* Preparing reports and supporting mortgage advisers with case administration.
* Handling client queries in a professional and timely manner.
* Ensuring all work complies with internal policies and regulatory standards.
Essential Skills & Experience
* Previous experience in mortgage or similar service-based administration, financial administration, or similar roles.
* Strong knowledge of mortgage application processes and financial services regulation.
* Excellent communication and organisational skills.
* High attention to detail with the ability to manage multiple cases.
* Experiance with MS Office and mortgage CRM systems preferred.
Desirable Skills
* CeMAP or equivalent mortgage qualification (not essential but advantageous).
* Previous experience in administration role
* .
Benefits
* Competitive salary package with performance-based incentives.
* Professional development support (training & qualifications).
* Pension scheme and holiday entitlement.
* Supportive team environment in a growing financial services firm.
How to Apply
Please send your CV and a covering letter to …………………………..
Job Type: Full-time
Pay: £33,000.00-£35,000.00 per year
Benefits:
* On-site parking
Work Location: Hybrid remote in Watford WD24 5BH