Are you ready for a new challenge?Do you want to advance your career with a prestigious wealth management company?If the answer is yes, this could be the opportunity for you!
About the CompanyThis outstanding wealth management practice, in partnership with St. James’s Place, boasts:
- A robust network of introducers and partnerships with estate agencies, generating qualified leads for their brokers and advisors.
- Sponsorship of local football and rugby clubs, along with strong local advertising to establish their presence.The company takes a holistic approach to finance, ensuring clients’ financial goals and ambitions are cared for—whether that’s buying a home, protecting loved ones, or securing a brighter financial future.
The CultureThis company believes in giving back, supporting local and national charities while fostering a positive, inclusive work environment. Highlights include:
- Financial education programs with local schools.
- Summer and Winter charity events that have raised over ÂŁ1.4 million.
- A vibrant social calendar and exceptional career progression opportunities.You’ll join a team that values hard work, integrity, and community impact.
About the Mortgage Administrator RoleAs a Mortgage Administrator, you’ll play a vital role in supporting the mortgage advisors and clients to ensure a smooth mortgage journey.
Key Responsibilities:
- Serve as the main point of contact for queries or concerns.
- Maintain and update systems with accurate information.
- Communicate effectively with lenders, solicitors, and clients to retrieve necessary documents.
- Ensure all processes are clear, consistent, and efficient.
You’ll also have opportunities to grow your career, potentially managing the administration academy and becoming an integral part of the company’s continued success.The Mortgage Administrator Package
- Salary: ÂŁ25,000
- Hours: Office-based, 9 am - 5:30 pm
- Holiday: 29 days including bank holidays
- Pension contribution
- Income protection & critical illness cover: After 2 years
- Private medical insurance: After 5 years
- Weekly health & wellbeing sessions
- Funded career training
- Access to your own financial advisor
Why This Role?This is your chance to join a company that:
- Is renowned for its community impact and charitable contributions.
- Offers clear career progression in a supportive, engaging environment.
What you'll need:
- Experience as a Mortgage Administrator
- Strong organizational skills to manage multiple tasks and deadlines effectively.
- Attention to detail for accurate data entry and document handling.
- Excellent communication skills to liaise confidently with clients, lenders, solicitors, and brokers.
- Problem-solving abilities to handle queries and resolve issues promptly.
- Knowledge of mortgage processes and regulatory requirements.
- Customer service skills to ensure a positive client experience.
Ready to take the next step?NRG Resourcing specialises in Financial Services Recruitment. Connect with us on LinkedIn to explore more opportunities!