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Mortgage & Protection Administrator
Location: LoughboroughSalary: Up to £30,000 DOE
Duration: Permanent, Full time or Part Time
Are you an organised and detail-oriented administrator with experience in financial services? We are looking for a Mortgage & Protection Administrator to join a growing IFA in Loughborough.
About the Role
As a Mortgage & Protection Administrator, you will provide essential administrative support to mortgage and protection advisers, ensuring a smooth and efficient process for clients. You will be responsible for:
- Processing mortgage and protection applications - usually all online
- Managing those applications, liaising / chasing providers
- Updating and maintaining client records in our back-office system and paper files.
- Liaising with mortgage and protection adviser
- Help in research / obtaining quotes
- Assisting with client reports and suitability letters
- Subject to workload helping out in other admin tasks to support the wider team
- Office duties, phone, maybe greeting clients, participating in the team tea rounds
What We Offer
- Salary up to £30,000
- 1 day working from home after probation
- Competitive benefits package
- Growth potential to move into Pension and Investment Administration
If you are interested in the Mortgage & Protection Administrator position then please apply now. If suitable one of our consultants will be in touch with you within 24 hours!
Mortgage & Protection Administrator, IFA, Mortgages, Insurance, wealth Management, Financial Planning, Financial Services
