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Job Title: Mortgage and Protection Administrator
Location: Aldermaston, Reading,
Type of Vacancy: Permanent, full-time (part-time considered for the right candidate)
Salary: £26-£32k (depending on experience)
About the Role:
Are you passionate about the financial industry and looking for an exciting opportunity to grow your career? Join our dynamic team as a Mortgage and Protection Administrator! This role is perfect for someone eager to learn and develop in a supportive and forward-thinking environment. You'll be working in a small, close-knit team where collaboration and teamwork are key, while also being part of a larger, well-established network that offers extensive resources and support. This unique setup provides the best of both worlds: the camaraderie of a small team and the opportunities of a large organisation.
Responsibilities:
- Support our advisors by inputting client data into the system
- Create applications for clients and ensure they are processed efficiently
- Answer client queries via phone and email
- Liaise with lenders and insurance providers to obtain quotes and follow up on applications
- Prepare and submit mortgage and protection applications, ensuring all documentation is accurate and complete
- Maintain and update client records in the CRM system
- Schedule and manage appointments for advisors
- Assist with the preparation of client review packs and reports
- Monitor the progress of applications and keep clients informed of their status
- Perform additional administrative tasks as assigned by the advisors.
Required Skills and Qualifications:
- Highly organised, dynamic, and proactive
- Quick learner with the ability to adapt to new systems and processes
- Strong team player who is confident working in a small team environment
- Excellent interpersonal skills, self-confidence, and the ability to work independently
- Comfortable managing multiple priorities efficiently.
Benefits:
- Competitive salary
- Opportunities for professional growth and development
- Flexible working arrangements
- Supportive team environment with a focus on collaboration and professional development
- Company pension via salary sacrifice
- Be part of a highly reputable firm with a supportive culture and a focus on teamwork.
Join us and take the next step in your career in a role that offers both challenge and reward. Apply today and become a valued member of our team!
