Mortgage Administrator

Mortgage Administrator,

Worcester – Onsite

£28,000 - £30,000 + 20 days holiday + bank holidays + pension + professional development

An established independent financial planning and wealth management practice in Worcester is looking to recruit an experienced Mortgage Administrator to join its growing team.

With over 40 years in business and a strong reputation for delivering quality financial advice, the firm is looking to strengthen its mortgage function and provide additional support.

The adviser currently manages approximately 20 mortgage cases per month, so this is a busy and varied position where organisation, attention to detail and the ability to manage competing priorities are essential.

This is an excellent opportunity for someone with previous mortgage or financial services administration experience to join a stable, close-knit business where they can become an important part of the team.

The Role:

*Supporting the mortgage application process from initial enquiry through to completion.

*Preparing and processing mortgage applications.

*Mortgage sourcing and associated administration.

*Preparing mortgage documentation and liaising with lenders and providers.

*Arranging and issuing life insurance and protection policies.

*Dealing with client queries, including direct debit enquiries.

The Person:

Previous experience within a mortgage or financial services administration role.

*An understanding of the mortgage application and processing journey.

*Experience preparing mortgage documentation and dealing with lenders.

*Exposure to protection administration, including life insurance.

*Strong organisational skills and attention to detail.

*Confident communication skills when dealing with clients and providers.

*The ability to prioritise workloads and work independently.

*A proactive, reliable and supportive approach.