We are currently recruiting for a Mortgage Administrator on a full time and permanent basis for our client based in Leicester.

Salary: £25,000 to £30,000 per annum depending on experience

Working: Monday to Friday

25 days annual leave plus statutory bank holidays

Free onsite parking

About the role:

The Mortgage Administrator will provide dedicated administrative support to a Mortgage & Protection Adviser. You will be responsible for ensuring all converted cases progress smoothly, keeping both clients and advisers informed at every stage of the process.

·       Provide full administrative support to the Mortgage & Protection Advisers

·       Document preparation and business submission.

·       Proactively contact qualified mortgage and protection leads

·       Arrange client call backs and schedule meetings with new and existing clients.

·       Liaise with advisers, lenders and conveyancers and solicitors to ensure efficient and appropriate client handling.

·       Manage converted cases alongside the adviser

·       Ensure all paperwork and relevant documents are accurately completed

·       Upload and store in compliance with GDPR and internal policies.

·       Maintain regular client communication via phone, email, and written correspondence.

·       Independently manage workflows and tasks, meeting service level agreements without supervision.

About you:

·       Strong working knowledge of Microsoft Word, Excel, Teams, and Outlook, with the ability to quickly learn in-house systems.

·       Excellent time management and organisational skills, with the ability to prioritise effectively.

·       High attention to detail and commitment to quality standards and exceptional client service.

·       Professional and confident telephone manner, with flexibility in managing diaries and appointments.

·       Ideally, experience in the mortgage and protection process from inception to completion, preferably within a whole-of-market brokerage.

·       Ability to manage high volumes of tasks under pressure and meet deadlines.

·       Experience in producing compliant and detailed suitability reports for Mortgages and Protection is advantageous.

If you are a highly professional and comfortable engaging with a diverse clientele, including High Net Worth individuals then please apply! For more information, please call Rebecca on 07385 660 400.

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