Position: Mortgage and Protection Administrator

Location: Horsham, West Sussex

Minimum Requirements:

• Mortgage and Protection experience (ideally from a Financial Planning firm)
• Financial Services Administration experience

Salary/package: Up to £28,000 + bonus + 25 days' annual leave + healthcare + pension (5%, 5%) + study support + DIS + various other benefits

YOUR NEW COMPANY

Our client is a successful, award-winning UK-wide IFA network with head quarters based in West Sussex. The company has significant plans to grow over the next 12 months and has just started the search for a Mortgage and Protection Administrator to join its rapidly-expanding Mortgage team.

THE ROLE

Reporting to the firm’s Mortgage and Protection Team Leader, the Mortgage and Protection Administrator's key duties will include

• Chase providers on the progress of business in a timely and effective manner
• Chase solicitors for exchange and completion dates
• Update client’s progress of workflow.
• To prioritise workload to ensure deadlines are met
• Chase client authorities with insurance companies
• Ensure all documents held on client files are scanned to INVU or Intelligent Office
• Issue documents to clients including suitability letters

REQUIREMENTS:

Candidates interested in the Mortgage and Protection Administrator vacancy will have the following criteria:

• Mortgage and Protection experience (ideally from a Financial Planning firm)
• Financial Services Administration experience

REMUNERATION / PACKAGE

The package for the Mortgage Administrator role is as follows:

• Salary of up to £28,000
• Bonus
• 25 days’ annual leave
• Healthcare
• Pension (5%, 5%)
• Study support
• Death in Service x 4

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.