Mortgage & Protection Administrator

Location: Newport

Salary: Up to £27,000

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 £27,000
• Part time flexible working hours available
• 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