- Creating and maintaining accurate client records using MS Office and a CRM system.
- To forge successful professional relationships with colleagues, clients, lenders and insurance companies, to improve and enhance the services we receive and provide.
- Preparing documentation for client meetings.
- Receiving and acting on instructions from the financial advisers.
- Processing New Business through to completion for life, pension, and mortgage products.
- Creating and producing suitability letters and reports.
- Using various research and quoting systems.
- Obtaining product information from providers.
- Liaising with clients and product providers on outstanding documents and queries.
- Ensuring all client files are compliant on an ongoing basis.
-
Mortgage Administrator
3 weeks ago
Mortgage Advice Services Derby, United KingdomThis is an exciting opportunity for an experienced Administrator to join our growing administration team. Mortgage Advice Services are a successful long-established Mortgage and Protection firm. · We are looking for an individual who ideally has experience working within the Fina ...
-
Mortgage Administrator Apprentice
3 weeks ago
Option Finance Ltd Derby, United KingdomWe are a whole of market specialist mortgage brokerage based in Derby. Our business is growing and we are looking for a mortgage administrator apprentice to join our team in Derby. · Will be provided to go onto Cemap qualification apprenticeship to gain qualification working in a ...
-
Mortgage Administrator Apprentice
3 weeks ago
Option Finance Ltd Derby, United KingdomWe are a whole of market specialist mortgage brokerage based in Derby. Our business is growing and we are looking for a mortgage administrator apprentice to join our team in Derby. · Will be provided to go onto Cemap qualification apprenticeship to gain qualification working in a ...
-
Mortgage Administrator
2 weeks ago
Bradgate Financial Solutions Leicester, United Kingdom_**Job Title**_ · Mortgage Administrator · - **Brief Overview of the Role**:_ · - **Full Vacancy Description**:_ · Duties will include but are not limited to the following: · ~ Handling/sending post · ~ Using Microsoft products (Word, Excel Etc) · ~ Liaising with clients, solicit ...
-
Mortgage Administrator
2 weeks ago
Jayfair Recruitment Solutions Sutton-In-Ashfield, United KingdomA standard week will include: · - Undertaking credit checks and work reference checks on new applicants · - Preparing case files on properties · - Ensuring all paperwork is correctly filed · - Uploading mortgage applicants details accurately onto internal systems · - Undertaking ...
-
Mortgage Administrator
1 week ago
RSC New Homes Ltd Cheadle, United KingdomRSC is seeking a mortgage administrator to join our team. · Duties are as follows but not restricted to: · - Administering new business and obtaining mortgage offers · - Delivering excellent customer service to our customers and business partners · - Liaising with mortgage lender ...
-
Mortgage Administrator
2 weeks ago
Mortgage Advice Bureau Leicester, United Kingdom**Mortgage Administrator** · Are you highly organised and meticulous when it comes to detail? You'd be an excellent fit for this role. · The role also involves assisting advisers with case packaging, case notes, updating clients and stakeholders. · You will also act as a safeguar ...
-
Mortgage Administrator
3 weeks ago
Fresh Finance Group Ltd Stoke-on-Trent, United KingdomThis is an exciting opportunity for an experienced Administrator to join our growing administration team. Fresh Finance Group Ltd are a successful long-established Mortgage and Protection firm who provide tailored Financial Planning for both private and corporate clients. · **The ...
-
Mortgage Administrator
2 weeks ago
Leek Building Society Leek, United Kingdom**Location**:Hybrid working with 5 days per fortnight in our Head Office (Leek, Staffordshire) and the remaining time remotely. · **Employment type**:Full-time, 12-Month Fixed Term Contract · **Salary**:£21,125 · **Working hours**:35 hours per week, worked flexibly. · **Reports t ...
-
Mortgage Administrator
2 weeks ago
Leek Building Society Leek, United Kingdom**Location**:Hybrid working with 4 days per fortnight in our Head Office (Leek, Staffordshire) and the remaining time remotely. · **Employment type**: Part time, 12 Month fixed term contract. · **Salary**:£12,977 · **Working hours**:21.5 hours per week, worked over 3 days. · **Re ...
-
Mortgage Administrator
2 weeks ago
New Chapter Property Finance Stoke-on-Trent, United Kingdom**Key responsibilities** · - Obtaining information and documents from clients · - Liaising with underwriters, conveyancers, estate agents and accountants · - Photocopying, scanning, drafting letters, dealing with incoming post · - Keeping up to date with financial services legisl ...
-
Mortgage Administrator
1 day ago
Stafford Railway Building Society Stafford, United Kingdom**Purpose of the Position** · To support the Mortgage Department by completing mortgage administration with a high level of accuracy, adhering to quality assurance and operational processes. · This role, initially focused on being competent in all aspects of mortgage administrati ...
-
Mortgage Administrator
1 week ago
ER Recruitment Earl Shilton, United Kingdom**Mortgage Administrator** · **South West Leicestershire** · **£18,000 - £20,000 p.a. DOE** · - Are you a driven individual with a desire to work in the financial sector? · - Are you keen to work for an organisation that offers study support towards industry qualifications? · - D ...
-
Mortgage Administrator
1 day ago
Bishop & Co Mortgage Services Limited Pilsley, United Kingdom**About us** · Bishop & Co Mortgage Services Limited is a small independant long running business in Derbyshire, S45 9JE. We are a small, busy, professional office. · Our work environment includes: · - Modern office setting · - Communal Kitchen Area - Refreshments · **Responsibil ...
-
Mortgage Administrator
2 weeks ago
Dunham McCarthy Ltd Stafford, United Kingdom**Main duties will be **_(full training provided where necessary)_**:_ · - Researching information from various sources, including providers of financial products · - Drafting advice reports · - Contacting clients and setting up meetings, either within an office environment, virt ...
-
Mortgage Administrator
1 week ago
Isuna Financial Solutions Ltd T/A Cloud Mortgages Nottingham, United Kingdom**What's on offer to you** · - Dedicated training and coaching to support your ongoing development · - A chance to build on your career, providing you with opportunities to gain more experience and knowledge to help you progress to the next level · - 28 days holiday (including st ...
-
Mortgage Administrator
1 day ago
New Chapter Property Finance Stoke-on-Trent, United Kingdom**Key responsibilities** · - Obtaining information and documents from clients · - Liaising with underwriters, conveyancers, estate agents and accountants · - Photocopying, scanning, drafting letters, dealing with incoming post · - Keeping up to date with financial services legisl ...
-
Senior Mortgage Administrator
2 weeks ago
Tamed Support Solutions Nottingham, United Kingdom**About us** · Tamed Support Solutions provides market leading outsourced administration support to mortgage and protection brokers across the UK. · Due to our continued growth we have a fantastic opportunity for an administrator to support the volumes of advisers who want to wor ...
-
Mortgage Broker Administrator
3 weeks ago
ER Recruitment Leicester, United Kingdom**Mortgage Broker Administrator** · **South West Leicestershire** · **£18,000 - £23,000 p.a. DOE** · - Are you a driven individual with a desire to work in the financial sector? · - Are you keen to work for an organisation that offers study support towards industry qualifications ...
-
Mortgage Support Administrator
1 week ago
The Co-operative Bank Leek, United KingdomLocation- Leek- Discipline: · - Retail Banking- Job type: · - Permanent- Salary: · - £22,500- Contact name: · - Julie-Ann Nicholas- Job ref: · Published: · - about 5 hours ago- Startdate: · - 17/04/2023**Mortgage Support Administrator** · **Location: Office based in our Leek Cont ...
Mortgage Administrator - Derby, United Kingdom - SF Recruitment (Nottingham)
Description
SF Recruitment are currently recruiting for an exciting opportunity with one of our main clients, based in Central Derby. Our client are looking to recruit two Administrators to join their growing administration team, working within the Mortgage industry.
The role is a full-time, permanent position, working Monday to Friday 8.30am - 4.30pm (office based) with free on-site parking. Salary for the role is £22-24,000 (dependant on experience).
This role isn't necessarily for everyone, as our client is looking for someone with previous administration experience but within a relevant field such as Mortgage, Conveyancing, Legal or Financial Services. This doesn't need to be current experience, however if you have current or previous within this industry, no matter how long, please do get in touch Full training from a process and system point of view will be provided, however any previous knowledge and understanding of the industry is essential.
Typical duties will include:
If you have previous experience in the industry or having supported within this area of work and you are keen to continue within an extremely progressive and developing role, then get in touch today
