Mortgage Administrator - KFS Recruitment : Job Details

Mortgage Administrator

Farnham

£28-30,000

Well established IFA business is looking for an additional staff member due to continued growth.

The company requires an experienced Mortgage Administrator (Mortgage Paraplanner) to assist 2-3 advisers who give first class mortgage and protection advice to a range of clients

The firm would like somebody to be a proactive Mortgage Administrator to support the business with making the client journey as smooth as possible.

Key Responsibilities:

• Application Processing: Handle mortgage applications from initial submission to completion.
• Client Support: Liaise with clients, lenders, solicitors, and estate agents to provide updates and request necessary documentation.
• Document Management: Verify and organise client documents, ensuring all required paperwork is completed and stored securely.
• Compliance & Regulation: Ensure you adhere to internal compliance procedures.
• Communication: Provide excellent customer service, responding to enquiries promptly and professionally.
• Administrative Support: Assist mortgage advisors with appointment scheduling, data entry, and general administrative tasks.
• System Management: Maintain and update CRM systems and databases with accurate client information.
• The role will be to support two well-established Advisers and a newly qualified adviser

Skills, Knowledge, Qualifications and Experience:

• Experience within the mortgage sector, working for an intermediary or lender
• Extensive experience of submitting cases and managing pipeline business
• Knowledge of life and protection products
• Outstanding customer service, communication and administrative skills
• The ability to respect confidential information
• A friendly, approachable attitude
• High attention to detail
• Pro-active attitude
• A good level of IT skills

Additional Information:

• Circa £28-30,000
• 9-5.30 Monday to Friday
• Office based – 1 day working from home after probation
• Training/prospects/genuine career path