Mortgage & Protection Administrator - WEALTHLINK RECRUITMENT LTD : Job Details

Mortgage & Protection Administrator

Location: Southampton

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 an established team in Southampton.

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 dependent on experience to £26,000
• Competitive benefits package
• Growth potential to move into a mortgage broker role