This Mortgage & Protection Client Administrator job is a 12 month fixed term contract, offering a hands on opportunity to support advisers within a busy, regulated financial services environment. If you already have experience in mortgage or protection administration and enjoy being at the heart of adviser support, this Mortgage & Protection Client Administrator job could be a strong next move.
In this Mortgage & Protection Client Administrator job, you will work closely with Mortgage and Protection Advisers, providing day to day administrative support across the full application lifecycle. You will take responsibility for progressing mortgage and protection cases, liaising with lenders and providers, and ensuring clients and advisers are kept updated throughout the process.
This Mortgage & Protection Client Administrator job is practical and detail focused, suited to someone comfortable managing multiple cases, working to service level expectations, and operating within a regulated advice environment. You will also assist with appointment scheduling, report preparation, pipeline management and maintaining accurate, compliant records on internal systems.
You will join an established advice operations team where collaboration, accuracy and service quality are valued. The Mortgage & Protection Client Administrator job offers clear expectations from day one, exposure to a professional advice business, and the opportunity to further develop your experience during the contract period.
Mortgage & Protection Client Administrator Requirements
- Essential - experience in mortgage and or protection administration
- Desirable - experience using industry back office or provider systems such as CURO
- Desirable - strong Microsoft Office capability
The Company
This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success.
Mortgage & Protection Client Administrator Benefits
- Salary up to £32,500
- 12 month fixed term contract
- Hybrid working arrangement
- Supportive and experienced advice operations team
- Exposure to a professional mortgage and protection environment
Location
This role is based from the Sutton Coldfield office, with hybrid working available. Candidates should be within a reasonable commuting distance and comfortable attending the office as required.
If this Mortgage & Protection Client Administrator job sounds like a good fit, apply now to find out more.
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