Mortgage Administrator

Job Title: Mortgage & Protection Administrator

Reporting to: Administration Manager

Purpose of the Role:
Provide efficient administrative support to advisers, ensuring applications for mortgages, protection, and general insurance are processed accurately, promptly, and compliantly.

Key ResponsibilitiesGeneral Duties:

• Maintain a professional image to uphold the company’s reputation.
• Communicate effectively with clients, advisers, and introducers.
• Build strong working relationships with advisers and external partners.
• Assist senior management with ad hoc tasks as needed.
• Adhere to company procedures, guidelines, and regulatory requirements.

Mortgage Processing:

• Manage mortgage applications from submission to legal completion.
• Ensure applications are accurate and include all required documentation.
• Communicate with lenders, solicitors, and clients to resolve queries and track progress.
• Maintain detailed and up-to-date case notes for compliance.

Protection Processing:

• Oversee protection applications to policy approval.
• Liaise with providers, clients, and medical practitioners to avoid delays.
• Confirm policies align with client preferences and compliance requirements.

General Insurance Processing:

• Process insurance applications to policy approval.
• Work with providers to ensure timely issuance and accuracy.

Compliance & Customer Care:

• Ensure all applications meet regulatory and company standards.
• Maintain accurate records for audit purposes.
• Support a culture of Treating Customers Fairly (TCF) by ensuring processes align with customer needs and recommending improvements where needed.

Key Skills:

• Strong attention to detail.
• Excellent communication and organizational skills.
• Ability to manage multiple tasks efficiently.
• Knowledge of financial or insurance products (desirable but not essential).