Mortgage and Protection Administrator - Full Time

Location: Horsham (Office-based)
Salary: Up to £35,000 (dependent on experience)
Contract: Permanent | Full-time

The Opportunity

An established and growing financial advisory firm in Horsham is seeking an experienced Mortgage and Protection Administrator to join their team on a full-time, office-based basis.

This is a fast-paced role within a boutique, client-focused business known for its high-quality, personalised advice in mortgages, protection, and wealth planning. The ideal candidate will bring strong organisational skills, an ability to work efficiently under pressure, and prior experience supporting advisers in the mortgage and/or protection space.

While the firm deals with smaller individual cases, the volume of business is high, so this role requires someone confident managing multiple cases simultaneously with precision and professionalism.

Key Responsibilities

• Processing mortgage and protection applications from initial client enquiry through to completion

• Liaising with lenders, providers, solicitors, and clients to ensure a smooth end-to-end process

• Managing documentation and ensuring all compliance and regulatory requirements are met

• Maintaining accurate client records and case updates on the CRM system

• Supporting advisers in daily case management and administrative tasks

• Prioritising tasks in a busy environment to meet deadlines and maintain service levels

Candidate Profile

Essential:

• Prior experience in a mortgage/protection administrative role (2+ years preferred)

• Strong organisational skills and the ability to handle a high case volume efficiently

• Proactive, fast learner with excellent communication skills

• Attention to detail and ability to manage processes accurately

• Comfortable in a client-focused, fast-paced office environment

Desirable:

• Familiarity with FCA compliance standards in mortgage and protection advice

• Experience using mortgage sourcing tools and CRM systems

• Background in a small firm or adviser-led environment where adaptability is key

• Understanding of mortgage protection products, life cover, critical illness cover, and income protection

Package & Benefits

• Salary up to £35,000 (depending on experience)

• 28 days holiday including bank holidays

• Pension scheme

• Structured onboarding and support from experienced team members

• Office-based working in central Horsham (Foundry Lane)

Application Process

To apply, please submit your CV via this advert. Shortlisted candidates will be contacted to arrange an initial conversation. All applications will be handled in confidence.