Login to Apply

Administrator – Mortgage Department

Leicestershire (our ref AL1391)

Salary £25,000 - £30,000 + benefits

My client is an established wealth management company and they now have an exciting new opportunity for an experienced administrator to join their mortgage team.

This is a desk-based role providing dedicated administrative support to a Mortgage & Protection Adviser. You will be responsible for ensuring all converted cases progress smoothly, keeping both clients and advisers informed at every stage of the process. We’re looking for someone with recent experience in a similar role and a genuine passion for delivering first-class client service.

Key Responsibilities

* Provide full administrative support to a whole-of-market Mortgage & Protection Adviser, including document preparation and business submission.

* Proactively contact qualified mortgage/protection leads, arrange client call-backs, and schedule meetings with new and existing clients.

* Liaise with advisers, lenders (including provider BDMs), and conveyancers/solicitors to ensure efficient and appropriate client handling.

* Manage converted cases alongside the adviser, ensuring all paperwork and relevant documents are accurately completed, uploaded, and stored in compliance with GDPR and internal policies.

* Maintain regular client communication via phone, email, and written correspondence.

* Independently manage workflows and tasks, meeting service level agreements without supervision.

* Interpret detailed KYC (Know Your Client) documentation to identify potential client outcomes and solutions.

Skills & Experience

* Strong working knowledge of Microsoft Word, Excel, Teams, and Outlook, with the ability to quickly learn in-house systems.

* Excellent time management and organisational skills, with the ability to prioritise effectively.

* High attention to detail and commitment to quality standards and exceptional client service.

* Professional and confident telephone manner, with flexibility in managing diaries and appointments.

* Ideally, experience in the mortgage and protection process from inception to completion, preferably within a whole-of-market brokerage.

* Ability to manage high volumes of tasks under pressure and meet deadlines.

* Familiarity with Xplan Mortgage for research/sourcing and the ability to prepare draft recommendations for the adviser (preferred but not essential).

* Experience in producing compliant and detailed suitability reports for Mortgages and Protection is advantageous.

* Applicants must be highly professional and comfortable engaging with a diverse clientele, including High Net Worth individuals.

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website