Mortgage & Protection Administrator

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:

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• Processing mortgage and protection applications - usually all online
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• Managing those applications, liaising / chasing providers
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• Updating and maintaining client records in our back-office system and paper files.
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• Liaising with mortgage and protection adviser
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• Help in research / obtaining quotes
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• Assisting with client reports and suitability letters
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• Subject to workload helping out in other admin tasks to support the wider team
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• Office duties, phone, maybe greeting clients, participating in the team tea rounds
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What We Offer

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