One of IT Bods leading clients a leading Mortgage Adviser and IFA firm in St Helens, Merseyside. They are recruiting for an experienced Mortgage Administrator to join the existing team
This is an exciting opportunity to join a small, well-established practice with a strong reputation, known for generating business through personal recommendations and word-of-mouth referrals. This role will suit someone who is serious about taking their career to the next level.
Key Responsibilities: Provide comprehensive administrative support to Mortgage and Protection Advisers, including processing mortgage, protection, and general insurance applications. Serve as a primary contact for clients, managing all non-technical and non-advice-related queries. Ensure client files meet compliance standards and key documents are issued promptly. Liaise with estate agents, mortgage lenders, solicitors, and insurance providers to maintain seamless communication throughout the process. Keep clients informed of timelines and regularly update them on case progress. Maintain client files on the internal CRM system (Intelligent Office) and ensure effective use of the database to streamline the client journey. Adhere to new business processes, ensuring all necessary steps are completed. Act with integrity, prioritising client interests and delivering positive outcomes.
Essential Skills Strong administration experience with the ability to work under pressure and meet deadlines. Excellent organisational skills and a customer-focused approach. High attention to detail and a commitment to continuous improvement.
Nice to have: Experience with Intelligent Office CRM. Prior experience in mortgage and protection administration.
If you are interested in hearing more about the Mortgage Administrator position offering 26k + company benefits, please click on the link to apply
