Express Recruitment are delighted to be working with a respected mortgage brokerage who are looking to appoint an experienced Mortgage Administrator on a full-time, permanent basis.
Our client is known for its outstanding culture of collaboration, togetherness, and open communication. This is an excellent opportunity for a motivated individual to provide dedicated administrative support to a Mortgage & Protection Adviser while enjoying a supportive, professional and friendly working environment.

The successful candidate will manage the progress of converted mortgage and protection cases, liaise with clients, advisers, lenders and conveyancers, and ensure all paperwork and documentation are accurately completed. This role provides excellent scope for long-term development, including the potential to grow into an Adviser position in the future.

Roles and Responsibilities

•  Provide full administrative support to a whole-of-market Mortgage & Protection Adviser, including document preparation and business submission
• Contact qualified mortgage/protection leads, arrange client call-backs, and schedule meetings with clients
• Liaise with advisers, lenders, providers and conveyancers to ensure efficient and appropriate client handling
• Manage converted cases alongside the adviser, ensuring all paperwork and relevant documentation is completed 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 documentation to identify potential client outcomes and solutions

Skills and Experience

 Essential:

• Minimum 1-year recent Mortgage Administration or Paraplanning experience
• Experience of the mortgage process from inception to completion, preferably in a whole-of-market brokerage
• Client onboarding, application submissions, documentation checking, and completion processes knowledge
• Working knowledge of Microsoft Word, Excel, Teams and Outlook, with the ability to learn in-house CRM systems quickly
• Good telephone manner
• Good time management, organisation, and attention to detail
• Enjoy pressure and meeting deadlines

Desirable:

• Experience producing KFI or Suitability Reports
• Knowledge of sourcing or compliance documentation
• CeMAP or equivalent qualification
• Exposure to equity release or insurance processing

Express Recruitment has been offering exceptional recruitment solutions across the East Midlands since 1987, “exceeding expectations every time” of over 267,000 candidates.

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Vacancy Summary

Hours: Monday – Friday, 9:00am – 5:00pm
Salary: £25,000 – £30,000 D.O.E.
Location: Leicester, Leicestershire
Job Type: Permanent

Unfortunately, we are unable to contact all candidates due to the large volume of applications we receive. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future.

This vacancy is being advertised on behalf of Express Recruitment Ltd. The services advertised by Express Recruitment Ltd. are those of an Employment Agency.