Mortgage & Protection Administrator ensuring administration is efficiently managed from start to completion. Liaising with clients, lenders, and solicitors to meet service levels and regulatory requirements.
Responsibilities
Ensure all administration for mortgage and protection business is managed efficiently from start to completion.
Meet service levels and regulatory requirements.
Liaise with providers, lenders, and clients to progress cases.
Coordinate with solicitors and conveyancers on exchange/completion dates.
Manage review dates for existing clients.
Maintain accurate client records and AML information.
Obtain illustrations, application forms, and supporting documents.
Prepare suitability reports for adviser review.
Submit life/general business applications to providers.
Track progress and update advisers accordingly.
Requirements
Strong organisational and administrative skills.
Previous experience in a Mortgage and Protection role.
Excellent communication and attention to detail.
Ability to manage multiple tasks and meet deadlines.
Knowledge of FCA regulations and Consumer Duty principles is desirable.
Benefits
Work-life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working
Generous time off: 28 days holiday + bank holidays + your birthday off
Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions
Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts
Career development & progression: Access to the Radiant Academy for structured training.
Team culture: Join a collaborative, approachable group of professionals who value both excellence and support
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