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Permanent

Administrator - Mortgage Dept

Leicester
money-bag 25000.00-25000.00 Annual
3024691708
Posted 2 weeks ago

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 and 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 and 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 C

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