• Location

    London, England

  • Sector:

    HR & Executive Support

  • Job type:


  • Salary:

    £18000.00 - £24000.00 per annum

  • Contact:

    Ria Dean

  • Contact email:


  • Job ref:


  • Published:

    4 months ago

Independent Mortgage Broker are looking for a switched on, organised Administrator to work closely and support the Financial Advisors with range of administrative tasks related to Mortgages and Insurance.

The successful Mortgage & Insurance Administrator will be guided through the criteria and products available to clients.

Ideally you will have some experience or understanding of Mortgages/ Insurance
Responsibilities will include:

  • Diary and inbox management
  • Liaising with clients via telephone and email
  • Accurate data entry into CRM system maintaining up to date records of clients' personal details, plans and contact history
  • Tracking fee income and commissions prepare invoices where appropriate
  • Prepare documentation for client meetings
  • Obtain quotes from banks and lenders
  • Prepare calculations as required to assist in assessing the client's critical illness, disability and life insurance needs
  • Administer the submission of applications of products

Benefit to have a work life balance for a committed and hardworking candidate, who would like to stay in the role for the long term, and become a vital part of the business as it continues to grow.

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