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Mortgage and Life Insurance Administrator

Posted 5 January by Clark James Recruitment Ended

Clark James are pleased to be working on behalf of a Professional Mortgage Adviser who are seeking a Mortgage & Life Insurance Administrator.

Our client takes care of the mortgage process, representing their clients wholeheartedly from start to finish. They offer advice on a comprehensive range of mortgages from across the market, along with expertise in critical illness insurance, income protection, private medical insurance and buildings and contents insurance

As Mortgage and Life Insurance Administrator, you will responsible for ensuring that clients’ expectations are managed throughout the process, and their outcome is a positive experience.

Your duties will include, but not be limited to:

  • Establishcourteousrelationshipswithclients.
  • Meetingandgreetingallvisitorstotheoffice
  • Sortinganddistributingallincomingpost
  • Answeringandforwardingallincomingcallstotheofficetothecorrectdepartments.
  • Orderingandmanagingofficestationaryandsupplies.
  • CompletingtheClientCompletionPacks(includingthedistributionofChampagne&referralvouchers)
  • Ensureahighlevelofdata inputaccuracyisrecordedatalltimes
  • Ensuringthemeetingroomiskeptclear&anycupsareclearedawayaftereach meeting


  • LiaisebetweenLenders,Solicitors,Surveyors,ClientsandColleaguestoprogressMortgagecases.
  • Raisingallnewcasesonthein-housesoftware MortgageStream, PipelineandHorizon.
  • Ensuringthatallcasepaperworkandclientcorrespondenceisuptodateandfiled awayappropriately.
  • EnsuringthatalltherequiredcasedocumentationisforwardedtotheLendersandSolicitors.


  • LiaisingwithInsuranceProviders,Clients,ColleaguesandGPSurgeries,dealingwiththeirqueriesconcerningtheLife&GeneralInsuranceApplications.
  • Ensuringclientsunderstandthetermsandtheextentofthecoverprovidedinlinewithindustryregulations.
  • GettingsuitabletermsforclientsfromProviders.
  • RaisingNewLifeInsurance&GeneralInsurance caseswithintheMortgageStreamsystemandPipelineandHorizonsoftwaresystem.
  • Ensuringthatallcasepaperworkandclientcorrespondenceisup todateandfiledawayappropriately.
  • EnsuringthatalltherequiredcasedocumentationisforwardedtotheLifeInsuranceProviders.
  • WorkingwithandadheringtocompanyandFCApoliciesandprocedures.

Theaboveisnotanexhaustivelistofdutiesandyouwillbeexpectedtoperformdifferenttasksasnecessitatedbyyourchangingrolewithintheorganisationandtheoverall businessobjectivesoftheorganisation.

To be considered for the position, you will have a background in the financial services sector, having worked in administration. You will be:

  • Abletoworkunderpressure
  • Work aspartofateamandindividuallyasrequired bythedemandsoftherole
  • Anexcellentcommunicator, able to buildsoundrelationshipsbetweenallofthepartiesinvolvedthroughouttheprocess

This is an excellent opportunity to join a professional and progressive business who in turn can offer a successful career path.

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Please note

All applications received will be dealt with in the strictest confidence

Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.

Required skills

  • Admin
  • Financial Services
  • Life Insurance

Reference: 34146662

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