Mortgage and Protection Administrator

Posted 9 April by Recruitment Connection

Mortgage and Protection Administrator


£17,000 basic plus pension plus benefits

Information about the clients:

My client is a well-established and successful IFA specialising in investments and pensions as well as mortgages and protection.

Responsibilities of the role as a Mortgage and Protection Administrator:

  • Providing full administration support to all IPFA advisers, your main duties will include ensuring that all advisers supply a full compliant file to the administration team before processing any new business, and submitting mortgage and protection to providers on line or by post;
  • You will also be expected to chase providers on the progress of business in a timely and effective manner.

Requirements of the role as a Mortgage and Protection Administrator:

  • Previous experience as an administrator within the financial services industry, especially with Mortgage and Protection, is essential and you must have a good working knowledge of the Mortgage/Protection industry;
  • The role requires a candidate who has practical experience with Word, Excel and Database applications;
  • You will need to be organised, have good time management skills and be able to work to deadlines;
  • You will also be expected to interact professionally with all advisers and clients.


  • 23 days holiday entitlement and extra holiday purchase;
  • Death in service/life insurance;
  • Pension and pension salary sacrifice;
  • Childcare vouchers;
  • Cycle scheme;
  • Free parking in Horsham.

Ref: 4884

Required skills

  • Administrative Duties
  • Microsoft Excel
  • Microsoft Word
  • Protection
  • mortgages

Application question

Have you have previous experience working as an administrator in the Financial Services?

Reference: 33949884

Bank or payment details should not be provided when applying for a job. is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job