Mortgage Case Handler

Posted 13 February by Heat Recruitment
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This is an exciting opportunity for an ambitious Mortgage Administrator to join an award winning Chartered Financial Planning firm based in Cheshire. This practice specialises in providing a complete holistic financial planning service to private and corporate clients across the UK and through this has built an excellent name within the industry.

The Opportunity

During a period of key expansion, our client is looking for an experienced Mortgage Case Handler to provide a first-class compliant support service to the Mortgage advisers of the practice, enabling them to deliver appropriate advice and solutions to clients. Working within a friendly, and close-knit team this is a fantastic opportunity for an Administrator to come on board and share their knowledge with the existing team. There is a big focus of self-development within this firm, with progression strongly supported; whether this be with CII / CISI exams or up in to Advice or Management based positions.

What’s needed to be considered?

  • Previous experience of working in the mortgage market in a similar role

  • Knowledge of products and services within the current mortgage market.

  • Team player with the ability to build relationships with consultants

  • Outgoing, Positive, Can-Do Attitude

  • CeMAP qualified or working towards this would be advantageous

  • Intermediate Intelligent Office skills

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.


*Mortgage Administrator, Sales Support, Mortgage handler, Mortgage Adviser

Required skills

  • Financial Planning
  • Mortgage
  • Case Handler

Reference: 37277677

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