Mortgage administrator

Reward Recruitment
Brentwood, Essex
16 Jun 2017
16 Jul 2017
Contract Type
Full Time

Reward Recruitment are currently partnered with a highly prestigous Mortgage firm.


  • Good written and oral communication skills.
  • Good methodical and organisational skills.
  • Computer literacy and good typing skills.
  • Accurate with good attention to detail.
  • Ability to problem solve and think laterally.
  • Patience!


  • Basic knowledge of the financial services sector.
  • PC literate
  • Knowledge of relevant Client Management software system

Responsibilities General

  • Comply at all times with the firm’s Compliance; Training & Competence; Complaints and Data Security procedures.
  • To ensure that the firm’s clients are treated fairly at all times.
  • To ensure the needs of the firms’ clients are always treated as paramount
  • To provide customer service to a high standard
  • To work as part of a team alongside the firm’s advisers to provide clients with a professional ongoing financial planning experience.
  • To deal with telephone / email enquiries.
  • Create and maintain client files.
  • Arrange meetings / book appointments.
  • Update and maintain the firm’s records, as required.
  • Update and maintain the firm’s diary system.
  • Submitting new business.
  • Liaising with product providers / mortgage lenders, as and when necessary.
  • Update clients with progress reports.
  • Monitor receipt of fee payments from clients.
  • To attend meetings as and when required.
  • Maintain a computerised customer database.
  • Type and word-process various documents and electronic information.

Manage, organise and update relevant data using database applications.