Administration

• Ensure all administration for mortgage and protection business is managed efficiently from start to completion.
• Meet service levels and regulatory requirements.
• Liaise with providers, lenders, and clients to progress cases.
• Coordinate with solicitors and conveyancers on exchange/completion dates.
• Manage review dates for existing clients.
• Maintain accurate client records and AML information.
• Obtain illustrations, application forms, and supporting documents.
• Prepare suitability reports for adviser review.
• Submit life/general business applications to providers.
• Track progress and update advisers accordingly.

Mortgage and Protection Administrator

Credit Control Administrator – 9 month FTC

FM Team Administrator

Commercial Administrator

Leave and Benefits Administrator