Job Description

Job Summery

We are looking for an experienced

Mortgage Administrator

to support a single adviser within our small, friendly firm. You will manage all aspects of the adviser's mortgage and protection cases from application through to completion, ensuring a smooth and efficient client journey.

The ideal candidate will have at least

three years' experience

processing mortgage and protection applications. Our adviser operates on a

whole-of-market basis

and frequently handles

high-value and complex cases

, so strong attention to detail, accuracy, and the ability to work efficiently under pressure are essential.

We're looking for someone who is

organised, proactive

, and able to work

independently

while maintaining excellent communication with clients, lenders, and providers.

Key Duties

Prepare client documents for submission to lenders. Carry out basic

money laundering checks

on client identification and supporting documents. Communicate with

lenders, insurers, and clients

to obtain updates and upload any required documents. Maintain and update the

CRM system

, ensuring all documents are correctly stored for compliance purposes. Work collaboratively with the adviser to

streamline processes

and improve overall efficiency within the office.

Qualifications

Minimum of three years' experience

in an administrative role, ideally within the financial or mortgage sector. Proficient in

Microsoft Office Suite

(Word, Excel, Outlook). Excellent

attention to detail

and strong

organisational skills

. Confident with

basic mathematics

and comfortable handling financial documents accurately. Ability to work

independently

as well as

part of a team

in a fast-paced environment. Strong

written and verbal communication

skills. We welcome applications from individuals who are keen to

develop their skills

and contribute positively within a

supportive, small-business environment

.
Job Type: Part-time

Pay: 16.00 per hour

Expected hours: No more than 20 per week

Benefits:

Work from home
Work Location: Remote