Job Description

Job Advert - Mortgage Administrator

Company: S&M Financial Planning Ltd

Location: Watford, United Kingdom

Salary: 33,000 - 35,000 per annum (depending on experience)

Hours: Full-time

About Us

S&M Financial Planning Ltd is a regulated UK financial services firm, specialising in mortgage and protection advice. We pride ourselves on delivering tailored solutions for our clients with professionalism and integrity.

The Role

We are seeking a skilled Mortgage Administrator to join our growing team. The successful candidate will support mortgage advisers in managing the full mortgage application process, ensuring accuracy, compliance, and efficiency.

Key Responsibilities

Processing mortgage applications from initial enquiry through to completion. Liaising with clients, lenders, solicitors, and surveyors to ensure smooth progression of applications. Conducting due diligence checks, including verifying client documentation. Maintaining accurate records in line with FCA compliance requirements. Preparing reports and supporting mortgage advisers with case administration. Handling client queries in a professional and timely manner. Ensuring all work complies with internal policies and regulatory standards.
Essential Skills & Experience

Previous experience in mortgage or similar service-based administration, financial administration, or similar roles. Strong knowledge of mortgage application processes and financial services regulation. Excellent communication and organisational skills. High attention to detail with the ability to manage multiple cases. Experiance with MS Office and mortgage CRM systems preferred.
Desirable Skills

CeMAP or equivalent mortgage qualification (not essential but advantageous). Previous experience in administration role .
Benefits

Competitive salary package with performance-based incentives. Professional development support (training & qualifications). Pension scheme and holiday entitlement. Supportive team environment in a growing financial services firm.
How to Apply

Please send your CV and a covering letter to ................................

Job Type: Full-time

Pay: 33,000.00-35,000.00 per year

Benefits:

On-site parking
Work Location: Hybrid remote in Watford WD24 5BH