Job Description

About the Role

We're seeking a highly organised and proactive

Mortgage & Protection Administrator

to support our advisers and clients throughout the mortgage and insurance journey. This is a key administrative role that helps ensure everything runs smoothly behind the scenes - from first enquiry to completion and beyond.

You'll be the first point of contact for clients, as well as the central liaison between lenders, providers, solicitors, and our internal advisers. The role requires excellent communication skills, strong attention to detail, and the ability to manage multiple cases at once while maintaining a calm and professional approach.

Your Day-to-Day Responsibilities Will Include:

Answering inbound calls and booking appointments for advisers Handling and managing client files and documentation Carrying out initial compliance checks and ensuring regulatory requirements are met Completing admin tasks across mortgage, life insurance, and general insurance applications Proactively chasing lenders, solicitors, and insurance providers for case updates Keeping clients updated on progress throughout their application journey Providing a high standard of after-sales care, including gathering reviews and testimonials Supporting the wider team with day-to-day operations as needed

Working Hours:

This is a part-time office-based role working

22 hours per week

:

Wednesday:

10:00am - 4:00pm

Thursday:

10:00am - 4:00pm

Friday:

10:00am - 4:00pm

Saturday:

10:00am - 2:00pm
Please note, flexibility around peak periods (such as Christmas) may be required.

What We Offer:

1,200 monthly salary Bonus scheme (payable once fully trained and confident in role) 23 days annual leave (pro-rata, with some holiday typically used over the Christmas period - approx. 4 days) Supportive, down-to-earth team culture Opportunity for development and progression within the business A varied and interesting role with real impact on the client experience The chance to be part of a growing brand with strong community roots

What We're Looking For:

We don't expect you to know everything on day one - training will be provided. However, we are looking for someone who has:

Excellent verbal and written communication skills Strong organisational skills and the ability to prioritise tasks Confidence working with clients and professionals over the phone and via email A proactive, can-do attitude and willingness to learn Basic IT competency (Microsoft Office, CRM systems, etc.) Previous experience in an admin, customer service, or financial services role is a bonus - but not essential

Why Join The Mortgage Booth?

We're not a big corporate firm - we're a small business that genuinely cares about our clients and team. We're committed to creating a positive working environment where people feel valued, supported, and part of something meaningful.

This role is ideal for someone who wants consistent part-time hours, a stable income, and the opportunity to be part of a professional yet relaxed business that's growing organically.

Job Types: Part-time, Permanent

Pay: From 1,200.00 per month

Work Location: In person

Expected start date: 25/08/2025