Mortgage Administrator

Location:Kingston upon Thames, London
Salary:£30000 - £35000 per annum + Plus bonus
Sector:Financial Services

We have a great opportunity for a motivated, committed and experienced Mortgage Administrator to join a busy and friendly financial services team. You will be responsible for the day-to-day administration for all mortgage clients, processing mortgage cases and liaising with lenders and clients directly.


  • New business applications and general administration
  • Assist in sourcing suitable mortgages (Research & Affordability)
  • Provide Key Facts Illustrations in advance of client meetings
  • Preparation and sending of client agreements via DocuSign
  • Enter new cases on Finplan and keep mortgage data up to date, using the task module to track and monitor the processing stages of each application
  • Liaise with lenders, insurance companies, solicitors and clients
  • Deal with correspondence and produce Mortgage/Equity Release Suitability Letters, for sign off by the MD
  • Maintain the mortgage department’s resource library e.g., replenishing Terms of Business, Fact Finds, etc, when required
  • Ensure acceptance terms and mortgage offers are received as promptly as possible, and check these against applications/illustrations
  • Liaise with product providers to ensure all applications are received and completed, and attend to any outstanding requirements
  • Submit applications with relevant Money Laundering requirements and any other supporting documentation
  • Maintain expected commission payments on Finplan and support the accounts department to match fees where required
  • Ensure compliance with FCA and Company compliance procedures
  • Ensure all tasks are carried out within FCA regulatory requirements
  • Follow Anti-Money Laundering Procedures and comply with GDPR requirements
  • Ensure that all dealings with clients are of a proper and entirely factual nature


  • Background in mortgages
  • IT literate with good keyboard skills
  • Professional with an excellent telephone manner


  • Standard Life Group Pension after 3-month probation
  • Internal Bonus Scheme – recognising progress
  • Working hours, 37.5 per week, Monday-Friday 8.30am-5.30pm (flexible)

Apply now

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    Would you like to discuss this role further?
    Speak to the 2i Team: 01483 414719
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