Role at a glance
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Mortgage & Protection Support
An administrative support role helping Mortgage and Protection Advisers with applications, case progression and client records. 37.5 hours a week, based in Norwich or Harlow. This is a support role, not an advising vacancy.
About this role
IFA Talent is recruiting a Mortgage and Protection Support professional for a growing UK financial advice firm. The firm is not named on this page. This is an administrative and operational support role, helping Mortgage and Protection Advisers to deliver an efficient client journey. It is not a vacancy for a mortgage or protection adviser.
You will support the processing of applications, keep accurate records, and help to maintain a high standard of customer service and regulatory compliance. You will work with Mortgage and Protection Advisers, clients and prospective customers, lenders and protection providers, solicitors and conveyancers, and colleagues in compliance, administration and management.
The role is 37.5 hours a week and is based in Norwich or Harlow.
Key responsibilities
- Provide day-to-day administrative support to Mortgage and Protection Advisers.
- Help to manage client cases from application through to completion.
- Prepare and submit mortgage and protection applications in line with adviser instructions.
- Liaise with lenders, insurers, solicitors and clients to obtain updates and progress cases.
- Keep accurate, up-to-date client records in line with FCA and company requirements.
- Monitor case pipelines and chase outstanding information or documents.
- Support the preparation of client documentation, including review packs and suitability reports.
- Act as a point of contact for client queries, and respond professionally and promptly.
- Carry out the work in line with internal policies and regulatory standards.
- Support continuous improvement of administrative processes where possible.
Who it may suit
No formal qualifications are required. A relevant mortgage and protection, or financial services, qualification is desirable, as is previous mortgage and protection or regulated-environment experience. This remains a support role for advisers, not an advising vacancy.
Essential experience
- Previous administrative experience.
- Strong organisational skills, with the ability to manage several tasks at once.
- Experience of working in a customer-focused environment.
- Good attention to detail and accuracy.
Desirable experience and qualifications
- Experience of working in a mortgage and protection role.
- Knowledge of the mortgage and protection application process.
- Experience of working in a regulated or compliance-driven environment.
- A relevant mortgage and protection, or financial services, qualification. No formal qualifications are required.
Skills
- Excellent organisational and time management skills.
- Strong attention to detail.
- Good communication and interpersonal skills.
- The ability to prioritise work and meet deadlines.
- A professional, proactive approach.
- The ability to work independently and as part of a team.
How to apply, and what happens next
IFA Talent is recruiting for this role. Apply through our contact form with a short voice note (up to three minutes), a CV, a typed message, or a mix of these. You do not have to rewrite a CV if a voice note or a short message is easier.
We will review what you send and reply to arrange a time to talk, checking your details with you. Every conversation is confidential. We will always confirm with you that it is okay before your details are shared with any firm. You can also read our privacy notice.
Questions candidates often ask
Is this a mortgage adviser role?
No. This is an administrative support role, helping Mortgage and Protection Advisers with applications, records and client queries. No formal qualifications are required.
Where is the role based?
The description lists Norwich or Harlow only.
What are the hours?
37.5 hours a week.
Who is the employer?
This role is with a growing UK financial advice firm. The firm is not named on this page. IFA Talent is recruiting for the role, and we will only share your details with the firm once you have told us that it is okay.
How do I apply, and what happens next?
Use the contact form to send a voice note, a CV or a short message, or a mix of these. We review what you send, reply to arrange a time to talk, and check your details with you. Your details are not shared with any firm until you have said that it is okay.