Mortgage Administrator

Mortgage & Protection Administrator

Honeycomb is delighted to be partnering with a well-established and growing financial services firm to recruit for a Mortgage & Protection Administrator. This is a fantastic opportunity for someone with strong administration experience who is keen to develop their career within mortgages and financial services.

The Client

Our client is a highly regarded financial services firm with a strong reputation for delivering excellent client outcomes. They pride themselves on a collaborative, supportive culture and a professional but personable approach to client service. With continued growth, they are looking to bring in an organised and detail-focused administrator to support their advisory team.

The Role

The Mortgage & Protection Administrator will play a key role in supporting advisers with the day-to-day running of the branch, ensuring cases are managed efficiently, compliantly, and to a high standard.

You will be heavily involved in managing applications from submission through to completion, ensuring everything is right first time and delivered within agreed timelines.

Key Responsibilities

Administration & Organisation

• Manage diaries, trackers, and daily workflow to ensure smooth operations
• Handle emails, meeting coordination, and general administrative duties
• Support overall branch operations, including task allocation and updates
• Maintain accurate and up-to-date records at all times

Case Management & Compliance

• Process mortgage and protection applications accurately and efficiently
• Work closely with advisers to ensure seamless case handovers
• Maintain documentation and ensure all compliance requirements are met
• Support business assurance processes and complete remedial actions where required
• Ensure suitability letters and advice documentation are completed within deadlines
• Escalate any complaints in line with company procedures

Customer Service

• Coordinate client appointments and ensure all details are captured correctly
• Provide regular updates to clients throughout the application process
• Deliver a professional and welcoming client experience
• Handle incoming enquiries in a timely and effective manner

Business Support

• Assist with fee processing and general business administration
• Support annual review scheduling and referral activity
• Keep internal systems and trackers updated
• Contribute to team meetings and wider business initiatives

The Person

• Strong organisational skills with the ability to manage multiple priorities
• High attention to detail with a "right first time" mindset
• Excellent communication skills, both written and verbal
• A team player who enjoys working in a collaborative environment
• Proactive, with the ability to take ownership of tasks

The Benefits

• Competitive salary (DOE)
• Hybrid working options
• Clear progression pathway within mortgages and financial services
• Supportive and collaborative team environment
• Ongoing training and development opportunities
• Modern office environment
• Company pension scheme
• Generous annual leave + bank holidays