Mortgage & Protection Administrator

About the role

We are seeking an organised, detail‑oriented Mortgage & Protection Administrator to join our established team in Southampton. You will provide essential administrative support to mortgage and protection advisers, helping to ensure a smooth and efficient client experience.

Key responsibilities

• Process mortgage and protection applications, primarily online.
• Manage applications, liaise with and chase providers.
• Update and maintain client records in the back‑office system and paper files.
• Liaise with mortgage and protection advisers to obtain quotes and research options.
• Assist with client reports, suitability letters and other documentation.
• Support wider team with additional admin tasks as workload permits.
• Perform office duties such as answering phones, greeting clients and participating in team tea rounds.

Required profile

• Experience in financial services administration.
• Strong organisational and attention‑to‑detail skills.
• Ability to work both independently and as part of a team.
• Good communication skills for liaising with advisers and providers.

Required skills

What we offer

• Salary up to £26,000 (dependent on experience).
• Competitive benefits package.
• Opportunity for growth into a mortgage broker role.