Mortgage Administrator

The Role

Position: Full Time, Permanent
Salary: £22 – £25K

Resolve Financial Solutions are seeking an experienced full time Mortgage Administrator to join a well-established team in the Weybridge office. The ideal individual should be looking to progress themselves with the aim of becoming a mortgage advisor. Resolve will help train and support them throughout the process.

We are a small independent financial planning firm, looking for a detail orientated personal individual to join our close-knit team, initially supporting the existing mortgage advisor team and clients through the mortgage application process. Providing an excellent level of customer service is a fundamental part of this role.

As an essential part of the administration team, you will work closely with our office manager and mortgage advisors to implement and administer clients mortgage applications from application through to completion.

We’re looking for someone who:

  • Loves getting stuck into the detail and making sure things are right first time
  • Enjoys supporting clients and colleagues through the mortgage process.
  • Goes above and beyond what the clients needs to ensure they are satisfied.
  • Loves working in a close-knit team, where their input is valued and where they feel they will be listened too.
  • Is eager to progress their own development and aiming to qualify as an advisor in their own right.
  • Identifies with the concept of family being central to good company values.
Skill & Expertise


  • Regular liaison with lenders, providers, and other stake holders to obtain and communicate updates on applications.
  • Proactively progress mortgage and protection applications through to completion.
  • Dealing with incoming calls, emails.
  • Supporting advisers with the production of compliance documentation as required.
  • Ensuring excellent and accurate records are kept relating to all clients and utilising our existing CRM system to its full potential.
  • Sharing ideas and collaborating with all teams to improve our business processes and enhance client relationships, playing your part in helping us realise our plans for growth.

Skills & Experience Required:

  • A minimum of 1 years’ financial services linked administration experience.
  • Ability to resolve problems quickly, efficiently, and proactively.
  • Outstanding communication skills at all levels, both written and oral.
  • Demonstrate a confident telephone manner & excellent customer service.
  • Experience of using CRM systems and confidence and knowledge of Microsoft 365.

The Package:

  • Competitive salary with clearly mapped out progression.
  • Opportunity to earn a discretionary annual bonus.
  • Pension, life insurance and Income Protection (following completion of initial 3 months’ probation period).
  • 20 days holiday per year in addition with us closing between Christmas and New Year (as no one wants to work then!), plus Bank Holidays.

If this all sounds appealing, then please email info@resolvefs.co.uk with your CV and covering email explaining why this is the job for you and you are the person for us.

Application Form

Click or drag files to this area to upload. You can upload up to 2 files.
Please upload your current CV and a Covering Letter.
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