Direct message the job poster from Finplan
We’re looking for a Mortgage Manager to support our Mortgage Advisors with the day-to-day administration of client portfolios and mortgage/lending applications. This role is central to our operations, with a strong focus on mortgage underwriting and application management, ensuring every case is progressed efficiently and accurately.
Key Responsibilities
* Underwrite mortgage applications, reviewing documents and assessing eligibility in line with lender criteria
* Work alongside Mortgage Advisors to support existing and new client relationships
* Prepare mortgage and life assurance applications, annual reviews, fixed-rate maturities, suitability reports, briefing notes, and client implementation notes
* Research mortgage and protection products to support client recommendations
* Draft and review client documentation including suitability reports, policy summaries, and correspondence with banks and life assurance providers
* Manage the end-to-end application process for lending and protection cases
* Liaise with internal team members and external providers to resolve queries and ensure smooth application progression
* Maintain high standards of client service, ensuring prompt responses and clear communication
* Keep client files up to date and fully compliant with regulatory standards
* Support internal projects aimed at improving client experience and operational efficiency
What We’re Looking For
* QFA or APA (minimum) for mortgages
* Experience in mortgage underwriting is essential
* Strong administrative and organisational skills
* Attention to detail and a high standard of written communication
* Ability to manage multiple priorities and work to deadlines
* Proactive and solution-focused approach to client servicing with strong interpersonal and negotiating skills
* Familiarity with CRM systems and digital processing tools a plus
Why Join Us?
* Be part of a modern, client-focused brokerage serving professionals and tech sector clients
* Lead and shape underwriting quality within a growing team
* Opportunity to contribute to process improvements and digital innovation
* Collaborative team with a strong focus on client experience and outcomes
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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