Mortgage Administration

Job Description

An exciting new opportunity has arisen with a leading Wealth Management firm based in Wrexham, to join their successful Mortgage team by providing daily administrative support to our in-house Mortgage Advisers.


Mortgage Administrator - Key Duties and Responsibilities:

  • Preparation of documentation for client meetings
  • Creation and maintenance of new and existing client records on the systems
  • Ensuring details on mortgage application are correct and the most up to date information as possible. Obtaining further information from client where required
  • Consistent and regular case tracking with mortgage lenders to see where each case is up to - chasing and providing any further info that is required to obtain offers as quickly as possible
  • Ensuring all compliance documents are completed and documented on each case
  • Writing a comprehensive suitability letter whilst adhering to set timescales
  • Liaising with Solicitors and building up professional relationships with third parties to assist in the forward movement of a case
  • Arranging client welcome cards and gifts
  • Appointment making
  • Answering of Incoming office calls
  • Reprioritise workload to ensure that all urgent work is actioned in a timely manner
  • Be involved and contribute at team meetings


Person Specification:

  • Previous experience in Mortgage Admin or similar role is advantageous
  • Genuine interest in Financial Services
  • High level of attention to detail
  • Highly organised and works with a proactive attitude
  • Ability to multitask and manage a high number of cases at any one time
  • Excellent written and verbal communication skills
  • Excellent IT Skills
  • Approaches work positively with a can-do attitude and take responsibility for own tasks
  • Manages time effectively and can work within set timescales
  • Works well as an individual and as part of a large team



  1. 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
  2. NHS Top up Medical Cash Plan (increasing with length of service)
  3. Gym membership
  4. Free onsite parking
  5. Exam support and funding
  6. Discretionary company and individual performance bonus
  7. Team socials



Next Step

Does this sound like an opportunity that aligns with your career ambitions?

For this immediate opportunity please forward your cv to Graham Hughes today


We look forward to starting your journey with you!