to join our growing team. This is more than an administrative position - it is a structured career pathway into the UK mortgage and financial services industry.
This role is ideal for someone with a foundational understanding of finance and property who is eager to build a long-term career in mortgage advice. You do not need to be a qualified adviser yet; however, you must have a genuine interest in the mortgage market, an understanding of how interest rates and mortgages work, and strong communication skills.
Your journey will start by mastering the back-office and support functions of mortgage applications. For the right candidate, we offer structured training, mentorship, and exam support toward industry competency and progression.
Key Responsibilities
Mortgage Case Administration:
Manage mortgage applications from submission through to completion, ensuring all documentation is accurate, compliant, and submitted on time.
Lender & Third-Party Liaison:
Act as the main point of contact for lenders, solicitors, and insurers, proactively chasing updates and resolving queries.
Client Communication:
Maintain regular contact with clients, providing clear and professional updates on application progress and explaining complex information in a simple, reassuring manner.
Market & Product Research:
Support Senior Advisers by researching mortgage products, comparing interest rates, and assisting with the preparation of "Best Advice" documentation.
Forward Planning & Problem Solving:
Anticipate potential issues such as expiring documents or lender requirements and address them before they impact application timelines.
What We're Looking For
Financial Literacy
A solid understanding of mortgages/bonds and how interest rates affect repayments
General awareness of the UK financial and economic landscape
Strong Communication Skills
Articulate, professional, and confident when speaking to clients and providers
Comfortable communicating telephonically and in writing
Proactive & Dynamic Mindset
A natural problem solver who thinks ahead
Able to identify next steps without waiting for instruction
Experience
Essential:
Some experience in finance, banking, real estate, or a high-compliance administrative environment
Desirable:
Experience using CRM systems or working with financial service providers
Career Progression
This role is designed as a
Junior Mortgage Support position with strong growth potential
. You will gain hands-on experience in mortgage administration, compliance, and lender relationships. For high-performing candidates, we offer a clear progression pathway with structured training and support toward becoming a qualified mortgage professional.
Job Type: Full-time
Ability to commute/relocate:
Woodstock, Western Cape 7925: Reliably commute or planning to relocate before starting work (Required)
Experience:
Property/Financial Industry: 2 years (Required)
Work Location: In person
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