Are you looking to make a real difference-not just at work, but in the world? At Heron Financial, we’re more than award-winning mortgage brokers. We’re a proud Certified B Corporation committed to using business as a force for good. We’re growing, and we want you to be part of our journey!
Role Summary
- Working Hours: Monday to Friday (with rotating weekend shifts – approx. 1 day every 6 weeks)
- Reports To: Sales Director
- Holiday: 28 days (inclusive of Bank Holidays) + Birthday Day Off
- Training: Full Training Provided
Our Mortgage Admin Assistant is responsible largely for supporting the Mortgage Advisers. Daily duties will include assisting them with both outbound prospecting calls and the day-to-day administration of clients and their documentation. This role will provide an excellent foundation for you to progress to the role of Trainee Mortgage Adviser and allow you to be fully equipped with all of the skills needed to perform the job.
What You’ll Be Doing:
- Outbound prospecting calls to Initial Stage and Active Prospect clients, with a particular focus on re-mortgage clients.
- Handling inbound calls from clients and leads and where necessary completing basic Fact-Finding information.
- Organising, monitoring and reporting on month to month re-mortgage process.
- Requesting and checking documents from clients, before packaging and uploading correctly onto our online portal.
- Offering guidance to clients on the correct documents they need to provide and how these should be formatted.
- Assisting and completing AML checks.
- Conducting research of lender criteria and affordability for specific cases.
- Liaising with other stakeholders to obtain any relevant information or updates i.e. Developers, Estate Agents, Solicitors.
- Assisting in the completion of third-party forms i.e. Shared Ownership applications.
- Assisting with Compliance checking and mortgage applications
What We’re Looking For:
- MINIMUM one year experience in financial services or adjacent industries (banks, building societies or estate agents).
- Exceptional organisational skills.
- CeMap preferred or you have a goal to work towards a CeMap.
- Ability to communicate with a wide range of both internal and external stakeholders.
- Must show initiative and a strong appetite to problem solve.
- Ability to learn on the job and retain knowledge of lender criteria.
What’s In It for You:
- Supportive team environment
- Competitive salary & benefits
- 28 days holiday (inclusive of Bank Holidays)
- Birthday Day Off
- Access to Employee Assistance Programme (EAP)
- A truly purpose-driven workplace where your efforts contribute to positive social and environmental change
- A space where you can truly be yourself
- Exceptional growth opportunities within a dynamic and rapidly growing business. You will be supported through full training and development as you build a meaningful career in a purpose-led organisation
Why Heron Financial?
- Purpose-Driven Culture: As a Certified B Corporation we’re recognised for meeting the highest standards of social and environmental responsibility. We believe in making a positive impact for our clients, our community, and the planet.
- People-First Environment: Our founders believe in nurturing talent through mentorship, excellent training, and genuine support. We invest in our staff and celebrate every team member’s growth and achievements.
- Inclusive & Supportive Team: Expect a friendly, approachable culture-no “black suits” or stuffy corporate vibes. We foster diversity, inclusion, and personal development, with opportunities to get involved in charity work, environmental projects, and more.
- Innovation at Heart: We embrace technology to simplify processes and improve client experiences, always staying ahead in a fast-changing industry.
- Recognition & Reputation: With over 2000 five-star reviews across Google and Trustpilot reviews, our reputation is built on long-lasting relationships and a commitment to making a difference.
Equal Opportunities Statement
We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.
Corporate Social Responsibility (including ESG - Environmental, Social & Governance)
At Heron Financial, we are committed to upholding high standards of Corporate Social Responsibility (CSR). We believe in conducting business in a sustainable, ethical, and socially responsible manner. As such, all employees actively contribute to making a positive impact on our culture that values integrity, transparency, and community.
Job Types: Full-time, Permanent
Pay: £24,600.00-£25,000.00 per year
Benefits:
- Casual dress
- Employee mentoring programme
- Paid volunteer time
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Rickmansworth WD3: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Do you have a minimum one years experience in the mortgage or finance industry? (Banks, building societies or estate agents may be considered). Please note we will not look at applications that do not meet this requirement.
Work Location: In person
Expected start date: 01/09/2025
