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Mortgage Technician (Designer Wealth Management)

Oadby, Leicestershire

Designer Wealth Management

Job Description

Are you looking to progress your career in mortgage administration?

Do you like the idea of working for a growing family run firm with a great culture and strong identity? We work together, help each other out and encourage our team members to take on more responsibility as they grow with us.

If this sounds like you, then we have an excellent opportunity on offer. We'd like you to come to us with some existing mortgage experience and, if you are the right person for us, we can train you and turn you into an efficient and highly valued and trusted member of our mortgage administration team. You will be joining a firm where you will be allowed to progress your career, learn new skills and, within time, take on additional responsibility.

As a mortgage administrator you will play a pivotal role in our company and handle the full cycle of mortgage and protection administration from meeting preparation to completion. It's a role that requires excellent communication and relationship building skills as there is regular liaison with our advisers, clients, other team members, solicitors and mortgage lenders.

The role

The critical elements of the role will cover:

Pre and post meeting preparation

Meeting preparation, processing business, updating systems, drafting reports, ensuring application forms are completed and liaising with clients.

Ongoing administration

File maintenance, diary tracking, producing illustrations, data gathering, liaising with lenders and solicitors, managing the business's current pipeline, and dealing with correspondence.

Relationship Management

Attending meetings, client reviews, meeting clients and proactively managing the client relationship to ensure their complete satisfaction.

Team Membership

Supporting colleagues, helping out with other job functions, mentoring, sharing feedback and working towards a common team goal.

A full job specification with a complete list of duties is available on application.


Pension, DIS, sick pay, critical illness cover, private medical insurance and discretionary bonus.

Additional information

The role is likely to be office based during your probation period whilst you are learning and after that, we are happy to look at hybrid part office and part home based working arrangements. We are happy to consider full-time or part-time and flexible working.

Essential skills

  • A minimum of 6-12 months plus mortgage administration experience.

  • A self-starter with a positive, proactive and helpful attitude.

  • The ability and desire to really get stuck in and contribute to a small family firm.

  • Good communication skills and the ability to build strong trusting relationships with our clients, help them through the house purchase process and communicate mortgage matters jargon-free.

  • Be able to think laterally and juggle multiple tasks at any one time.

  • Be able to mentor junior colleagues.

About us

Designer Wealth Management is a growing, family run business established in 1989. We are a highly qualified team of trusted experts who believe that the ability to provide high-quality technical advice is just the start.

We consider a financial master plan that inspires and motivates our clients, answering all their questions such as Will I have enough money to do all the things I want to do? and Am I doing everything I should be doing with my money?

Our mantra is to listen to our clients, educate them, simplify complex financial information, and present it to our clients easily to understand and jargon-free.

We have a great culture where people work together and help each other and are encouraged to take on more responsibility as they spend more time with us. We offer careers rather than jobs and want our team members to remain with us for the long term.


If you are interested, we would love to hear from you on

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