Job Description
Mortgage Case Handler - 12-month FTC
Location: Worthing
Salary: £26k - £28k DOE + company benefits
Hours: Mon-Fri 9am - 5pm (Office based)
Are you aspiring to become a Mortgage Broker but currently working within Mortgage Administration or case handling? Are you CeMAP 1+ qualified and looking for a clear progression pathway into an advisory role?
An excellent opportunity has arisen to join a small, friendly and well-established brokerage based in Worthing. This role will initially be offered on a 12-month maternity fixed-term contract, with a clear and supported pathway to transition into a permanent Mortgage Broker position upon completion of the contract.
Full support will be provided to help you achieve your remaining qualifications and work towards obtaining CAS status, making this an ideal opportunity for someone ambitious and career-focused.
The Role
You will play a pivotal role in supporting Mortgage Advisers and managing the full lifecycle of mortgage applications within a busy, FCA-regulated environment.
Key Responsibilities:
- Liaising with clients, lenders, solicitors and introducers via phone and email
- Managing a caseload of new business mortgage applications through to completion
- Chasing outstanding documentation from clients and lenders
- Uploading and processing applications via lender portals
- Accurately maintaining and updating CRM systems
- Completing case checks to ensure compliance standards are met
- Adhering to FCA compliance and regulatory requirements
- Working within lender panel criteria to ensure suitable products are recommended
- Building and maintaining strong professional relationships
- Ensuring applications are processed efficiently and within agreed deadlines
- Keeping clients fully informed throughout the mortgage journey
About You
- Experience within a Mortgage Administrator or Paraplanner role
- Strong understanding of mortgage processing and FCA compliance
- Excellent organisational skills with high attention to detail
- Confident communicator with strong client service skills
- Able to manage multiple cases within a fast-paced environment
- CeMAP qualified (or actively working towards qualification)
Candidates holding CeMAP 1+ will be considered, with structured support available to complete the full qualification as part of the progression plan.
This is a genuine career development opportunity within a supportive and forward-thinking brokerage.
If you would like to learn more about this exciting opportunity, please apply today - I would be delighted to speak with you.
