Mortgage and Protection Advisor

About the Role
Our client is a growing and well-regarded property legal services provider specialising in residential transactions.  Due to continued expansion, they are seeking an experienced Transfer of Equity / Remortgage Case Handler to join their dynamic and supportive team.

This is an excellent opportunity for someone with strong conveyancing knowledge who enjoys managing their own caseload while delivering high-quality service in a busy, professional environment.

Key Responsibilities

• Manage a caseload of Transfer of Equity and remortgage matters from instruction through to completion
• Review and assess property titles for Transfer of Equity transactions
• Draft TR1 forms and related documentation
• Process incoming and outgoing documentation including TR1s, questionnaires, and correspondence
• Calculate Stamp Duty Land Tax (SDLT) where required
• Liaise with clients, lenders, brokers, and third parties to progress transactions efficiently
• Provide clear and regular updates to clients throughout the transaction process
• Deal with restrictions, leasehold requirements, and other technical issues arising within Transfer of Equity matters
• Ensure files comply with CQS, AML, and lender requirements
• Maintain high standards of file management to meet service level agreements and team targets
• Identify potential process improvements and highlight issues to help maintain service quality

About You

• Experience handling Transfer of Equity and remortgage matters, or a minimum of 2 years’ experience in remortgage case handling
• Good understanding of conveyancing procedures and lender requirements
• Experience using case management systems
• Excellent customer service and communication skills
• Strong attention to detail and accuracy with data
• Highly organised with the ability to prioritise workloads and meet deadlines
• Able to work independently while contributing to a team environment
• Strong analytical skills when reviewing complex property files

What’s on Offer

• Competitive salary package
• Supportive and collaborative team culture
• Opportunity to develop technical conveyancing expertise
• Work within an established and expanding property services organisation

Apply today to take your next step in your career