Mortgage and Protection Advisor
  depending on experience
  Bromley, Kent
  permanent,full-time/part-time


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


Find our 3 branches on Facebook, Twitter and Instagram to make sure you hear about all our new roles! Alternatively, check out our brand new website - www.recsol.co.uk

By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide in response to this advertisement will be subject to the protection of GDPR, our policy for which can be found at our company website


Advertiser: Agency

Reference: LC

Posted on: 2026-03-09 11:57:15

Send me Alert for jobs in: 

Finance - Administration - Legal - Bromley, Kent

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Mortgage and Protection Advisor
  depending on experience
  Bromley, Kent
  permanent,full-time/part-time


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


Find our 3 branches on Facebook, Twitter and Instagram to make sure you hear about all our new roles! Alternatively, check out our brand new website - www.recsol.co.uk

By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide in response to this advertisement will be subject to the protection of GDPR, our policy for which can be found at our company website


Advertiser: Agency

Reference: LC

Posted on: 2026-03-09 11:57:15

I want to receive the latest job alerts for:

Finance and Administration and Legal jobs in Bromley, Kent

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

Similar Jobs:

Mortgage and Protection Advisor

  Recruitment Solutions South East Ltd

  depending on experience

  Westerham, Kent

Maintenance Administrator

  Hays Specialist Recruitment Ltd

  £16.68 - £19.14 per annum + £16.68 - £19.14

  Northfleet, Kent

Part time Advisor - Pensions

  Recruitment Solutions South East Ltd

  £40k-£50k pro rata

  Orpington, Greater London

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  Premier Work Support

  £15.75 - £16.75 per hour + Plus Holiday Accrual and Benefits

  Maidstone, Kent

Management Accountant

  Recruitment Solutions South East Ltd

  £45,000 - £55,000

  Tunbridge Wells, Kent

Management Accountant

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  £35,000 - £45,000

  Brighton, Sussex

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