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Описание вакансии
Location: Cape Town, South Africa
Job Description:
Dedicated Adviser Support Executive
Location:
CBD Cape Town, South Africa (Office-based, on-site)
UK-aligned Hours:
Mon-Fri (10am-7pm winter / 11am-8pm summer)
Reports to:
Head of Mortgage Customer Success
Department:
Customer Success
Type:
Full-time
Company Information
OneDome is an award-winning next generation property marketplace (one stop shop housing ecosystem). We are a market disruptor enabling home movers to conduct an end-to-end property transaction via a single platform. The OneDome platform makes transactions faster, more assured and allows customers to have greater control over their transactions.
Our goal is to challenge market norms and to reshape the property industry to better reflect the consumer demands of the 21st century.
We are growing as a business and as such we are seeking entrepreneurial and collaborative individuals who are simplifiers. We need our people to help us work towards our mission of revolutionising home moving.
OneDome achieved Gold for the Best Use of Digital in Property market and won the title of the Most Innovative Company in the 2021 Best Business Awards in the UK.
Role Overview
We are looking for a highly organised and proactive Dedicated Adviser Support Executive to provide one-to-one support to a Senior Adviser across mortgages, protection and later-life business.
This is a varied role combining mortgage administration, application processing, case support and general adviser administration.
You will work closely with the Adviser on a daily basis, taking ownership of time-consuming administrative and processing activities so the Adviser can focus on client relationships and providing advice.
A key part of the role will be developing a strong understanding of the Adviser's working style, clients and processes and becoming a reliable point of support across their day-to-day workload.
Key Responsibilities
Mortgage Application & Processing Support
Key mortgage applications accurately using lender portals and internal systems
Prepare mortgage applications for submission, ensuring all required information has been entered accurately and documentation is in place
Work closely with the Adviser when keying more complex applications or where additional information is required
Support the Adviser with residential, remortgage and other mortgage applications
Check client information, income and supporting documentation before applications are progressed
Maintain accurate client and application information across internal systems
Complete relevant mortgage administration and internal forms
Identify missing information or documentation and follow up where required
Case & Client Administration
Support with the ongoing administration of mortgage cases
Request outstanding documents and information from clients
Review documentation such as bank statements, income evidence and budget information against agreed processes
Keep internal systems and case notes accurate and up to date
Complete routine administrative and case checks
Follow up on outstanding actions and ensure important tasks are not missed
Communicate professionally with clients and relevant third parties by email and telephone where required
Help manage the Adviser's pipeline and keep track of outstanding actions and priorities
Later Life & Protection Support
Provide administrative support across later-life and protection business
Assist with gathering client information, including income and supporting documentation
Support with basic data input and case preparation on relevant systems
Complete administrative sections of internal, compliance and provider forms
Contact providers and Business Development Managers to obtain factual information, criteria and case updates where required
Support the Adviser with research and preparation for more complex later-life cases
Follow up on outstanding requirements and maintain accurate records
Training and guidance will be provided for specialist processes where
required.
Dedicated Adviser Support
Work closely with the Adviser on a one-to-one basis and develop a strong understanding of their preferred way of working.
Help organise and prioritise outstanding actions across the Adviser's workload.
Monitor the Adviser's diary and upcoming priorities where appropriate.
Maintain consistent communication through agreed channels, including email and telephone.
Proactively identify administrative tasks that can be completed without requiring Adviser involvement.
Help ensure information is organised and readily available when the Adviser needs it.
Adapt to the Adviser's working processes while helping develop efficient and consistent ways of working.
What We're Looking For
We are looking for someone who:
Is highly organised, reliable and proactive.
Has excellent attention to detail and accuracy.
Is comfortable working closely with one Adviser and building a strong one-to-one working relationship.
Has excellent written and verbal English communication skills.
Can process and organise detailed financial information accurately.
Is confident working across multiple systems and lender portals.
Can manage several tasks and priorities without losing track of outstanding actions.
Is comfortable communicating with clients, lenders, providers and other professional third parties.
Takes ownership and follows tasks through to completion.
Is adaptable and comfortable learning new processes.
Can work independently while recognising when something needs to be escalated.
Is patient, methodical and comfortable supporting complex cases.
Experience
Previous mortgage administration, mortgage processing or financial services experience is highly desirable.
A good understanding of the UK mortgage application process would be advantageous.
Previous experience keying mortgage applications or using lender portals would be particularly beneficial.
Experience using mortgage CRM or financial services systems would be advantageous.
Previous experience within later life, equity release or protection would be beneficial but is not essential.
Full training will be provided on internal systems and specialist processes where required.
About OneDome
OneDome is a UK-based
housing and fintech technology platform
building an
AI-powered platform
to simplify life’s biggest financial decisions — from buying a first home to building and pro-tecting long-term wealth.
The platform brings together property discovery, mortgage origination, legal and transaction ser-vices, insurance, and financial planning into a single, end-to-end digital experience. OneDome’s flagship
HomeBuyer Service
reimagines home ownership as a retail-style product, bundling every-thing required to purchase a home into one transparent, fixed-price offering. Beyond home pur-chases, the platform supports customers across the full lifecycle of home ownership and personal finance.
OneDome operates at scale, working with a nationwide network of over 500 mortgage brokers and arranging approximately
$1.4 billion in mortgage volume per month
, positioning the compa-ny among the largest housing and mortgage platforms in the UK.
The company is
profitable
and has been recognised for rapid, capital-efficient growth, including being ranked the
4th fastest-growing fintech
and
17th fastest-growing technology company
by the Deloitte Fast 50 in 2025, and the 6th fastest-growing tech company by the
Sunday Times Tech 100
in 2026.
Backed by Channel 4 Ventures and family offices across the UK, Saudi Arabia, the United States, and Australia, OneDome is building the next generation
housing and fintech super-platform
, re-placing fragmented, manual processes with a modern, data-driven, AI-enabled consumer experience.
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Мэтч и сопроводительное
Сравним вакансию с вашим действующим резюме и составим письмо под эту роль.
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