Job Title: Mortgage and Financial Planning Administrator
Location: London
Salary: £35,000–£40,000 per annum, Benefits & Bonus
About the Opportunity:
An exciting opportunity has arisen for a skilled and proactive Mortgage and Financial Planning Administrator to join a dynamic and growing financial services firm. This role is ideal for someone with experience in financial services administration who thrives in a fast-paced, client-focused environment.
You will play a pivotal role in supporting brokers and advisers, ensuring smooth operations, and maintaining high compliance standards. This position offers room for professional growth in a collaborative and supportive team.
Our client is a well-established financial services firm specialising in tailored mortgage and financial planning solutions. They pride themselves on providing exceptional service, fostering strong client relationships, and maintaining the highest professional standards.
This is a fantastic opportunity to join a forward-thinking company and make a significant impact on its success.
Key Responsibilities:
- Provide comprehensive administrative support to mortgage brokers and advisers.
- Prepare correspondence, manage pipelines, and ensure accurate record-keeping using systems such as 360, Twenty7Tec, and Intelligent Office.
- Liaise with clients, solicitors, and providers to ensure seamless service delivery.
- Maintain compliance standards and prepare client files for compliance checks.
- Undertake ad-hoc tasks and contribute to the overall success of the business.
Ideal Candidate Profile:
- Previous experience in a financial planning or mortgage administration environment.
- Familiarity with systems like 360, Twenty7Tec, and Intelligent Office (desirable).
- Highly organised with strong attention to detail and excellent time-management skills.
- Effective communication and interpersonal skills, with the ability to work independently or as part of a team.
- A proactive mindset, willingness to learn, and adaptability to change.
Why Join Us?
- Competitive salary: £35,000–£40,000 per annum.
- Hybrid working model, offering flexibility with some remote working.
- Opportunities for personal and professional development.
- A chance to work in a vibrant and supportive environment that values your contribution.
Sector:
- Financial Services
- Financial Planning
