A well-established, boutique financial planning firm in Cheltenham is seeking an experienced Mortgage & Financial Services Administrator to support its continued growth.
This is an excellent opportunity to join a close-knit, forward-thinking business where you will play a key role in supporting advisers and delivering a high-quality client experience. The firm offers a flexible, primarily home-based working environment alongside genuine long-term career prospects.
The Role
You will be responsible for managing mortgage cases from initial enquiry through to completion, ensuring a smooth and efficient process for clients. Working closely with advisers, lenders and solicitors, you will take ownership of case progression while maintaining the highest standards of accuracy and compliance.
Key Responsibilities
- Managing mortgage applications from submission through to completion
- Liaising with clients, lenders, solicitors, and providers
- Chasing outstanding documentation and progressing cases efficiently
- Maintaining accurate client records and compliance documentation
- Supporting advisers with mortgage and financial planning administration
- Preparing client documentation and correspondence
- Ensuring all work is completed in line with regulatory requirements
Requirements
- Proven experience within mortgage administration or financial planning administration
- Ideally CeMAP qualified or working towards
- Experience managing mortgage applications end-to-end
- Strong understanding of UK mortgages and/or financial planning
- Experience using Intelligent Office – preferred
- Excellent organisational skills and attention to detail
- Ability to work independently within a remote-working environment
- Strong written and verbal communication skills
What’s on Offer
- Basic salary up to £32,000
- Primarily home-based role with flexibility – must be within a reasonable commute to Cheltenham
- Supportive and collaborative team culture
- Opportunity to grow with an expanding business
- Ongoing training and professional development
- Clear long-term career progression
Additional Information
Applicants must be based within a commutable distance of Cheltenham and able to attend in-person meetings when required (typically once per week).
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
