We are seeking a mortgage and protection administrator to join a small financial services firm based in Hove. You will work closely with the mortgage adviser to support the Company's existing client bank and assist in the process of taking on new clients. The Role You will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across mortgages and protection. Client Services Provide a high level of support to all clients from initial contact to mortgage completion; Manage client liaison via access to mortgage adviser's diary; Support the advisers with lender research as required; Generate recommendation spreadsheets for the adviser; Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications; Draft suitability reports for the adviser to review; Overview all case requirements and associated compliance for each case; Provide ongoing review service by managing pipeline of ongoing rolling business. Data Processing Key all mortgage applications; Input and update client information into the CRM; Develop CRM processes to improve general efficiency; Process all broker fees via the WorldPay portal; Claim all procuration fees from the mortgage clubs; Monitor all monies received; Create and manage income profiles for the Finance Department; Conduct all protection research for each application; Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web. Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; • Sit in on provider meetings; • Interaction with mortgage and protection business development managers to keep in line with industry changes and up-to-date products; • Complete Management Information (MI); • Internal and external file checks. Submit files to review from the advisers to the compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; • Use compliance help desk to keep up to date with any regulation; • Monitor the mortgage back book; The Candidate Essential experience and qualifications: A degree-level education or previous work experience in a similar role Ideally completed R01 and CF6 but not essential We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner A people person, who can clearly communicate to all stakeholders Time management and the ability to multitask is essential Being adaptable as the role demands change frequently A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player Please submit your CV to Sam at Artemis Recruitment.
Sep 22, 2025
Full time
We are seeking a mortgage and protection administrator to join a small financial services firm based in Hove. You will work closely with the mortgage adviser to support the Company's existing client bank and assist in the process of taking on new clients. The Role You will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across mortgages and protection. Client Services Provide a high level of support to all clients from initial contact to mortgage completion; Manage client liaison via access to mortgage adviser's diary; Support the advisers with lender research as required; Generate recommendation spreadsheets for the adviser; Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications; Draft suitability reports for the adviser to review; Overview all case requirements and associated compliance for each case; Provide ongoing review service by managing pipeline of ongoing rolling business. Data Processing Key all mortgage applications; Input and update client information into the CRM; Develop CRM processes to improve general efficiency; Process all broker fees via the WorldPay portal; Claim all procuration fees from the mortgage clubs; Monitor all monies received; Create and manage income profiles for the Finance Department; Conduct all protection research for each application; Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web. Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; • Sit in on provider meetings; • Interaction with mortgage and protection business development managers to keep in line with industry changes and up-to-date products; • Complete Management Information (MI); • Internal and external file checks. Submit files to review from the advisers to the compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; • Use compliance help desk to keep up to date with any regulation; • Monitor the mortgage back book; The Candidate Essential experience and qualifications: A degree-level education or previous work experience in a similar role Ideally completed R01 and CF6 but not essential We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner A people person, who can clearly communicate to all stakeholders Time management and the ability to multitask is essential Being adaptable as the role demands change frequently A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player Please submit your CV to Sam at Artemis Recruitment.
Our client is looking for an experienced Financial Services Administrator to join their supportive and friendly team in Horsham . This is a fantastic opportunity for someone who thrives in a professional yet relaxed environment and is looking to develop within a close-knit and experienced firm. About the Role You'll play a key role in supporting our Financial Advisers by delivering high-quality administrative support across pensions and investments. Your attention to detail and client-first attitude will help ensure a smooth and efficient client journey from start to finish. Key Responsibilities Provide comprehensive administrative support for Financial Advisers. Manage and maintain client records within our CRM system. Prepare annual review packs - reports via Dynamic Planner Draft post review letters Process new business applications and ongoing client transactions, including fund switches, income and withdrawals. Keep clients updated throughout the process. Skills & Experience Required Previous experience within the Financial Services industry is essential. Strong organisational skills with a methodical and accurate approach. Ability to work under pressure and manage multiple tasks efficiently. Excellent communication skills across all levels. A genuine team player with a high level of integrity. What We Offer Salary of £30,000 - £35,000 (dependent on experience). 23 days holiday (increasing annually to 25 days), plus bank holidays. Death in Service (DIS) & Income Protection. Company Pension. Discretionary bonus scheme. Parking available nearby. Please submit your CV to Chloe at Artemis Recruitment.
Sep 22, 2025
Full time
Our client is looking for an experienced Financial Services Administrator to join their supportive and friendly team in Horsham . This is a fantastic opportunity for someone who thrives in a professional yet relaxed environment and is looking to develop within a close-knit and experienced firm. About the Role You'll play a key role in supporting our Financial Advisers by delivering high-quality administrative support across pensions and investments. Your attention to detail and client-first attitude will help ensure a smooth and efficient client journey from start to finish. Key Responsibilities Provide comprehensive administrative support for Financial Advisers. Manage and maintain client records within our CRM system. Prepare annual review packs - reports via Dynamic Planner Draft post review letters Process new business applications and ongoing client transactions, including fund switches, income and withdrawals. Keep clients updated throughout the process. Skills & Experience Required Previous experience within the Financial Services industry is essential. Strong organisational skills with a methodical and accurate approach. Ability to work under pressure and manage multiple tasks efficiently. Excellent communication skills across all levels. A genuine team player with a high level of integrity. What We Offer Salary of £30,000 - £35,000 (dependent on experience). 23 days holiday (increasing annually to 25 days), plus bank holidays. Death in Service (DIS) & Income Protection. Company Pension. Discretionary bonus scheme. Parking available nearby. Please submit your CV to Chloe at Artemis Recruitment.
Our client is currently on the lookout for a Paraplanner join their growing team on a full-time, permanent basis. This is a remote role , meaning you'll mainly work from home with regular time in your local office to collaborate, connect and support your team in person. Their Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs. You'll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of key wealth management services. Whether it's information gathering, planning, or creating reports-your expertise will help ensure we continue providing outstanding client service. What You'll Be Doing Here's a snapshot of what your day-to-day might look like: Supporting consultants with technical and investment advice across all areas of wealth management Preparing, reviewing, and updating proposals, letters, and reports-always keeping the client's goals and risk profile front of mind Assisting with the delivery of the Group's products and services, including cash management, tax products, and bespoke client solutions What You'll Bring Hold a Diploma in Regulated Financial Planning or Certificate in Paraplanning (other relevant qualifications also considered) Strong technical knowledge of financial products including pensions, investments, protection, and wider wealth management solutions Solid understanding of current regulations, legislation, and compliance procedures This is a certification function role under SMCR, so annual FIT assessments and certification renewal will be required Please submit your CV to Sam at Artemis Recruitment.
Sep 22, 2025
Full time
Our client is currently on the lookout for a Paraplanner join their growing team on a full-time, permanent basis. This is a remote role , meaning you'll mainly work from home with regular time in your local office to collaborate, connect and support your team in person. Their Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs. You'll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of key wealth management services. Whether it's information gathering, planning, or creating reports-your expertise will help ensure we continue providing outstanding client service. What You'll Be Doing Here's a snapshot of what your day-to-day might look like: Supporting consultants with technical and investment advice across all areas of wealth management Preparing, reviewing, and updating proposals, letters, and reports-always keeping the client's goals and risk profile front of mind Assisting with the delivery of the Group's products and services, including cash management, tax products, and bespoke client solutions What You'll Bring Hold a Diploma in Regulated Financial Planning or Certificate in Paraplanning (other relevant qualifications also considered) Strong technical knowledge of financial products including pensions, investments, protection, and wider wealth management solutions Solid understanding of current regulations, legislation, and compliance procedures This is a certification function role under SMCR, so annual FIT assessments and certification renewal will be required Please submit your CV to Sam at Artemis Recruitment.
