21 jobs found

Mortgage Administration Teamleader Leicester / Ipswich / Bradford (multi-site) Are you an experienced administrator with a passion for leadership and delivering outstanding customer service? We're looking for an Mortgage Operation Supervisor to support the day-to-day running of a busy mortgage and protection administration team. This is a fantastic opportunity to step into a leadership role where you'll play a key part in driving performance, developing people, and ensuring a smooth customer journey from application through to completion. The Role You'll support the Administration Team Manager in leading a team of Case Handlers, ensuring applications progress efficiently while maintaining exceptional service standards. Key responsibilities include: Managing and motivating a team to achieve performance targets and SLAs Supporting mortgage and protection cases from submission through to completion Communicating effectively with advisers, customers, lenders, solicitors, and other stakeholders Ensuring all documentation is accurate, complete, and submitted on time Monitoring case progress and keeping stakeholders informed Delivering coaching, feedback, and regular 1:1s to develop team members Maintaining compliance with regulatory requirements and data protection standards Contributing to a positive team culture and leading by example Deputising for the Administration Team Manager when required What We're Looking For Experience: Previous experience in an administrative leadership or supervisory role Background in financial services (mortgages and/or insurance preferred) Experience working with multiple stakeholders Skills & Attributes: Strong leadership and team development skills Excellent communication and organisational abilities High attention to detail and a methodical approach Ability to prioritise and manage multiple workloads Customer-focused with a proactive, solution-oriented mindset Resilient, adaptable, and motivated to drive results High level of integrity and professionalism Why Apply? Opportunity to lead and shape a high-performing team Varied and fast-paced role with real impact on customer outcomes Supportive environment with opportunities for development Multi-site exposure across the business Additional Information Travel between sites is required, including occasional overnight stays Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

If you are looking for a Mortgage Administrator job in London where you can develop your skills and grow with a fast moving financial services business, this opportunity based in Canary Wharf could be ideal for you. In this role, you will support a busy team of Mortgage Advisers and business leaders by ensuring the smooth running of day to day administration. You will work closely with another Mortgage Administrator and a senior member of the leadership team, helping to manage documentation, client communication, case updates and general office coordination. This is a great opportunity for someone who enjoys being organised, proactive and accurate in their work. While experience supporting Mortgage Brokers is preferred, it is not essential as full training will be provided. What matters most is a strong work ethic, good administrative skills and a willingness to learn the mortgage process from start to finish. As the company continues to expand, there will be opportunities to take on more responsibility. The team has a strong track record of internal progression, with past Administrators moving into advisory roles. This is a great entry point for someone who wants to build a long term career within financial services. Mortgage Administrator Requirements Essential - Previous Mortgage administration experience Essential - Strong organisational and communication skills Essential - Confident using Microsoft Office and general IT systems Desirable - Experience supporting Mortgage Advisers Desirable - Exposure to customer facing or sales support environments The Company A growing financial services business specialising in mortgages, protection and wider advice. They have developed a strong reputation for training, developing and progressing their support staff, with a collaborative and supportive office culture based near Canary Wharf. Mortgage Administrator Benefits Salary between £25,000 and £30,000 depending on experience Office based role near Canary Wharf Working alongside experienced administrators and senior leadership Opportunity for career development as the business grows Supportive environment with ongoing training Location Based near Canary Wharf. Ideal for candidates able to commute to the office five days a week. If you are organised, motivated and keen to grow your career within financial services, apply today for more information. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Mortgage Paraplanner / Senior Mortgage Administrator High Volume / Complex Cases / Overseas Applications We have a fantastic opening for a proactive Mortgage Paraplanner / Mortgage Administrator to join a dynamic financial services firm covering mortgages, protection, wealth management and general insurance. If you an experienced Mortgage Paraplanner / Mortgage Administrator that thrives in a fast paced, high volume environment and enjoy handling complex mortgage cases (including overseas / expat scenarios), this could be the role you've been looking for. Key Responsibilities End to end mortgage case management from application to completion Mortgage application packaging & submission to lenders/providers Managing residential, BTL, remortgage and complex cases Acting as contact for clients, lenders, solicitors, estate agents Proactively chasing lenders, underwriters & third parties Maintaining accurate records on CRM systems (pipeline management) Handling compliance documentation & regulatory requirements Managing case progression, updates, and completions Processing and tracking fees, commissions & payments Experience required: Highly experienced as a Mortgage Paraplanner / Mortgage Administrator Experience of working complex mortgage cases, high volume pipelines Exposure to overseas / expat mortgages (highly desirable) CeMAP qualified - highly desired Knowledge of FCA compliance, KYC, AML processes Confident using CRM systems, lender portals, sourcing systems Highly organised with excellent attention to detail A true self-starter who can manage workload independently Salary: £30 - 40k Basic (Dependent on experience) + Excellent Bonus Potential

Mortgage Administrator Location: Harrogate /Hybrid (3-4 days a week office based) Are you an experienced Mortgage Administrator keen to support a small team of experienced HNW Mortgage Broker? We have a great opening to join a fast-paced team where you'll play a key role in delivering a smooth client journey through the mortgage process. Responsibilities: Manage mortgage cases from application to completion Prepare and submit applications to lenders Liaise with clients, lenders, solicitors & valuers Keep CRM systems accurate and up to date Handle case progression, payments & completion checks Experience required: Minimum 18 months experience in an independent mortgage administration role. Strong organisation and attention to detail Confident communicator with a proactive approach Comfortable managing multiple cases in a fast-paced environment Knowledge of mortgage processes - experience of multiple lenders etc Up to £33k Basic + Bonus + Benefits

Base salary up to £32k DOE + Quarterly bonus London, SE1 Hybrid role - 3 days office based, 2 days working from home Benefits: As a Mortgage Administrator for one of the country's leading Mortgage & Protection Brokers, you will receive: A competitive salary, additional performance bonus Thorough onboarding program and continual support Flexibility to work from home 2 days a week Generous holiday allowance Pirkx/Boostworks membership with EAP A workplace pension An inclusive, team orientated employer that strives to succeed and stand out in the industry The Company: We are recruiting for one of London's largest and most prestigious whole of market independent Mortgage & Protection Brokers. As a highly respected name in the market, they provide mortgage/protection advice and complementary products to individuals/employees within major FTSE250 corporations. With a reputation built on trust and outstanding service they have continued to grow year on year, and as such are currently seeking an experienced Mortgage Administrator to support their team of Advisers. The Position of Mortgage Administrator: You will be responsible for providing expert support to a team of 4-6 advisers who will be processing mortgage applications for their enviable client base. You will assist with the servicing of existing and new clients and undertake additional PA tasks to assist all brokers with their day-to-day activities. Specific Responsibilities of the Mortgage Administrator: Mortgage and Protection admin support throughout the entire mortgage process from enquiry to completion Electronic filing of client correspondence and all other relevant documentation Maintaining Finplan/Bluecoat records with up to date tracking and monitoring at each stage of the mortgage process. Providing first class, exceptional customer service to clients Handling communication with lenders, insurance companies, solicitors and clients ensuring requirements are met and all cases are dealt with in a timely manner Ensuring acceptance terms and mortgage offers received as promptly as possible and checking these against application/illustration What we are looking for: Our client has consistently grown year on year and is looking for someone to join the business with the same passion for customer excellence as the rest of the team. We are seeking someone that can demonstrate: At least 2 years prior experience in a Mortgage Administrator position Good general knowledge of all High Street Mortgage Lenders and their processes Finplan/Bluecoat experience would be beneficial but not essential as training can be provided Experience of managing the relevant end-to-end systems throughout a mortgage application Experience of working with third parties including solicitors and lenders Seamless organisational and communication skills A motivated character committed to continued professional development If this sounds like you, apply now with a copy of your CV!

PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone.This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a busy office while managing and supporting others. Reporting directly to the Senior Adviser, you will be responsible for the day-to-day administration of the business, ensuring smooth office operations and robust compliance standards. This role would ideally suit someone who wants to prove they can manage people, processes and responsibility within a small office environment, with scope to grow as the business develops. Key Responsibilities: Processing new business applications within deadlines Checking incoming case submissions for missing information and obtaining any missing information Liaising directly with product providers Preparing and sending invoices Maintaining accurate client records obtaining, inputting and updating client information and policies on the back office system Processing LoAs from start to finish Preparing client reports and analytical data Filing & photocopying General office admin duties Effectively handling and processing all client and prospective client communications & enquiries Greeting and escorting visitors Key Skills & Qualifications: Knowledge of back office systems (Intelliflo desirable) Excellent attention to detail Competent use of Excel, Word, Outlook and Adobe Excellent communication & written presentation skills Enthusiastic and willing to learn and develop Experience in processing mortgage, protection and investment applications (Fidelity & Quilter platforms desirable) Studying, or planning to study, towards Level 4 Diploma in Financial Planning English GCSE and Maths GSCE Minimum two years experience working in an IFA practice Salary: £25,000 £35,000 (depending on experience) This is an excellent opportunity to work with a well-established and professional company. If you feel you have the relevant experience, then please apply with an up-to-date CV. If you have not been contacted within a week, you should assume that you have been unsuccessful at this time.

JRRL are seeking an Administrator to join a respected law firm within their conveyancing department. This role will be supporting the team ensuring smooth and efficient handling of property transactions. Key Responsibilities for the Administrator role: Open, maintain and close conveyancing files in accordance with company procedures. Draft and process legal documents, contracts and forms related to property transactions. Respond to client queries promptly and professionally, answering calls and providing updates on case progress. Communicate with solicitors, estate agents, mortgage lenders, and local authorities. Ensure all transactions comply with relevant legislation, anti-money laundering regulations and company policies. Accurately input and update information in case management systems. Assist with invoicing, payments and completion statements. Prepare progress reports for conveyancers and management as required. Person specification for the Administrator role: Experience in a conveyancing or legal administration role. Strong organisational and administrative skills. Excellent attention to detail and accuracy. Proficiency in Microsoft Office. This is a permanent, full-time position offering a fantastic opportunity to develop your skills and grow within a supportive team.

Protection Administrator / Sales Support Camberley Full-Time Permanent Monday Friday 37.5hrs per week Salary is dependent on experience We are currently recruiting for a Protection Administrator / Sales Support to join our client based in their Camberley Branch. Protection Administration Manage protection applications from submission through to policies being placed on risk. Liaise with providers to monitor progress and resolve any issues during underwriting. Proactively chase outstanding requirements, including medical evidence and GP reports. Keep advisers updated on case progress and any provider requirements. Ensure accurate updates are recorded on internal systems and CRM. Maintain clear audit trails and ensure documentation is stored correctly. Client Communication Contact clients where additional information or documentation is required. Provide updates to clients on the progress of their applications. Assist clients with completion of documentation including trust forms. Support the referral process for wills and estate planning services where appropriate. Sales Support Support Protection Advisers by contacting new and existing leads. Attempt to reconnect with clients who: Have not yet responded to previous contact attempts Previously declined advice but may benefit from a review Identify and hot-key high priority leads for advisers. Book appointments into adviser diaries and confirm client availability. Conduct initial information gathering with clients ahead of adviser appointments to improve efficiency of advice meetings. Buildings & Contents Insurance Sales Contact existing clients to discuss their Buildings and Contents Insurance needs at appropriate stages of the mortgage journey and renewal cycle. Identify opportunities from the existing client bank, referrals, outbound campaigns, and internal handovers. Gather relevant client information to obtain quotations and present suitable options. Follow up quotations and outstanding opportunities to maximise conversion rates. Convert warm leads into completed sales in line with agreed targets and service standards. Maintain accurate records of quotes, sales activity, and client outcomes on internal systems. Work closely with advisers and colleagues to maximise cross-sale opportunities. Deliver excellent customer service, ensuring products are presented fairly and transparently. Client Retention Contact clients who have cancelled or lapsed protection policies to understand the reason and identify opportunities for review. Support advisers with re-engaging clients where appropriate. Other Duties Undertake any other reasonable ad hoc tasks. Collaborate with colleagues to ensure workloads are completed efficiently. Comply with FCA and Money Laundering regulations. Act as a customer service champion, upholding company standards and promoting a positive office culture. Skills & Experience Essential Strong administrative and organisational skills Excellent telephone manner and client communication skills Ability to manage multiple cases and tasks simultaneously High attention to detail Comfortable working with internal systems and CRM platforms Desirable Experience within mortgage or protection administration Understanding of protection products (Life Cover, Critical Illness, Income Protection) Experience liaising with insurers and underwriting teams Required Qualifications 4 GCSEs grade 4 / C and above Personal Attributes Professional and client-focused approach Proactive and self-motivated Strong problem-solving skills Ability to work effectively in a fast-paced environment By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.

Financial Administrator Offices in Horsham (Sussex) £30k - £38k basic salary plus bonus Lots of flexible working is available after onboarding My client are a boutique wealth planning firm with offices in Horsham who I have placed 2 staff with. They offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 10 years. The business has grown organically since its inception a team of established Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of AI software's and analytical tools including FE Analytics and Voyant for cashflow modelling The Directors are creating a brand-new role for a Technical Administrator/Financial Administrator who will be responsible for conducting end to end financial administration and supporting the team of advisers with new and existing business. The business is very busy with its financial planning and mortgage teams crossing over recommendations and referrals for new business so they need a steady pair of hands who can be trusted to help with a busy team. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.

Job Overview We are seeking an organised, professional, and customer-focused Mortgage Administrator to support a busy team of Mortgage and Protection Advisers. The successful candidate will play a vital role in managing mortgage applications from initial enquiry through to completion, ensuring clients receive a seamless and efficient service throughout their property finance journey. This role requires excellent attention to detail, strong communication skills, and the ability to manage multiple cases simultaneously. Key Responsibilities Supporting Mortgage Advisers with the administration of residential, remortgage, buy-to-let, and specialist lending applications Managing mortgage cases from application through to offer and completion Liaising with clients, lenders, solicitors, estate agents, and other third parties to progress applications Obtaining and reviewing client documentation, ensuring all compliance requirements are met Maintaining accurate client records and updating internal CRM systems Chasing outstanding documents and information from clients and third parties Monitoring application progress and proactively resolving delays Preparing suitability and application documentation for advisers Managing adviser diaries and scheduling client appointments Handling incoming telephone calls, emails, and client enquiries professionally Assisting with mortgage reviews, product transfers, and remortgage opportunities Ensuring all work is completed in accordance with FCA regulations and company procedures Requirements Previous experience in mortgage administration, financial services administration, or a similar role Strong understanding of the mortgage application process Excellent organisational and time management skills High level of accuracy and attention to detail Professional communication and customer service skills Ability to work effectively in a fast-paced environment Competent in Microsoft Office and CRM systems Experience working with lenders, solicitors, and property professionals is advantageous Personal Attributes Client-focused approach Strong problem-solving skills Proactive and self-motivated Ability to manage multiple deadlines and priorities Professional and confidential in handling sensitive information Positive attitude and willingness to support the wider team

Our client, a leading business in their field is seeking a Mortgage Broker to join them on a full-time, permanent basis. Due to an exciting period of growth our client is looking for a Mortgage Broker to join their team, working closely with those around them to source and secure mortgages for a range of clients, working with a team of Case Managers and Administrators alongside you. The ideal candidate will have a minimum of 2 years' experience in a similar Mortgage Broker role, where you are experienced in either BTL, Commercial or Residential work. This role will be office-based. You will be rewarded with a good basic salary, exceptional commission and car allowance, on top of additional benefits. Key Responsibilities: Work closely with clients and the wider team to source the best and most suitable lending on the market Keep constantly updated with changes in the market, ensuring you're able to consistently give the best advice to clients Good understanding of regulations and industry requirements Confident working both independently and as part of a team, building and maintaining relationships across the business along with third parties Key Experience: CeMAP qualified Experienced in either BTL, Residential or Commercial mortgages previously Strong understanding of the changes and regulations within the industry Good knowledge of the market, confident building and maintaining relationships with others in the business and third parties Excellent relationship-builder This is a fantastic opportunity for a Mortgage Broker to join a thriving business who are leaders within their field. You will be joining a team with an excellent industry reputation whilst working in a fast-paced environment, benefiting from an excellent commission structure and benefits package. CVs are being reviewed, so please apply now for immediate consideration.

This Mortgage Administrator job with hybrid working in Stourbridge provides opportunity to join a local mortgage brokerage as part of their growth plans You will be joining a team of 4 Mortgage Administrators who collectively process around 120 mortgage applications per month. As a Mortgage Administrator, you will work closely with their team of experienced Mortgage Advisors on their cases which have been submitted to the lenders. You will take ownership of certain cases and act as the main point of contact for customers, lenders, builders, estate agents and solicitors. This will require you to manage multiple cases with important deadlines to ensure quality service is provided throughout. The business would be happy to provide progression to become a Mortgage Advisor after 2+ years in the role, if this of interest to you. Mortgage Administrator Requirements You should ideally have experience as a Mortgage Administrator or within the mortgage / house buying sector You should have a good working knowledge of Microsoft Word, Excel and Outlook Time management skills and ability to prioritise is essential You must have excellent attention to detail and passionate about providing great service to clients The Company This local mortgage brokerage has a strong foothold in the Stourbridge area, with excellent professional introducers who generate high levels of quality leads for their employed Mortgage Advisors. The team enjoy supporting each other and put the clients need first. Mortgage Advisor Benefits Salary of 26,500 - 28,000 Hybrid working with 3 days office based and 2 days from home Monday to Friday, 8:30am to 5pm 28 days holiday including bank holidays, plus day off for your birthday Ongoing training and support Loyal team, many of whom have been with the business for 5+ years Locations Stourbridge Call us now on (phone number removed) or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This is an exciting opportunity to support our Commercial Property team as a legal assistant - commercial property. We d like to hear from you if you: Are motivated by a busy workload and relish keeping on track of a variety of important deadlines Are an experienced administrator with a flexible approach Are used to providing secretarial support in a professional services environment Have a good understanding of the importance of compliance processes and procedures Benefits 33 days holiday (including bank holidays, pro-rata for part-time staff) Contributory pension scheme with Royal London for eligible staff Annual salary reviews and promotion panels Occupational sick pay from day one, plus assessed Income Protection benefits for longer-term absences Free Specsavers eye tests and vouchers towards lenses for display screen equipment Employee assistance programme including counselling, 24/7 online GP services and wellbeing support Paid compassionate leave Access to the BUPA Menopause Plan under our menopause policy Discounts on legal services Paid professional memberships Active Social Committee organising annual events and activities Key Duties Include As a legal assistant for the commercial property team, you will: Respond efficiently to client queries as a first point of contact, ensuring a positive client experience and maintaining excellent ongoing relationships Undertake and effectively prioritise tasks on a daily basis, including creating emails and letters to clients and third parties, as well as drafting contracts and transfers Effectively manage numerous versions of large documents including contracts, leases, licences and mortgage deeds, ensuring accurate version control and use of tracked changes, consistently demonstrating attention to detail Work in a paper-light way, scanning documentation and ensuring that electronic files are maintained to a high standard on the case management system Maintain all case files to a high standard and in accordance with SRA requirements, the Law Society protocol, internal procedures, and the LEXCEL quality mark requirements Skills & Experience Exceptional organisation and communication skills Attention to detail and effective time management High degree of IT literacy, particularly familiarity with MS Office and ideally experience with electronic case management systems Regularly working with detailed legal documents, with proficiency in version control and use of track changes Experience in a similar role in a residential or commercial property legal team is a distinct advantage Basic accounting knowledge as it relates to property processes is also an advantage Legal secretarial qualification or business/administrative qualification to NVQ Level 3 or equivalent This role is ideal for a legal assistant in commercial property who thrives in a busy, detail-oriented environment and wants to grow their expertise in commercial property law. Joining our team as a legal assistant in commercial property provides exposure to complex property transactions and the opportunity to develop a deep understanding of compliance and property law processes. We are looking for a proactive and highly organised legal assistant to contribute to the ongoing success of our Commercial Property team.

This is an exciting opportunity to support our busy Residential Property team as a legal assistant - residential property. We d love to hear from you if you re highly organised, enjoy managing a varied workload, and thrive on meeting important deadlines. You ll be an experienced administrator with a flexible approach, strong secretarial skills, and a solid understanding of compliance processes and procedures within a professional services environment. This role is ideal for a legal assistant in residential property who wants to develop their expertise in property law. Benefits 33 days holiday (including bank holidays and pro-rata for part-time staff) Contributory pension scheme with Royal London for eligible staff Annual salary reviews and promotion panels Occupational sick pay from day one, plus assessed Income Protection benefits for eligible longer-term absences Free Specsavers eye tests and vouchers towards lenses for display screen equipment Employee assistance programme including counselling, 24/7 online GP services, and a range of health and wellbeing support Paid compassionate leave Access to the BUPA Menopause Plan under our menopause policy Discounts on legal services Access to financial support services Paid professional memberships Introduce a Friend scheme Active Social Committee arranging annual events and a wide range of other activities Key Responsibilities As a legal assistant - residential property , you will: Act as the first point of contact for client queries, ensuring a positive experience and building strong, ongoing relationships Manage daily tasks efficiently, including drafting emails, letters, contracts, and property-related documents such as transfers Handle multiple versions of large documents (contracts, leases, licences, mortgage deeds), ensuring accurate version control and correct use of tracked changes Maintain a paper-light approach: scan documents and keep electronic files to a high standard within the case management system Ensure all case files are managed in line with SRA requirements, Law Society protocols, internal procedures, and the LEXCEL quality mark Skills & Experience Demonstrate exceptional organisation and communication skills, with meticulous attention to detail Strong time management, able to prioritise effectively in a busy environment High IT literacy: proficient in MS Office, with experience using electronic case management systems Skilled at working with detailed legal documents, with proven proficiency in version control and tracked changes Experience in a residential or commercial property legal team is an advantage Basic accounting knowledge relating to property processes is desirable A legal secretarial qualification or NVQ Level 3 (or equivalent) in business/administration is advantageous Joining our team as a legal assistant for the residential property team which offers excellent opportunities to gain hands-on experience in property transactions. This position allows a legal assistant for residential property to contribute to a high-performing team while developing skills in compliance, document management, and client support. We are looking for a proactive and highly organised legal assistant in residential property to play a key role in the ongoing success of our Residential Property team.

Mortgage & Insurance Administrator City Ideally up to £32,000 This is a fantastic opportunity to join a busy, successful firm. Duties include: Working alongside the Mortgage & Insurance Advisers dealing with sales support administration for mortgages, protection and general insurance business Preparing files and submitting cases Drafting suitability reports Compliance administration Ensuring the applications run smoothly, dealing with enquiries Liaising with clients, lenders, insurance companies Updating CRM system, ensuring all necessary documents are on file Using Google Suite/ Smartr365/ 27 Tec/ iPipeline Managing the annual renewal process for various insurance products Experience/Skills required: A team player who is professional, hardworking and diligent Strong IT skills, familiar with Google Suite/Office Mortgage or Insurance (or both) administration experience, from a broker background, au fait with different lenders (mostly residential) and insurers Friendly, motivated outlook Additional information: Monday to Friday, 9-5.30 Training provided Office based, London, City Salary: £28-32,000 (may consider higher for the right candidate) 20 days holiday birthday, rising to 25 days Cashplan/workplace pension Great career opportunity - this role is likely to progress into a Mortgage Paraplanner role

Senior IFA Administrator Location: London Salary: £34,000 - £38,000 Duration: Permanent, Full time, hybrid working (2 days a week from home) Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support The Role We are working with a well-respected firm in London who are looking to add a Senior IFA Administrator to their established team. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £38,000 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams

IFA Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.

Financial Planning Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.

A brand new role have developed within a specialist Mortgage/Wealth planner. You will be joining a small, friendly team providing top quality residential Mortgage and Protection administration support to the advisers and their clients. You will be a strong team player, but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously. The Role: Processing/administering a high volume of residential mortgages. Dealing with adhoc queries from Mortgage/Protection Advisers/Clients/Providers Tasks to be recorded and maintained via back-office systems Maintenance of client files Postal activity (incoming/outgoing) New business processing (Online/Post) Loading relevant data on to back office Processing Letters of Authority Liaise with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs Gather quotes / illustrations / Fact Sheets / Order Projections Update advisers & clients of progress on New Business cases Maintenance of all client policy data This position is available immediately and is full time in the offices ( based in South Essex) Interviews are available immediately.

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.