Job Title: Loan Administrator Location: Rotherham Salary: Up to 25,000 DOE OTE 30,000 Hours: 37.5 hour week. Monday 9 am to 6 pm, Tuesday to Thursday 9 am to 5.30 pm, Friday 9 am to 5 pm Benefits: 22 days' holiday + bank holidays (+5 with service) Sick pay, income protection & life assurance EAP, virtual GP & wellbeing support Pension, Cycle to Work & discounts Holiday buy/sell scheme Development & supportive culture About the position of Loan Administrator: An exciting opportunity to join a fast-paced, supportive team, providing key administrative support to our Loans and Business Development teams. You'll ensure applications progress efficiently and deliver excellent service to customers and brokers throughout their journey. Responsibilities for the role of Loan Administrator: Issue ESIS documents in a timely and compliant manner Contact customers and support advisor overflow work, progressing applications where appropriate Arrange property valuations and request mortgage references Process and pay invoices Produce daily and weekly management reports Transfer hot keys and follow up with customers Prepare product reports for the Business Development team Maintain accurate customer and broker records across systems Provide general administrative support to Loans and Development teams Ensure all work is completed accurately, efficiently, and in line with procedures and service standards Experience and skills required for the role of Loan Administrator: Highly organised with strong administrative skills Exceptional attention to detail and accuracy Hard-working, proactive, and able to manage a varied and fast-paced workload Strong written and verbal communication skills A collaborative team player, supporting colleagues to achieve shared goals Confident working in a fast-paced financial services environment with the ability to prioritise effectively Previous experience within financial services is essential, ideally within mortgages or secured lending Experience in a mortgage, loan processing, or similar regulated financial services environment is highly desirable For more information regarding the role of Loans Administrator please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC. Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
Jul 03, 2026
Full time
Job Title: Loan Administrator Location: Rotherham Salary: Up to 25,000 DOE OTE 30,000 Hours: 37.5 hour week. Monday 9 am to 6 pm, Tuesday to Thursday 9 am to 5.30 pm, Friday 9 am to 5 pm Benefits: 22 days' holiday + bank holidays (+5 with service) Sick pay, income protection & life assurance EAP, virtual GP & wellbeing support Pension, Cycle to Work & discounts Holiday buy/sell scheme Development & supportive culture About the position of Loan Administrator: An exciting opportunity to join a fast-paced, supportive team, providing key administrative support to our Loans and Business Development teams. You'll ensure applications progress efficiently and deliver excellent service to customers and brokers throughout their journey. Responsibilities for the role of Loan Administrator: Issue ESIS documents in a timely and compliant manner Contact customers and support advisor overflow work, progressing applications where appropriate Arrange property valuations and request mortgage references Process and pay invoices Produce daily and weekly management reports Transfer hot keys and follow up with customers Prepare product reports for the Business Development team Maintain accurate customer and broker records across systems Provide general administrative support to Loans and Development teams Ensure all work is completed accurately, efficiently, and in line with procedures and service standards Experience and skills required for the role of Loan Administrator: Highly organised with strong administrative skills Exceptional attention to detail and accuracy Hard-working, proactive, and able to manage a varied and fast-paced workload Strong written and verbal communication skills A collaborative team player, supporting colleagues to achieve shared goals Confident working in a fast-paced financial services environment with the ability to prioritise effectively Previous experience within financial services is essential, ideally within mortgages or secured lending Experience in a mortgage, loan processing, or similar regulated financial services environment is highly desirable For more information regarding the role of Loans Administrator please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC. Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
Our client is a successful and established Property firm with a Mortgage Brokerage attached They are currently in need of an experienced self employed Mortgage Broker to join the team In summary CeMAP's (Essential) 1 - 2 years' experience min Must be a team player, organised and proactive Retainer provided for first 6 months of £2k Self-employed role - generous comms on all leads provided Administrator provided Independent Leads provided and qualified by our client services team Office space provided. All staff to come into the office every Wednesday and last Friday of the month - Office is North London The unique aspect of this role is it's self employed with all the benefits and flexibility of being self employed but gives you a salary for 6 months totally non debtable
Jul 03, 2026
Full time
Our client is a successful and established Property firm with a Mortgage Brokerage attached They are currently in need of an experienced self employed Mortgage Broker to join the team In summary CeMAP's (Essential) 1 - 2 years' experience min Must be a team player, organised and proactive Retainer provided for first 6 months of £2k Self-employed role - generous comms on all leads provided Administrator provided Independent Leads provided and qualified by our client services team Office space provided. All staff to come into the office every Wednesday and last Friday of the month - Office is North London The unique aspect of this role is it's self employed with all the benefits and flexibility of being self employed but gives you a salary for 6 months totally non debtable
Our client is a successful and established Property firm with a Mortgage Brokerage attached They are currently in need of an experienced self employed Mortgage Broker to join the team In summary CeMAP's (Essential) 1 - 2 years' experience min Must be a team player, organised and proactive Retainer provided for first 6 months of £2k Self-employed role - generous comms on all leads provided Administrator provided Independent Leads provided and qualified by our client services team Office space provided. All staff to come into the office every Wednesday and last Friday of the month - Office is North London The unique aspect of this role is it's self employed with all the benefits and flexibility of being self employed but gives you a salary for 6 months totally non debtable
Jul 03, 2026
Full time
Our client is a successful and established Property firm with a Mortgage Brokerage attached They are currently in need of an experienced self employed Mortgage Broker to join the team In summary CeMAP's (Essential) 1 - 2 years' experience min Must be a team player, organised and proactive Retainer provided for first 6 months of £2k Self-employed role - generous comms on all leads provided Administrator provided Independent Leads provided and qualified by our client services team Office space provided. All staff to come into the office every Wednesday and last Friday of the month - Office is North London The unique aspect of this role is it's self employed with all the benefits and flexibility of being self employed but gives you a salary for 6 months totally non debtable
Our client is a successful and established Property firm with a Mortgage Brokerage attached They are currently in need of an experienced self employed Mortgage Broker to join the team In summary CeMAP's (Essential) 1 - 2 years' experience min Must be a team player, organised and proactive Retainer provided for first 6 months of £2k Self-employed role - generous comms on all leads provided Administrator provided Independent Leads provided and qualified by our client services team Office space provided. All staff to come into the office every Wednesday and last Friday of the month - Office is North London The unique aspect of this role is it's self employed with all the benefits and flexibility of being self employed but gives you a salary for 6 months totally non debtable
Jul 03, 2026
Full time
Our client is a successful and established Property firm with a Mortgage Brokerage attached They are currently in need of an experienced self employed Mortgage Broker to join the team In summary CeMAP's (Essential) 1 - 2 years' experience min Must be a team player, organised and proactive Retainer provided for first 6 months of £2k Self-employed role - generous comms on all leads provided Administrator provided Independent Leads provided and qualified by our client services team Office space provided. All staff to come into the office every Wednesday and last Friday of the month - Office is North London The unique aspect of this role is it's self employed with all the benefits and flexibility of being self employed but gives you a salary for 6 months totally non debtable
Our client is a successful and established Property firm with a Mortgage Brokerage attached They are currently in need of an experienced self employed Mortgage Broker to join the team In summary CeMAP's (Essential) 1 - 2 years' experience min Must be a team player, organised and proactive Retainer provided for first 6 months of £2k Self-employed role - generous comms on all leads provided Administrator provided Independent Leads provided and qualified by our client services team Office space provided. All staff to come into the office every Wednesday and last Friday of the month - Office is North London The unique aspect of this role is it's self employed with all the benefits and flexibility of being self employed but gives you a salary for 6 months totally non debtable
Jul 03, 2026
Full time
Our client is a successful and established Property firm with a Mortgage Brokerage attached They are currently in need of an experienced self employed Mortgage Broker to join the team In summary CeMAP's (Essential) 1 - 2 years' experience min Must be a team player, organised and proactive Retainer provided for first 6 months of £2k Self-employed role - generous comms on all leads provided Administrator provided Independent Leads provided and qualified by our client services team Office space provided. All staff to come into the office every Wednesday and last Friday of the month - Office is North London The unique aspect of this role is it's self employed with all the benefits and flexibility of being self employed but gives you a salary for 6 months totally non debtable
Pertemps North Midlands
Castle Donington, Leicestershire
Operations Administrator are recruiting for a confident and proactive administrator to join our clients operation in Castle Donington. Our client based at East Midlands Airport are a leading logistics company and are now looking to add to their team. This role presents the successful Administrator with the ability to forge a long term career in a supportive company and established team. In this role you will have to demonstrate 5 years work history in the UK that can be vetted and be willing to undertake a criminal record check due working in the aviation industry Shift Patterns / Working Hours: + Monday to Friday + 11:30am - 8pm The successful candidate will: + Have experience in a fast paced Administration or Coordinator role + Be able to work confidently on excel and other computer systems + Be comfortable talking to customers and have a positive phone manner + Able to work the above shift pattern + Have a positive and proactive attitude + Be willing to undertake a DBS check if one has not been undertaken in past 70 days + Be able to provide 5 years worth of work references in the UK Your duties will include: + Support the day operations team to ensure administration tasks are complete + Input and update data into excel and other CRM systems + Ensure all paperwork is filed correctly + Update customers and other third parties with ETA's and address any queries. + General duties to support the operation as assigned by the line manager You will receive: + 14.29 per hour rising to 19.20 per hour Benefit of working with Pertemps: + Weekly pay or monthly pay - you choose + Pension + Annual leave + 24/7 support + Mortgage references To apply for the Operations Administrator role, please submit an up to date CV or call us on (phone number removed) to discuss the opportunity in more detail.
Jul 03, 2026
Seasonal
Operations Administrator are recruiting for a confident and proactive administrator to join our clients operation in Castle Donington. Our client based at East Midlands Airport are a leading logistics company and are now looking to add to their team. This role presents the successful Administrator with the ability to forge a long term career in a supportive company and established team. In this role you will have to demonstrate 5 years work history in the UK that can be vetted and be willing to undertake a criminal record check due working in the aviation industry Shift Patterns / Working Hours: + Monday to Friday + 11:30am - 8pm The successful candidate will: + Have experience in a fast paced Administration or Coordinator role + Be able to work confidently on excel and other computer systems + Be comfortable talking to customers and have a positive phone manner + Able to work the above shift pattern + Have a positive and proactive attitude + Be willing to undertake a DBS check if one has not been undertaken in past 70 days + Be able to provide 5 years worth of work references in the UK Your duties will include: + Support the day operations team to ensure administration tasks are complete + Input and update data into excel and other CRM systems + Ensure all paperwork is filed correctly + Update customers and other third parties with ETA's and address any queries. + General duties to support the operation as assigned by the line manager You will receive: + 14.29 per hour rising to 19.20 per hour Benefit of working with Pertemps: + Weekly pay or monthly pay - you choose + Pension + Annual leave + 24/7 support + Mortgage references To apply for the Operations Administrator role, please submit an up to date CV or call us on (phone number removed) to discuss the opportunity in more detail.
Mortgage Administrator- Paraplanner Desirable: CeMAP 1 qualified ( WORKING TOWARDS) as a minimum, with a commitment to completing the full qualification- fully paid. The Opportunity We're seeking an organised and client-focused Mortgage Paraplanner to support Mortgage Consultants in delivering an exceptional customer experience throughout the mortgage application process. This role is ideal for someone who thrives in a fast-paced environment, enjoys managing multiple cases, and takes pride in ensuring applications progress smoothly from initial enquiry through to completion. What You'll Do Manage mortgage applications from Decision in Principle (DIP) through to completion. Gather and review documentation, ensuring all information is accurate and complete. Liaise with lenders, solicitors, clients, and other third parties to progress applications efficiently. Act as a key point of contact for clients, providing regular updates and outstanding customer service. Respond promptly and professionally to client enquiries. Prepare and issue suitability letters and maintain accurate CRM records. Submit applications to lenders in line with regulatory and compliance requirements. Monitor case progress, identify potential issues early, and escalate where necessary. Ensure all cases are progressed within agreed service levels and deadlines. What We're Looking ForEssential CeMAP 1 qualified as a minimum, with a commitment to completing the full qualification. Strong organisational skills and the ability to manage multiple cases simultaneously. Excellent communication and customer service skills. High attention to detail and a proactive approach to problem-solving. Ability to work accurately in a regulated environment. Desirable Experience in mortgage administration, mortgage processing, paraplanning, or financial services. Knowledge of buy-to-let lending. Experience using CRM systems. Understanding of FCA-regulated processes and compliance requirements. What's on Offer A supportive and collaborative team environment. Ongoing training and professional development. Support towards completing relevant industry qualifications. Hybrid working opportunities. Competitive salary and benefits package Apply Now! Don't miss this chance to join an amazing team! Interviews happening now - contact Helen at ME Recruits today! In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.
Jul 02, 2026
Full time
Mortgage Administrator- Paraplanner Desirable: CeMAP 1 qualified ( WORKING TOWARDS) as a minimum, with a commitment to completing the full qualification- fully paid. The Opportunity We're seeking an organised and client-focused Mortgage Paraplanner to support Mortgage Consultants in delivering an exceptional customer experience throughout the mortgage application process. This role is ideal for someone who thrives in a fast-paced environment, enjoys managing multiple cases, and takes pride in ensuring applications progress smoothly from initial enquiry through to completion. What You'll Do Manage mortgage applications from Decision in Principle (DIP) through to completion. Gather and review documentation, ensuring all information is accurate and complete. Liaise with lenders, solicitors, clients, and other third parties to progress applications efficiently. Act as a key point of contact for clients, providing regular updates and outstanding customer service. Respond promptly and professionally to client enquiries. Prepare and issue suitability letters and maintain accurate CRM records. Submit applications to lenders in line with regulatory and compliance requirements. Monitor case progress, identify potential issues early, and escalate where necessary. Ensure all cases are progressed within agreed service levels and deadlines. What We're Looking ForEssential CeMAP 1 qualified as a minimum, with a commitment to completing the full qualification. Strong organisational skills and the ability to manage multiple cases simultaneously. Excellent communication and customer service skills. High attention to detail and a proactive approach to problem-solving. Ability to work accurately in a regulated environment. Desirable Experience in mortgage administration, mortgage processing, paraplanning, or financial services. Knowledge of buy-to-let lending. Experience using CRM systems. Understanding of FCA-regulated processes and compliance requirements. What's on Offer A supportive and collaborative team environment. Ongoing training and professional development. Support towards completing relevant industry qualifications. Hybrid working opportunities. Competitive salary and benefits package Apply Now! Don't miss this chance to join an amazing team! Interviews happening now - contact Helen at ME Recruits today! In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.
Anderson Recruitment Ltd
Gloucester, Gloucestershire
Are you looking to build a long-term career in Financial Services with a company that will invest in your development? Due to continued growth, we are delighted to be working with a highly successful, multi-award-winning estate agency who are looking for a Trainee Mortgage Advisor to join their established Mortgage department in Quedgeley, Gloucester. This is a fantastic opportunity for someone with the right attitude, ambition, and desire to succeed to take their first step into the mortgage industry. No previous mortgage experience is required - what matters most is your personality, commitment, and genuine interest in building a career as a Mortgage Advisor. You'll initially join the team as a Mortgage Administrator, gaining valuable hands-on experience by supporting experienced advisers, managing client enquiries, and learning the full mortgage journey. With full support and funded training towards CeMAP and industry qualifications, you'll have a clear pathway to progress into a Mortgage Advisor role within 12 - 18 months. Working within a fun, lively, and forward-thinking team, you'll be joining a business that values its people, celebrates success, and provides real opportunities to develop and progress. If you're motivated, organised, eager to learn, and looking for a career rather than just your next job, this could be the perfect opportunity. Key Responsibilities: -Supporting the Mortgage & Protection team with client applications from initial enquiry through to completion -Liaising with clients, lenders, providers and solicitors to ensure a smooth and efficient process -Providing excellent customer service through telephone and face-to-face communication -Supporting experienced Mortgage Advisors with client enquiries, documentation, and the overall mortgage journey -Developing knowledge of mortgage products, processes, and compliance requirements through full training and hands-on experience -Maintaining accurate client records, uploading documentation, and updating internal systems -Managing incoming calls, emails, and post in a professional and timely manner Candidate Attributes: -Previous experience in a customer service, administration, sales, or office-based role -Genuine interest in building a long-term career within mortgage advice -Strong IT skills, including confidence using Microsoft Office -Excellent communication skills, both written and verbal -Organised, reliable, and able to manage priorities effectively -Positive attitude with a proactive approach to learning and development Hours: Monday - Friday, 9am - 5pm (every other Saturday required once trained as an advisor) Salary: Starting salary of £27,000 per annum, once trained and in the advisory position you will have a reliable and generous additional income through commission which will be based on your banked income (percentages of up to 45%!)
Jul 02, 2026
Full time
Are you looking to build a long-term career in Financial Services with a company that will invest in your development? Due to continued growth, we are delighted to be working with a highly successful, multi-award-winning estate agency who are looking for a Trainee Mortgage Advisor to join their established Mortgage department in Quedgeley, Gloucester. This is a fantastic opportunity for someone with the right attitude, ambition, and desire to succeed to take their first step into the mortgage industry. No previous mortgage experience is required - what matters most is your personality, commitment, and genuine interest in building a career as a Mortgage Advisor. You'll initially join the team as a Mortgage Administrator, gaining valuable hands-on experience by supporting experienced advisers, managing client enquiries, and learning the full mortgage journey. With full support and funded training towards CeMAP and industry qualifications, you'll have a clear pathway to progress into a Mortgage Advisor role within 12 - 18 months. Working within a fun, lively, and forward-thinking team, you'll be joining a business that values its people, celebrates success, and provides real opportunities to develop and progress. If you're motivated, organised, eager to learn, and looking for a career rather than just your next job, this could be the perfect opportunity. Key Responsibilities: -Supporting the Mortgage & Protection team with client applications from initial enquiry through to completion -Liaising with clients, lenders, providers and solicitors to ensure a smooth and efficient process -Providing excellent customer service through telephone and face-to-face communication -Supporting experienced Mortgage Advisors with client enquiries, documentation, and the overall mortgage journey -Developing knowledge of mortgage products, processes, and compliance requirements through full training and hands-on experience -Maintaining accurate client records, uploading documentation, and updating internal systems -Managing incoming calls, emails, and post in a professional and timely manner Candidate Attributes: -Previous experience in a customer service, administration, sales, or office-based role -Genuine interest in building a long-term career within mortgage advice -Strong IT skills, including confidence using Microsoft Office -Excellent communication skills, both written and verbal -Organised, reliable, and able to manage priorities effectively -Positive attitude with a proactive approach to learning and development Hours: Monday - Friday, 9am - 5pm (every other Saturday required once trained as an advisor) Salary: Starting salary of £27,000 per annum, once trained and in the advisory position you will have a reliable and generous additional income through commission which will be based on your banked income (percentages of up to 45%!)
My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature.Due to both an internal promotion and business growth, the company are currently keen to recruit a Mortgage Paraplanner (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office. This is predominantly an office based role, with the opportunity to also work from home on one day per week. This is a great opportunity for either an established Mortgage Paraplanner, for an experienced Mortgage Administrator who is keen to work within a more technical position or possibly for an experienced Mortgage Advisor/Broker who is now keen to move away from an advice based role but that still wants to use their technical mortgage product knowledge to good effect. The working hours within this position are Monday to Friday from 9:00am to 17:00pm, including a daily 1 hour lunch break. You will work in a great environment and within a successful team who work well within a friendly, productive culture. The company will provide you with the opportunity to successfully develop your career further, allowing this to be a long term/career based opportunity. This could mean that in time you progress for example into either a Team Leader role or into a Mortgage and Protection Advisor role, if of course you would like to. Again if you would like to, the company will happily support your further study of industry based qualifications such as the CeMAP qualification. Key responsibilities: Job activities will include: You will aid the companies Director and Mortgage and Protection Advisor's by completing mortgage and associated protection product research, assisting to source the ideal mortgage and protection products to meet specific clients criteria. You will liaise between the companies Director, Mortgage and Protection Advisor's, Mortgage and Protection Administrator's, the Mortgage Lenders, Protection Providers, Solicitors and the company's clients to aid the progress of mortgage and protection cases successfully through to their completion. You will provide excellent levels of service. You will use relevant mortgage product sourcing software and the various lenders online platforms/portals to submit Residential & BTL mortgage applications suitably. You will use relevant protection product sourcing software and the various protection providers online platforms/portals to submit insurance applications suitably. Ensuring all work meets the required FCA compliance standards. Key candidate attributes: Strong Mortgage Paraplanning/Administration experience gained within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online portals/platforms. Strong organisation and planning skills. Excellent communication skills, both written and verbal. Must demonstrate technical ability and be confident with mortgage case terminology. Must be able to demonstrate initiative and ability to time manage and prioritise mortgage and protection applications suitably. Enjoy working within a team. Desire to progress in a professional and growing business. The successful candidate will receive a competitive starting basic salary of £35,000 to £40,000 which is negotiable based upon skill-set/role experience. Plus benefits which include, a pension scheme, 25 day's annual leave per annum (plus an additional day's leave is provided for each of your first 5 years of service at the company), team trips abroad and a bonus scheme which is based upon the business' performance and compliance levels. These bonuses are paid monthly and typically equate to an additional £3,000 to £4,000 annually. All leading to a possible annual OTE of up to circa £45,000 within this role.If you are interested within these vacancy's and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
Jul 02, 2026
Full time
My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature.Due to both an internal promotion and business growth, the company are currently keen to recruit a Mortgage Paraplanner (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office. This is predominantly an office based role, with the opportunity to also work from home on one day per week. This is a great opportunity for either an established Mortgage Paraplanner, for an experienced Mortgage Administrator who is keen to work within a more technical position or possibly for an experienced Mortgage Advisor/Broker who is now keen to move away from an advice based role but that still wants to use their technical mortgage product knowledge to good effect. The working hours within this position are Monday to Friday from 9:00am to 17:00pm, including a daily 1 hour lunch break. You will work in a great environment and within a successful team who work well within a friendly, productive culture. The company will provide you with the opportunity to successfully develop your career further, allowing this to be a long term/career based opportunity. This could mean that in time you progress for example into either a Team Leader role or into a Mortgage and Protection Advisor role, if of course you would like to. Again if you would like to, the company will happily support your further study of industry based qualifications such as the CeMAP qualification. Key responsibilities: Job activities will include: You will aid the companies Director and Mortgage and Protection Advisor's by completing mortgage and associated protection product research, assisting to source the ideal mortgage and protection products to meet specific clients criteria. You will liaise between the companies Director, Mortgage and Protection Advisor's, Mortgage and Protection Administrator's, the Mortgage Lenders, Protection Providers, Solicitors and the company's clients to aid the progress of mortgage and protection cases successfully through to their completion. You will provide excellent levels of service. You will use relevant mortgage product sourcing software and the various lenders online platforms/portals to submit Residential & BTL mortgage applications suitably. You will use relevant protection product sourcing software and the various protection providers online platforms/portals to submit insurance applications suitably. Ensuring all work meets the required FCA compliance standards. Key candidate attributes: Strong Mortgage Paraplanning/Administration experience gained within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online portals/platforms. Strong organisation and planning skills. Excellent communication skills, both written and verbal. Must demonstrate technical ability and be confident with mortgage case terminology. Must be able to demonstrate initiative and ability to time manage and prioritise mortgage and protection applications suitably. Enjoy working within a team. Desire to progress in a professional and growing business. The successful candidate will receive a competitive starting basic salary of £35,000 to £40,000 which is negotiable based upon skill-set/role experience. Plus benefits which include, a pension scheme, 25 day's annual leave per annum (plus an additional day's leave is provided for each of your first 5 years of service at the company), team trips abroad and a bonus scheme which is based upon the business' performance and compliance levels. These bonuses are paid monthly and typically equate to an additional £3,000 to £4,000 annually. All leading to a possible annual OTE of up to circa £45,000 within this role.If you are interested within these vacancy's and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
My client is a very well established, successful, multi-award winning, Directly Authorised, Wealth Management practice. The company's main aim is to provide the best and most impartial advice available to its clientele, operating within a non-sales focused, high client service, advice based culture. The firms clients are both UK and internationally based, they are most frequently of a HNW nature. The company are currently keen to hire an additional Mortgage Administrator (administering mainly Residential and BTL focused cases) to join their established team based within their Central London office. The working hours within this position are Monday to Friday from 9:00am to 5:30pm, with a 1 hour lunch break each day. This is a hybrid role whereby the successful candidate would work from a prime located Central London office on 4 days' of each week, whilst you will have the opportunity to work from home on 1 day of each week. Key responsibilities: Job activities will include: Inputting of mortgage applications. Sending packaging requirements to the lender after application has been submitted. Creating tasks, records and reminders on the CRM. Ensuring all documents are scanned to the activity, prior to and post offer. Creating invoices where applicable. Adding of fees figures. Ensuring MI is up to date on relevant spreadsheets. Sending out of re-broke letters to clients. Ensuring that files are compliant post completion. Chasing lenders where required and providing updates to clients where required to support the Advisors. Updating of notes on the CRM where applicable. Liaising with clients, advisers, lenders, solicitors to ensure that mortgage applications are progressing to exchange/completion suitably. Meeting with Lenders' Business Development Managers. Taking responsibility for product transfer mortgage cases/basic product research. Key candidate attributes: Mortgage Administration experience gained ideally within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online lender portals/platforms. Excellent English written skills and telephone manner. Must demonstrate mortgage knowledge/technical ability and be confident with mortgage based terminology. Must be able to demonstrate initiative and ability to time manage and prioritise cases through to completion. Desire to progress in a professional and growing business. The successful candidate will receive a competitive basic salary of up to £37,000 which is negotiable based on skill-set/ability/role experience. Employee benefits include a pension scheme, private medical insurance, an initial 25 day's annual leave (plus the annual bank holidays) and an annual discretionary bonus. If you are interested within this vacancy and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
Jul 02, 2026
Full time
My client is a very well established, successful, multi-award winning, Directly Authorised, Wealth Management practice. The company's main aim is to provide the best and most impartial advice available to its clientele, operating within a non-sales focused, high client service, advice based culture. The firms clients are both UK and internationally based, they are most frequently of a HNW nature. The company are currently keen to hire an additional Mortgage Administrator (administering mainly Residential and BTL focused cases) to join their established team based within their Central London office. The working hours within this position are Monday to Friday from 9:00am to 5:30pm, with a 1 hour lunch break each day. This is a hybrid role whereby the successful candidate would work from a prime located Central London office on 4 days' of each week, whilst you will have the opportunity to work from home on 1 day of each week. Key responsibilities: Job activities will include: Inputting of mortgage applications. Sending packaging requirements to the lender after application has been submitted. Creating tasks, records and reminders on the CRM. Ensuring all documents are scanned to the activity, prior to and post offer. Creating invoices where applicable. Adding of fees figures. Ensuring MI is up to date on relevant spreadsheets. Sending out of re-broke letters to clients. Ensuring that files are compliant post completion. Chasing lenders where required and providing updates to clients where required to support the Advisors. Updating of notes on the CRM where applicable. Liaising with clients, advisers, lenders, solicitors to ensure that mortgage applications are progressing to exchange/completion suitably. Meeting with Lenders' Business Development Managers. Taking responsibility for product transfer mortgage cases/basic product research. Key candidate attributes: Mortgage Administration experience gained ideally within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online lender portals/platforms. Excellent English written skills and telephone manner. Must demonstrate mortgage knowledge/technical ability and be confident with mortgage based terminology. Must be able to demonstrate initiative and ability to time manage and prioritise cases through to completion. Desire to progress in a professional and growing business. The successful candidate will receive a competitive basic salary of up to £37,000 which is negotiable based on skill-set/ability/role experience. Employee benefits include a pension scheme, private medical insurance, an initial 25 day's annual leave (plus the annual bank holidays) and an annual discretionary bonus. If you are interested within this vacancy and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
£30,000 - £38,000 Basic Salary + Bonus + Comprehensive Benefits Established Wealth Management Firm Study Support Available Long-Term Career Development A fantastic opportunity has arisen for an experienced Financial Planning Administrator to join a highly regarded Independent Financial Advisory firm based in Godalming. Established for over 20 years, this successful wealth management practice provides holistic financial planning and mortgage advice to families, retirees, professionals and high-net-worth individuals across Surrey, Hampshire and London. The business has built an excellent reputation through delivering a high level of client service and maintaining long-standing relationships with its loyal client base. Following a period of significant growth and increased levels of new business, the firm is now looking to strengthen its support team with the addition of a Financial Planning Administrator who will play a key role in supporting advisers, paraplanners and clients across the entire financial planning process. The Opportunity This is a varied and rewarding administration role where you will gain exposure to all aspects of financial planning administration while working closely with experienced advisers and paraplanners. Your responsibilities will include: • Obtaining and maintaining client information and documentation • Preparing and processing letters of authority and valuation requests • Supporting the onboarding of new clients and conducting AML checks • Liaising with clients, providers and platform providers on a daily basis • Preparing client review packs and meeting documentation • Processing new business applications and servicing existing policies • Maintaining accurate client records and updating back-office systems • Supporting advisers and paraplanners with ongoing client servicing requirements You will gain exposure to a broad range of financial planning products and platforms, including Quilter, Aviva, Elevate, Standard Life Wrap and Transact. Requirements • Previous experience within a Financial Planning Administrator or Wealth Management Administrator role • Strong understanding of financial planning administration processes • Excellent organisational and communication skills • Ability to manage multiple cases and deadlines effectively • Experience using Intelligent Office would be highly advantageous • Professional and client-focused approach • A desire to build a long-term career within financial planning What's on Offer • £30,000 - £38,000 basic salary depending on experience • Bonus scheme participation • 25 days holiday plus bank holidays • Excellent pension contribution • Death in Service benefit • Income Protection cover • Full induction and training programme • Study support for professional qualifications • Accessible office parking • Ongoing exposure to experienced advisers and paraplanners • Long-term career progression opportunities within a growing business This is an excellent opportunity for an ambitious Financial Planning Administrator seeking to join a successful and well-established wealth management firm where you can develop your technical knowledge, broaden your industry exposure and build a rewarding long-term career. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.
Jul 02, 2026
Full time
£30,000 - £38,000 Basic Salary + Bonus + Comprehensive Benefits Established Wealth Management Firm Study Support Available Long-Term Career Development A fantastic opportunity has arisen for an experienced Financial Planning Administrator to join a highly regarded Independent Financial Advisory firm based in Godalming. Established for over 20 years, this successful wealth management practice provides holistic financial planning and mortgage advice to families, retirees, professionals and high-net-worth individuals across Surrey, Hampshire and London. The business has built an excellent reputation through delivering a high level of client service and maintaining long-standing relationships with its loyal client base. Following a period of significant growth and increased levels of new business, the firm is now looking to strengthen its support team with the addition of a Financial Planning Administrator who will play a key role in supporting advisers, paraplanners and clients across the entire financial planning process. The Opportunity This is a varied and rewarding administration role where you will gain exposure to all aspects of financial planning administration while working closely with experienced advisers and paraplanners. Your responsibilities will include: • Obtaining and maintaining client information and documentation • Preparing and processing letters of authority and valuation requests • Supporting the onboarding of new clients and conducting AML checks • Liaising with clients, providers and platform providers on a daily basis • Preparing client review packs and meeting documentation • Processing new business applications and servicing existing policies • Maintaining accurate client records and updating back-office systems • Supporting advisers and paraplanners with ongoing client servicing requirements You will gain exposure to a broad range of financial planning products and platforms, including Quilter, Aviva, Elevate, Standard Life Wrap and Transact. Requirements • Previous experience within a Financial Planning Administrator or Wealth Management Administrator role • Strong understanding of financial planning administration processes • Excellent organisational and communication skills • Ability to manage multiple cases and deadlines effectively • Experience using Intelligent Office would be highly advantageous • Professional and client-focused approach • A desire to build a long-term career within financial planning What's on Offer • £30,000 - £38,000 basic salary depending on experience • Bonus scheme participation • 25 days holiday plus bank holidays • Excellent pension contribution • Death in Service benefit • Income Protection cover • Full induction and training programme • Study support for professional qualifications • Accessible office parking • Ongoing exposure to experienced advisers and paraplanners • Long-term career progression opportunities within a growing business This is an excellent opportunity for an ambitious Financial Planning Administrator seeking to join a successful and well-established wealth management firm where you can develop your technical knowledge, broaden your industry exposure and build a rewarding long-term career. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.
Commercial Mortgage Administrator Complex Cases / Bridging Finance / Development Finance / Commercial Mortgages London / Hybrid Up to £40k Basic + Flexible Benefits + Excellent Bonus potential We have a fantastic opening for a proactive Commercial Mortgage Administrator to join an award winning financial services firm covering mortgages, protection, wealth management and general insurance. If you are an experienced Commercial Mortgage Administrator that thrives in a dynamic, fast paced environment and enjoy handling complex commercial / specialist finance mortgage cases (including Commercial, Bridging Finance and Development Finance), this could be the role you've been looking for. Key Responsibilities End to end case management from application to completion Commercial mortgage application packaging & submission to lenders/providers Managing commercial mortgage, bridging and development 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 Commercial Mortgage Administrator Experience of working complex commercial mortgage cases Exposure to bridging finance / development finance 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
Jul 02, 2026
Full time
Commercial Mortgage Administrator Complex Cases / Bridging Finance / Development Finance / Commercial Mortgages London / Hybrid Up to £40k Basic + Flexible Benefits + Excellent Bonus potential We have a fantastic opening for a proactive Commercial Mortgage Administrator to join an award winning financial services firm covering mortgages, protection, wealth management and general insurance. If you are an experienced Commercial Mortgage Administrator that thrives in a dynamic, fast paced environment and enjoy handling complex commercial / specialist finance mortgage cases (including Commercial, Bridging Finance and Development Finance), this could be the role you've been looking for. Key Responsibilities End to end case management from application to completion Commercial mortgage application packaging & submission to lenders/providers Managing commercial mortgage, bridging and development 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 Commercial Mortgage Administrator Experience of working complex commercial mortgage cases Exposure to bridging finance / development finance 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
Our client is a successful and well established top Sussex based IFA firm and they are currently looking for an experienced Mortgage Administrator to join the team within their Broker arm There is the chance of 1 day from home and 4 days in the Worthing office You must have experience doing Mortgages Administration in an independent brokerage We are looking for experienced Administrators who have dealt with a full panel of Lenders Base circa £30-32000 plus great benefits package and bonus Mon-Fri only For this and other Financial Services roles in West Sussex please call Jason at Astral
Jul 02, 2026
Full time
Our client is a successful and well established top Sussex based IFA firm and they are currently looking for an experienced Mortgage Administrator to join the team within their Broker arm There is the chance of 1 day from home and 4 days in the Worthing office You must have experience doing Mortgages Administration in an independent brokerage We are looking for experienced Administrators who have dealt with a full panel of Lenders Base circa £30-32000 plus great benefits package and bonus Mon-Fri only For this and other Financial Services roles in West Sussex please call Jason at Astral
A superb opportunity has arisen within a Specialist Mortgage broker in the heart of Chelmsford. You will be joining a small, friendly team providing top quality Residential and BTL Mortgage and some 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 and BTL 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 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, offering a competitive basic salary. Interviews are available immediately.
Jul 02, 2026
Full time
A superb opportunity has arisen within a Specialist Mortgage broker in the heart of Chelmsford. You will be joining a small, friendly team providing top quality Residential and BTL Mortgage and some 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 and BTL 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 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, offering a competitive basic salary. Interviews are available immediately.
Wealth Planning Administrator - Transferable experience from other areas of Administration or financial services welcome Salary: Up to £26,000 - £30,000 Outskirts Wolverhampton, West Midlands Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways . About the Company This is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the administration team, playing a key role in supporting advisers and delivering high-quality service to clients. Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, legal, providers, mortgages, accountancy or similar) is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Jul 02, 2026
Full time
Wealth Planning Administrator - Transferable experience from other areas of Administration or financial services welcome Salary: Up to £26,000 - £30,000 Outskirts Wolverhampton, West Midlands Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways . About the Company This is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the administration team, playing a key role in supporting advisers and delivering high-quality service to clients. Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, legal, providers, mortgages, accountancy or similar) is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Conveyancing Administrator Are you an organised Administrator, Legal Assistant, or Conveyancing Coordinator looking to elevate your career with an industry leader? We are looking for a detail-oriented professional to join our specialist Property Solutions division in Croydon. This isn't just another admin role. You'll be joining a business that has been voted a "Great Place to Work UK" for the last 5 years running, and we are deeply committed to your professional growth through funded qualifications and extensive internal training. The Perks Work-Life Balance: Hybrid working and flexible hours (available after your successful probation). Career Growth: We invest in YOU. We offer extensive training and will fund professional qualifications to help you become an expert in your field. Award-Winning Culture: Join a team that values its people, evidenced by 5 consecutive years of "Great Place to Work" accreditation. The Role Working within our vibrant Leasehold and Managed Freehold department, you will play a vital role in the property disposal process. This is a fast-paced position perfect for someone who enjoys a mix of customer service and technical administration. Your Day-to-Day: Managing Enquiries: Processing all solicitor enquiries regarding property disposals and re-mortgages. Pack Generation: Creating and issuing comprehensive solicitor packs and managing the associated invoicing. Collaboration: Liaising closely with Estate Managers and Finance teams to resolve vendor and purchaser queries. Technical Admin: Handling Land Registry enquiries, lease consents, and extensions. System Management: Raising internal invoices/credit notes and maintaining an organised filing system. About You You don't need to be a conveyancing expert yet, but you do need to be a sharp administrator with a "can-do" attitude. We'll teach you the rest! We are looking for: Qualifications: GCSE Grades A-C (or equivalent) in Maths and English. Skills: Strong communication skills and a customer-focused approach. Mindset: A team player who can multi-task, work under pressure, and use their own initiative. Bonus Points: Previous experience in property management, legal administration, or a basic understanding of residential property legislation. For more information on this exciting new role, please apply today Randstad CPE values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application. Candidates must be eligible to live and work in the UK. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business.
Jul 02, 2026
Full time
Conveyancing Administrator Are you an organised Administrator, Legal Assistant, or Conveyancing Coordinator looking to elevate your career with an industry leader? We are looking for a detail-oriented professional to join our specialist Property Solutions division in Croydon. This isn't just another admin role. You'll be joining a business that has been voted a "Great Place to Work UK" for the last 5 years running, and we are deeply committed to your professional growth through funded qualifications and extensive internal training. The Perks Work-Life Balance: Hybrid working and flexible hours (available after your successful probation). Career Growth: We invest in YOU. We offer extensive training and will fund professional qualifications to help you become an expert in your field. Award-Winning Culture: Join a team that values its people, evidenced by 5 consecutive years of "Great Place to Work" accreditation. The Role Working within our vibrant Leasehold and Managed Freehold department, you will play a vital role in the property disposal process. This is a fast-paced position perfect for someone who enjoys a mix of customer service and technical administration. Your Day-to-Day: Managing Enquiries: Processing all solicitor enquiries regarding property disposals and re-mortgages. Pack Generation: Creating and issuing comprehensive solicitor packs and managing the associated invoicing. Collaboration: Liaising closely with Estate Managers and Finance teams to resolve vendor and purchaser queries. Technical Admin: Handling Land Registry enquiries, lease consents, and extensions. System Management: Raising internal invoices/credit notes and maintaining an organised filing system. About You You don't need to be a conveyancing expert yet, but you do need to be a sharp administrator with a "can-do" attitude. We'll teach you the rest! We are looking for: Qualifications: GCSE Grades A-C (or equivalent) in Maths and English. Skills: Strong communication skills and a customer-focused approach. Mindset: A team player who can multi-task, work under pressure, and use their own initiative. Bonus Points: Previous experience in property management, legal administration, or a basic understanding of residential property legislation. For more information on this exciting new role, please apply today Randstad CPE values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application. Candidates must be eligible to live and work in the UK. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business.
Are you an experienced Mortgage Administrator or IFA Administrator looking for a role where you can take ownership of cases and make a real impact? Do you enjoy building strong relationships with clients, advisers, and lenders while ensuring applications progress smoothly from start to finish? Juice Recruitment is delighted to be supporting a well-established and growing financial services business in the search for a Case Manager. This is an excellent opportunity for an experienced Mortgage Administrator or IFA Administrator to join a professional and supportive team where client service is at the heart of everything they do. Working remotely, you'll play a key role in managing mortgage applications from submission through to completion, ensuring clients receive a seamless experience while supporting advisers and maintaining strong relationships with lenders and third-party partners. DAY TO DAY Managing mortgage applications from submission through to completion. Acting as the main point of contact for clients throughout the application journey. Liaising with lenders and providers to obtain updates and progress cases efficiently. Requesting and managing outstanding documentation from clients. Proactively identifying and resolving issues that could impact application timescales. Reviewing mortgage offers and ensuring all information is accurate before notifying advisers. Keeping advisers informed of case progress and any potential challenges. Maintaining accurate and compliant client records within the CRM system. Liaising with introducers and trusted third-party partners where appropriate. Uploading and allocating client documentation and correspondence. WHAT WE'D LOVE TO SEE Previous experience working in a mortgage or IFA role, ideally within customer services or administration. Excellent communication and relationship-building skills. Strong organisational abilities with the capacity to manage multiple cases simultaneously. Exceptional attention to detail and accuracy. Confidence in dealing with lenders, clients, and advisers professionally. A proactive approach to problem-solving and case progression. Strong IT skills and experience using CRM systems. CeMAP qualification, or working towards it, would be advantageous but is not essential. FOR YOU Competitive salary dependent on experience. Fully remote working. Ongoing training and professional development opportunities. A supportive and collaborative team environment. The opportunity to join a growing and successful financial services business. A varied role where your expertise and contribution will be highly valued. Long-term career development opportunities within a professional and customer-focused organisation. Apply today or contact Juice Recruitment for a confidential conversation. INDS
Jul 02, 2026
Full time
Are you an experienced Mortgage Administrator or IFA Administrator looking for a role where you can take ownership of cases and make a real impact? Do you enjoy building strong relationships with clients, advisers, and lenders while ensuring applications progress smoothly from start to finish? Juice Recruitment is delighted to be supporting a well-established and growing financial services business in the search for a Case Manager. This is an excellent opportunity for an experienced Mortgage Administrator or IFA Administrator to join a professional and supportive team where client service is at the heart of everything they do. Working remotely, you'll play a key role in managing mortgage applications from submission through to completion, ensuring clients receive a seamless experience while supporting advisers and maintaining strong relationships with lenders and third-party partners. DAY TO DAY Managing mortgage applications from submission through to completion. Acting as the main point of contact for clients throughout the application journey. Liaising with lenders and providers to obtain updates and progress cases efficiently. Requesting and managing outstanding documentation from clients. Proactively identifying and resolving issues that could impact application timescales. Reviewing mortgage offers and ensuring all information is accurate before notifying advisers. Keeping advisers informed of case progress and any potential challenges. Maintaining accurate and compliant client records within the CRM system. Liaising with introducers and trusted third-party partners where appropriate. Uploading and allocating client documentation and correspondence. WHAT WE'D LOVE TO SEE Previous experience working in a mortgage or IFA role, ideally within customer services or administration. Excellent communication and relationship-building skills. Strong organisational abilities with the capacity to manage multiple cases simultaneously. Exceptional attention to detail and accuracy. Confidence in dealing with lenders, clients, and advisers professionally. A proactive approach to problem-solving and case progression. Strong IT skills and experience using CRM systems. CeMAP qualification, or working towards it, would be advantageous but is not essential. FOR YOU Competitive salary dependent on experience. Fully remote working. Ongoing training and professional development opportunities. A supportive and collaborative team environment. The opportunity to join a growing and successful financial services business. A varied role where your expertise and contribution will be highly valued. Long-term career development opportunities within a professional and customer-focused organisation. Apply today or contact Juice Recruitment for a confidential conversation. INDS
Senior IFA Administrator (Senior Client Services) Location: Edgbaston Salary: Up to £35,000 DOE Hybrid: 2 days from home, 3 in office Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility - supporting financial advisers and planners while coaching and developing more junior administrators. The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products - investments, pensions, transfers, protection and mortgages - and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team. This is a senior seat rather than a sideways step - the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group. The role Reporting to the Client Service Managers and advisers, the successful candidate will: Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform Ensure all compliance documents are in place before submission, in line with the firm's New Business Process Prepare valuation reports, review packs and Post Review Summary reports for client meetings Run Risk Profiler and FE Analytics fund switch reports, processing switches Handle withdrawal instructions, client queries and back-office record accuracy Coach colleagues, deliver training and help the wider team prioritise workload About the candidate The ideal applicant will have: Experience as an administrator within an IFA or wealth management firm With confidence across multiple products and platforms A natural ability to support junior staff through coaching and training Strong product knowledge and a clear grasp of conduct rules and compliance requirements Exceptional attention to detail, strong organisation, and composure under competing deadlines Salary and benefits Salary up to £35,000 depending on experience Pension: 3% employer contribution with salary sacrifice 23 days holiday plus bank holidays, rising to 25 with service Group life cover at 4x salary, income protection and company sick pay (post-probation) Employee Assistance Programme and financial wellbeing support Hybrid working: up to 2 days from home each week
Jul 01, 2026
Full time
Senior IFA Administrator (Senior Client Services) Location: Edgbaston Salary: Up to £35,000 DOE Hybrid: 2 days from home, 3 in office Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility - supporting financial advisers and planners while coaching and developing more junior administrators. The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products - investments, pensions, transfers, protection and mortgages - and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team. This is a senior seat rather than a sideways step - the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group. The role Reporting to the Client Service Managers and advisers, the successful candidate will: Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform Ensure all compliance documents are in place before submission, in line with the firm's New Business Process Prepare valuation reports, review packs and Post Review Summary reports for client meetings Run Risk Profiler and FE Analytics fund switch reports, processing switches Handle withdrawal instructions, client queries and back-office record accuracy Coach colleagues, deliver training and help the wider team prioritise workload About the candidate The ideal applicant will have: Experience as an administrator within an IFA or wealth management firm With confidence across multiple products and platforms A natural ability to support junior staff through coaching and training Strong product knowledge and a clear grasp of conduct rules and compliance requirements Exceptional attention to detail, strong organisation, and composure under competing deadlines Salary and benefits Salary up to £35,000 depending on experience Pension: 3% employer contribution with salary sacrifice 23 days holiday plus bank holidays, rising to 25 with service Group life cover at 4x salary, income protection and company sick pay (post-probation) Employee Assistance Programme and financial wellbeing support Hybrid working: up to 2 days from home each week
Senior IFA Administrator (Senior Client Services) Location: Warwick Salary: Up to £35,000 DOE Hybrid: 2 days from home, 3 in office Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility - supporting financial advisers and planners while coaching and developing more junior administrators. The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products - investments, pensions, transfers, protection and mortgages - and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team. This is a senior seat rather than a sideways step - the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group. The role Reporting to the Client Service Managers and advisers, the successful candidate will: Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform Ensure all compliance documents are in place before submission, in line with the firm's New Business Process Prepare valuation reports, review packs and Post Review Summary reports for client meetings Run Risk Profiler and FE Analytics fund switch reports, processing switches Handle withdrawal instructions, client queries and back-office record accuracy Coach colleagues, deliver training and help the wider team prioritise workload About the candidate The ideal applicant will have: Experience as an administrator within an IFA or wealth management firm With confidence across multiple products and platforms A natural ability to support junior staff through coaching and training Strong product knowledge and a clear grasp of conduct rules and compliance requirements Exceptional attention to detail, strong organisation, and composure under competing deadlines Salary and benefits Salary up to £35,000 depending on experience Pension: 3% employer contribution with salary sacrifice 23 days holiday plus bank holidays, rising to 25 with service Group life cover at 4x salary, income protection and company sick pay (post-probation) Employee Assistance Programme and financial wellbeing support Hybrid working: up to 2 days from home each week
Jul 01, 2026
Full time
Senior IFA Administrator (Senior Client Services) Location: Warwick Salary: Up to £35,000 DOE Hybrid: 2 days from home, 3 in office Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility - supporting financial advisers and planners while coaching and developing more junior administrators. The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products - investments, pensions, transfers, protection and mortgages - and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team. This is a senior seat rather than a sideways step - the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group. The role Reporting to the Client Service Managers and advisers, the successful candidate will: Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform Ensure all compliance documents are in place before submission, in line with the firm's New Business Process Prepare valuation reports, review packs and Post Review Summary reports for client meetings Run Risk Profiler and FE Analytics fund switch reports, processing switches Handle withdrawal instructions, client queries and back-office record accuracy Coach colleagues, deliver training and help the wider team prioritise workload About the candidate The ideal applicant will have: Experience as an administrator within an IFA or wealth management firm With confidence across multiple products and platforms A natural ability to support junior staff through coaching and training Strong product knowledge and a clear grasp of conduct rules and compliance requirements Exceptional attention to detail, strong organisation, and composure under competing deadlines Salary and benefits Salary up to £35,000 depending on experience Pension: 3% employer contribution with salary sacrifice 23 days holiday plus bank holidays, rising to 25 with service Group life cover at 4x salary, income protection and company sick pay (post-probation) Employee Assistance Programme and financial wellbeing support Hybrid working: up to 2 days from home each week
Administrator, Financial Services Industry 25,000pa - 33,000pa doe Bristol (Pill) office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
Jul 01, 2026
Full time
Administrator, Financial Services Industry 25,000pa - 33,000pa doe Bristol (Pill) office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
