Legal Administrator Are you a confident Legal Administrator or Legal Secretary with experience in residential property? Or perhaps you have a background in conveyancing and are ready for a fresh challenge? If so, we might have the perfect opportunity for you! Location: Cranleigh - Free parking Salary: 28-30k (based on experience) Hours: Monday to Friday, 09:15am - 17:15pm (1-hour lunch break) Benefits: Private Health Insurance, 28 days holiday + day day for your birthday!, opportunity to stay at the firms beautiful holiday accomodation! About the Role: We are seeking a proactive and detail-oriented Legal Administrator join our clients small friendly team in the heart of Cranleigh . This is a fantastic opportunity for someone who thrives in a fast-paced legal environment and enjoys supporting case handlers throughout the property transaction process. Key Responsibilities: Answering incoming calls and handling client enquiries Quoting clients and opening new files Sending out client care letters and updating the case management system upon return Managing ID and AML checks via case management system Entering details from sales memorandums and issuing initial letters to estate agents, clients, and solicitors Downloading mortgage instructions from CML Supporting case handlers with day-to-day tasks Chasing updates from other parties' solicitors and keeping clients informed Preparing and sending out contract papers Drafting exchange letters and handling post-exchange tasks Preparing completion statements, requesting funds from lenders, and conducting pre-completion searches Completing SDLT returns and submitting Land Registry applications Sending out completed registrations and closing files Requirements Previous experience in a property or conveyancing department Strong understanding of the conveyancing process Strong organisational skills and attention to detail Excellent communication skills, both written and verbal Ability to manage multiple tasks and work under pressure Familiarity with case management systems and legal documentation A team player with a proactive approach If you think you have the suitable experience for this role then APPLY NOW or email, (url removed) to find out more about this exciting opportunity! We look forward to hearing from you! 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.
Oct 25, 2025
Full time
Legal Administrator Are you a confident Legal Administrator or Legal Secretary with experience in residential property? Or perhaps you have a background in conveyancing and are ready for a fresh challenge? If so, we might have the perfect opportunity for you! Location: Cranleigh - Free parking Salary: 28-30k (based on experience) Hours: Monday to Friday, 09:15am - 17:15pm (1-hour lunch break) Benefits: Private Health Insurance, 28 days holiday + day day for your birthday!, opportunity to stay at the firms beautiful holiday accomodation! About the Role: We are seeking a proactive and detail-oriented Legal Administrator join our clients small friendly team in the heart of Cranleigh . This is a fantastic opportunity for someone who thrives in a fast-paced legal environment and enjoys supporting case handlers throughout the property transaction process. Key Responsibilities: Answering incoming calls and handling client enquiries Quoting clients and opening new files Sending out client care letters and updating the case management system upon return Managing ID and AML checks via case management system Entering details from sales memorandums and issuing initial letters to estate agents, clients, and solicitors Downloading mortgage instructions from CML Supporting case handlers with day-to-day tasks Chasing updates from other parties' solicitors and keeping clients informed Preparing and sending out contract papers Drafting exchange letters and handling post-exchange tasks Preparing completion statements, requesting funds from lenders, and conducting pre-completion searches Completing SDLT returns and submitting Land Registry applications Sending out completed registrations and closing files Requirements Previous experience in a property or conveyancing department Strong understanding of the conveyancing process Strong organisational skills and attention to detail Excellent communication skills, both written and verbal Ability to manage multiple tasks and work under pressure Familiarity with case management systems and legal documentation A team player with a proactive approach If you think you have the suitable experience for this role then APPLY NOW or email, (url removed) to find out more about this exciting opportunity! We look forward to hearing from you! 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.
We are seeking a highly organised and detail-oriented Administrator to join our Clients Friendly team. The successful candidate will support mortgage advisors, liaise with clients, lenders, and solicitors, and ensure a seamless mortgage application process from start to finish. This is a fully office based Part time role. Hours are Monday to Friday 9.30am -2.30pm Key Responsibilities: Processing mortgage applications and managing documentation. Liaising with clients, lenders, solicitors, and other relevant parties. Tracking applications and ensuring timely updates to clients and advisors. Conducting initial compliance checks and ensuring regulatory requirements are met. Preparing and submitting relevant paperwork and correspondence. Managing client records using CRM systems. Handling general administrative duties, including responding to emails and calls. Maintaining knowledge of mortgage products and regulatory changes. Key Skills & Experience: Previous experience in mortgage administration or financial services advantageous Strong understanding of mortgage application processes. Excellent organisational and multitasking skills. High attention to detail and accuracy. Strong communication and customer service skills. Proficiency in Microsoft Office and CRM systems. Ability to work independently and as part of a team Please note: As you can appreciate we are currently overwhelmed with applications of individuals looking for both short term and permanent work and we can therefore only contact those applications that have relevant skills for positions that we currently have available. Should you not hear from us within a week, please assume you have been unsuccessful on this occasion. In line with GDPR regulations , we are making you aware that to proceed with your application we will need to contact you via email, telephone and/or text message. To receive future job alerts from us, you will be required to provide consent within our marketing preference options. The link will be provided in an email to you. Source4 are an equal opportunities employer and complies with all relevant UK legislation. If you are successful in your application, you will be required to attend a full registration with one of our Consultants which will involve you providing a current passport, any relevant visas, a proof of address and completing relevant tests and a full competency based interview
Oct 25, 2025
Seasonal
We are seeking a highly organised and detail-oriented Administrator to join our Clients Friendly team. The successful candidate will support mortgage advisors, liaise with clients, lenders, and solicitors, and ensure a seamless mortgage application process from start to finish. This is a fully office based Part time role. Hours are Monday to Friday 9.30am -2.30pm Key Responsibilities: Processing mortgage applications and managing documentation. Liaising with clients, lenders, solicitors, and other relevant parties. Tracking applications and ensuring timely updates to clients and advisors. Conducting initial compliance checks and ensuring regulatory requirements are met. Preparing and submitting relevant paperwork and correspondence. Managing client records using CRM systems. Handling general administrative duties, including responding to emails and calls. Maintaining knowledge of mortgage products and regulatory changes. Key Skills & Experience: Previous experience in mortgage administration or financial services advantageous Strong understanding of mortgage application processes. Excellent organisational and multitasking skills. High attention to detail and accuracy. Strong communication and customer service skills. Proficiency in Microsoft Office and CRM systems. Ability to work independently and as part of a team Please note: As you can appreciate we are currently overwhelmed with applications of individuals looking for both short term and permanent work and we can therefore only contact those applications that have relevant skills for positions that we currently have available. Should you not hear from us within a week, please assume you have been unsuccessful on this occasion. In line with GDPR regulations , we are making you aware that to proceed with your application we will need to contact you via email, telephone and/or text message. To receive future job alerts from us, you will be required to provide consent within our marketing preference options. The link will be provided in an email to you. Source4 are an equal opportunities employer and complies with all relevant UK legislation. If you are successful in your application, you will be required to attend a full registration with one of our Consultants which will involve you providing a current passport, any relevant visas, a proof of address and completing relevant tests and a full competency based interview
AMR - Specialist Property Recruiters
Orpington, Kent
Are you an experienced Property Professional with experience of working within Residential Sales and would like a Monday - Friday role? Our client is a multi-office Independent Brand with offices throughout Kent and South East London, They are seeking a Sales Administrator/Progressor, for their Orpington office. The role is focused on delivering exceptional sales service to clients, maintaining frequent and regular contact with vendors, buyers and all parties involved in transactions with a view to achieving speedy exchange of contracts with minimal stress for their customers. Key Responsibilities: Sales Administration Window Cards Property Write ups Processing and progressing all agreed sales through to completion Liaising with other estate agents, mortgage advisors and solicitors. Providing all relevant parties with accurate updates on the progress of the sale/purchase. Preparing correspondence using their case management system. Attending to clients both on the telephone and in person Administering filing systems which will include daily filing and the opening, closing, storage and retrieval of client files. Maintaining good relationship with new business introducers. Guiding clients with the initial first steps of their move. Preparing mail and enclosures for dispatch. Arranging the scanning and photocopying of paperwork. General Admin required by the Sales department The ideal candidate will ideally have - Ideally a years experience in Residential Sales Confident Telephone manner Have the ability to problem solve and work under pressure Organised and able to plan your own workload Proactive Must be well presented and have a good level of IT literacy Hours of work - Monday to Friday 9 am - 5 pm Package on offer - Basic: £22,500. Group pool commission £10,000 PA. Guaranteed for the first three months. OTE £32,000 In addition, there is further commission schemes available. Google reviews £10 per 4-5-star reviews. £100 for listing referrals to other branches. £35 per FS sign up. £50 Voucher for solicitor instructions. Additional benefits include Branch incentives Team building days A minimum of two group award parties a year.
Oct 24, 2025
Full time
Are you an experienced Property Professional with experience of working within Residential Sales and would like a Monday - Friday role? Our client is a multi-office Independent Brand with offices throughout Kent and South East London, They are seeking a Sales Administrator/Progressor, for their Orpington office. The role is focused on delivering exceptional sales service to clients, maintaining frequent and regular contact with vendors, buyers and all parties involved in transactions with a view to achieving speedy exchange of contracts with minimal stress for their customers. Key Responsibilities: Sales Administration Window Cards Property Write ups Processing and progressing all agreed sales through to completion Liaising with other estate agents, mortgage advisors and solicitors. Providing all relevant parties with accurate updates on the progress of the sale/purchase. Preparing correspondence using their case management system. Attending to clients both on the telephone and in person Administering filing systems which will include daily filing and the opening, closing, storage and retrieval of client files. Maintaining good relationship with new business introducers. Guiding clients with the initial first steps of their move. Preparing mail and enclosures for dispatch. Arranging the scanning and photocopying of paperwork. General Admin required by the Sales department The ideal candidate will ideally have - Ideally a years experience in Residential Sales Confident Telephone manner Have the ability to problem solve and work under pressure Organised and able to plan your own workload Proactive Must be well presented and have a good level of IT literacy Hours of work - Monday to Friday 9 am - 5 pm Package on offer - Basic: £22,500. Group pool commission £10,000 PA. Guaranteed for the first three months. OTE £32,000 In addition, there is further commission schemes available. Google reviews £10 per 4-5-star reviews. £100 for listing referrals to other branches. £35 per FS sign up. £50 Voucher for solicitor instructions. Additional benefits include Branch incentives Team building days A minimum of two group award parties a year.
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 an additional Mortgage and Protection Administrator (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office. 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 into either a Mortgage Paraplanner 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 liaise between the companies Mortgage and Protection Advisor's, Mortgage Lenders, Protection Providers, Solicitors and the company's clients to assist with progressing mortgage and protection cases through from application stage to completion. You will provide excellent levels of service to clients. You will use your strong administrative skills to ensure that records are thorough and up to date. You will use various lenders online platforms/portals to submit Residential & BTL mortgage cases suitably. You will use various protection providers online platforms/portals to submit insurance cases suitably. You will write suitability letters. Gathering original documents from clients, as required by the lenders. Ensuring all work meets the required FCA compliance standards. You will use relevant industry software to aid you within your role. Key candidate attributes: Mortgage 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 cases through to completion. 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 up to circa £35,000 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), a 1 month sabbatical after 5 years' of service, 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 £5,000 annually. All leading to a possible annual OTE of up to circa £40,000 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.
Oct 24, 2025
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 an additional Mortgage and Protection Administrator (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office. 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 into either a Mortgage Paraplanner 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 liaise between the companies Mortgage and Protection Advisor's, Mortgage Lenders, Protection Providers, Solicitors and the company's clients to assist with progressing mortgage and protection cases through from application stage to completion. You will provide excellent levels of service to clients. You will use your strong administrative skills to ensure that records are thorough and up to date. You will use various lenders online platforms/portals to submit Residential & BTL mortgage cases suitably. You will use various protection providers online platforms/portals to submit insurance cases suitably. You will write suitability letters. Gathering original documents from clients, as required by the lenders. Ensuring all work meets the required FCA compliance standards. You will use relevant industry software to aid you within your role. Key candidate attributes: Mortgage 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 cases through to completion. 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 up to circa £35,000 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), a 1 month sabbatical after 5 years' of service, 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 £5,000 annually. All leading to a possible annual OTE of up to circa £40,000 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.
Junior Mortgage Administrator - Fantastic Career Development Opportunity Location: London Salary: £25,000 - £30,000 (DOE) Type: Full-time, Permanent I'm working with a highly successful and forward-thinking mortgage brokerage that's looking to bring a Junior Mortgage Administrator into their growing Mortgage Team . This is a brilliant opportunity for someone looking to start or develop a career within financial services . My client has a strong track record of training and promoting from within - their development programme is built around creating senior opportunities for existing staff, not bringing people in over the top. The Role You'll be supporting the team with all aspects of the mortgage process, including: Packaging and submitting mortgage applications Maintaining accurate records on the internal database Liaising with clients to provide regular updates Chasing lenders, banks, and solicitors to ensure successful completions Full training will be provided, and the role is designed to grow as your skills and confidence develop. The Progression This is not a "dead-end" admin role. My client is passionate about developing their team, and for the right individual there are two defined career paths - one in administration and one leading to mortgage advising. To give you an idea of the long-term potential, their Mortgage Advisers typically earn six-figure incomes , all having started in junior positions. Who They're Looking For Experience is not essential - attitude is. They're interested in individuals who are: Ambitious and eager to learn Hard-working and reliable Open to feedback and development Proactive and confident communicating with clients This role would suit someone who wants to build a long-term career, not just take a short-term job. What's on Offer Starting salary between £25,000 - £28,000 , rising up to £30,000 for the right candidate Full training and career development plan Supportive, collaborative working environment Genuine long-term career prospects within a growing business If you're ready to take the first step into an exciting career in the mortgage industry, apply today or contact me directly for a confidential discussion.
Oct 24, 2025
Full time
Junior Mortgage Administrator - Fantastic Career Development Opportunity Location: London Salary: £25,000 - £30,000 (DOE) Type: Full-time, Permanent I'm working with a highly successful and forward-thinking mortgage brokerage that's looking to bring a Junior Mortgage Administrator into their growing Mortgage Team . This is a brilliant opportunity for someone looking to start or develop a career within financial services . My client has a strong track record of training and promoting from within - their development programme is built around creating senior opportunities for existing staff, not bringing people in over the top. The Role You'll be supporting the team with all aspects of the mortgage process, including: Packaging and submitting mortgage applications Maintaining accurate records on the internal database Liaising with clients to provide regular updates Chasing lenders, banks, and solicitors to ensure successful completions Full training will be provided, and the role is designed to grow as your skills and confidence develop. The Progression This is not a "dead-end" admin role. My client is passionate about developing their team, and for the right individual there are two defined career paths - one in administration and one leading to mortgage advising. To give you an idea of the long-term potential, their Mortgage Advisers typically earn six-figure incomes , all having started in junior positions. Who They're Looking For Experience is not essential - attitude is. They're interested in individuals who are: Ambitious and eager to learn Hard-working and reliable Open to feedback and development Proactive and confident communicating with clients This role would suit someone who wants to build a long-term career, not just take a short-term job. What's on Offer Starting salary between £25,000 - £28,000 , rising up to £30,000 for the right candidate Full training and career development plan Supportive, collaborative working environment Genuine long-term career prospects within a growing business If you're ready to take the first step into an exciting career in the mortgage industry, apply today or contact me directly for a confidential discussion.
A successful, Directly Authorised, Independent Mortgage Brokerage are currently keen to hire an additional Commercial Mortgage Administrator to join their established team based within their City of London office. The company's main aim is to provide the best and most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature. The working hours within this position are Monday to Friday from 9:00am to 17:00pm. This is a hybrid role whereby the successful candidate would work from a prime located City of London office on Monday's, Tuesday's, Thursday's and Friday's. Whilst you will have the opportunity to work from home on Wednesday's of each week. Key responsibilities: Job activities will include: Keying Mortgage applications into the different lenders systems - This in the main will include Commercial Mortgage, Bridging Finance and Development Finance cases. Providing administrative support to the Brokers. Managing the client service experience through to completion - speaking to the clients, lenders and solicitors to ensure smooth progress of the application. Detailing all conversations and actions taken in the CRM System. Also becoming familiar with the mortgage sourcing system that is used. Gathering original documents from clients, as required by the lenders. Uploading documents onto the system within the required compliance timescales. Scanning file documents onto the system and being responsible for ensuring the final file meets the required compliance standards. Ensuring all work meets the required FCA compliance standards. Contacting existing clients, to review their circumstances and products. Assisting the team with any other duties, as reasonably requested. Key candidate attributes: Commercial Mortgage Administration experience (i.e. with commercial mortgage and/or bridging finance and/or development finance cases) within the independent brokerage market, ensuring that you are familiar with multiple lenders mortgage products and online portals/platforms. Excellent English written skills and telephone manner, must have experience in dealing with all types of clients from diverse backgrounds. Must demonstrate technical ability and be confident with mortgage/finance 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 circa £35,000 which is negotiable based on skill-set/role experience. A pension scheme, plus benefits including a bonus scheme based upon the business' performance. These bonuses are paid quarterly and equate to an additional 10% to 20% of your annual salary. Team members consistently also receive a company Christmas bonus worth another £2,000 each year. All leading to a possible annual OTE of up to £44,000 within your first year in this role. 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.
Oct 24, 2025
Full time
A successful, Directly Authorised, Independent Mortgage Brokerage are currently keen to hire an additional Commercial Mortgage Administrator to join their established team based within their City of London office. The company's main aim is to provide the best and most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature. The working hours within this position are Monday to Friday from 9:00am to 17:00pm. This is a hybrid role whereby the successful candidate would work from a prime located City of London office on Monday's, Tuesday's, Thursday's and Friday's. Whilst you will have the opportunity to work from home on Wednesday's of each week. Key responsibilities: Job activities will include: Keying Mortgage applications into the different lenders systems - This in the main will include Commercial Mortgage, Bridging Finance and Development Finance cases. Providing administrative support to the Brokers. Managing the client service experience through to completion - speaking to the clients, lenders and solicitors to ensure smooth progress of the application. Detailing all conversations and actions taken in the CRM System. Also becoming familiar with the mortgage sourcing system that is used. Gathering original documents from clients, as required by the lenders. Uploading documents onto the system within the required compliance timescales. Scanning file documents onto the system and being responsible for ensuring the final file meets the required compliance standards. Ensuring all work meets the required FCA compliance standards. Contacting existing clients, to review their circumstances and products. Assisting the team with any other duties, as reasonably requested. Key candidate attributes: Commercial Mortgage Administration experience (i.e. with commercial mortgage and/or bridging finance and/or development finance cases) within the independent brokerage market, ensuring that you are familiar with multiple lenders mortgage products and online portals/platforms. Excellent English written skills and telephone manner, must have experience in dealing with all types of clients from diverse backgrounds. Must demonstrate technical ability and be confident with mortgage/finance 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 circa £35,000 which is negotiable based on skill-set/role experience. A pension scheme, plus benefits including a bonus scheme based upon the business' performance. These bonuses are paid quarterly and equate to an additional 10% to 20% of your annual salary. Team members consistently also receive a company Christmas bonus worth another £2,000 each year. All leading to a possible annual OTE of up to £44,000 within your first year in this role. 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.
Mortgage Administrator Location: Leicestershire Salary: 25,000 - 30,000 + Benefits Full-Time Permanent NJR Recruitment is working with a friendly and well-established IFA firm who have an excellent opportunity for a Mortgage Administrator to join their growing business, You will be working directly with one of the Firms Mortgage Advisors to provide hands on Administrative support. This role would suit someone with solid mortgage administration experience who enjoys working in a client-focused, busy environment. What's on Offer " Salary 25,000 - 30,000 " 25 days holiday + bank holidays " Non-contributory pension scheme (after 3 months) " Death in service benefit (after probation) " Modern air-conditioned offices with kitchen, gym, and free secure parking Key Responsibilities " Provide full paraplanning and administrative support for mortgage and protection cases " Call qualified leads, arrange client meetings, and maintain adviser diaries " Liaise with advisers, lenders, and solicitors to progress applications " Prepare suitability reports for mortgages and protection " Conduct mortgage and protection research using Iress Tri-Gold and Exchange " Manage case files and ensure compliance with GDPR and FCA rules " Keep clients informed at every stage of their application What We're Looking For " Minimum 2 years' recent mortgage administration/paraplanning experience " CeMAP or CF6 qualification (minimum Level 3) " Excellent understanding of mortgage and protection processes from start to finish " Proficient in Microsoft Office and CRM systems (Adviser Office desirable) " Strong communication skills, attention to detail, and ability to work under pressure Our client is looking for someone with a can-do attitude, who is self motivated, efficient and hard working and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR15983
Oct 23, 2025
Full time
Mortgage Administrator Location: Leicestershire Salary: 25,000 - 30,000 + Benefits Full-Time Permanent NJR Recruitment is working with a friendly and well-established IFA firm who have an excellent opportunity for a Mortgage Administrator to join their growing business, You will be working directly with one of the Firms Mortgage Advisors to provide hands on Administrative support. This role would suit someone with solid mortgage administration experience who enjoys working in a client-focused, busy environment. What's on Offer " Salary 25,000 - 30,000 " 25 days holiday + bank holidays " Non-contributory pension scheme (after 3 months) " Death in service benefit (after probation) " Modern air-conditioned offices with kitchen, gym, and free secure parking Key Responsibilities " Provide full paraplanning and administrative support for mortgage and protection cases " Call qualified leads, arrange client meetings, and maintain adviser diaries " Liaise with advisers, lenders, and solicitors to progress applications " Prepare suitability reports for mortgages and protection " Conduct mortgage and protection research using Iress Tri-Gold and Exchange " Manage case files and ensure compliance with GDPR and FCA rules " Keep clients informed at every stage of their application What We're Looking For " Minimum 2 years' recent mortgage administration/paraplanning experience " CeMAP or CF6 qualification (minimum Level 3) " Excellent understanding of mortgage and protection processes from start to finish " Proficient in Microsoft Office and CRM systems (Adviser Office desirable) " Strong communication skills, attention to detail, and ability to work under pressure Our client is looking for someone with a can-do attitude, who is self motivated, efficient and hard working and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR15983
Recruit Wealth are proud to be representing one the UK's best known national Financial planning and Wealth Management businesses. Offering their independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. Our clients mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified and dedicated Financial Planners, our client is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs. IFA Administrator - Role Profile Obtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reports Run Risk Profiler results via FE Analytics Processing New Business Ensuring all compliance documents on file/provided by adviser prior to submission Submission to providers direct or electronically via platform Business types will be varied but mainly, investments, pensions, protection and sometimes mortgages Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Preparing valuation reports Preparing documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing half yearly valuation reports for issue to client Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser Updating back-office system to maintain accurate client data/records Client liaison and assisting with queries Filing/scanning/photocopying/post/franking/answering phone calls Skills, Experiences & Desirable's Able to support Financial Planners with high profile and complex clients Proactive in ensuring quality service to clients Demonstrating excellent customer communication and relationship building Confident communicator Team working and collaboration Excellent time management and organisation skills. Able to multi-task, plan, prioritise and work to competing deadlines Able to assist wider team with task management, planning and prioritising of work Exceptional attention to detail and accuracy Excellent product knowledge, in-depth understanding of systems and processes, and multi-platform expertise Clear understanding of precise conduct rules and compliance requirements Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal and professional commitment What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover x4 salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Oct 23, 2025
Full time
Recruit Wealth are proud to be representing one the UK's best known national Financial planning and Wealth Management businesses. Offering their independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. Our clients mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified and dedicated Financial Planners, our client is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs. IFA Administrator - Role Profile Obtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reports Run Risk Profiler results via FE Analytics Processing New Business Ensuring all compliance documents on file/provided by adviser prior to submission Submission to providers direct or electronically via platform Business types will be varied but mainly, investments, pensions, protection and sometimes mortgages Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Preparing valuation reports Preparing documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing half yearly valuation reports for issue to client Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser Updating back-office system to maintain accurate client data/records Client liaison and assisting with queries Filing/scanning/photocopying/post/franking/answering phone calls Skills, Experiences & Desirable's Able to support Financial Planners with high profile and complex clients Proactive in ensuring quality service to clients Demonstrating excellent customer communication and relationship building Confident communicator Team working and collaboration Excellent time management and organisation skills. Able to multi-task, plan, prioritise and work to competing deadlines Able to assist wider team with task management, planning and prioritising of work Exceptional attention to detail and accuracy Excellent product knowledge, in-depth understanding of systems and processes, and multi-platform expertise Clear understanding of precise conduct rules and compliance requirements Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal and professional commitment What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover x4 salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Commercial Mortgage Administrator Location: City of London (Hybrid - 4 days in office, 1 day from home) Salary: £33,000-£35,000 base + 20-30% annual bonus + £2,000 Christmas bonus (OTE up to £42,000) Type: Permanent Full-Time About the Company: Our client, a respected name in the specialist lending sector , is seeking an experienced Commercial Mortgage Administrator to join their growing London team. This is an excellent opportunity for a motivated individual with 3-5 years' experience in mortgage administration-ideally within commercial, semi-commercial, or bridging finance -to take the next step in their career within a professional and supportive environment. The Role: As a Commercial Mortgage Administrator , you'll play a key role in supporting brokers and ensuring smooth progression of complex mortgage applications from initial submission through to completion. You'll handle a varied caseload including Buy to Let, semi-commercial, commercial, bridging, refurbishment, development finance , and foreign national mortgages . Key Responsibilities: Accurately input and process mortgage applications across various lender platforms. Provide comprehensive administrative and pipeline support to brokers and the wider lending team. Oversee the client journey from start to finish, coordinating with clients, solicitors, and lenders. Record all interactions and progress updates in the company's CRM system. Collect and upload required documentation within compliance timelines. Ensure all documentation meets company and FCA standards. Support colleagues with additional administrative duties when required. About You: 3-5 years' experience in mortgage administration, ideally within the commercial or specialist lending market. Strong understanding of BTL, semi-commercial, bridging, refurbishment, and development finance products. Excellent written and verbal communication skills, confident dealing with brokers and clients alike. Organised and proactive, able to prioritise effectively in a fast-paced environment. Positive, motivated attitude with a desire to progress within a dynamic business. What's on Offer: Base salary: £33,000-£35,000 (depending on experience). Performance bonuses: 20-30% of annual salary. Annual Christmas bonus: £2,000. First-year OTE: Up to £42,000. Pension scheme and career development opportunities. Hybrid working: 4 days in the City office (9am-5pm), 1 day remote (Wednesdays). Start Date: ASAP / within 3-4 weeks. If you're an experienced Commercial Mortgage Administrator ready to take on a rewarding new role in a specialist lending environment, we'd love to hear from you. Apply now to join a team where your expertise and dedication will be truly valued.
Oct 23, 2025
Full time
Commercial Mortgage Administrator Location: City of London (Hybrid - 4 days in office, 1 day from home) Salary: £33,000-£35,000 base + 20-30% annual bonus + £2,000 Christmas bonus (OTE up to £42,000) Type: Permanent Full-Time About the Company: Our client, a respected name in the specialist lending sector , is seeking an experienced Commercial Mortgage Administrator to join their growing London team. This is an excellent opportunity for a motivated individual with 3-5 years' experience in mortgage administration-ideally within commercial, semi-commercial, or bridging finance -to take the next step in their career within a professional and supportive environment. The Role: As a Commercial Mortgage Administrator , you'll play a key role in supporting brokers and ensuring smooth progression of complex mortgage applications from initial submission through to completion. You'll handle a varied caseload including Buy to Let, semi-commercial, commercial, bridging, refurbishment, development finance , and foreign national mortgages . Key Responsibilities: Accurately input and process mortgage applications across various lender platforms. Provide comprehensive administrative and pipeline support to brokers and the wider lending team. Oversee the client journey from start to finish, coordinating with clients, solicitors, and lenders. Record all interactions and progress updates in the company's CRM system. Collect and upload required documentation within compliance timelines. Ensure all documentation meets company and FCA standards. Support colleagues with additional administrative duties when required. About You: 3-5 years' experience in mortgage administration, ideally within the commercial or specialist lending market. Strong understanding of BTL, semi-commercial, bridging, refurbishment, and development finance products. Excellent written and verbal communication skills, confident dealing with brokers and clients alike. Organised and proactive, able to prioritise effectively in a fast-paced environment. Positive, motivated attitude with a desire to progress within a dynamic business. What's on Offer: Base salary: £33,000-£35,000 (depending on experience). Performance bonuses: 20-30% of annual salary. Annual Christmas bonus: £2,000. First-year OTE: Up to £42,000. Pension scheme and career development opportunities. Hybrid working: 4 days in the City office (9am-5pm), 1 day remote (Wednesdays). Start Date: ASAP / within 3-4 weeks. If you're an experienced Commercial Mortgage Administrator ready to take on a rewarding new role in a specialist lending environment, we'd love to hear from you. Apply now to join a team where your expertise and dedication will be truly valued.
Recruit Wealth are proud to be representing one the UK's best known national Financial planning and Wealth Management businesses. Offering their independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. Our clients mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified and dedicated Financial Planners, our client is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs. IFA Administrator - Role Profile Obtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reports Run Risk Profiler results via FE Analytics Processing New Business Ensuring all compliance documents on file/provided by adviser prior to submission Submission to providers direct or electronically via platform Business types will be varied but mainly, investments, pensions, protection and sometimes mortgages Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Preparing valuation reports Preparing documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing half yearly valuation reports for issue to client Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser Updating back-office system to maintain accurate client data/records Client liaison and assisting with queries Filing/scanning/photocopying/post/franking/answering phone calls Skills, Experiences & Desirable's Able to support Financial Planners with high profile and complex clients Proactive in ensuring quality service to clients Demonstrating excellent customer communication and relationship building Confident communicator Team working and collaboration Excellent time management and organisation skills. Able to multi-task, plan, prioritise and work to competing deadlines Able to assist wider team with task management, planning and prioritising of work Exceptional attention to detail and accuracy Excellent product knowledge, in-depth understanding of systems and processes, and multi-platform expertise Clear understanding of precise conduct rules and compliance requirements Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal and professional commitment What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover x4 salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Oct 23, 2025
Full time
Recruit Wealth are proud to be representing one the UK's best known national Financial planning and Wealth Management businesses. Offering their independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. Our clients mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified and dedicated Financial Planners, our client is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs. IFA Administrator - Role Profile Obtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reports Run Risk Profiler results via FE Analytics Processing New Business Ensuring all compliance documents on file/provided by adviser prior to submission Submission to providers direct or electronically via platform Business types will be varied but mainly, investments, pensions, protection and sometimes mortgages Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Preparing valuation reports Preparing documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing half yearly valuation reports for issue to client Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser Updating back-office system to maintain accurate client data/records Client liaison and assisting with queries Filing/scanning/photocopying/post/franking/answering phone calls Skills, Experiences & Desirable's Able to support Financial Planners with high profile and complex clients Proactive in ensuring quality service to clients Demonstrating excellent customer communication and relationship building Confident communicator Team working and collaboration Excellent time management and organisation skills. Able to multi-task, plan, prioritise and work to competing deadlines Able to assist wider team with task management, planning and prioritising of work Exceptional attention to detail and accuracy Excellent product knowledge, in-depth understanding of systems and processes, and multi-platform expertise Clear understanding of precise conduct rules and compliance requirements Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal and professional commitment What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover x4 salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Recruit Wealth are proud to be representing one the UK's best known national Financial planning and Wealth Management businesses. Offering their independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. Our clients mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified and dedicated Financial Planners, our client is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs. IFA Administrator - Role Profile Obtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reports Run Risk Profiler results via FE Analytics Processing New Business Ensuring all compliance documents on file/provided by adviser prior to submission Submission to providers direct or electronically via platform Business types will be varied but mainly, investments, pensions, protection and sometimes mortgages Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Preparing valuation reports Preparing documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing half yearly valuation reports for issue to client Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser Updating back-office system to maintain accurate client data/records Client liaison and assisting with queries Filing/scanning/photocopying/post/franking/answering phone calls Skills, Experiences & Desirable's Able to support Financial Planners with high profile and complex clients Proactive in ensuring quality service to clients Demonstrating excellent customer communication and relationship building Confident communicator Team working and collaboration Excellent time management and organisation skills. Able to multi-task, plan, prioritise and work to competing deadlines Able to assist wider team with task management, planning and prioritising of work Exceptional attention to detail and accuracy Excellent product knowledge, in-depth understanding of systems and processes, and multi-platform expertise Clear understanding of precise conduct rules and compliance requirements Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal and professional commitment What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover x4 salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Oct 23, 2025
Full time
Recruit Wealth are proud to be representing one the UK's best known national Financial planning and Wealth Management businesses. Offering their independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. Our clients mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified and dedicated Financial Planners, our client is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs. IFA Administrator - Role Profile Obtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reports Run Risk Profiler results via FE Analytics Processing New Business Ensuring all compliance documents on file/provided by adviser prior to submission Submission to providers direct or electronically via platform Business types will be varied but mainly, investments, pensions, protection and sometimes mortgages Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Preparing valuation reports Preparing documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing half yearly valuation reports for issue to client Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser Updating back-office system to maintain accurate client data/records Client liaison and assisting with queries Filing/scanning/photocopying/post/franking/answering phone calls Skills, Experiences & Desirable's Able to support Financial Planners with high profile and complex clients Proactive in ensuring quality service to clients Demonstrating excellent customer communication and relationship building Confident communicator Team working and collaboration Excellent time management and organisation skills. Able to multi-task, plan, prioritise and work to competing deadlines Able to assist wider team with task management, planning and prioritising of work Exceptional attention to detail and accuracy Excellent product knowledge, in-depth understanding of systems and processes, and multi-platform expertise Clear understanding of precise conduct rules and compliance requirements Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal and professional commitment What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover x4 salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Recruit Wealth are proud to be representing one the UK's best known national Financial planning and Wealth Management businesses. Offering their independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. Our clients mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified and dedicated Financial Planners, our client is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs. IFA Administrator - Role Profile Obtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reports Run Risk Profiler results via FE Analytics Processing New Business Ensuring all compliance documents on file/provided by adviser prior to submission Submission to providers direct or electronically via platform Business types will be varied but mainly, investments, pensions, protection and sometimes mortgages Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Preparing valuation reports Preparing documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing half yearly valuation reports for issue to client Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser Updating back-office system to maintain accurate client data/records Client liaison and assisting with queries Filing/scanning/photocopying/post/franking/answering phone calls Skills, Experiences & Desirable's Able to support Financial Planners with high profile and complex clients Proactive in ensuring quality service to clients Demonstrating excellent customer communication and relationship building Confident communicator Team working and collaboration Excellent time management and organisation skills. Able to multi-task, plan, prioritise and work to competing deadlines Able to assist wider team with task management, planning and prioritising of work Exceptional attention to detail and accuracy Excellent product knowledge, in-depth understanding of systems and processes, and multi-platform expertise Clear understanding of precise conduct rules and compliance requirements Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal and professional commitment What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover x4 salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Oct 23, 2025
Full time
Recruit Wealth are proud to be representing one the UK's best known national Financial planning and Wealth Management businesses. Offering their independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. Our clients mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified and dedicated Financial Planners, our client is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs. IFA Administrator - Role Profile Obtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reports Run Risk Profiler results via FE Analytics Processing New Business Ensuring all compliance documents on file/provided by adviser prior to submission Submission to providers direct or electronically via platform Business types will be varied but mainly, investments, pensions, protection and sometimes mortgages Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Preparing valuation reports Preparing documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing half yearly valuation reports for issue to client Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser Updating back-office system to maintain accurate client data/records Client liaison and assisting with queries Filing/scanning/photocopying/post/franking/answering phone calls Skills, Experiences & Desirable's Able to support Financial Planners with high profile and complex clients Proactive in ensuring quality service to clients Demonstrating excellent customer communication and relationship building Confident communicator Team working and collaboration Excellent time management and organisation skills. Able to multi-task, plan, prioritise and work to competing deadlines Able to assist wider team with task management, planning and prioritising of work Exceptional attention to detail and accuracy Excellent product knowledge, in-depth understanding of systems and processes, and multi-platform expertise Clear understanding of precise conduct rules and compliance requirements Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal and professional commitment What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover x4 salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
RECfinancial are supporting a local Leicester well-established client, who are highly respected, as an independent wealth management firm. In their search for a Financial Services Administrator to join their team. This is an exciting opportunity for an experienced and motivated individual to join a business that prides itself on delivering exceptional client service, offering a supportive environment with genuine opportunities for career development. Working in a professional team environment with a supportive manager. Commutable from Leicester, Narborough, Loughborough, Enderby, Meridian Business Park, and Leicestershire What is required as a Financial Services Administrator As a Financial Services Administrator, you ll provide vital Administration support to a team of Financial Advisers, ensuring the smooth running of the client journey from initial enquiry to ongoing service. The role will be fast paced and suit an individual who possesses strong organisational and communication skills, with a solid understanding of administrative processes within the financial sector. Your key responsibilities will include: Conducting research across a wide range of financial products and sectors Liaising with clients and providers to gather policy and plan information. Managing new business processing, including Letters of Authority and submitting applications. Maintaining accurate client records, pipeline tracking, and compliance documentation. Preparing pre-sale and post-sale reports and documentation. Supporting annual review meetings and monitoring client portfolios. Assisting with invoicing, trail fee monitoring, and client communications. Using systems such as Selecta Pension , FE Analytics , and internal CRM tools to support research and reporting. What is ideal skillset for a Financial Services Administrator The ideal candidate will be an organised, proactive, and client-focused individual who thrives in a professional, fast-paced environment. Previous experience in a Financial Services or Wealth Management ideally pensions or mortgages within an administration role. Strong communication and relationship-building skills. High attention to detail and excellent organisational ability. Confidence working both independently and as part of a collaborative team. Good IT proficiency, including Office 365 and financial planning software. Working towards or interested in completing a Diploma in Financial Planning (DipPFS) desirable but not essential. In return our clients offer a long-term career opportunity in a reputable organisation, in a fantastic working environment. On offer is the following: Salary £25,000k - £29,000k Company pension scheme 25 days annual leave your birthday off Option to buy additional holidays Enhanced family-friendly policies Cycle to work scheme Flexible benefits package If you are interested in the Financial Services Administrator role for further information on this opportunity, please contact Tracey at (url removed) or call (phone number removed) on, (phone number removed). INDTB
Oct 23, 2025
Full time
RECfinancial are supporting a local Leicester well-established client, who are highly respected, as an independent wealth management firm. In their search for a Financial Services Administrator to join their team. This is an exciting opportunity for an experienced and motivated individual to join a business that prides itself on delivering exceptional client service, offering a supportive environment with genuine opportunities for career development. Working in a professional team environment with a supportive manager. Commutable from Leicester, Narborough, Loughborough, Enderby, Meridian Business Park, and Leicestershire What is required as a Financial Services Administrator As a Financial Services Administrator, you ll provide vital Administration support to a team of Financial Advisers, ensuring the smooth running of the client journey from initial enquiry to ongoing service. The role will be fast paced and suit an individual who possesses strong organisational and communication skills, with a solid understanding of administrative processes within the financial sector. Your key responsibilities will include: Conducting research across a wide range of financial products and sectors Liaising with clients and providers to gather policy and plan information. Managing new business processing, including Letters of Authority and submitting applications. Maintaining accurate client records, pipeline tracking, and compliance documentation. Preparing pre-sale and post-sale reports and documentation. Supporting annual review meetings and monitoring client portfolios. Assisting with invoicing, trail fee monitoring, and client communications. Using systems such as Selecta Pension , FE Analytics , and internal CRM tools to support research and reporting. What is ideal skillset for a Financial Services Administrator The ideal candidate will be an organised, proactive, and client-focused individual who thrives in a professional, fast-paced environment. Previous experience in a Financial Services or Wealth Management ideally pensions or mortgages within an administration role. Strong communication and relationship-building skills. High attention to detail and excellent organisational ability. Confidence working both independently and as part of a collaborative team. Good IT proficiency, including Office 365 and financial planning software. Working towards or interested in completing a Diploma in Financial Planning (DipPFS) desirable but not essential. In return our clients offer a long-term career opportunity in a reputable organisation, in a fantastic working environment. On offer is the following: Salary £25,000k - £29,000k Company pension scheme 25 days annual leave your birthday off Option to buy additional holidays Enhanced family-friendly policies Cycle to work scheme Flexible benefits package If you are interested in the Financial Services Administrator role for further information on this opportunity, please contact Tracey at (url removed) or call (phone number removed) on, (phone number removed). INDTB
IFA Administrator Warwick BasedHybrid Working (2 Days WFH)Up to £35,000 DOE23 Days Holiday + Bank Holidays (increasing with service)Pension, income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing servicesDo you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work-life balance? Then this could be the role for you.My client believes financial planning is about more than just advice - it's about creating a roadmap for a life well-lived. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with. Responsibilities Obtaining and compiling provider information and client-specific illustrations Running risk profiling via FE Analytics and assisting with research Processing and tracking new business submissions across investments, pensions, protection, and mortgages Communicating with clients, updating them on progress, and providing exceptional service Preparing valuation reports, performance documentation, and review checklists Managing fund switches, ensuring compliance with MIFID II requirements Completing withdrawal instructions and maintaining accurate client records Supporting and mentoring colleagues where required Required Experience Minimum 5 years' IFA administration experience Excellent communication skills with a client-focused approach Strong product knowledge and compliance awareness Highly organised with exceptional attention to detail Team-oriented, proactive, and adaptable Apply now for this exciting IFA Administrator role!
Oct 23, 2025
Full time
IFA Administrator Warwick BasedHybrid Working (2 Days WFH)Up to £35,000 DOE23 Days Holiday + Bank Holidays (increasing with service)Pension, income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing servicesDo you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work-life balance? Then this could be the role for you.My client believes financial planning is about more than just advice - it's about creating a roadmap for a life well-lived. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with. Responsibilities Obtaining and compiling provider information and client-specific illustrations Running risk profiling via FE Analytics and assisting with research Processing and tracking new business submissions across investments, pensions, protection, and mortgages Communicating with clients, updating them on progress, and providing exceptional service Preparing valuation reports, performance documentation, and review checklists Managing fund switches, ensuring compliance with MIFID II requirements Completing withdrawal instructions and maintaining accurate client records Supporting and mentoring colleagues where required Required Experience Minimum 5 years' IFA administration experience Excellent communication skills with a client-focused approach Strong product knowledge and compliance awareness Highly organised with exceptional attention to detail Team-oriented, proactive, and adaptable Apply now for this exciting IFA Administrator role!
Knowledge of IO Hybrid IFA experience Fram are working with a successful Wealth Manager in Berkshire, who are seeking a new IFA administrator. Our client deals with financial advice to individuals and business by combining independent wealth management services with financial planning across pensions, investments, protection, and mortgages. Due to movement and growth within the firm, they are looking for an experienced IFA administrator to support 3 advisors within a pod system, ensuring a productive and efficient working environment. This position is perfect for a experienced IFA administration experience who is looking for a nice stable firm, and a great team. Candidates MUST have intelligent office experience, as our client uses this software and is unable to train someone from scratch. Key Responsibilities: Provide comprehensive administrative support to a dedicated team of Financial Advisors and Paraplanners. Maintain and update the client database. Process new business applications and manage client information. Assist in writing basic reports and maintaining documentation. Perform general office duties. Act as a liaison between clients, product providers, and the advisory team. Candidate must come from a financial planning background ( ideally independent but not essential ), with a strong knowledge of IO ( intelligent office ). Strong organisational skills and the ability to juggle multiple tasks and be proficient in Microsoft Office Suite.
Oct 23, 2025
Full time
Knowledge of IO Hybrid IFA experience Fram are working with a successful Wealth Manager in Berkshire, who are seeking a new IFA administrator. Our client deals with financial advice to individuals and business by combining independent wealth management services with financial planning across pensions, investments, protection, and mortgages. Due to movement and growth within the firm, they are looking for an experienced IFA administrator to support 3 advisors within a pod system, ensuring a productive and efficient working environment. This position is perfect for a experienced IFA administration experience who is looking for a nice stable firm, and a great team. Candidates MUST have intelligent office experience, as our client uses this software and is unable to train someone from scratch. Key Responsibilities: Provide comprehensive administrative support to a dedicated team of Financial Advisors and Paraplanners. Maintain and update the client database. Process new business applications and manage client information. Assist in writing basic reports and maintaining documentation. Perform general office duties. Act as a liaison between clients, product providers, and the advisory team. Candidate must come from a financial planning background ( ideally independent but not essential ), with a strong knowledge of IO ( intelligent office ). Strong organisational skills and the ability to juggle multiple tasks and be proficient in Microsoft Office Suite.
Our client is a successful and well established top London Mortgage Brokerage and they are currently looking for an experienced Mortgage Administrator to join the team There is the chance of 2 days from home and 3 days in the London 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 benefits and bonus Mon-Fri only Office is based near Southwark tube near London Bridge. For this and other Financial Services roles in West Sussex please call Jason at Astral
Oct 22, 2025
Full time
Our client is a successful and well established top London Mortgage Brokerage and they are currently looking for an experienced Mortgage Administrator to join the team There is the chance of 2 days from home and 3 days in the London 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 benefits and bonus Mon-Fri only Office is based near Southwark tube near London Bridge. For this and other Financial Services roles in West Sussex please call Jason at Astral
Our client is a successful and well established top London Mortgage Brokerage and they are currently looking for an experienced Mortgage Administrator to join the team There is the chance of 2 days from home and 3 days in the London 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 benefits and bonus Mon-Fri only Office is based near Southwark tube near London Bridge. For this and other Financial Services roles in West Sussex please call Jason at Astral
Oct 22, 2025
Full time
Our client is a successful and well established top London Mortgage Brokerage and they are currently looking for an experienced Mortgage Administrator to join the team There is the chance of 2 days from home and 3 days in the London 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 benefits and bonus Mon-Fri only Office is based near Southwark tube near London Bridge. For this and other Financial Services roles in West Sussex please call Jason at Astral
We are currently recruiting for an Administrator position within the mortgage department of a well-established company in Leicester. This role is crucial for ensuring all cases progress smoothly and for keeping both clients and advisers informed at every stage of the process. We are seeking a candidate with recent experience in a similar administrative role, ideally within financial services. The day-to-day responsibilities will include: Providing comprehensive administrative support, including document preparation. Arranging client call-backs and scheduling meetings with new and existing clients. Liaising with advisors, lenders, conveyancers, and solicitors. Managing cases and ensuring all paperwork is accurate and relevant. Maintaining regular client communication via phone, email, and written correspondence. Utilising Microsoft Word, Excel, Teams, and Outlook Demonstrating a professional and confident telephone manner, with flexibility in managing diaries and appointments. This position offers an excellent benefits package within a modern, open-plan, and vibrant office environment. The company is highly committed to valuing and investing in its employees. If you have experience in a similar role and are interested in learning more, please apply or contact me directly at 360 Recruitment.
Oct 22, 2025
Full time
We are currently recruiting for an Administrator position within the mortgage department of a well-established company in Leicester. This role is crucial for ensuring all cases progress smoothly and for keeping both clients and advisers informed at every stage of the process. We are seeking a candidate with recent experience in a similar administrative role, ideally within financial services. The day-to-day responsibilities will include: Providing comprehensive administrative support, including document preparation. Arranging client call-backs and scheduling meetings with new and existing clients. Liaising with advisors, lenders, conveyancers, and solicitors. Managing cases and ensuring all paperwork is accurate and relevant. Maintaining regular client communication via phone, email, and written correspondence. Utilising Microsoft Word, Excel, Teams, and Outlook Demonstrating a professional and confident telephone manner, with flexibility in managing diaries and appointments. This position offers an excellent benefits package within a modern, open-plan, and vibrant office environment. The company is highly committed to valuing and investing in its employees. If you have experience in a similar role and are interested in learning more, please apply or contact me directly at 360 Recruitment.
Senior IFA Administrator Location: Reading Salary: £30,000 - £38,000 DOE Duration: Permanent, Full time, office based Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced Pension The Role We are working with a business in Reading who are looking to add a Senior IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and 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 37.5 hour working week with flexible start times Study Support and Sponsorship through financial planning exams Comprehensive insurance benefits Enhanced pension
Oct 22, 2025
Full time
Senior IFA Administrator Location: Reading Salary: £30,000 - £38,000 DOE Duration: Permanent, Full time, office based Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced Pension The Role We are working with a business in Reading who are looking to add a Senior IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and 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 37.5 hour working week with flexible start times Study Support and Sponsorship through financial planning exams Comprehensive insurance benefits Enhanced pension
We are delighted to be working with a leading manufacturing company who are committed to fostering a positive and inclusive workplace. They are currently seeking a dedicated HR Administrator on a temporary on-going contract to join their dynamic team and help us support our workforce effectively. HR Operations: Prepare employment contracts, offer letters, and a range of employee correspondence (e.g. reference requests, mortgage confirmations, salary changes). Process employee absences, including holiday, sickness, and attendance records. Manage employee engagement activities, including associated administration and reporting. Maintain accurate records within the HR Information System (SuccessFactors). Track probationary periods and issue confirmation or extension letters. Organise and maintain employee files, ensuring confidentiality and compliance. Provide administrative support for HR projects and initiatives. Perform data entry and updates within HR systems as required. Recruitment Support: Coordinate candidate screenings and interview scheduling. Support onboarding activities for new starters. Maintain and update the applicant tracking systems (TeamTailor and SuccessFactors). Assist with job postings and contract extensions. Employee Relations (ER): Maintain up-to-date employee files and act as a first point of contact for HR-related queries. Provide general administrative support for Learning & Development and other HR initiatives. You will need: Strong attention to detail and organisational skills. Ability to manage multiple priorities and meet deadlines. Excellent communication and interpersonal abilities. Proficient in HR systems (e.g. SuccessFactors, TeamTailor) and Microsoft Office Suite. This is a full-time, office-based role with working hours of 9:00 am 5:30 pm Monday to Thursday and 9:00 am 4:30 pm on Fridays.
Oct 21, 2025
Seasonal
We are delighted to be working with a leading manufacturing company who are committed to fostering a positive and inclusive workplace. They are currently seeking a dedicated HR Administrator on a temporary on-going contract to join their dynamic team and help us support our workforce effectively. HR Operations: Prepare employment contracts, offer letters, and a range of employee correspondence (e.g. reference requests, mortgage confirmations, salary changes). Process employee absences, including holiday, sickness, and attendance records. Manage employee engagement activities, including associated administration and reporting. Maintain accurate records within the HR Information System (SuccessFactors). Track probationary periods and issue confirmation or extension letters. Organise and maintain employee files, ensuring confidentiality and compliance. Provide administrative support for HR projects and initiatives. Perform data entry and updates within HR systems as required. Recruitment Support: Coordinate candidate screenings and interview scheduling. Support onboarding activities for new starters. Maintain and update the applicant tracking systems (TeamTailor and SuccessFactors). Assist with job postings and contract extensions. Employee Relations (ER): Maintain up-to-date employee files and act as a first point of contact for HR-related queries. Provide general administrative support for Learning & Development and other HR initiatives. You will need: Strong attention to detail and organisational skills. Ability to manage multiple priorities and meet deadlines. Excellent communication and interpersonal abilities. Proficient in HR systems (e.g. SuccessFactors, TeamTailor) and Microsoft Office Suite. This is a full-time, office-based role with working hours of 9:00 am 5:30 pm Monday to Thursday and 9:00 am 4:30 pm on Fridays.
