Administrator

Cathedral Appointments | B Corp™; Chudleigh; On-site; GBP 12,000 - 24,000; Part time

Benefits offered by this job

Free onsite parking

Job summary

Cathedral Appointments is recruiting on behalf of a family-run financial planning firm based in Chudleigh. The Financial Services Administrator will own an established mortgage book, support new mortgage and protection business, and provide wider back-office support across the financial planning business.

This part-time, permanent role requires strong organisation, the ability to manage multiple cases and deadlines, and proactive client communication.

Qualifications

• Knowledge of mortgages, protection, investments and related products preferable.
• Strong administration, organisational and case management skills.
• Excellent written and verbal communication skills.
• IT skills with standard office applications; experience with Intelliflo Office (IO) advantageous.
• Ability to work independently with a positive, can-do attitude.

Responsibilities

• Manage mortgage and protection administration through to completion.
• Complete protection applications using providers' online platforms and portals.
• Manage outstanding information and progress cases proactively.
• Act as main point of contact for clients and keep advisers and clients updated on progress.
• Support financial advisers with administration, research and recommendations for client advice.
• Produce and write suitability letters and maintain accurate client files and records.

Skills

Mortgage knowledge

Administration

Communication skills

Organization skills

Independent working

Intelliflo Office (IO)

Tools

Intelliflo Office (IO)

Job description

Salary Negotiable, DOE | Part-Time, Permanent | Chudleigh

Cathedral Appointments is recruiting on behalf of an established, family-run financial planning firm based in Chudleigh, with over 100 years of experience supporting clients across the South West with mortgages, protection, pensions, retirement and investment planning. This is a fantastic opportunity for a Financial Services Administrator to develop their career across mortgages, protection and wealth management, within a close-knit and friendly team.

The Role

As Financial Services Administrator, you will take ownership of an established mortgage book, support new mortgage and protection business, and provide wider back-office support across the financial planning business. This role would suit someone with a strong understanding of mortgage and protection products, who is highly organised, able to manage multiple cases and deadlines, and comfortable working independently using their own initiative. Experience or qualifications in mortgages and protection would be an advantage.

Responsibilities for the Financial Services Administrator:

• Manage mortgage and protection administration through to completion
• Complete protection applications, using various providers' online platforms and portals to submit cases
• Manage outstanding information and proactively progress cases forward
• Act as main point of contact for clients, handling queries professionally and efficiently, and keeping advisers and clients updated on case progress
• Support financial advisers with administration, research and recommendations to support client advice
• Produce and write suitability letters, and maintain accurate client files and records in line with regulatory and compliance requirements

Requirements for the Financial Services Administrator include:

• Knowledge and understanding of mortgages, protection, investments and related products is preferable
• Strong administration, organisational and case management skills
• Excellent written and verbal communication skills
• Good IT skills, including standard office applications; experience with Intelliflo Office (IO) is an advantage
• Ability to work independently, with a confident, positive, can-do attitude
• Salary negotiable, depending on skill-set and experience
• Part-time, permanent role, working 24-28 hours over 5 days, with start and finish times to be agreed
• Free onsite parking
• Opportunities to grow and make a positive difference within a supportive, close-knit team

If you are looking to develop your career across mortgages, protection and wealth management within a friendly, supportive team, we would love to hear from you.

Note on Sponsorship:

We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.