Administrator - Zest Money Group

Oakheart Property Ltd; Colchester; Hybrid; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Friendly team environment

Career progression opportunities

Professional development

Job summary

Zest Money Group in Essex/Suffolk is seeking an organised Administrator to support advisers through the complete case journey from enquiry to completion. You’ll collect documents, liaise with lenders and solicitors, and maintain accurate CRM records, ensuring a smooth client experience.

The role emphasizes attention to detail, strong communication, and compliance with FCA and data protection standards. A proactive, customer-focused mindset is essential for success.

Qualifications

• Experience in financial services or admin in a fast-paced environment.
• Excellent organisation and time management.
• Clear, professional communication by phone and email.
• Proactive, customer-focused attitude and willingness to learn.
• CeMAP (or equivalent) is advantageous for progression.

Responsibilities

• Support mortgage and protection advisers with end-to-end case administration.
• Collect, check and upload client documents ensuring accuracy and completeness.
• Liaise with lenders, insurers, solicitors, estate agents and clients to progress cases and resolve queries.
• Keep CRM and internal systems up to date with case notes, milestones and outcomes.
• Prepare client documentation and packs with high presentation and accuracy.
• Assist with diary management, appointment scheduling and general office administration.
• Work in line with FCA, Data Protection and anti-money laundering requirements.

Skills

Organizational skills

Time management

Attention to detail

Communication skills

Proactive attitude

CeMAP advantage

Education

CeMAP (advantage)

Tools

MS Word

Excel

Outlook

CRM platforms

Job description

Zest Money Group is an independent mortgage, protection and insurance brokerage serving clients across Essex and Suffolk. We’re growing and are looking for a detail‑driven Administrator to support our advisers and help deliver a smooth, professional client journey from first enquiry through to completion.

Role and Responsibilities

• Support mortgage and protection advisers with end‑to‑end case administration.
• Collect, check and upload client documents, ensuring accuracy and completeness.
• Liaise with lenders, insurers, solicitors, estate agents and clients to progress cases and resolve queries.
• Keep our CRM and internal systems up to date with case notes, milestones and outcomes.
• Prepare client documentation and packs, maintaining high presentation and accuracy standards.
• Assist with diary management, appointment scheduling and general office administration.
• Work in line with FCA, data protection and anti‑money laundering requirements.

What we’re looking for

• Experience in financial services, mortgage or insurance administration is ideal; strong general admin experience in a fast‑paced environment will also be considered.
• Excellent organisation, time management, and attention to detail.
• Clear, professional communication skills by phone and email.
• Confident with IT systems (e.g. Word, Excel, Outlook and CRM platforms).
• Proactive, customer‑focused attitude and a willingness to learn.
• CeMAP (or equivalent) is not required, but would be a distinct advantage and may support future progression.

Benefits and progression

• Salary up to £35,000 per annum, depending on experience.
• Friendly, supportive team environment within a growing brokerage.
• Opportunity to develop your career, with potential to progress into senior administration or trainee adviser roles over time.

If you’re organised, client‑focused and keen to build a career in mortgage and protection services, we’d love to hear from you.