Administrator - Zest Money Group

Oakheart™️; Colchester; On-site; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Friendly team environment

Career progression

Supportive management

Job summary

Zest Money Group in Colchester is seeking a detail‑driven Administrator to support advisers from first enquiry through to completion. You will manage documents, liaise with lenders and clients, and keep case notes up to date while upholding FCA and data protection standards.

The role offers a busy, client‑facing environment with opportunities for progression into senior administration or trainee adviser roles.

Qualifications

• Experience in financial services or mortgage/insurance administration is ideal
• Strong organisational and time-management skills
• Clear, professional communication by phone and email
• Proficient with Word, Excel, Outlook and CRM systems
• Proactive, customer-focused mindset and willingness to learn
• CeMAP (or equivalent) is an advantage but not required

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 standards.
• Assist with diary management, appointment scheduling and general office administration.
• Follow FCA, data protection and anti-money laundering requirements.

Skills

Organisation

Attention to detail

Communication

IT skills

Proactive attitude

Tools

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.