Ifa Administrator/Mortgage Admin experience also required (Godalming)

Reed; Godalming; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

Flexi-time

Friendly team

Job summary

Reed is seeking an experienced IFA Administrator who also handles Mortgage Administration to join our growing financial planning team in Godalming. The role combines client service with admin for advisers and mortgage cases, supported by a flexible hybrid working pattern.

You will manage new business, prepare documents, liaise with providers, and maintain CRM records, with around two days per week spent on mortgage duties. A career-focused, loyal mindset is valued.

Qualifications

• Experience within an IFA or Financial Planning environment.
• Mortgage administration experience would be advantageous.
• Excellent organisational and communication skills.

Responsibilities

• Processing new business and maintaining client records.
• Preparing documentation for client meetings.
• Liaising with providers, lenders and third parties.
• Managing applications through to completion.
• Supporting advisers with ongoing servicing requirements.
• Handling mortgage administration cases from application through to completion.
• Producing suitability packs and client correspondence.
• Maintaining accurate data on CRM systems.

Skills

IFA experience

Mortgage administration

Job description

IFA Administrator / Mortgage Administrator

Hybrid Working 1 Day from Home Flexi-Time Available

Location: Godalming

Salary: £28,000 to £32,000 dependant on experience

A fantastic opportunity has arisen with a growing and highly respected Financial Planning firm looking to expand its administration team.

This is an ideal position for an experienced IFA Administrator who also has exposure to Mortgage Administration, and is looking to join a supportive business that genuinely values its staff and offers long-term career stability.

The role will primarily focus on supporting the financial planning team, with around two days per week dedicated to mortgage administration duties.

The Role

You will provide comprehensive administrative support to Financial Advisers and Mortgage Advisers, ensuring clients receive an exceptional level of service throughout their journey.

Responsibilities will include:

• Processing new business and maintaining client records


• Preparing documentation for client meetings


• Liaising with providers, lenders and third parties


• Managing applications through to completion


• Supporting advisers with ongoing servicing requirements


• Handling mortgage administration cases from application through to completion


• Producing suitability packs and client correspondence


• Maintaining accurate data on CRM systems

About You

The firm is looking for a career administrator who enjoys being an integral part of a business and is seeking a long-term home where they can grow with the company.

Ideally, you will have:

• Previous experience within an IFA or Financial Planning environment


• Mortgage administration experience


• Excellent organisational and communication skills


• Strong attention to detail


• A client-focused and proactive approach


• The desire to build a long-term career within a supportive team

What's on Offer?

• Join a successful and growing firm with exciting plans for the future


• Hybrid working with the option to work from home 1 day per week


• Flexi-time arrangement allowing you to build additional time off


• Friendly, supportive and collaborative team environment


• Long-term career stability with a business that values loyalty and commitment


• Competitive salary and benefits package

This is a superb opportunity for an experienced administrator looking to become part of a close-knit team where your contribution will genuinely make a difference.