Mortgage Admin Specialist — Growth Path to Adviser Roles

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 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.