Mortgage & Financial Planning Administrator

Prestige Recruitment Group; Wales; On-site; GBP 25,000 - 27,000; Full time

Job summary

A growing independent financial advisory firm in North Wales seeks a Mortgage & Financial Planning Administrator. This role involves supporting financial planners and managing mortgage applications, ensuring high standards of client care. Join a friendly team with clear career progression opportunities and make a real impact in helping clients achieve their financial goals.

Benefits

Friendly, growing team of 40+ professionals

Supportive environment

Clear career progression opportunities

Impact in helping clients reach financial goals

Qualifications

• Experience in an administrative or financial services support role.
• Familiarity with Intelligent Office preferred.
• Proficiency in Microsoft Office (Excel, Outlook, Word).

Responsibilities

• Manage end-to-end mortgage administration including applications and lender liaison.
• Maintain and update client files using CRM.
• Gather policy information and prepare client reports.

Skills

Attention to detail

Organisational skills

Communication

Relationship-building

Education

Experience in an administrative or financial services support role

Background in mortgage administration

Tools

Intelligent Office

Microsoft Office

Job description

Mortgage & Financial Planning Administrator

Salary: £25,000 - £27,000 + Annual Bonuses

Flintshire (Just outside of Chester)

Growing independent financial advisory firm based in North Wales and just outside of Chester.

About the Role:

As a Mortgage & Financial Planning Administrator, you’ll play a crucial role in supporting the Financial Planners, Paraplanners, and Mortgage team. You’ll manage essential administrative tasks, maintain accurate client records, and coordinate financial and mortgage documentation—ensuring the clients receive the highest standard of care.

Whether you're helping process a mortgage application, preparing policy schedules for annual reviews, or liaising with lenders and solicitors, your attention to detail and organisational skills will directly contribute to our clients' financial wellbeing.

What You’ll Be Doing:

• Be a key support point for clients and internal teams.
• Handle end-to-end mortgage administration including applications, lender liaison, and progress tracking.
• Maintain and update client files using our CRM (Intelligent Office preferred).
• Gather policy information, prepare client reports, and ensure data accuracy.
• Stay up to date with industry regulations and support ad hoc team projects.

Experience needed:

• Experience in an administrative or financial services support role.
• Familiarity with Intelligent Office.
• Proficiency in Microsoft Office (Excel, Outlook, Word)
• Excellent communication and relationship-building skills
• High attention to detail and commitment to confidentiality
• A background in mortgage administration is a strong advantage

Why Join?

• Be part of a friendly, growing team of 40+ professionals
• Work in a people-first, supportive environment
• Clear career progression and personal development opportunities
• Make a real impact in helping clients reach their financial goals

Ready to take the next step in your career?

Apply now and become a valued member of a firm where you can develop your career.