Mortgage & Investment Administrator

Confidential; England; Hybrid; GBP 34,000 - 42,000; Full time

Benefits offered by this job

25 days holiday

Pension (5% employer)

Private health insurance

Life insurance

Annual bonus

Hybrid working after probation

Study support for qualifications

Job summary

Confidential is seeking an experienced Mortgage Administrator to join their Wealth Management firm in Surrey. You will work across the Wealth and Mortgage teams providing admin support to financial advisers and handling documentation for client meetings and reviews.

The role offers a competitive salary up to £38,000, 25 days holiday plus BH, pension, private health insurance, life cover, annual bonus, and hybrid working after probation (1 day WFH).

Qualifications

• Experienced Mortgage or IFA administrator.
• Excellent attention to detail.
• Client-focused approach to service.
• Experience supporting financial advisers.

Responsibilities

• Provide administrative support to financial advisers.
• Prepare documents before and after client meetings and investment reviews (risk assessments, illustrations, suitability paperwork).
• Support annual review processes and keep client records up to date.
• Liaise with product providers to ensure compliance requirements are met.
• Maintain accurate client data within internal systems.
• Support client updates and communications.
• Process new business applications and verify documentation.
• Process client requests including withdrawals and changes.

Skills

Attention to detail

Client-focused

Communication skills

Administrative experience

Job description

Mortgage & Investments Administrator

We have an exciting opportunity for an experienced Mortgage Administrator to join a well established Wealth Management firm in Surrey, in an administrative role working across both the Wealth and Mortgage teams. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients.

Alongside a competitive salary of up to 38k the benefits package is excellent, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review, annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture.

Duties include:

• - Provide administrative support to financial advisors
• - Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc
• - Support annual review processes, ensuring client records are up to date
• - Liaise with product providers, ensuring all compliance requirements are met
• - Maintain accurate client data within internal systems
• - Support with client updates and communications
• - Process new business applications, including checks to confirm documentation is accurate
• - Process client requests including withdrawals, statements, change of information etc

We are looking for an experienced Mortgage or IFA Administrator, with excellent attention to detail and a client focused approach.