Mortgage & Investment Administrator

Morgan McKinley (Guildford); England; Hybrid; GBP 34,000 - 42,000; Full time

Benefits offered by this job

25 days holiday

Pension 5% employer contribution

Private health insurance (employee & 1

Life insurance

Annual salary review

Annual bonus

Hybrid working after probation

Flexible working policy

Study support for qualifications

Career development

Job summary

Morgan McKinley (Guildford) seeks an experienced Mortgage & Investments Administrator to join a well established Wealth Management firm in Surrey. You will support both the Wealth and Mortgage teams with client-focused administration, ensuring high-quality service across all client interactions.

The role offers hybrid working (after probation, 1 day from home), a salary up to £38,000, 25 days holiday plus bank holidays, pension, private medical insurance for you and partner, life cover, and a

Qualifications

• Experience as Mortgage or IFA administrator in financial services.
• Excellent attention to detail and client-focused approach.
• Strong data handling and compliance awareness.

Responsibilities

• Provide administrative support to financial advisors.
• Prepare documents before and after client meetings such as risk assessments and illustrations.
• Support annual review processes and keep client records up to date.
• Liaise with product providers to meet compliance requirements.
• Maintain accurate client data within internal systems.
• Support client updates and communications.
• Process new business applications and verify documentation.
• Handle client requests including withdrawals and changes.

Skills

Administrative support

Attention to detail

Client-focused

Communication skills

Tools

Internal systems

Compliance procedures

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.