Mortgage & Investment Administrator

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

Benefits offered by this job

25 days holiday

Pension

Private health insurance

Life insurance

Annual bonus

Hybrid working

Flexible working policy

Study support

Job summary

Morgan McKinley (Guildford) is seeking an experienced Mortgage Administrator to join a well established Wealth Management firm in Surrey. The role spans both Wealth and Mortgage teams, with a focus on delivering outstanding client service and supporting financial advisors.

The role offers a competitive salary up to £38,000 plus a strong benefits package, including 25 days holiday, pension, private health insurance for employee and partner, life insurance, annual bonus, and hybrid working after

Qualifications

• Experience as Mortgage or IFA Administrator.
• Attention to detail and client-focused approach.
• Ability to support multiple teams and processes.

Responsibilities

• Provide administrative support to financial advisors.
• Prepare documents for 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.
• Maintain accurate client data in internal systems.
• Assist with client updates and communications.
• Process new business applications and verify documentation.
• Handle client requests including withdrawals and information changes.

Skills

Mortgage administration

Tools

CRM systems

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.