Mortgage & Protection Admin Specialist (Part-Time)

Cathedral Appointments | B Corp™; Chudleigh; On-site; GBP 12,000 - 24,000; Part time

Benefits offered by this job

Free onsite parking

Job summary

Cathedral Appointments is recruiting on behalf of a family-run financial planning firm based in Chudleigh. The Financial Services Administrator will own an established mortgage book, support new mortgage and protection business, and provide wider back-office support across the financial planning business.

This part-time, permanent role requires strong organisation, the ability to manage multiple cases and deadlines, and proactive client communication.

Qualifications

• Knowledge of mortgages, protection, investments and related products preferable.
• Strong administration, organisational and case management skills.
• Excellent written and verbal communication skills.
• IT skills with standard office applications; experience with Intelliflo Office (IO) advantageous.
• Ability to work independently with a positive, can-do attitude.

Responsibilities

• Manage mortgage and protection administration through to completion.
• Complete protection applications using providers' online platforms and portals.
• Manage outstanding information and progress cases proactively.
• Act as main point of contact for clients and keep advisers and clients updated on progress.
• Support financial advisers with administration, research and recommendations for client advice.
• Produce and write suitability letters and maintain accurate client files and records.

Skills

Mortgage knowledge

Administration

Communication skills

Organization skills

Independent working

Intelliflo Office (IO)

Tools

Intelliflo Office (IO)

Job description

Cathedral Appointments is recruiting on behalf of a family-run financial planning firm based in Chudleigh. The Financial Services Administrator will own an established mortgage book, support new mortgage and protection business, and provide wider back-office support across the financial planning business.

This part-time, permanent role requires strong organisation, the ability to manage multiple cases and deadlines, and proactive client communication.