Mortgage Support Specialist (Hybrid) – Client-Focused

Brookson (A People2.0 Company); Coventry; Hybrid; GBP 24,000 - 36,000; Full time

Benefits offered by this job

5% pension contribution

23 days’ annual leave + birthday off

2 Press Pause days

Free financial advice

Wellbeing benefits

Job summary

Brookson, part of the People2.0 group, invites applications for a Mortgage Administrator in our Coventry office. You will support our Financial Advisors, progressing client cases from application to completion with a proactive, client‑facing approach.

In a hybrid setup with two mandatory office days per week, you will maintain client records, assist with suitability reports, and perform AML, invoicing and billing checks while meeting SLAs and KPIs.

Qualifications

• Strong communication skills, written and verbal, with a friendly telephone manner.
• Excellent time management and ability to manage own workload.
• Confident in building rapport with clients in a customer-facing role.
• Strong attention to data accuracy and compliance.
• Experience with Microsoft Office is required.
• Previous experience in financial services is desirable but not essential.

Responsibilities

• Provide end-to-end administrative support on client cases from application through to completion.
• Support new and existing clients via phone and email, delivering a proactive, professional and customer-focused service.
• Manage and maintain accurate client records, ensuring all documentation meets internal, regulatory and compliance standards.
• Support Advisors with suitability reports, reviews and wider case administration.
• Carry out checks such as Prevention of Money Laundering (PML), fee reconciliation and invoicing.
• Work closely with the wider team to meet service level agreements (SLAs) and contribute to team improvements.

Skills

Communication

Time management

Client rapport

Attention to detail

KPI awareness

Team collaboration

Tools

Microsoft Office

Job description

Brookson, part of the People2.0 group, invites applications for a Mortgage Administrator in our Coventry office. You will support our Financial Advisors, progressing client cases from application to completion with a proactive, client‑facing approach.

In a hybrid setup with two mandatory office days per week, you will maintain client records, assist with suitability reports, and perform AML, invoicing and billing checks while meeting SLAs and KPIs.