Part-Time Client Administrator – Mortgages & Wealth

Cathedral Appointments Ltd; Chudleigh; On-site; GBP 18,000 - 24,000; Part time

Benefits offered by this job

Free onsite parking

Part-time role

Training and full support

Close-knit team

Job summary

Cathedral Appointments Ltd seeks a Client Administrator to manage client cases from start to finish. You will support a close-knit team, handle applications, and keep clients and advisers updated with clear, professional communication.

The role offers full training to develop knowledge in mortgages, protection and wealth management, with a 24–28 hour per week schedule and onsite parking. Sponsorship is not available for work authorisation in the UK.

Qualifications

• Strong administration, organisational and case management skills.
• Excellent written and verbal communication with high accuracy.
• Good IT skills, including standard office applications.
• Confident, positive attitude and ability to work independently.
• Experience in mortgages, protection or financial services, or familiarity with Intelliflo Office (IO) is welcome but not required.

Responsibilities

• Manage client cases from start to finish, tracking progress and deadlines.
• Complete and submit applications using providers' online systems.
• Chase outstanding information to move cases forward.
• Act as main contact for clients, handling queries professionally and updating advisers.
• Support advisers with administration, research and preparing client correspondence including suitability letters.
• Maintain accurate client files in line with compliance requirements.

Skills

Administration

Organisation

Case management

Communication

IT skills

Independent

Financial services familiarity

Intelliflo Office IO

Tools

Intelliflo Office (IO)

Microsoft Office

Job description

Cathedral Appointments Ltd seeks a Client Administrator to manage client cases from start to finish. You will support a close-knit team, handle applications, and keep clients and advisers updated with clear, professional communication.

The role offers full training to develop knowledge in mortgages, protection and wealth management, with a 24–28 hour per week schedule and onsite parking. Sponsorship is not available for work authorisation in the UK.