Senior IFA Administrator - Mortgage Book Lead (Hybrid)

PSM Recruitment Ltd; Cheltenham; Hybrid; GBP 31,500 - 38,500; Full time

Benefits offered by this job

Bonus scheme

Hybrid working

Job summary

Trades Workforce Solutions is seeking a Senior IFA Administrator with strong mortgage knowledge for a hybrid role in Cheltenham. You will own an established mortgage book and provide back-office support across the advisory team.

The position offers hybrid working, a salary up to £35,000 DOE plus bonus, and long-term career opportunities within a professional financial services practice.

Qualifications

• Must have experience as Senior IFA Administrator.
• Strong working knowledge of Intelligent Office (IO).
• Mortgage administration or mortgage arranging experience.
• Mortgage qualifications would be advantageous.
• Level 4 Diploma welcomed but not essential.
• Able to work independently with minimal supervision.
• Highly organised with excellent attention to detail.
• Team player within a close-knit, supportive business.

Responsibilities

• Managing and developing an existing mortgage book.
• Preparing and processing mortgage applications.
• Income reconciliation.
• Updating client records and fact finds using Intelligent Office (IO).
• Preparing applications and basic SimplyBiz templated suitability reports.
• Completing annual suitability reviews.
• Cash calculations.
• Liaising with providers to resolve missing payments and delayed transfers.
• Providing comprehensive administrative support to the wider advisory team.

Skills

Mortgage knowledge

Intelligent Office IO

Independent working

Attention to detail

Team player

Education

Level 4 Diploma (mortgage/financial services)

Tools

Intelligent Office (IO)

Job description

Senior IFA Administrator (Mortgage Focused)

Hybrid working
Up to £35,000 DOE + Bonus
Full Time - Permanent

Are you an experienced Senior IFA Administrator with strong mortgage knowledge looking for a varied role within a friendly, established financial services team?

PSM Recruitment is delighted to be supporting a respected Independent Financial Adviser in the search for a proactive and highly organised Senior IFA Administrator.

This is not a traditional paraplanning role, the successful candidate will primarily take ownership of an established mortgage book, while also providing high-quality back-office support across the wider financial planning business.

This is an excellent opportunity for someone who enjoys working independently, takes ownership of their workload, and is looking for a hybrid position.

Key Responsibilities

• Managing and developing an existing mortgage book.
• Preparing and processing mortgage applications.
• Income reconciliation.
• Updating client records and fact finds using Intelligent Office (IO).
• Preparing applications and basic SimplyBiz templated suitability reports.
• Completing annual suitability reviews.
• Cash calculations.
• Liaising with providers to resolve missing payments and delayed transfers.
• Providing comprehensive administrative support to the wider advisory team.

The Ideal Candidate

• Previous experience as a Senior IFA Administrator.
• Strong working knowledge ofIntelligent Office (IO) is essential.
• Mortgage administration or mortgage arranging experience is essential.
• Mortgage qualifications would be advantageous.
• Level 4 Diploma (or working towards it) is welcomed but not essential.
• Able to work independently with minimal supervision.
• Highly organised with excellent attention to detail.
• A team player who enjoys working within a close-knit, supportive business.

What's on Offer

• Salary up to £35,000, depending on experience.
• Bonus scheme.
• Hybrid working
• Join a friendly, professional and well-established financial services practice.
• A varied role with genuine responsibility and autonomy.
• Long-term career opportunity within a supportive team.

If you're an experienced IFA Administrator with strong mortgage knowledge looking for your next challenge, we'd love to hear from you.

This is an excellent opportunity and if you feel you have the relevant experience, then please apply with an up-to-date CV. If you have not been contacted within a week, you should assume that you have been unsuccessful at this time.