Wealth Admin: Mortgage & Investments (Hybrid)

Morgan McKinley (Guildford)

Guildford

Hybrid

GBP 34,000 - 42,000

Full time

6 days ago

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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.