Wealth and Mortgage Administrator

Burgh Recruitment Ltd (Financial Services); London; On-site; GBP 26,000 - 32,000; Part time

Job summary

A leading financial services company is seeking a part-time Wealth Management & Mortgage Administrator to provide essential administrative support. The role involves processing applications and maintaining strong relationships with clients and lenders, with potential for full-time work. Applicants should possess previous experience in mortgage administration and strong IT skills, ideally having knowledge of SJP systems.

Qualifications

• Knowledge of SJP systems and processes preferable.
• Previous mortgage administration experience preferable.

Responsibilities

• Provide full administrative support to the Partner.
• Process applications to SJP and various external financial providers.
• Administer new business cases from application to completion.

Skills

Communication

IT skills

Organisational skills

Proactiveness

Tools

Salesforce

Job description

Social network you want to login/join with:

Wealth and Mortgage Administrator, London

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Client:

Burgh Recruitment Ltd (Financial Services)

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

5e80a00cb733

Job Views:

4

Posted:

18.06.2025

Expiry Date:

02.08.2025

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Job Description:

Wealth Management & Mortgage Administrator

Location: Knightsbridge, London - In office

Permanent, Part-time position / 3-4 days per week, potential for full time for the right candidate

Hours: 09:00 – 17:30 although this can be slightly flexible

Salary: £26,000 - £32,000 (pro-rata, depending on number of days)

Job specification:

Partner Support Staff (PSS) covering all aspects including PA, administration and business processing, working as part of the team at an Appointed Representative of St. James’s Place.

Job Description/Responsibilities

Provide full administrative support to the Partner including:

• Processing of applications to SJP and various external financial providers
• Administering new business cases from application through to completion using electronic and online systems
• Collation of data
• Creating illustrations
• Updating CFR and client records via Salesforce
• Preparing suitability letters
  Help maintain the diary
• Provide information, guidance and updates to clients and lenders
• Responsible for building strong working relationships with clients and lenders, for maintaining the client database and ensuring information is regularly checked and updated
• Setting up annual reviews and producing review letters

Person Attributes

• Previous knowledge and experience of SJP systems and processes preferable
• Previous mortgage administration experience preferable
• Strong communication and IT skills
• Organised and pro-active

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £188.6bn. This business is well established and highly successful.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.