Wealth & Mortgage Admin – Hybrid + Study Support

Morgan McKinley (Guildford); England; Hybrid; GBP 34,000 - 42,000; Full time

Benefits offered by this job

25 days holiday

Pension 5% employer contribution

Private health insurance (employee & 1

Life insurance

Annual salary review

Annual bonus

Hybrid working after probation

Flexible working policy

Study support for qualifications

Career development

Job summary

Morgan McKinley (Guildford) seeks an experienced Mortgage & Investments Administrator to join a well established Wealth Management firm in Surrey. You will support both the Wealth and Mortgage teams with client-focused administration, ensuring high-quality service across all client interactions.

The role offers hybrid working (after probation, 1 day from home), a salary up to £38,000, 25 days holiday plus bank holidays, pension, private medical insurance for you and partner, life cover, and a

Qualifications

• Experience as Mortgage or IFA administrator in financial services.
• Excellent attention to detail and client-focused approach.
• Strong data handling and compliance awareness.

Responsibilities

• Provide administrative support to financial advisors.
• Prepare documents before and after client meetings such as risk assessments and illustrations.
• Support annual review processes and keep client records up to date.
• Liaise with product providers to meet compliance requirements.
• Maintain accurate client data within internal systems.
• Support client updates and communications.
• Process new business applications and verify documentation.
• Handle client requests including withdrawals and changes.

Skills

Administrative support

Attention to detail

Client-focused

Communication skills

Tools

Internal systems

Compliance procedures

Job description

Morgan McKinley (Guildford) seeks an experienced Mortgage & Investments Administrator to join a well established Wealth Management firm in Surrey. You will support both the Wealth and Mortgage teams with client-focused administration, ensuring high-quality service across all client interactions.

The role offers hybrid working (after probation, 1 day from home), a salary up to £38,000, 25 days holiday plus bank holidays, pension, private medical insurance for you and partner, life cover, and a