Wealth & Mortgage Admin Specialist — Hybrid

Confidential; England; Hybrid; GBP 34,000 - 42,000; Full time

Benefits offered by this job

25 days holiday

Pension (5% employer)

Private health insurance

Life insurance

Annual bonus

Hybrid working after probation

Study support for qualifications

Job summary

Confidential is seeking an experienced Mortgage Administrator to join their Wealth Management firm in Surrey. You will work across the Wealth and Mortgage teams providing admin support to financial advisers and handling documentation for client meetings and reviews.

The role offers a competitive salary up to £38,000, 25 days holiday plus BH, pension, private health insurance, life cover, annual bonus, and hybrid working after probation (1 day WFH).

Qualifications

• Experienced Mortgage or IFA administrator.
• Excellent attention to detail.
• Client-focused approach to service.
• Experience supporting financial advisers.

Responsibilities

• Provide administrative support to financial advisers.
• Prepare documents before and after 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 requirements are met.
• Maintain accurate client data within internal systems.
• Support client updates and communications.
• Process new business applications and verify documentation.
• Process client requests including withdrawals and changes.

Skills

Attention to detail

Client-focused

Communication skills

Administrative experience

Job description

Confidential is seeking an experienced Mortgage Administrator to join their Wealth Management firm in Surrey. You will work across the Wealth and Mortgage teams providing admin support to financial advisers and handling documentation for client meetings and reviews.

The role offers a competitive salary up to £38,000, 25 days holiday plus BH, pension, private health insurance, life cover, annual bonus, and hybrid working after probation (1 day WFH).