Full job descriptionMortgage & Protection Client Administrator
Sutton Coldfield
Hybrid working
£28,000 to £ month fixed term contract


This opportunity would suit an experienced Financial Services Administrator, Mortgage Administrator or Client Administrator who enjoys being involved in the advice process and wants to join a growing financial planning and wealth management business based from Sutton Coldfield.
Although this is initially a 12-month fixed term contract, there is a lot of opportunity across the wider business. For someone who performs well, this could be a strong way to join the company, gain exposure to different parts of the operation and potentially move into other roles over time.
You will be supporting Mortgage & Protection Advisers and Financial Planners, helping with the administration that sits behind the client journey. This will include mortgage and protection applications, booking appointments, liaising with clients, providers, lenders and third parties, preparing documentation and making sure cases continue to move forward smoothly.


The Business
This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an excellent client experience.
The firm is investing in technology, improving internal processes and building a modern advice business that gives clients a better experience while also creating a supportive and progressive environment for staff.
This is a good opportunity for someone who wants to be part of a business that is continuing to evolve, where administration is seen as an important part of delivering strong outcomes for clients and advisers.


The Role
Working as a Mortgage & Protection Client Administrator, you will provide dedicated administration support to Mortgage & Protection Advisers across the business.
This is a varied role where you will take ownership of the mortgage and protection application process, support advisers with booking appointments, contact clients ahead of mortgage rate expiry dates and interim review points, process new business within agreed service levels and write mortgage and protection reports on behalf of advisers.
You will also liaise with providers, lenders, solicitors, accountants and other third parties, ensuring that new business is processed efficiently and that clients are kept updated throughout the process.
The role will also involve maintaining accurate client records, updating back office systems, supporting advisers with pipeline queries, preparing for client meetings, dealing with client data entry and helping to maintain a high standard of client service across the team.
Previous experience within financial services or a national advice environment would be helpful. Experience in a client administration or client service focused role would also be relevant. Mortgage or protection administration experience would be useful, although the most important things are strong organisation, attention to detail, communication skills and the ability to manage a busy workload.


The Benefits
*Salary of £28,000 to £32,000 depending on experience
*12 month fixed term contract
*Hybrid working
*Opportunity to join a growing national advice business
*Strong potential to move into other roles across the business
*Supportive team environment
*Exposure to mortgage, protection and financial planning administration


Applying
To find out more about this opportunity, simply apply here.
One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process.