Mortgage Administrator

Job Title: Mortgage and Financial Planning AdministratorLocation: LondonSalary: £35,000-£40,000 per annum, Benefits & BonusAbout the Opportunity:An exciting opportunity has arisen for a skilled and proactive Mortgage and Financial Planning Administrator to join a dynamic and growing financial services firm. This role is ideal for someone with experience in financial services administration who thrives in a fast-paced, client-focused environment.You will play a pivotal role in supporting brokers and advisers, ensuring smooth operations, and maintaining high compliance standards. This position offers room for professional growth in a collaborative and supportive team.Our client is a well-established financial services firm specialising in tailored mortgage and financial planning solutions. They pride themselves on providing exceptional service, fostering strong client relationships, and maintaining the highest professional standards.This is a fantastic opportunity to join a forward-thinking company and make a significant impact on its success.Key Responsibilities:

• Provide comprehensive administrative support to mortgage brokers and advisers.
• Prepare correspondence, manage pipelines, and ensure accurate record-keeping using systems such as 360, Twenty7Tec, and Intelligent Office.
• Liaise with clients, solicitors, and providers to ensure seamless service delivery.
• Maintain compliance standards and prepare client files for compliance checks.
• Undertake ad-hoc tasks and contribute to the overall success of the business.

Ideal Candidate Profile:

• Previous experience in a financial planning or mortgage administration environment.
• Familiarity with systems like 360, Twenty7Tec, and Intelligent Office (desirable).
• Highly organised with strong attention to detail and excellent time-management skills.
• Effective communication and interpersonal skills, with the ability to work independently or as part of a team.
• A proactive mindset, willingness to learn, and adaptability to change.

Why Join Us?

• Competitive salary: £35,000-£40,000 per annum.
• Hybrid working model, offering flexibility with some remote working.
• Opportunities for personal and professional development.
• A chance to work in a vibrant and supportive environment that values your contribution.