Rayleigh | £30,000 to £35,000 | Monday to Friday | 9am to 5pm
My client, a growing independent financial planning firm based in Rayleigh, is looking to recruit an experienced Mortgage Case Administrator to join their friendly and supportive paraplanning team.
This is an excellent opportunity for someone with experience in mortgage case management, financial planning/wealth management administration, who enjoys working in a structured, regulated environment where accuracy and attention to detail are essential.
You'll be working closely with both advisers and paraplanners, providing vital administrative support to ensure the smooth running of the business and an exceptional client experience. For candidates looking to develop their career further, my client offers a clear pathway into paraplanning, with fully funded professional exams, study support and mentoring from an experienced team.
The Role
As a Mortgage Case Administrator, you'll play an integral part in supporting advisers and paraplanners, ensuring client cases are progressed efficiently and accurately from start to finish.
This is a role where attention to detail is absolutely essential. My client is looking for someone who takes pride in producing accurate work, enjoys being organised and understands the importance of compliance within a regulated environment.
Key Responsibilities
- Supporting advisers and paraplanners with the delivery of financial planning services
- Issuing, chasing and summarising Letters of Authority (LOAs)
- Liaising with providers regarding LOAs and new business submissions
- Processing new business accurately and efficiently across several platforms, including placing trades, running reports and producing illustrations
- Maintaining accurate client records and updating back-office systems
- Monitoring cases to ensure timely progression and clear communication with providers and clients
- Providing administrative support across the wider team
- Contributing ideas to improve processes and workflows
Essential Requirements
- Previous experience (ideally 2+ years) as a Financial Services Administrator within financial planning, wealth management or independent financial advice
- Exceptional attention to detail and a high level of accuracy
- Strong organisational and time management skills
- A proactive, dependable approach with the ability to take ownership of your workload
- Excellent verbal and written communication skills
- An ambition to progress into paraplanning in the future
- An interest in developing a long-term career within financial services
Desirable
- Experience using systems such as 2plan Back Office, Fintegrate, Mabel, Selectapension, Voyant or The Exchange
- Familiarity with providers including Aviva, 7IM, Quilter, Royal London or Prudential
What's on Offer
- Salary of £30,000 to £35,000, depending on experience
- Fully funded professional paraplanning exams, including study support and exam fees
- Parking season ticket fully funded
- A supportive and collaborative working environment
- Genuine career progression opportunities within financial planning
- The opportunity to work alongside experienced advisers and paraplanners while developing your own knowledge and skills
If you're an experienced Financial Services Administrator looking for your next opportunity with a company that genuinely invests in its people, I'd love to hear from you. Please forward your CV to [email protected].
