About this role
IFA Administrator / Mortgage Administrator
Hybrid Working | 1 Day from Home | Flexi-Time Available
Location: Godalming
Salary: £28,000 to £32,000 dependant on experience
A fantastic opportunity has arisen with a growing and highly respected Financial Planning firm looking to expand its administration team.
This is an ideal position for an experienced IFA Administrator who also has exposure to Mortgage Administration, and is looking to join a supportive business that genuinely values its staff and offers long-term career stability.
The role will primarily focus on supporting the financial planning team, with around two days per week dedicated to mortgage administration duties.
The Role
You will provide comprehensive administrative support to Financial Advisers and Mortgage Advisers, ensuring clients receive an exceptional level of service throughout their journey.
Responsibilities will include:
Processing new business and maintaining client recordsPreparing documentation for client meetingsLiaising with providers, lenders and third partiesManaging applications through to completionSupporting advisers with ongoing servicing requirementsHandling mortgage administration cases from application through to completionProducing suitability packs and client correspondenceMaintaining accurate data on CRM systems About You
The firm is looking for a career administrator who enjoys being an integral part of a business and is seeking a long-term home where they can grow with the company.
Ideally, you will have:
Previous experience within an IFA or Financial Planning environmentMortgage administration experienceExcellent organisational and communication skillsStrong attention to detailA client-focused and proactive approachThe desire to build a long-term career within a supportive team What's on Offer?
Join a successful and growing firm with exciting plans for the futureHybrid working with the option to work from home 1 day per weekFlexi-time arrangement allowing you to build additional time offFriendly, supportive and collaborative team environmentLong-term career stability with a business that values loyalty and commitmentCompetitive salary and benefits package This is a superb opportunity for an experienced administrator looking to become part of a close-knit team where your contribution will genuinely make a difference.