Mortgage & Protection Administrator
Join a super-fast growing Wealth & Financial Planning business!
Our client is a rapidly expanding and highly respected wealth and financial planning business, offering a broad range of services across the wealth management landscape. Backed by significant investment and growing through strategic acquisitions, the business combines energy and ambition of a high-growth organisation with the stability and infrastructure of an established financial services group. It's an exciting time to join a company that is continuing to invest heavily in both its people and long-term growth plans.
Their focus is on delivering best-in-class advice across wealth management, retirement planning and employee benefits, helping individuals and businesses achieve their long-term financial goals.
Opportunity
We're currently looking for a motivated and ambitious Mortgage & Protection Administrator to join a friendly and growing Mortgage Team based in Cambridgeshire.
This opportunity would suit someone with at least 12 months' experience within mortgage administration, ideally gained within a mortgage brokerage, financial planning firm or wider financial services environment, who is looking to build a long-term career within the mortgage and financial planning sector.
You’ll join a collaborative and supportive team of advisers and administrators who genuinely enjoy working together, sharing knowledge and helping each other develop professionally.
Why This Role Stands Out
A genuine career‑building opportunity within a business that actively invests in its people.
You’ll benefit from:
* Clear progression (if desired, not essential) pathways into:
o Mortgage Adviser
o Mortgage & Protection Specialist
o Wider Financial Planning roles
* Support towards gaining your CeMAP qualification
* Exposure to a broader wealth management and financial planning environment
* The opportunity to join a business experiencing significant growth and investment
* A collaborative, team‑focused culture where development is encouraged
If you’re looking for a role where you can grow your knowledge, develop your career and become part of a successful long-term business journey, this could be the perfect next move.
The Role
You’ll play a key role in supporting Mortgage & Protection Advisers throughout the client journey, ensuring an efficient and professional experience from application through to completion.
Responsibilities
* Providing full administrative support to Mortgage & Protection Advisers
* Managing client documentation and maintaining accurate records
* Liaising professionally with clients, lenders, insurers and third parties
* Supporting mortgage applications from submission through to completion
* Delivering a consistently high standard of client service
* Assisting with compliance and internal processes in line with FCA requirements
About You
We’re looking for someone who is organised, proactive and genuinely passionate about developing a career within mortgages and financial services.
* A minimum of 1 year’s experience in mortgage administration
* Experience within a mortgage brokerage, financial planning firm or regulated financial services environment
* CeMAP studies underway, or the motivation to begin
* Strong organisational skills and excellent attention to detail
* Confident communication skills with the ability to build relationships with clients and stakeholders
* A collaborative approach and desire to work as part of a close-knit team
If you’re looking for an opportunity to join a highly respected and rapidly expanding financial planning business where your career can genuinely progress, we’d love to hear from you.
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