We’re on a mission to make financial advice accessible to everyone – and we need passionate, driven people to help us do it. We’re looking for an experienced Administrator to join the team, supporting our growth ambitions for the future. The primary purpose of the role is to assist our in-house Financial Advisers with all aspects of customer applications, following up and chasing lenders and providers, liaising with third parties and clients. Providing first-class administration for the team, as well as maintaining records accurately, this is a vital support role with great development opportunities. The benefits: Salary - £25,000 Bonus scheme - on target bonus - 7.5% Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5% Critical illness cover Income protection - 1 x salary Death in service - 4 x salary 25 days holiday bank holidays, with the opportunity to buy up to an additional 10 days A range of other flexible benefits to include private medical insurance, dental insurance and much more. Key Accountabilities: Processing new advice leads. Qualifying new mortgage and protection applications. Obtaining agreements in principle with lenders. Packaging mortgage cases to lenders including obtaining client affordability evidence. Managing the team inbox and inbound enquiries line. Follow up pipeline cases proactively. Managing the correspondence between the adviser network and their clients. Providing data and reports to help the advice team. Maintaining the CRM records.