Financial adviser Work, Jobs in Nottingham, Eng (with Salaries)

Administration Officer
Unique Financial Services —Nottingham
- £25,000 - £30,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Financial Services Administrator
James Leighton Financial Services —Nottingham
- £28,500 - £31,500 a year
- Full-time
- Customer service
- Basic maths
- Organisational skills
- Health & wellbeing programme
- Referral programme
Quick apply
14d
Graduate Trainee (Financial Services)
Perrett & Co Financial Services Ltd —Loughborough
- £26,000 - £35,000 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Organisational skills
- Free parking
Quick apply
6d
Paraplanner
The Progeny Group Limited —Nottingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee assistance programme
- Referral programme
Quick apply
Trainee Mortgage Adviser
James Leighton Financial Services —Nottingham
- £29,500 - £32,500 a year
- Overtime
- Customer service
- Basic maths
- Financial services
- Health & wellbeing programme
- Referral programme
Quick apply
8d
Apprentice Financial Services Administrator
Fairstone —Nottingham
- Full-time
- Microsoft Excel
- English
- Microsoft Office
- Referral programme
- Sick pay
Quick apply
1d
Company Secretariat Associate
TheNottingham —Nottingham
- £28,000 - £35,000 a year
- Hybrid work
- Business
- Office experience
11d
Generalist Adviser - Macmillan Money and More
Citizens Advice Derbyshire Districts —Newbold
- £29,806 a year
- Full-time
- Hybrid work
- IT
- Communication skills
- Annual leave
- Work from home
Quick apply
Head of Commercial & Business Development
National Gas —Belper
- £130,000 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Annual leave
- Employee assistance programme
6d
Trainee Mortgage Adviser
The New Homes Group —Chesterfield
- £25,500 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
13d
Finance & Operations Assistant
Huntingdon Properties Ltd —Nottingham
- £27,000 - £32,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Annual leave
Quick apply
16h
Financial Planner (Virtual)
The Progeny Group Limited —Nottingham
- £150,000 - £400,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Referral programme
Quick apply
13d
Money Adviser
Citizens Advice —Ilkeston
- £27,263 - £29,806 a year
- Hybrid work
- Travel
- IT
- Communication skills
- Annual leave
- Work from home
6d
Employment Adviser
Reed In Partnership —Derby
- £28,000 - £30,000 a year
- Full-time
- Sales
- Travel
- Mentoring
- Annual leave
- Flexible schedule
Junior Python Developer
RSM UK —Nottingham
- Full-time
- Hybrid work
- Azure
- Mentoring
- Software development
Money Adviser
Citizens Advice Derbyshire Districts —Ilkeston
- £27,263 - £29,806 a year
- Full-time
- Hybrid work
- IT
- Communication skills
- Annual leave
- Work from home
Quick apply
Financial Planning Administrator / Junior Paraplanner
Red IFA (Nottingham) Limited —Nottingham
- From £25,420 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
1d
Financial Adviser Academy
Mattioli Woods —Leicester
- Full-time
Financial Administrator
Purple Wealth Limited —Clowne
- £25,000 - £35,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Maths
- Flexible schedule
- Life insurance
Quick apply
21h
Business Manager
Reed In Partnership —Derby
- £33,750 - £41,000 a year
- Full-time
- Management
- Sales
- Driving
- Annual leave
- Flexible schedule
8d

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Administration Officer

Unique Financial Services -
Nottingham

Quick apply

Job details

Permanent | Full-time
£25,000 - £30,000 a year

Qualifications

Microsoft Word
CRM software
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Organisational skills
Financial services
Communication skills
Time management

Full job description

Job Summary

We are seeking a highly organised and detail-oriented Mortgage Administrator to join our growing team. The successful candidate will provide comprehensive administrative support to Mortgage Advisers, ensuring mortgage applications are processed efficiently from initial enquiry through to completion. The role requires excellent communication skills, strong attention to detail, and the ability to manage multiple cases while delivering exceptional customer service.

Key Responsibilities
Mortgage Case Management

Process new mortgage applications accurately and efficiently.
Prepare and submit mortgage applications to lenders.
Monitor the progress of applications from submission through to completion.
Liaise with lenders, solicitors, estate agents, valuers, and clients to obtain updates and resolve outstanding queries.
Ensure all case files are maintained accurately and in accordance with regulatory requirements.
Chase outstanding documentation and keep all parties informed of case progress.

Client Support

Act as the primary administrative point of contact for clients throughout the mortgage process.
Request and verify client documentation, including proof of income, identification, bank statements, and supporting evidence.
Provide regular updates to clients regarding the status of their applications.
Deliver a professional and high standard of customer service at all times.
Communication & Coordination
Build and maintain strong relationships with lenders, solicitors, surveyors, and other third parties.General Administrative Duties
Manage incoming calls, emails, and correspondence.
Maintain organised electronic and paper filing systems.
Produce reports and assist with management information when required.

Skills & Experience
Essential

Previous experience in a mortgage administration or financial services administration role.
Excellent organisational and time management skills.
Strong attention to detail and accuracy.
Excellent verbal and written communication skills.
Ability to manage multiple cases simultaneously.
Competent in Microsoft Office, including Word, Excel, and Outlook.
Ability to work independently and as part of a team.
Strong customer service skills.

Desirable

Knowledge of the UK mortgage market and mortgage application process.
Experience using mortgage sourcing systems and CRM software.
Understanding of FCA regulations and mortgage compliance.
Experience working within a mortgage brokerage or financial advisory firm.

Personal Attributes

Professional and trustworthy.
Proactive with a positive attitude.
Strong problem-solving skills.
Ability to work under pressure and meet deadlines.
Excellent interpersonal skills.
Adaptable and willing to learn.
Committed to delivering outstanding customer service.

Performance Measures

Accuracy and quality of submitted applications.
Case turnaround times.
Customer satisfaction.
Compliance with FCA and company procedures.
Effective management of mortgage pipelines.
Timely completion of administrative tasks.
Coordinate appointments for Mortgage Advisers where required.
Escalate complex cases or issues to the appropriate adviser or manager promptly.
Support advisers with pipeline management to ensure service level agreements are met.

Pay: £25,000.00-£30,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in nottingham, eng

Administration Officer

Financial Services Administrator

Graduate Trainee (Financial Services)

Paraplanner

Trainee Mortgage Adviser

Apprentice Financial Services Administrator

Company Secretariat Associate

Generalist Adviser - Macmillan Money and More

Head of Commercial & Business Development

Trainee Mortgage Adviser

Finance & Operations Assistant

Financial Planner (Virtual)

Money Adviser

Employment Adviser

Junior Python Developer

Money Adviser

Financial Planning Administrator / Junior Paraplanner

Financial Adviser Academy

Financial Administrator

Business Manager

I want to receive the latest job alerts for financial adviser in nottingham, eng

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