Mortgage administrator Work, Jobs in Bromsgrove B61 (with Salaries)

IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
5d
Client Coordinator / Mortgage & Estate Agency Administrator
Blossomfield Group Ltd —Solihull
- £12.71 - £15.00 an hour
- Part-time
- Administrative experience
- Driving
- Computer skills
- Free parking
- Employee discount
Quick apply
Service & Warranty Administrator
Greenhous Commercials —Willenhall
- £24,784.50 a year
- Full-time
- Customer service
- Employee assistance programme
- Employee discount
Quick apply
11d
Conveyancing Roles - All Levels
Key Conveyancing —Leamington Spa
- From £25,000 a year
- Full-time
- Microsoft Word
- English
- Microsoft Office
Quick apply
HR and L&D Administrator
Eurofins UK Food Testing —Wolverhampton
- Full-time
- Hybrid work
- Computer literacy
- Human resources
- Data entry
- Free parking
- Annual leave
Quick apply
Gatehouse Adminstrator
DHL —Coventry
- £25,544.50 a year
- Night shift
- Microsoft Excel
- Customer service
- Administrative experience
- Free parking
- Annual leave
9d
HR Administrator
Serco Group —Solihull
- Up to £26,300 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Employee discount
2d
Mortgage Advisor
Power Mortgages Ltd —Birmingham
- £30,000 - £60,000 a year
- Full-time
- Basic maths
- Travel
- Organisational skills
Quick apply
17h
Mortgage Sales Manager
Placing Faces —Birmingham
- £35,000 - £45,000 a year
- Full-time
- Sales
- Mentoring
- Leadership
4d

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Client Coordinator / Mortgage & Estate Agency Administrator
Blossomfield Group Ltd —Solihull
A full UK driving licence is required, as there may be occasions where you are asked to attend local property viewings or appointments.
£12.71 - £15.00 an hour
Quick apply

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IFA Administrator

RGH‑Global Limited
Bromsgrove

Apply Now

Job details

Permanent | Full-time
£26,000 - £30,000 a year
5 days ago

Qualifications

Microsoft Word
Pension
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Organisational skills
Financial services

Full job description

IFA Administrator

Located near Bromsgrove, office based

Salary £26,000-£30,000 DOE

Our client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers by ensuring client records, documentation, and compliance requirements are handled efficiently. The successful candidate will play a key role in providing an excellent client experience and enabling the smooth delivery of financial advice.

Key Responsibilities

Provide full administrative support to advisers and paraplanners.
Prepare and process new business applications, client reviews, and policy administration.
Maintain and update client records and financial planning systems with accuracy.
Produce valuations, illustrations, and reports as required.
Liaise with providers, clients, and other stakeholders to obtain policy information and updates.
Ensure compliance and regulatory requirements are met.
Handle correspondence via phone, email, and post, ensuring queries are dealt with promptly.
Support the preparation of client meetings, including producing packs and documentation.

About You

Previous experience in an Administrative role (essential)
Previous experience in financial services (IFA/wealth management background) (desirable)
Knowledge of financial products (pensions, investments, mortgages) is an advantage.
Excellent organisational skills with high attention to detail and accuracy.
Confident communicator, able to liaise professionally with clients and providers.
Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable learning new systems.
Ability to prioritise tasks and work effectively under pressure.
A proactive team player with a positive, can-do attitude.

Apply Now

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mortgage administrator jobs in bromsgrove b61

IFA Administrator

Client Coordinator / Mortgage & Estate Agency Administrator

Service & Warranty Administrator

Conveyancing Roles - All Levels

HR and L&D Administrator

Gatehouse Adminstrator

HR Administrator

Mortgage Advisor

Mortgage Sales Manager

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