Mortgage administrator Work, Jobs in Hanham, Bst (with Salaries)

Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Team management
- Training & development
- Leadership
Conveyancing Legal Secretary
Tanya Brown —Malmesbury
- £25,420 - £32,000 a year
- Full-time
- Administrative experience
- Organisational skills
- Typing
Quick apply
1d
Customer Service Administrator - Fixed Term Contract
Gardiner Bros —Eastington
- £26,227.50 a year
- Full-time
- Annual leave
- Employee discount
Quick apply

Discover related jobs

Based on your search for mortgage administrator jobs.

Mortgage Advisor
Placing Faces —Bristol
A proven track record of achieving sales and service targets. Minimum of 2 years’ experience as a Mortgage Advisor. Competent Advisor Status (CAS) is essential.
£35,000 a year
Mortgage Advisor
The Mortgage Experts —Trowbridge
Part of The Experts Group of over 250 entrepreneurs across the property industry (residential and commercial sales, lettings, auctions, mortgages and…
£60,000 - £100,000 a year
Quick apply

I want to receive the latest job alerts for mortgage administrator in hanham, bst

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

mortgage administrator jobs near hanham, bst

Client Administrator Team Leader - Financial Planning - Bristol

Atomos -
Bristol

Apply Now

Job details

Benefits

Company pension
Private medical insurance

Qualifications

Investment
Pension
Pivot table analysis
Mentoring junior staff
Performance management
Team management
Professional development mentoring
Pivot tables
Customer interaction
Financial advisory support experience
Training & development
Leadership
Analytics

Full job description

Career
You’re a tech savvy IFA Administrator, already looking to improve processes and manage a small team that thrives in a fast-paced, client focused environment.
You'll have a passion for developing others, supporting advisers or wanting a leadership opportunity where your expertise will genuinely shape the way the team operates.

About the role

You’ll lead a team, support a high-performing Financial Planner, and play a key role in delivering exceptional service to clients.

Accountabilities

Be the Go-To: Act as the escalation point for complex queries and provide clear, proactive solutions.
Client-Facing Impact: Prepare high-quality documentation for client meetings and communicate directly with clients to resolve queries.
Operational Excellence: Process new business applications, liaise with providers, and navigate platforms with confidence.
Lead & Inspire: Manage and mentor a team of 2 Client Administrators, fostering a culture of collaboration and accountability.
Drive Performance: Use data to monitor accuracy, performance, and service levels, ensuring the team consistently delivers excellence.

Skills and Experience
4+ years experience in a senior admin support role, including supervising or managing a team within Wealth Management, Financial Planning, or an IFA firm.
Strong technical knowledge across pensions, investments, mortgages, and protection.
A natural communicator and organiser who thrives on developing people and delivering results.
Confident with Excel (pivot tables, VLOOKUPs) and analytical thinking.
Confidence managing workflow and coaching others
Experience with Xplan or similar systems

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Apply Now

Refine Your Search

mortgage administrator jobs in hanham, bst

Client Administrator Team Leader - Financial Planning - Bristol

Conveyancing Legal Secretary

Customer Service Administrator - Fixed Term Contract

Discover related jobs

I want to receive the latest job alerts for mortgage administrator in hanham, bst

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected