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:
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Mortgage Adviser
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Mortgage & Protection Specialist
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Wider Financial Planning roles
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Support towards gaining your CeMAP qualification
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Exposure to a broader wealth management and financial planning environment
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The opportunity to join a business experiencing significant growth and investment
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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 include:
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Providing full administrative support to Mortgage & Protection Advisers
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Managing client documentation and maintaining accurate records
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Liaising professionally with clients, lenders, insurers and third parties
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Supporting mortgage applications from submission through to completion
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Delivering a consistently high standard of client service
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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.
You’ll ideally have:
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A minimum of 1 years’ experience in mortgage administration
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Experience within a mortgage brokerage, financial planning firm or regulated financial services environment
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CeMAP studies underway, or the motivation to begin
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Strong organisational skills and excellent attention to detail
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Confident communication skills with the ability to build relationships with clients and stakeholders
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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.
To apply or find out more, please contact Recruit Wealth today
