Mortgage Administrator & Trainee IFA Administrator
1 day ago
Coventry
We’re exclusively partnering with a highly regarded financial services firm in Coventry to recruit a Financial Services Administrator. This is a rare opportunity to join a supportive, close-knit business that genuinely values its people and offers long-term career development. \n This role is particularly well suited to mortgage professionals looking to broaden their experience and move into wealth administration. If you have a background in mortgage administration and are keen to develop your knowledge across pensions and investments, full training and support will be provided, offering a clear route into the wider wealth management sector. \n Working closely with experienced advisers, you’ll support a growing client bank across mortgages, pensions, and investments while building valuable technical knowledge within financial planning. \n Key Responsibilities: \n\n • Managing new business processing through to completion\n, • Supporting mortgage, pension, and investment administration\n, • Liaising with lenders, providers, solicitors, and clients\n, • Assisting with suitability reports, reviews, and ongoing client servicing\n, • Supporting product and fund research and cashflow modelling\n, • Maintaining accurate client records and CRM systems\n\n About You: \n\n • Experience within mortgage or financial services administration\n, • Keen to develop a career within wealth management and financial planning\n, • Organised, detail-focused, and proactive\n, • Strong communication skills with a client-focused approach\n, • Comfortable working within a collaborative team environment\n\n What’s on Offer: \n\n • Full training and development into wealth administration\n, • 23 days holiday plus bank holidays\n, • Pension scheme\n, • City centre location\n, • Friendly, supportive team culture with genuine progression opportunities\n\n If you’re currently working within mortgage administration and looking for a long-term opportunity to transition into wealth management, this role offers an excellent platform to develop your career.