Full job descriptionMortgage Administrator (Mortgage adviser support within a wider financial planning company)
Horsham
£30,000 – £35,000 (depending on experience)
Full-time, office-based (Monday to Friday, 9am–5pm)
*If you have experience in mortgage administration - or you’re currently a broker looking to move into a more structured, support-focused role - this could be a great next step.
*This is an opportunity to join a busy, well-established mortgage team within a Financial Planning Company, where you’ll play a key role in keeping cases moving while building your technical knowledge.
Client Overview
This is a well-established financial planning firm with a team of around 15, operating a successful Wealth department alongside a highly established mortgage business.
The culture is social, supportive and collaborative. It’s a close-knit team that works hard but also makes time for team events and a positive working environment.
This role would suit someone who enjoys a fast-paced setting, values teamwork, and wants to take real ownership of their work.
Role Details
*Supporting the mortgage and protection team with end-to-end case management.
*Managing client cases through to completion, ensuring deadlines and service levels are met.
*Acting as a key point of contact for clients, lenders and providers.
*Handling client queries and ensuring they are resolved efficiently and professionally.
*Assisting with more technical tasks such as research and suitability letter preparation (training provided).
*Working closely with advisers to ensure a smooth and high-quality client experience.
This is a hands-on role where you’ll have real responsibility and the opportunity to develop your technical skills over time.
Benefits / Details
*£30,000 – £35,000 salary depending on experience.
*23 days holiday plus bank holidays, increasing to 25 with service.
*Option to compress hours and finish early on a Friday.
*Company pension and death-in-service benefit.
*Modern Horsham office with free parking and close to the station.
*Support towards CeMAP qualifications and the opportunity to progress into a Mortgage & Protection Adviser role.
*Longer-term development options across the wider business, including potential pathways into wealth planning.
If you’re looking for a role where you can take ownership, develop your skills and be part of a supportive, fast-paced team, please apply and we can discuss the opportunity in more detail.