Full job descriptionTrainee Mortgage Administrator – Financial Services
Full-time | Office-based
£25,000 – £35,000 (depending on experience)
Interested in building a career in Mortgages / Financial Services?
This is a brilliant opportunity for someone who might be either at the beginning of their career, or wanting to transition their current skill set into a financial services environment
You’ll join a supportive, well-established financial services company, Focus on building mortgage adviser support skills, and benefit from full training and support, as well as a clear development pathway over time if desired.
The Role/ Company Info
This is a well-established financial planning 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
*£25,000 – £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.
What they are looking for
*A professional and friendly approach
*Someone with previous administration experience and experience of communicating with customers
*A can do and proactive attitude with a keenness to learn
*Strong organisation and attention to detail
*A team player with a flexible mindset
*Someone keen to build a career within financial services
If you’re looking for your first step into financial services - or want to utilise your admin experience in a structured, professional financial services environment - this could be a great fit.