Financial Planning Administrator
Deeside – North Wales
Salary: £24,000 - £28,000
Looking for a Financial Planning Administrator with mortgage administration experience to join a Deeside based Financial Services organisation.
In this role, you’ll provide vital support to financial planners and mortgage advisors, ensuring a seamless service for clients.
Your responsibilities will include:
* Managing mortgage applications from submission to completion.
* Liaising with lenders, solicitors, and clients to ensure smooth processing.
* Preparing and maintaining client files with accurate documentation.
* Supporting financial planners with general administration tasks.
* Keeping up to date with regulatory requirements and compliance.
Looking for someone who is:
* Experienced in financial planning or mortgage administration.
* Highly organised with excellent attention to detail.
* Confident in communicating with clients and third parties.
* Able to manage multiple tasks and work efficiently.
* Ideally obtained Financial Planning qualifications or working towards.
* Familiar with financial services software (preferred but not essential).
If you’re a proactive and detail-oriented Financial Planning Administrator with experience in mortgages and financial planning, we’d love to hear from you!
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