Mortgage Administrator & Trainee IFA Administrator

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.

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.

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.

Key Responsibilities:

• Managing new business processing through to completion
• Supporting mortgage, pension, and investment administration
• Liaising with lenders, providers, solicitors, and clients
• Assisting with suitability reports, reviews, and ongoing client servicing
• Supporting product and fund research and cashflow modelling
• Maintaining accurate client records and CRM systems

About You:

• Experience within mortgage or financial services administration
• Keen to develop a career within wealth management and financial planning...