At a Glance
- Tasks: Support mortgage, pension, and investment administration while managing new business processing.
- Company: Highly regarded financial services firm in Coventry with a supportive culture.
- Benefits: Full training, 23 days holiday, pension scheme, and genuine progression opportunities.
- Other info: Join a friendly team that values your growth and offers long-term career development.
- Why this job: Transition into wealth management and develop your career in a collaborative environment.
- Qualifications: Experience in mortgage or financial services administration and strong communication skills.
The predicted salary is between 25000 - 32000 £ per year.
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
- Experience within mortgage or financial services administration
- Keen to develop a career within wealth management and financial planning
- Organised, detail-focused, and proactive
- Strong communication skills with a client-focused approach
- Comfortable working within a collaborative team environment
- Full training and development into wealth administration
- 23 days holiday plus bank holidays
- Pension scheme
- City centre location
- Friendly, supportive team culture with genuine progression opportunities
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.
Mortgage Administrator & Trainee IFA Administrator in Coventry employer: Brevere Group
Join a highly regarded financial services firm in Coventry that prioritises employee development and offers a supportive, close-knit work environment. With full training provided, this role not only allows you to expand your expertise in wealth administration but also fosters long-term career growth within the financial planning sector. Enjoy a friendly team culture, generous holiday allowance, and a clear pathway to advance your career in a thriving city centre location.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Administrator & Trainee IFA Administrator in Coventry
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in mortgage or wealth management. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of mortgages, pensions, and investments. We recommend creating a cheat sheet with key terms and concepts to help you feel confident when discussing your experience and aspirations.
✨Tip Number 3
Showcase your enthusiasm for learning! When you get the chance to speak with potential employers, let them know how keen you are to develop your skills in wealth administration. This attitude can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Mortgage Administrator & Trainee IFA Administrator in Coventry
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in mortgage administration and any relevant skills. We want to see how your background aligns with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about transitioning into wealth management and how our supportive team culture appeals to you. Let us know what makes you a great fit!
Showcase Your Communication Skills:Since strong communication is key in this role, make sure your application reflects that. Whether it’s through clear language in your CV or a friendly tone in your cover letter, we want to see your client-focused approach.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Brevere Group
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage administration and the basics of wealth management. Familiarise yourself with key terms and concepts related to pensions and investments, as this will show your enthusiasm for the role and your commitment to learning.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your skills in managing new business processing and client servicing. Think about times when you successfully liaised with lenders or clients, as these stories will demonstrate your relevant experience and problem-solving abilities.
✨Ask Smart Questions
Come prepared with thoughtful questions about the company culture, training opportunities, and the team you'll be working with. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The firm values a supportive and friendly team culture, so showing your genuine self can help you connect with the interviewers and demonstrate that you'd be a great fit for their close-knit environment.
