The Role
You will be responsible for managing mortgage cases from initial enquiry through to completion, ensuring a smooth and efficient process for clients. Working closely with advisers, lenders and solicitors, you will take ownership of case progression while maintaining the highest standards of accuracy and compliance.
Key Responsibilities
- Managing mortgage applications from submission through to completion
- Liaising with clients, lenders, solicitors, and providers
- Chasing outstanding documentation and progressing cases efficiently
- Maintaining accurate client records and compliance documentation
- Supporting advisers with mortgage and financial planning administration
- Preparing client documentation and correspondence
- Ensuring all work is completed in line with regulatory requirements
Requirements
- Proven experience within mortgage administration or financial planning administration
- Ideally CeMAP qualified or working towards
- Experience managing mortgage applications end-to-end
- Strong understanding of UK mortgages and/or financial planning
- Experience using Intelligent Office - preferred
- Excellent organisational skills and attention to detail
- Ability to work independently within a remote‑working environment
- Strong written and verbal communication skills
What's on Offer
- Basic salary up to £32,000
- Primarily home-based role with flexibility – must be within a reasonable commute to Cheltenham
- Supportive and collaborative team culture
- Opportunity to grow with an expanding business
- Ongoing training and professional development
- Clear long-term career progression
Additional Information
Applicants must be based within a commutable distance of Cheltenham and able to attend in-person meetings when required (typically once per week).
Mortgage & Financial Services Administrator in Cheltenham employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
