At a Glance
- Tasks: Support advisers with case administration and ensure a smooth client journey.
- Company: Zest Money Group, a growing independent mortgage and insurance brokerage.
- Benefits: Salary up to £35,000, friendly team, and career progression opportunities.
- Other info: Potential to progress into senior roles or trainee adviser positions.
- Why this job: Join a supportive environment and kickstart your career in financial services.
- Qualifications: Experience in admin or financial services, strong organisation skills, and IT proficiency.
The predicted salary is between 35000 - 35000 £ per year.
Overview
Zest Money Group is an independent mortgage, protection and insurance brokerage serving clients across Essex and Suffolk.
We’re growing and are looking for a detail‑driven Administrator to support our advisers and help deliver a smooth, professional client journey from first enquiry through to completion.
Responsibilities
- Support mortgage and protection advisers with end‑to‑end case administration.
- Collect, check and upload client documents, ensuring accuracy and completeness.
- Liaise with lenders, insurers, solicitors, estate agents and clients to progress cases and resolve queries.
- Keep our CRM and internal systems up to date with case notes, milestones and outcomes.
- Prepare client documentation and packs, maintaining high presentation and accuracy standards.
- Assist with diary management, appointment scheduling and general office administration.
- Work in line with FCA, data protection and anti‑money laundering requirements.
- What we’re looking for
- Experience in financial services, mortgage or insurance administration is ideal; strong general admin experience in a fast‑paced environment will also be considered.
- Excellent organisation, time management, and attention to detail.
- Clear, professional communication skills by phone and email.
- Confident with IT systems (e. g. Word, Excel, Outlook and CRM platforms).
- Proactive, customer‑focused attitude and a willingness to learn.
- Ce MAP (or equivalent) is not required, but would be a distinct advantage and may support future progression.
Benefits and progression
- Salary up to £35,000 per annum, depending on experience.
- Friendly, supportive team environment within a growing brokerage.
- Opportunity to develop your career, with potential to progress into senior administration or trainee adviser roles over time.
If you’re organised, client‑focused and keen to build a career in mortgage and protection services, we’d love to hear from you. Send your CV to careers@zestmoneygroup. co. uk
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Administrator - Zest Money Group in Colchester employer: Oakheart Property Ltd
Zest Money Group is an exceptional employer, offering a dynamic work environment in the heart of Suffolk where you can thrive as a Senior Mortgage & Protection Advisor. With access to high-quality leads from a market-leading estate agent and robust administrative support, you can focus on delivering outstanding client service while enjoying opportunities for professional growth and development within a collaborative team culture.
