Senior IFA Administrator (Mortgage Focus)
Hybrid working
Up to £35,000 DOE + Bonus
Full Time | Permanent
Are you an experienced Senior IFA Administrator with strong mortgage knowledge looking for a varied role within a friendly, established financial services team?
This is not a traditional paraplanning role, the successful candidate will primarily take ownership of an established mortgage book, while also providing high-quality back‑office support across the wider financial planning business.
This is an excellent opportunity for someone who enjoys working independently, takes ownership of their workload, and is looking for a hybrid position.
Key Responsibilities
- Managing and developing an existing mortgage book.
- Preparing and processing mortgage applications.
- Income reconciliation.
- Updating client records and fact finds using Intelligent Office (IO).
- Preparing applications and basic SimplyBiz templated suitability reports.
- Completing annual suitability reviews.
- Cash calculations.
- Liaising with providers to resolve missing payments and delayed transfers.
- Providing comprehensive administrative support to the wider advisory team.
The Ideal Candidate
- Previous experience as a Senior IFA Administrator.
- Strong working knowledge of Intelligent Office (IO) is essential.
- Mortgage administration or mortgage arranging experience is essential.
- Mortgage qualifications would be advantageous.
- Level 4 Diploma (or working towards it) is welcomed but not essential.
- Able to work independently with minimal supervision.
What’s on Offer
- Salary up to £35,000, depending on experience.
- Bonus scheme.
- Hybrid working
- Join a friendly, professional and well-established financial services practice.
- A varied role with genuine responsibility and autonomy.
- Long-term career opportunity within a supportive team.
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IFA Administrator in Cheltenham employer: PSM recruitment Ltd
At PSM Recruitment, we pride ourselves on being an excellent employer, offering a dynamic work environment in Ramsgate where our Maintenance Engineers can thrive. With a strong focus on employee growth and development, we provide ongoing training opportunities and encourage a culture of continuous improvement, ensuring that our team members are equipped with the skills they need to succeed. Our commitment to safety, quality, and collaboration fosters a supportive atmosphere, making it a rewarding place for engineers who are passionate about making a tangible impact in the manufacturing sector.
