At a Glance
- Tasks: Manage a mortgage book and provide essential back-office support.
- Company: Join a friendly, established financial services team.
- Benefits: Up to £35,000 salary, bonus scheme, and hybrid working.
- Other info: Great long-term career opportunities in a close-knit team.
- Why this job: Enjoy autonomy and responsibility in a supportive environment.
- Qualifications: Experience as an IFA Administrator with mortgage knowledge required.
The predicted salary is between 35000 - 35000 £ per year.
Job Description
- 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?
PSM Recruitment is delighted to be supporting a respected Independent Financial Adviser in the search for a proactive and highly organised Senior IFA Administrator.
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 Simply Biz 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.
- Highly organised with excellent attention to detail.
- A team player who enjoys working within a close-knit, supportive business.
- 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.
If you're an experienced IFA Administrator with strong mortgage knowledge looking for your next challenge, we'd love to hear from you.
This is an excellent opportunity and if you feel you have the relevant experience, then please apply with an up-to-date CV.
If you have not been contacted within a week, you should assume that you have been unsuccessful at this time.
IFA Administrator in Cheltenham employer: Psm Recruitment
PSM Recruitment is an excellent employer that values work/life balance and fosters a supportive work culture. As a small business, they offer a collaborative environment where employees can thrive without the pressure of individual targets, allowing for personal growth and professional development in the dynamic property market. With competitive salaries and a focus on maintaining high professional standards, PSM Recruitment provides a rewarding opportunity for experienced negotiators looking to make a meaningful impact.
