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- Tasks: Support advisers by managing mortgage and protection applications from start to finish.
- Company: Join Radiant Financial, a values-led business focused on client and colleague satisfaction.
- Benefits: Enjoy flexible hybrid working, early finishes, birthday leave, and competitive bonuses.
- Why this job: Be part of a dynamic team that prioritises exceptional service and regulatory compliance.
- Qualifications: Strong admin skills and attention to detail; experience in finance is a plus.
- Other info: Access the Radiant Academy for career development and enjoy income protection benefits.
The predicted salary is between 21000 - 25000 £ per year.
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This range is provided by Radiant Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Mortgage & Protection Administrator
Employment Type: Full-Time
Location: Birmingham or Market Harborough (Hybrid)
Salary: £25,000-30,000 depending on experience
About the Role
We’re seeking a detail-oriented and proactive Mortgage & Protection Administrator to join our dynamic Client Delivery team at Radiant Financial Planning. This role plays a vital part in supporting our advisers and ensuring that all mortgage and protection business is managed accurately and efficiently from application through to completion.
You’ll act as a key contact for clients, providers, lenders, and solicitors—helping to maintain exceptional service levels and ensuring regulatory compliance across every stage of the client journey.
Key Responsibilities
Mortgage & Protection Administration
• Liaise with lenders, providers, clients and solicitors to progress applications through to completion
• Ensure all required documentation is obtained and filed correctly in line with FCA requirements
• Maintain review dates and update client files accordingly
Client Data Management
• Maintain and update client records in the CRM system
• Verify Anti Money Laundering documentation and disclosure paperwork
• Upload and categorise all documents, correspondence, and policies into the system
• Obtain illustrations, application forms, and product documentation
• Draft and prepare suitability reports for adviser review
• Respond to requests from advisers, clients, and providers in a timely and professional manner
New Business Processing
• Submit applications to providers and monitor their progress
• Keep advisers informed of application statuses and outstanding requirements
Additional Duties
• Answering calls and assisting with front-of-house responsibilities
• Other administrative tasks as delegated by your line manager
Consumer Duty
You will be expected to uphold the FCA\’s Consumer Duty principles in everything you do. This includes ensuring clients are fully informed, receive fair value, have access to fit-for-purpose services, and are supported throughout their experience with Radiant. Training will be provided to ensure your knowledge remains current.
What We’re Looking For
Knowledge & Expertise
• Strong administrative skills and keen attention to detail
• Good understanding of mortgage and protection processes
• Familiarity with FCA regulatory requirements and client documentation standards
Experience & Qualifications
• Previous experience in a mortgage, financial planning, or IFA environment is desirable
• Comfortable using CRM systems and document management platforms
• CeMAP or similar qualifications would be an advantage but not essential
Skills & Personal Attributes
• Organised and methodical with excellent time management
• Clear communicator, both written and verbal
• Confident dealing with clients, advisers, and providers
• Ability to work independently and as part of a wider team
What’s In It For You?
- Flexible hybrid working arrangement
- Early 2:15pm finish every Friday
- Additional day off for your birthday
- Income protection cover for up to 5 years
- MediCash benefits including 24/7 access to a GP and retail discounts
- 4x salary death-in-service cover
- 5% employer-matched pension contributions
- Access to the Radiant Academy to support your career development
- Competitive performance-based bonus scheme.
Join a growing, values-led business committed to putting clients and colleagues first. Apply today to become part of the Radiant journey.
Seniority level
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Seniority level
Entry level
Employment type
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Employment type
Full-time
Job function
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Job function
Administrative and Finance
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Mortgage & Protection Administrator employer: Radiant Financial
Contact Detail:
Radiant Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Administrator
✨Tip Number 1
Familiarise yourself with the mortgage and protection processes. Understanding the key stages of these processes will help you speak confidently about your knowledge during any interviews.
✨Tip Number 2
Brush up on FCA regulatory requirements. Being well-versed in these regulations will demonstrate your commitment to compliance and client care, which is crucial for this role.
✨Tip Number 3
Network with professionals in the financial services sector. Engaging with others in the industry can provide insights and potentially lead to referrals that may enhance your application.
✨Tip Number 4
Prepare to discuss your organisational skills and time management strategies. Since the role requires meticulous attention to detail and the ability to manage multiple tasks, showcasing these skills will set you apart.
We think you need these skills to ace Mortgage & Protection Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in mortgage and protection administration. Emphasise your attention to detail and any previous roles that involved liaising with clients, lenders, or solicitors.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific skills that align with the job description, such as your familiarity with FCA regulations and CRM systems.
Highlight Relevant Qualifications: If you have qualifications like CeMAP or experience in financial planning, make sure to mention these prominently. Even if you don't have CeMAP, highlight any related training or certifications that demonstrate your commitment to the field.
Showcase Communication Skills: Since the role requires clear communication with clients and advisers, provide examples in your application of how you've effectively communicated in previous roles. This could be through written reports or verbal interactions.
How to prepare for a job interview at Radiant Financial
✨Know Your Stuff
Make sure you have a solid understanding of mortgage and protection processes. Brush up on FCA regulatory requirements and client documentation standards, as these will likely come up during the interview.
✨Showcase Your Attention to Detail
As a Mortgage & Protection Administrator, attention to detail is crucial. Be prepared to discuss examples from your past experiences where your meticulous nature helped avoid errors or improved efficiency.
✨Demonstrate Your Communication Skills
You'll be liaising with clients, lenders, and solicitors, so it's important to show that you can communicate clearly and professionally. Practice articulating your thoughts and consider how you would explain complex information in simple terms.
✨Prepare Questions
Interviews are a two-way street. Prepare thoughtful questions about the role, team dynamics, and company culture at Radiant Financial. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
