At a Glance
- Tasks: Support Mortgage & Protection Advisers and manage client documentation throughout the mortgage process.
- Company: Rapidly growing wealth and financial planning business with a collaborative culture.
- Benefits: Competitive salary, career progression opportunities, and support for CeMAP qualification.
- Other info: Hybrid working environment with a focus on professional development.
- Why this job: Join a dynamic team and build a long-term career in the financial services sector.
- Qualifications: At least 1 year of mortgage administration experience and strong organisational skills.
The predicted salary is between 30000 - 35000 € per year.
Join a super-fast growing Wealth & Financial Planning business! Our client is a rapidly expanding and highly respected wealth and financial planning business, offering a broad range of services across the wealth management landscape. Backed by significant investment and growing through strategic acquisitions, the business combines energy and ambition of a high-growth organisation with the stability and infrastructure of an established financial services group. It’s an exciting time to join a company that is continuing to invest heavily in both its people and long‑term growth plans. Their focus is on delivering best‑in‑class advice across wealth management, retirement planning and employee benefits, helping individuals and businesses achieve their long‑term financial goals.
Opportunity
We’re currently looking for a motivated and ambitious Mortgage & Protection Administrator to join a friendly and growing Mortgage Team based in Cambridgeshire. This opportunity would suit someone with at least 12 months’ experience within mortgage administration, ideally gained within a mortgage brokerage, financial planning firm or wider financial services environment, who is looking to build a long‑term career within the mortgage and financial planning sector. You’ll join a collaborative and supportive team of advisers and administrators who genuinely enjoy working together, sharing knowledge and helping each other develop professionally.
Why This Role Stands Out
- A genuine career‑building opportunity within a business that actively invests in its people.
- You’ll Benefit From Clear progression (if desired, not essential) pathways into:
- Mortgage Adviser
- Mortgage & Protection Specialist
- Wider Financial Planning roles
- Support towards gaining your CeMAP qualification
- Exposure to a broader wealth management and financial planning environment
- The opportunity to join a business experiencing significant growth and investment
- A collaborative, team‑focused culture where development is encouraged
If you’re looking for a role where you can grow your knowledge, develop your career and become part of a successful long‑term business journey, this could be the perfect next move.
The Role
You’ll play a key role in supporting Mortgage & Protection Advisers throughout the client journey, ensuring an efficient and professional experience from application through to completion.
Responsibilities Include
- Providing full administrative support to Mortgage & Protection Advisers
- Managing client documentation and maintaining accurate records
- Liaising professionally with clients, lenders, insurers and third parties
- Supporting mortgage applications from submission through to completion
- Delivering a consistently high standard of client service
- Assisting with compliance and internal processes in line with FCA requirements
About You
We’re looking for someone who is organised, proactive and genuinely passionate about developing a career within mortgages and financial services.
You’ll Ideally Have
- A minimum of 1 years’ experience in mortgage administration
- Experience within a mortgage brokerage, financial planning firm or regulated financial services environment
- CeMAP studies underway, or the motivation to begin
- Strong organisational skills and excellent attention to detail
- Confident communication skills with the ability to build relationships with clients and stakeholders
- A collaborative approach and desire to work as part of a close‑knit team
Location: Melbourn, Cambridgeshire - Hybrid Working - United Kingdom | Salary: £30000 - £35000 per year | Job type: Permanent | Posted: 14/05/2026
Mortgage Administrator in Leeds employer: Recruit Wealth Limited
Join a dynamic and rapidly growing Wealth & Financial Planning business in Cambridgeshire, where your career as a Mortgage Administrator can truly flourish. With a strong emphasis on employee development, you will benefit from clear progression pathways, collaborative team culture, and the opportunity to gain valuable qualifications like CeMAP, all while being part of an organisation that is committed to long-term growth and investment in its people.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Administrator in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the mortgage and financial services sector. Attend industry events or join online forums to meet potential employers and get insider info on job openings.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your career goals. This will help you stand out as a candidate who’s genuinely interested in being part of their team.
✨Tip Number 3
Showcase your skills during interviews! Bring examples of your past work in mortgage administration, highlighting your organisational skills and attention to detail. This will demonstrate your capability to support Mortgage & Protection Advisers effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for motivated individuals who are ready to grow with us in the exciting world of financial planning.
We think you need these skills to ace Mortgage Administrator in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Mortgage Administrator role. Highlight your relevant experience in mortgage administration and any specific skills that match what we're looking for. This shows us you’re serious about the position!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about a career in mortgages and financial services. Share your motivation and how you can contribute to our team – we love hearing personal stories!
Showcase Your Organisational Skills:As a Mortgage Administrator, being organised is key. In your application, give examples of how you've managed client documentation or maintained accurate records in previous roles. We want to see your attention to detail!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Stuff
Make sure you brush up on your mortgage administration knowledge. Understand the key processes involved in supporting Mortgage & Protection Advisers, and be ready to discuss your previous experience in detail. This will show that you're not just familiar with the role but genuinely passionate about it.
✨Showcase Your Organisational Skills
Since the role requires strong organisational skills, prepare examples of how you've managed client documentation and maintained accurate records in your past roles. Highlight any systems or tools you’ve used to stay organised, as this will demonstrate your ability to handle the responsibilities of the position.
✨Communicate Confidently
Practice your communication skills before the interview. Be prepared to discuss how you’ve built relationships with clients and stakeholders in the past. Use specific examples to illustrate your ability to liaise professionally with various parties, as this is crucial for the role.
✨Emphasise Teamwork
This company values a collaborative approach, so be ready to talk about your experiences working in a team. Share instances where you’ve supported colleagues or contributed to a team project, showing that you’re not just a lone wolf but someone who thrives in a close-knit environment.
