Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Advisers with customer applications and manage communications.
- Company: Join The Openwork Partnership, a dynamic and inclusive financial services company.
- Benefits: Enjoy a £25,000 salary, bonus scheme, 27 days holiday, and flexible benefits.
- Other info: Work in a supportive environment that values individuality and personal development.
- Why this job: Be part of a mission to make financial advice accessible and grow your career.
- Qualifications: Experience in Financial Services or administration, with strong customer service skills.
The predicted salary is between 18000 - 30000 £ per year.
Social network you want to login/join with:
Administrator – Mortgages, Protection & Wealth, Swindon
col-narrow-left
Client:
The Openwork Partnership
Location:
Swindon, United Kingdom
Job Category:
Other
–
EU work permit required:
Yes
col-narrow-right
Job Reference:
8e1e3af93412
Job Views:
9
Posted:
14.07.2025
Expiry Date:
28.08.2025
col-wide
Job Description:
The opportunity
We’re on a mission to make financial advice accessible to everyone – and we need passionate, driven people to help us do it. We’re looking for an experienced Administratorto join the team, supporting our growth ambitions for the future.
The primary purpose of the role is to assist our in-house Financial Advisers with all aspects of customer applications, following up and chasing lenders and providers, liaising with third parties and clients. Providing first-class administration for the team, as well as maintaining records accurately, this is a vital support role with great development opportunities.
The benefits:
- Salary – £25,000
- Bonus scheme – on target bonus – 7.5%
- Pension scheme – contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover- 1 x salary
- Income protection
- Death in service – 4 x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
Key Accountabilities:
- Processing new advice leads.
- Qualifying new mortgage and protection applications.
- Obtaining agreements in principle with lenders.
- Packaging mortgage cases to lenders including obtaining client affordability evidence.
- Managing the team inbox and inbound enquiries line.
- Follow up pipeline cases proactively.
- Managing the correspondence between the adviser network and their clients.
- Providing data and reports to help the advice team.
- Maintaining the CRM records.
What will you need to succeed?
- Ideally, some experience in Financial Services or Advice.
- Established administration experience.
- Great customer focus and service excellence.
- Self-motivated with ability to work within a team.
- Proactive, curious and solutions focused.
- Strong customer services ethic.
- A clear communicator who can engage clients over the phone.
- Exceptional telephone and written skills.
Why us?
We\’re a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We\’re investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.
We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.
#J-18808-Ljbffr
Administrator - Mortgages, Protection & Wealth employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Mortgages, Protection & Wealth
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly mortgages and protection. Understanding the terminology and processes will help you engage more effectively during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in administration roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios faced in administration roles. Think about how you would handle customer inquiries or manage multiple tasks, as these are key aspects of the job.
✨Tip Number 4
Showcase your customer service skills during the application process. Be ready to provide examples of how you've gone above and beyond for clients in previous roles, as this aligns with the company's focus on service excellence.
We think you need these skills to ace Administrator - Mortgages, Protection & Wealth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration and financial services. Emphasise skills like customer service, communication, and any specific software or CRM systems you are familiar with.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for making financial advice accessible. Mention how your background aligns with the role's requirements and express your enthusiasm for contributing to The Openwork Partnership's mission.
Highlight Relevant Experience: In your application, focus on any previous roles where you managed customer applications or liaised with clients and third parties. Use specific examples to demonstrate your ability to handle administrative tasks effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Clear and professional writing is crucial, especially since strong written communication skills are a key requirement for this role.
How to prepare for a job interview at The Openwork Partnership
✨Research the Company
Before your interview, take some time to learn about The Openwork Partnership. Understand their mission to make financial advice accessible and their values. This will help you align your answers with their goals and show that you're genuinely interested in the role.
✨Highlight Relevant Experience
Make sure to emphasise any previous experience you have in financial services or administration. Be prepared to discuss specific examples of how you've supported teams or managed customer applications, as this is crucial for the Administrator role.
✨Demonstrate Customer Focus
Since the role requires a strong customer service ethic, be ready to share instances where you've gone above and beyond for clients. Highlight your communication skills and how you effectively engage with customers over the phone and in writing.
✨Show Proactivity and Solutions Focus
The job description mentions the need for a proactive and solutions-focused approach. Prepare to discuss situations where you've identified problems and taken the initiative to resolve them. This will demonstrate your ability to contribute positively to the team.