Administrator - Zest Group

Zest Money Group is an independent mortgage, protection and insurance brokerage serving clients across Essex and Suffolk. We’re growing and are looking for a detail‑driven Administrator to support our advisers and help deliver a smooth, professional client journey from first enquiry through to completion.

• Support mortgage and protection advisers with end‑to‑end case administration.
• Collect, check and upload client documents, ensuring accuracy and completeness.
• Liaise with lenders, insurers, solicitors, estate agents and clients to progress cases and resolve queries.
• Keep our CRM and internal systems up to date with case notes, milestones and outcomes.
• Prepare client documentation and packs, maintaining high presentation and accuracy standards.
• Assist with diary management, appointment scheduling and general office administration.
• Work in line with FCA, data protection and anti‑money laundering requirements.

• Experience in financial services, mortgage or insurance administration is ideal; strong general admin experience in a fast‑paced environment will also be considered.
• Excellent organisation, time management, and attention to detail.
• Clear, professional communication skills by phone and email.
• Confident with IT systems (e.g. Word, Excel, Outlook and CRM platforms).
• Proactive, customer‑focused attitude and a willingness to learn.
• CeMAP (or equivalent) is not required, but would be a distinct advantage and may support future progression.

• Salary up to £35,000 per annum, depending on experience.
• Friendly, supportive team environment within a growing brokerage.
• Opportunity to develop your career, with potential to progress into senior administration or trainee adviser roles over time.