Mortgage & Financial Services Administrator

The Role

You will be responsible for managing mortgage cases from initial enquiry through to completion, ensuring a smooth and efficient process for clients. Working closely with advisers, lenders and solicitors, you will take ownership of case progression while maintaining the highest standards of accuracy and compliance.

• Managing mortgage applications from submission through to completion
• Liaising with clients, lenders, solicitors, and providers
• Chasing outstanding documentation and progressing cases efficiently
• Maintaining accurate client records and compliance documentation
• Supporting advisers with mortgage and financial planning administration
• Preparing client documentation and correspondence
• Ensuring all work is completed in line with regulatory requirements

• Proven experience within mortgage administration or financial planning administration
• Ideally CeMAP qualified or working towards
• Experience managing mortgage applications end-to-end
• Strong understanding of UK mortgages and/or financial planning
• Experience using Intelligent Office - preferred
• Excellent organisational skills and attention to detail
• Ability to work independently within a remote‑working environment
• Strong written and verbal communication skills

• Basic salary up to £32,000
• Primarily home-based role with flexibility – must be within a reasonable commute to Cheltenham
• Supportive and collaborative team culture
• Opportunity to grow with an expanding business
• Ongoing training and professional development
• Clear long-term career progression

Applicants must be based within a commutable distance of Cheltenham and able to attend in-person meetings when required (typically once per week).