Mortgage Administrator & Trainee IFA Administrator

We’re exclusively partnering with a highly regarded financial services firm in Coventry to recruit a Financial Services Administrator. This is a rare opportunity to join a supportive, close-knit business that genuinely values its people and offers long-term career development.

This role is particularly well suited to mortgage professionals looking to broaden their experience and move into wealth administration. If you have a background in mortgage administration and are keen to develop your knowledge across pensions and investments, full training and support will be provided, offering a clear route into the wider wealth management sector.

Working closely with experienced advisers, you’ll support a growing client bank across mortgages, pensions, and investments while building valuable technical knowledge within financial planning.

Key Responsibilities:

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• Managing new business processing through to completion
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• Supporting mortgage, pension, and investment administration
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• Liaising with lenders, providers, solicitors, and clients
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• Assisting with suitability reports, reviews, and ongoing client servicing
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• Supporting product and fund research and cashflow modelling
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• Maintaining accurate client records and CRM systems
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About You:

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• Experience within mortgage or financial services administration
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• Keen to develop a career within wealth management and financial planning
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• Organised, detail-focused, and proactive
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• Strong communication skills with a client-focused approach
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• Comfortable working within a collaborative team environment
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What’s on Offer:

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• Full training and development into wealth administration
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• 23 days holiday plus bank holidays
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• Pension scheme
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• City centre location
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• Friendly, supportive team culture with genuine progression opportunities
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If you’re currently working within mortgage administration and looking for a long-term opportunity to transition into wealth management, this role offers an excellent platform to develop your career.