Mortgage Administrator

  • Location
    Weybridge, Surrey
  • Category
    Financial Services - Compliance
  • Contract Type
  • Salary
  • OrganizationType

Role: Senior Technical Administrator - 15mth FTC

Salary: £30,000

Benefits: An attractive benefits package is offered, which includes Pension, DIS/Life Insurance, and a discretionary bonus

Hours: 37.5 hours, Monday - Friday 09:00- 17:30

Location: Weybridge, Hybrid

We are working for a successful independent wealth management specialist located in Weybridge. They are looking for someone who has previous experience working for a financial service business provider in a technical administration role. This is a maternity cover contracts with the likelihood that it will turn into a permanent position. This is an exciting opportunity to work for a business that has great culture!


  • Work with the Client Administrator to deliver the highest possible level of client service

  • Prepare for and attend client meetings where requested, taking detailed written notes

  • Obtain information from clients to facilitate Annual Suitability Reviews

  • Prepare application forms and other documents for client signing or approval

  • Liaise with product providers to ensure all applications are received and completed

  • Complete and assist with trades and portfolio rebalancing, as required

  • Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant

  • Ensure all client information is accurately maintained on internal systems (iO and Volume)

  • Ensure client agreements are in place and are signed, documented and saved

  • Ensure the team remain compliant with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential

  • Organise and diarise meetings for senior management

  • Provide agendas for client meetings

About you:

  • Have experience in financial services industry, in an technical administration role and under FCA rules and compliance

  • Have experience of using iO, or a similar system

  • Have excellent IT skills, being highly proficient in the use of Microsoft Office packages

  • Excellent written communication skills and a high-level of attention to detail

The closing date for this position is Friday 23rd September. Please apply today, and if you have any questions, please get in contact 01784 460981 or email

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Marianna Gillett