• Mortgage Administrator
• Boutique financial advice firm - Horsham offices
• Supporting established advisers
• £30k - £35k plus bonuses and benefits

My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+. I have placed support staff into the business and got to know the executvies very well.

The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. However, they do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with.

The Managing Director is creating a brand-new role for an experienced Mortgage Administrator who will be responsible for the end to end administration working closely with their Mortgage Adviser on a range of cases including: residential, buy to let, commercial amongst others. The team are incredibly busy and need someone who doesn't need training and knows the end to end process with mortgage administration within a wealth planning practice. The mortgage adviser is conducting 10+ meetings per week prospective new clients so there is an abundance of business to be had.

If this role sounds of interest or any other roles I am working on please get in touch.