Mortgage Administrator

Coventry

If you’re passionate about delivering a high-quality service and enjoy working in a fast‑paced, customer‑focused environment, we’d love to hear from you. Join our team where you’ll support our Financial Advisors and play a key role in ensuring an excellent experience for our clients.

 

As a Mortgage Administrator within our Financial Services team, you will provide essential support to our Advisors, helping to ensure cases are progressed smoothly, compliantly and to a high standard.

What you’ll get to do:

  • Providing end‑to‑end administrative support on client cases, from application through to completion
  • Supporting new and existing clients via phone and email, delivering a proactive, professional and customer‑focused service
  • Managing and maintaining accurate client records, ensuring all documentation meets internal, regulatory and compliance standards
  • Supporting Advisors with suitability reports, reviews and wider case administration
  • Carrying out checks such as Prevention of Money Laundering (PML), fee reconciliation and invoicing
  • Working closely with the wider team to meet service level agreements (SLAs), support compliance requirements and contribute to team improvements

Skills and experience we value:

  • Strong communication skills, both written and verbal, with a friendly telephone manner
  • Excellent time management skills and the ability to manage your own workload
  • Confident building rapport with clients and working in a customer‑facing role
  • A strong attention to detail to ensure data accuracy and compliance
  • Comfortable working towards KPIs and targets
  • Proficiency in Microsoft Office
  • A collaborative, team‑focused approach
  • Previous experience within financial services is desirable but not essential

Benefits and location:

  • Hybrid working
  • 5% company pension contribution after 3 months
  • 23 days’ annual leave plus bank holidays and your birthday off each year
  • 2 Press Pause days per year – dedicated time to focus on your wellbeing
  • Free financial advice, including mortgages and savings
  • Wellbeing benefits including discounted gym membership, direct GP access and an in‑house Mental Health First Aid team

About Brookson

Brookson provides comprehensive financial, legal, and administrative solutions for contractors and recruitment agencies. With over 30 years of expertise, Brookson offers accounting, payroll, legal guidance, financial planning, and insurance services under one roof. Part of the People2.0 family, Brookson combines deep UK employment law expertise with access to global workforce solutions, serving contractors and agencies with dedicated personal support and comprehensive compliance guidance. To learn more, visit brookson.co.uk.

How to apply: