Financial Planning Administrator

Deeside – North Wales

Salary: £24,000 - £28,000

Looking for a Financial Planning Administrator with mortgage administration experience to join a Deeside based Financial Services organisation.

In this role, you’ll provide vital support to financial planners and mortgage advisors, ensuring a seamless service for clients.

Your responsibilities will include:

• Managing mortgage applications from submission to completion.
• Liaising with lenders, solicitors, and clients to ensure smooth processing.
• Preparing and maintaining client files with accurate documentation.
• Supporting financial planners with general administration tasks.
• Keeping up to date with regulatory requirements and compliance.

Looking for someone who is:

• Experienced in financial planning or mortgage administration.
• Highly organised with excellent attention to detail.
• Confident in communicating with clients and third parties.
• Able to manage multiple tasks and work efficiently.
• Ideally obtained Financial Planning qualifications or working towards.
• Familiar with financial services software (preferred but not essential).

If you’re a proactive and detail-oriented Financial Planning Administrator with experience in mortgages and financial planning, we’d love to hear from you!