Mortgage and Financial Services Administrator

A well-established, boutique financial planning firm in Cheltenham is seeking an experienced Mortgage and Financial Services Administrator to support its continued growth.This is an excellent opportunity to join a close-knit, forward-thinking business where you will play a key role in supporting advisers and delivering a high-quality client experience. The firm offers a flexible, primarily home-based working environment alongside genuine long-term career prospects.The Role You will be responsible for managing mortgage cases from initial enquiry through to completion, ensuring a smooth and efficient process for clients. Working closely with advisers, lenders and solicitors, you will take ownership of case progression while maintaining the highest standards of accuracy and compliance.Key ResponsibilitiesManaging mortgage applications from submission through to completionLiaising with clients, lenders, solicitors, and providersChasing outstanding documentation and progressing cases efficientlyMaintaining accurate client records and compliance documentationSupporting advisers with mortgage and financial planning administrationPreparing client documentation and correspondenceEnsuring all work is completed in line with regulatory requirementsRequirementsProven experience within mortgage administration or financial planning administration Ideally CeMAP qualified or working towards Experience managing mortgage applications end-to-endStrong understanding of UK mortgages and/or ..... full job details .....