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Brevere Group
Mortgage Administrator & Trainee Financial Services AdministratorBrevere Group • Coventry, West Midlands, UK
Mortgage Administrator & Trainee Financial Services Administrator

Mortgage Administrator & Trainee Financial Services Administrator

Brevere Group • Coventry, West Midlands, UK
5 days ago
Job type
  • Full-time
Job description

We are exclusively partnering with a highly regarded financial services firm in Coventry to recruit an experienced Financial Services Administrator. This is a rare opportunity to join a business that doesn’t often hire, offering a genuinely supportive environment where you’ll be a valued part of a close-knit team.

If you’re currently feeling like just a number in a larger organisation, this role offers something different: real ownership, variety in your day-to-day work, and the chance to build meaningful relationships.

Why This Role Stands Out

This isn’t just another admin role. You’ll work alongside experienced advisers in a firm known for its personal approach and long-standing client relationships. With an evolving client bank, particularly in areas such as income drawdown and ongoing client servicing, you’ll play a key role in delivering a high-quality, tailored service.

As part of a small, collaborative team, your voice will be heard, your contribution recognised, and your development supported. The business offers a refreshing alternative to larger corporate environments, with a strong focus on teamwork, flexibility, and long-term growth.

Key Responsibilities

  • Building and maintaining strong client relationships through regular contact and support
  • Liaising with providers, lenders, and solicitors to progress cases efficiently
  • Assisting with product and fund research
  • Producing cashflow models
  • Supporting the preparation of suitability reports (training available if required)
  • Managing new business processing through to completion
  • Ensuring all client files are accurate, compliant, and up to date
  • Handling mortgage documentation and coordinating applications
  • Supporting ongoing client servicing, including changes and withdrawals
  • Managing client reviews and preparing review suitability letters
  • Maintaining and updating CRM systems
  • Handling post, calls, and general office duties
  • Supporting wider team functions, including IT coordination when required
  • Maintaining CPD and attending relevant industry seminars

About You

  • Previous experience within a financial advisory practice is essential
  • Strong knowledge of pensions and investments administration
  • Mortgage experience is advantageous but not essential
  • Highly organised with excellent attention to detail
  • A team player who thrives in a collaborative environment
  • Confident communicator with a client-focused approach
  • Enthusiastic, proactive, and keen to develop

What’s on Offer

  • c. £35,000 salary (depending on experience)
  • 23 days annual leave plus bank holidays
  • Pension scheme
  • City centre location
  • A genuinely friendly, close-knit team environment
  • Opportunity to grow and develop with the business

If you’re looking for a role where you can step away from rigid corporate structures and join a business that truly values its people, we’d love to hear from you.

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Mortgage Administrator & Trainee Financial Services Administrator • Coventry, West Midlands, UK

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