Mortgage & Protection Administrator

Mortgage & Protection Administrator

Employment Type: Full-Time
Location:  Birmingham or Market Harborough (Hybrid)
Salary: £25,000-30,000 depending on experience

About the Role

We’re seeking a detail-oriented and proactive Mortgage & Protection Administrator to join our dynamic Client Delivery team at Radiant Financial Planning. This role plays a vital part in supporting our advisers and ensuring that all mortgage and protection business is managed accurately and efficiently from application through to completion.

You’ll act as a key contact for clients, providers, lenders, and solicitors—helping to maintain exceptional service levels and ensuring regulatory compliance across every stage of the client journey.

Key Responsibilities

Mortgage & Protection Administration
• Liaise with lenders, providers, clients and solicitors to progress applications through to completion
• Ensure all required documentation is obtained and filed correctly in line with FCA requirements
• Maintain review dates and update client files accordingly

Client Data Management
• Maintain and update client records in the CRM system
• Verify Anti Money Laundering documentation and disclosure paperwork
• Upload and categorise all documents, correspondence, and policies into the system

Support for Advisers & Clients
• Obtain illustrations, application forms, and product documentation
• Draft and prepare suitability reports for adviser review
• Respond to requests from advisers, clients, and providers in a timely and professional manner

New Business Processing
• Submit applications to providers and monitor their progress
• Keep advisers informed of application statuses and outstanding requirements

Additional Duties
• Answering calls and assisting with front-of-house responsibilities
• Other administrative tasks as delegated by your line manager

Consumer Duty

You will be expected to uphold the FCA's Consumer Duty principles in everything you do. This includes ensuring clients are fully informed, receive fair value, have access to fit-for-purpose services, and are supported throughout their experience with Radiant. Training will be provided to ensure your knowledge remains current.

What We’re Looking For

Knowledge & Expertise
• Strong administrative skills and keen attention to detail
• Good understanding of mortgage and protection processes
• Familiarity with FCA regulatory requirements and client documentation standards

Experience & Qualifications
• Previous experience in a mortgage, financial planning, or IFA environment is desirable
• Comfortable using CRM systems and document management platforms
• CeMAP or similar qualifications would be an advantage but not essential

Skills & Personal Attributes
• Organised and methodical with excellent time management
• Clear communicator, both written and verbal
• Confident dealing with clients, advisers, and providers
• Ability to work independently and as part of a wider team

What’s In It For You?

• 28 days holiday plus bank holidays


• Flexible hybrid working arrangement


• Early 2:15pm finish every Friday


• Additional day off for your birthday


• Income protection cover for up to 5 years


• MediCash benefits including 24/7 access to a GP and retail discounts


• 4x salary death-in-service cover


• 5% employer-matched pension contributions


• Access to the Radiant Academy to support your career development


• Competitive performance-based bonus scheme.

Join a growing, values-led business committed to putting clients and colleagues first. Apply today to become part of the Radiant journey.