Mortgage Administrator - #2111316

This is a brilliant opportunity to join a growing, founder-led mortgage brokerage where relationships, service, and doing things properly sit at the heart of everything.
We’re working with a people-first, high-service brokerage based in Birmingham, specialising in complex income and property cases. The business supports first-time buyers, investors, and clients who need a more tailored, thoughtful approach to securing the right mortgage and protection solutions.
They are now looking for a Client Services / Mortgage Administrator to work directly with the founder and become a key part of the client journey from initial enquiry through to completion.
This is a hands-on, high-trust position where you’ll be the right hand to the business owner and play a central role in shaping the client experience.
The RoleYou’ll be responsible for managing the day-to-day client journey, ensuring everything runs smoothly, efficiently, and with a personal touch.
Key responsibilities include:

• Acting as a key point of contact for clients, lenders, and advisers
• Managing inbound enquiries and guiding clients through the process
• Booking appointments and managing diaries
• Keeping CRM systems fully updated and accurate
• Chasing documents and ensuring compliance requirements are met
• Progressing mortgage and protection applications from submission to completion
• Handling sensitive financial information with complete confidentiality
• Supporting general operational and administrative processes

About You
We’re looking for someone who genuinely enjoys working with people and takes pride in delivering an excellent client experience.
You will ideally be:

• Have a background within financial services / PA
• Warm, personable, and confident communicating with clients
• Highly organised with strong attention to detail
• Proactive, reliable, and able to take ownership
• Calm under pressure and solution-focused
• Comfortable working in a small, close-knit team environment

Experience in mortgage administration, financial services, estate agency, PA/EA work, or high-end customer service would be beneficial.
What’s On Offer

• Salary: £28,000 – £30,000 (DOE)
• Monday–Friday, 9am–5pm
• Office-based role in Birmingham (B31) - this role has the potential to become hybrid after the probation period.
• Direct access to the founder - no layers or corporate structure
• Real input into how the business runs and grows
• Genuine progression opportunities as the business expands
• A supportive, close-knit, people-first environment
• A varied role with exposure to both clients and operations

Why This Role?This is a chance to join a growing business where you won’t just be a number. You’ll be trusted, valued, and given real responsibility from day one, with the opportunity to genuinely shape the client experience and grow alongside the company.
If you’re someone who thrives in a people-focused environment and wants to be part of something building momentum, this could be a fantastic next step.
Apply today for a confidential chat.
INDAR