Mortgage Administrator

About The GOT

At The Golden Oak Tree (The GOT), we're more than just Mortgage & Protection Advisers — we're trusted partners guiding our clients through one of life's biggest milestones: home ownership. As a whole-of-market advice firm, we deliver clear, tailored mortgage and insurance solutions both in-person and remotely, always putting our clients first to make the process smooth and stress-free.

The Opportunity

We're looking for a reliable, detail-oriented Administrative Assistant to become the backbone of our day-to-day operations. In this role, you won't just handle paperwork — you'll help our advisers stay organised, ensure client queries are handled promptly, and play an active part in creating a professional, welcoming atmosphere for every client interaction.

This is an ideal opportunity for someone who thrives in a client-focused environment, has a keen eye for detail, and wants to grow their career in the financial services industry. If you have previous experience in financial services — great! If not, but you're eager to learn and open to pursuing CeMAP (Certificate in Mortgage Advice and Practice) in the future, we'd still love to hear from you.

What You'll Do

•         Be the first point of contact for incoming calls and emails — handle enquiries with professionalism and warmth.

•         Schedule client meetings and prepare appointment packs in advance.

•         Support advisers by drafting correspondence, gathering client information, and following up on outstanding documents.

•         Maintain accurate client records and ensure data is up to date in our CRM system.

•         Prepare reports, letters, and policy documents as required.

•         Assist with compliance checks and file management to meet industry standards.

•         Help organise team meetings, training sessions, and internal communications.

•         Support the smooth day-to-day running of the office by proactively managing supplies, facilities, and administrative processes.

What We're Looking For

•         Previous experience in an administrative or office support role is desirable but not essential.

•         Strong phone manner and excellent communication skills — both spoken and written.

•         Highly organised, with the ability to juggle multiple tasks and deadlines.

•         Confident using Microsoft Office (Word, Excel, Outlook, PowerPoint).

•         A proactive attitude — you spot what needs doing and get it done.

•         Previous experience in a financial services or mortgage firm is a plus.

•         A relevant education qualification (e.g., Business Administration, CeMAP) is an advantage but not essential.

•         Willingness to grow — we welcome those interested in learning CeMAP and developing within the financial advice industry.

•         Must be eligible to work in the UK, or eligible for sponsorship under the UK Skilled Worker visa route (see below).

Salary

Competitive salary, dependent on experience.

Why Join Us?

•         Become part of a supportive and friendly team that values your contributions, encourages new ideas, and celebrates success together.

•         Gain hands-on experience in the fast-paced and rewarding mortgage and protection industry, working alongside experienced advisers.

•         Benefit from clear opportunities for career progression and access to professional training.

•         Visa sponsorship may be available for candidates who meet all eligibility requirements under the UK Skilled Worker visa route and demonstrate strong long-term potential — this will be assessed on a case-by-case basis and is not guaranteed for all applicants.

•         Enjoy a genuine pathway to grow within the business, with the opportunity to develop into a Mortgage & Protection Adviser for ambitious individuals looking to build a long-term career in financial services.

•         Play a meaningful role in helping clients achieve important life goals, from purchasing their dream home to protecting their financial future.

•         Work in an environment that encourages continuous learning, personal development, and professional growth.

How to Apply

If you're ready to bring your organisation skills, people skills, and passion for learning to The GOT, we'd love to hear from you. Please send your CV and a short cover letter explaining why you'd be a great fit.