Titan Wealth Logo

Mortgage and Protection Administrator

Job Description

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to.  As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

About the Role

We’re looking for a Mortgage & Protection Administrator to join our friendly and growing Mortgage Team based in our office in Hull . This is a fantastic opportunity for someone with at least one year’s experience in a Mortgage administration role, who is working towards (or keen to start) CeMAP, and is genuinely interested in building a long-term career in the mortgage and wider financial planning world.

You’ll be part of a close-knit team of around six advisers and administrators, known for being supportive, collaborative and welcoming — a motivated team who enjoy sharing knowledge and developing together.

Why Join Us?

This role is ideal if you’re looking to break into the mortgage market or take the next step in your career. We actively support and encourage progression, with clear opportunities to move into:

  • Mortgage Adviser
  • Mortgage & Protection Specialist
  • Wider Financial Planning (FP) roles

We believe in developing well-rounded professionals and regularly support individuals who want to expand into the broader financial planning world, beyond mortgages alone.

Responsibilities

  • Providing full administrative support to mortgage and protection advisers
  • Managing client documentation and maintaining accurate records
  • Liaising with clients, lenders, insurers and third parties professionally
  • Supporting the mortgage application process from submission through to completion
  • Ensuring a high standard of client service at all times
  • Assisting with compliance and internal processes, in line with FCA requirements

About You

  • Minimum 1 year’s experience in Mortgage administration
  • Working towards CeMAP (or motivated to start)
  • Strong organisational skills with excellent attention to detail
  • Confident communicator, comfortable dealing with clients and stakeholders
  • A team player who enjoys working collaboratively in an office-based environment

Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Some of our benefits:

- Competitive salary

- Private Medical Insurance post probation

- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)

- 25 days Annual Leave (plus buy and sell up to 5 days)

- Office Christmas close (3-days)

- Life Assurance

- Health cash plan

- Hybrid working

- Discretionary performance related bonus

- Employee Assistance Programme

- Lunch and snacks provided in the Bristol office.

- And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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