Job Description

We're excited to officially launch

Bridges Financial Services

-- a brand-new venture and a major milestone in the continued growth of the Bridges business. This launch marks an incredibly exciting new chapter for us, as we expand our offering and build a dedicated Financial Services team to support our clients at every stage of their property journey.

As part of this growth, we're looking for a

Financial Services Admin Assistant

to join us at a pivotal moment. This is a fantastic opportunity for someone who wants to be part of something from the ground up, play a key role in shaping how the department operates, and grow alongside a forward-thinking, ambitious business.

You'll be supporting our Financial Services team with the smooth administration and progression of mortgage, protection, and insurance applications, while also helping drive lead management, client experience, and overall business growth.

Role Overview

As a

Financial Services Admin Assistant

, you will play a vital role in supporting the Financial Services team by ensuring the smooth administration and progression of mortgage, protection, and general insurance applications from initial enquiry through to completion.

You will be responsible for diary management, lead tracking, application processing, compliance administration, and client communication, acting as a key point of contact for clients and third parties. This role is essential in maintaining high standards of organisation, accuracy, customer service, and regulatory compliance within a busy financial services environment.

Key Responsibilities

Diary & Appointment Management

Manage the Financial Services (FS) diary efficiently to maximise advisor availability Book and coordinate client appointments Generate appointments where required to support business growth Ensure all appointments, activities, and outcomes are accurately recorded

Lead Management & Business Generation

Take responsibility for tracking all FS leads within the CRM system Actively work archived leads, dormant enquiries, and missed opportunities to re-engage potential clients Follow up on unconverted or lapsed leads to maximise business opportunities Proactively seek out and generate new business opportunities in support of the Financial Services team Work closely with advisors to ensure all potential opportunities are identified, tracked, and progressed Maintain accurate records of all lead activity and outcomes

Client Administration & Applications

Request, obtain, and verify client supporting documentation for mortgage applications Key Mortgage in Principle (MIP) and full mortgage applications accurately and efficiently Manage mortgage, protection, and general insurance applications from submission through to completion Ensure all client files are complete, accurate, and up to date

Sales Progression & Third-Party Liaison

Liaise with solicitors, lenders, surveyors, and estate agents to progress purchases and remortgages Proactively chase outstanding information to ensure transactions move forward efficiently Track solicitor referrals and ensure referral payments are monitored and recorded Support advisors by keeping all parties aligned through to completion

Compliance & CRM Management

Ensure the FS CRM system is fully completed and maintained to required standards Meet all key compliance and regulatory requirements Create, update, and issue suitability reports where required Maintain accurate, audit-ready client files

Client Communication & Experience

Act as a key point of contact for clients throughout the application process Keep clients fully informed and updated at each stage of their journey Deliver a professional, proactive, and reassuring client experience at all times

Invoicing & Financial Administration

Raise client invoices accurately and in a timely manner Chase outstanding client fees where required Maintain accurate records of fees, payments, and referrals

Marketing & Social Media Support

Assist with social media activity where required to support lead generation Support basic content posting and engagement as needed

Key Attributes & Skills

High level of attention to detail and accuracy Strong data entry and administrative skills Ability to multitask and manage competing priorities Excellent written and verbal communication skills Strong customer service focus with a professional and proactive approach Commercial awareness and willingness to support business generation Some sales or lead-generation experience desirable Previous Financial Services experience preferred but not essential
This role offers

genuine long-term career progression

. As Bridges Financial Services grows, there will be real opportunities to develop your skills, take on more responsibility, and progress within the business.

What's on offer?:

30,000 per annum salary

A healthy commission structure

linked to performance and business generation The chance to be part of a

newly launched financial services department

A supportive, fast-paced environment where your input truly matters Ongoing professional development and the opportunity to grow with the business
If you're highly organised, proactive, client-focused, and excited by the opportunity to help build something special from the start, this could be your opportunity.

Job Types: Full-time, Permanent

Pay: 30,000.00 per year

Benefits:

Company pension Free parking On-site parking
Application question(s):

Do you have previous Financial Services experience?
Licence/Certification:

Driving Licence (required)
Work Location: In person