Job Description

Barfield Financial Advisors - Northampton

Do you have experience as a Mortgage Administrator and want to be part of a growing, forward-thinking financial advice firm where quality, professionalism and client care genuinely matter?

Barfield Financial Advisors is a well-established and highly regarded Mortgage and Financial Planning practice based in Northampton. We provide advice across Mortgages, Protection, Pensions, Investments and Estate Planning, and we pride ourselves on delivering tailored, high-quality advice built around each client's individual circumstances.

Due to continued growth, we are looking for a Mortgage & Protection Administrator to join our friendly, dynamic and ambitious team.

About the Role

This is a key position within the business, working closely with our Administration Manager and Advisers, supporting clients from application through to completion and ensuring a smooth, professional journey at every stage.

We are looking for someone who enjoys communicating with people, has a strong eye for detail, and genuinely cares about delivering an excellent client experience. You'll be organised, proactive, and comfortable working both independently and as part of a collaborative team.

The role offers clear progression opportunities for the right individual, whether into a Senior Administrator, Financial Planning Paraplanner, or ultimately an Adviser role, depending on your aspirations and strengths.

Key Responsibilities

(but not limited to)

Processing mortgage and protection applications from submission through to completion Liaising with lenders, insurers, solicitors and other third parties to progress cases Keeping clients fully informed throughout their application journey Providing high-quality administrative support to advisers Producing client and provider correspondence, reports and documentation Managing diaries, booking client appointments and follow-ups Updating and maintaining client records on internal CRM systems Answering incoming calls and handling client queries professionally Welcoming clients and visitors to the office Ensuring all work is completed in line with FCA requirements, data protection, financial crime prevention and Treating Customers Fairly principles

About You

To be successful in this role:

You take genuine pride in your work, give 100% in everything you do, and naturally go above and beyond to deliver the best possible outcomes for clients and colleagues alike.

You have at least 1 year's experience in a mortgage administration role and are comfortable managing cases from application through to completion. You are highly organised, detail-focused, and take real ownership of your work, ensuring accuracy and consistency at all times. You communicate confidently and professionally, both in writing and verbally, and enjoy dealing with clients and third parties. You are comfortable working in a fast-paced environment, able to prioritise tasks effectively and manage multiple deadlines. You are proactive, adaptable, and able to use your own initiative, while also working collaboratively as part of a close-knit team. You have strong IT skills, with good working knowledge of Microsoft Office and Microsoft Teams. You are professional, personable, and approachable, with a positive, can-do attitude. You have strong academic foundations, including good GCSE and A-Level results (where applicable).

Desirable (but not essential)

Experience working within the Quilter network and/or Xplan CeMAP or equivalent qualifications

Location & Hours

Monday to Friday - 37.5 hours per week (9:00am - 5:30pm) Office-based role at:
28 Queensbridge, Northampton, NN4 7BF

Job Types: Full-time, Permanent

Pay: From 24,000.00 per year

Benefits:

Company events Company pension On-site parking
Ability to commute/relocate:

Northampton: reliably commute or plan to relocate before starting work (required)
Experience:

Administrative: 1 year (required) mortgage related: 1 year (preferred)
Work Location: In person