Job Description

Are you looking to make a real difference-not just at work, but in the world? At Heron Financial, we're more than award-winning mortgage brokers. We're a proud Certified B Corporation committed to using business as a force for good. We're growing, and we want you to be part of our journey!

Role Summary

Location:

Rickmansworth, Hertfordshire OR Gateshead, Newcastle

Reports To:

Sales Director

Holiday:

28 days (inclusive of Bank Holidays) + Birthday Day Off

Training:

Full Training Provided
Heron Financial is seeking a confident, analytical Mortgage & Protection Data Insights Administrator to become the driving force behind our advisers' success. This is a unique opportunity to join one of the UK's leading Mortgage and Protection firms at a time of rapid growth and innovation, where your expertise in data and process will directly influence client outcomes and business performance.

As the critical link between our Mortgage and Protection Advisers, you will leverage data to guide, inform, and empower our teams. Your insights will shape adviser actions, highlight opportunities, and ensure we consistently exceed Consumer Duty and FCA standards. If you thrive on finding patterns, solving problems, and making a measurable impact, we want you on our team.

What Makes This Role Stand Out?

You won't just process data-you'll own it. You'll analyse adviser journeys, spot trends, identify gaps, and translate insights into actionable guidance that drives better client outcomes. Your work will directly support our ambition to be a gold-standard, data-led firm, measuring success against the MAB Charter and other key benchmarks. You'll collaborate closely with advisers, challenging and supporting them with evidence-based recommendations, not just gut feel. You'll play a pivotal role in refining our processes, ensuring every client receives exceptional care and every adviser has the tools to succeed.

Key responsibilities

Act as the central point of coordination between Mortgage and Protection Adviser teams, ensuring seamless communication and data flow. Monitor, analyse, and report on daily, weekly, and monthly performance-highlighting where we excel and where we can improve. Deep-dive into adviser journey notes and active prospect pipelines to spot patterns, gaps, and opportunities for improvement. Use data to guide advisers, helping them prioritise actions that will drive the best outcomes for clients and the business. Support compliance by ensuring all documentation and processes meet FCA and Consumer Duty expectations. Provide data-led insights at internal meetings, driving accountability and continuous improvement. Build strong relationships with providers and internal stakeholders, ensuring everyone is aligned and informed. Continuously improve internal processes, embedding best practices that lead to superior client outcomes.

What We're Looking For

Proven experience in a senior mortgage administration or data-focused role within a brokerage or financial services environment. Exceptional analytical skills: you can turn raw data into clear, actionable insights. Advanced Excel skills (formulas, filters, formatting, reporting). Highly organised, able to manage multiple priorities, and thrive in a fast-paced environment. Confident communicator: able to influence, challenge, and support advisers using evidence and insight. Strong understanding of the importance of Protection insurance in holistic financial planning.

Why Heron Financial?

Purpose-Driven Culture

: As a Certified B Corporation we're recognised for meeting the highest standards of social and environmental responsibility. We believe in making a positive impact for our clients, our community, and the planet.

People-First Environment:

Our founders believe in nurturing talent through mentorship, excellent training, and genuine support. We invest in our staff and celebrate every team member's growth and achievements.

Inclusive & Supportive Team

: Expect a friendly, approachable culture-no "black suits" or stuffy corporate vibes. We foster diversity, inclusion, and personal development, with opportunities to get involved in charity work, environmental projects, and more.

Innovation at Heart

: We embrace technology to simplify processes and improve client experiences, always staying ahead in a fast-changing industry.

Recognition & Reputation:

With over 2000 five-star reviews across Google and Trustpilot reviews, our reputation is built on long-lasting relationships and a commitment to making a difference.

What We're Looking For

Positive, proactive team players Passion for making a difference Willingness to embrace innovation and technology Commitment to our values of teamwork, client care, and sustainability

What You'll Get

Competitive salary & benefits A truly purpose-driven workplace where your efforts contribute to positive social and environmental change Opportunities for growth and development A space where you can truly be yourself

Equal Opportunities Statement

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Corporate Social Responsibility (including ESG - Environmental, Social & Governance)

?

At Heron Financial, we are committed to upholding high standards of Corporate Social Responsibility (CSR). We believe in conducting business in a sustainable, ethical, and socially responsible manner. As such, all employees actively contribute to making a positive impact on our culture that values integrity, transparency, and community.??

If you're a data-savvy, solutions-focused professional ready to take your career to the next level and make a tangible difference, apply now

Job Types: Full-time, Permanent

Pay: 28,000.00-30,000.00 per year

Benefits:

Casual dress Employee mentoring programme Paid volunteer time
Schedule:

Monday to Friday
Application question(s):

How would you incorporate Heron Financial's B Corp values into your day-to-day activities? Describe a situation where you turned raw data into actionable insights that improved business or client outcomes.
Work Location: In person

Application deadline: 05/06/2025
Expected start date: 12/06/2025