Protect your family and your lifestyle in case of the unexpected


Looking to move home or reduce your current mortgage outlay?

Retirement Planning

We can help you plan by ensuring you have the best pension scheme possible now and at retirement


With so many choices, leave it to us to help make your money work harder for you.


We can support your business development plans with advice on growth, restructure and commercial lending

Your home may be repossessed if you do not keep up repayments on your mortgage

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Job Title: Financial Administrator

Cosgrove Brown Financial Planning Ltd is a leading financial services provider with a record for excellent service and customer care.

You will be working in a busy, friendly office, as a part of a small team, supporting the screening and processing of mortgage applications. There are excellent career development prospects and training support for the right person.


Duties include:

  • Screening personal financial data such as proof of funds, payslips, bank statements and salary credit
  • Reviewing details of mortgage applications and assessing property evaluations
  • Ensuring that all case administration is completed accurately and compliantly ·
  • Carrying out product sourcing to find suitable mortgage & protection products for advisers
  • Creating and maintaining client files/data
  • Liaising with brokers with case updates
  • General office duties such as faxing, photocopying, scanning, filing and sending literature

About You:

  • Previous general administration experience is essential
  • Microsoft Office Suite – Word/Excel/Outlook is essential
  • Previous experience in the same or a similar financial support role is desirable
  • Experience of working collaboratively in a team, in a busy office administrative environment is desirable
  • Planning & organisational skills – ability to prioritise and problem-solve, using initiative & decision-making skills is desirable
  • Ability to adapt quickly to change of workload
  • High level of accuracy and attention to detail
  • Good knowledge of GDPR
  • Good numerical understanding
  • Excellent organisational and time management skills with evidence of working to tight deadlines
  • Excellent communication skills


Competitive Salary and Pension Benefits offered along with the opportunity to gain financial qualifications and progress within the company.

Applicants should email their CV to

Closing date for applications is Friday 2nd October 2020.

Thank you for putting together an investment portfolio of cash, stocks, shares and property.

Geff, Newport

Thank you for putting together an investment portfolio of cash, stocks, shares and property.

Geff, Newport

We were really impressed with the speed with which you processed the mortgage and the great rate of interest!

Dani & Geoff, Stratford upon Avon

It was so nice to find someone who was happy to listen to all of my questions and concerns before we agreed on a plan of action.

Christine, Swansea

I had the best possible products tailored for me. I appreciate how much time you have saved me.

Karen, London

We would just like to thank Dan for all his hard work on this, less than simple, purchase. From the very beginning of this project Dan has shown great professionalism, excellent market knowledge and delivered customer service far exceeding any reasonable expectations!

C. Windsor, March 2019

The service at Cosgrove Brown really has been first class. Not only was Dan, the Mortgage Broker, friendly and relaxed, nothing was too much trouble for him. He seemed to go above and beyond in helping where he could. He really took a lot of pressure off me in what could have been a really stressful time. I would 100% recommend Cosgrove Brown, the service was exceptional and really good value for money too.

H McGillivray, February 2020

Wanted to say thank you so much for all your mortgage help and advice over the past few months, you've been brilliant!

Dr Brazier, Liverpool, Sept.2016

My critical illness policy covers everything I need and took into account my lifestyle and income - thank you!.

Teresa, Llanelli

The company is first class, discriminating, intelligent, utterly trustworthy and dependable

Maurice, Swansea, March 2017

Daniel went above and beyond to help us with our first mortgage. He explained the mortgage, its rates and terms very clearly, he was extremely patient and professional, we would highly recommend him.

Fi Davies, August 2018

Get all of your questions answered by our experts - call us or complete our online enquiry form to arrange your meeting. The first meeting is at our expense and without any obligation

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