Fintelligent

Are you ready to take on the role of a Case Manager in a dynamic lending environment? Our client, a specialist lender known for its flexible and innovative solutions, is looking for a dedicated professional to support their Bridging Sales team. This role is perfect for someone who thrives in a fast-paced setting and is keen to ensure a smooth sales process.With a competitive salary ranging from £30,000 to £35,000 and a 10% annual bonus, this role offers a fantastic opportunity for career progression. Enjoy the flexibility of a hybrid work environment with Fridays working from home, and be part of a team that values integrity and customer satisfaction.Our client is a specialist lender focused on delivering tailored lending solutions. They work closely with brokers and partners to provide exceptional customer experiences. The company prides itself on its integrity, speed, and commitment to service excellence. As a Case Manager, you will: Prepare and issue terms and agreements to brokers promptly. Conduct KYC and AML checks in compliance with regulations. Manage the onboarding process for new brokers, ensuring all documentation is accurate. Maintain detailed records of broker interactions and documentation. Collaborate with Sales and Operations teams for a seamless broker journey. Address broker queries professionally, escalating when necessary. Support the Sales team with administrative tasks, pipeline updates, and reporting. Package and Benefits: The Case Manager role comes with an attractive package, including: Annual salary of £30,000 - £35,000. 10% annual bonus. Hybrid working arrangement with Fridays from home. Opportunities for career progression to underwriting or internal sales roles. The ideal Case Manager will have: Experience in sales support, customer service, or financial services administration. Strong knowledge of KYC/AML requirements and compliance. Excellent organisational skills and attention to detail. Strong communication and relationship-building abilities. Ability to manage multiple priorities under pressure. Proficiency in Microsoft Office and CRM systems. If you have experience or interest in roles such as Sales Support Specialist, Financial Services Administrator, Broker Support Officer, Lending Administrator, or Compliance Officer, you might find the Case Manager position a great fit for your career goals.If you're a detail-oriented professional with a passion for supporting sales processes and building strong broker relationships, the Case Manager role could be your next career move. Apply today to join a company that values innovation and exceptional service.JL_FIN

Seeking a new opportunity? If you're someone who loves keeping things organised and making sure every detail is spot on, this could be the perfect fit. Our client is seeking a Loans Processor to join their energetic team in Wilmslow. In this role, you'll work closely with the underwriting teams, ensuring every check and process is completed accurately for a seamless loan journey.You'll receive a competitive salary of £25,000 - £30,000, plus a great range of benefits, including team socials and trips that make for a vibrant, collaborative workplace.Our client is a forward-thinking financial services company known for delivering outstanding client experiences. They take pride in their supportive culture and commitment to helping every team member succeed. As a Loans Processor, your responsibilities will include: Reviewing applications to ensure all relevant paperwork is submitted. Organising client information for efficient loan processing. Checking loan-to-value and debt-to-income ratios. Completing detailed affordability assessments. Requesting credit checks and issuing necessary paperwork. Handling enquiries from applicants and lenders. Drafting case rationale for investors and senior management. Completing AML checks and maintaining accurate records. Working to deadlines for submission of paperwork. Package and Benefits: The Loans Processor role comes with a comprehensive package including: Annual salary of £25,000 - £30,000. 24 holidays plus bank holidays, increasing to 25 after one year. Westfield Health cash plan. 24-hour colleague assistance helpline. Proximity to Wilmslow train station. Team social events and trips. The ideal Loans Processor candidate will have: Excellent interpersonal and communication skills. Attention to detail and high-level numeracy. Understanding of financial processes and credit scores. Expertise in databases, word processors, and spreadsheets. Proven customer service skills and exceptional organisation. Ability to multi-task and prioritise effectively. If you have experience or interest in roles such as Loan Administrator, Credit Analyst, Underwriting Assistant, Financial Processor, or Loan Officer, you might find the Loans Processor role to be a perfect fit for your skills and career aspirations.If you're ready to take on a challenging and rewarding role as a Loans Processor, apply today to join a company that values its employees and offers a supportive and engaging work environment. Alternatively please call Jenni on for more information.JL_FIN

Are you ready to take your career to the next level as a Secured Loan & Second Charge Mortgage Advisor ? Our client, a leading specialist lender , is seeking a talented advisor to provide expert guidance on secured lending solutions . This is your chance to join a dynamic, tight-knit team in Bolton that values professionalism , excellent client service , and putting people first-not just treating them as a number .This role offers a competitive salary between £32,000 and £35,000+ annually , along with an attractive commission and bonus structure . Enjoy the benefits of ongoing professional development and flexible working options , all within an encouraging and friendly team environment .Our client is a trusted name in the unsecured home improvement and renewables consumer finance sector . With decades of experience , they specialise in providing independent facilitator and intermediary services , bridging the gap between retailers and lenders to deliver tailored financial solutions . The senior management team brings a proven track record in the industry , having successfully grown a large broker network with huge national reach .As a Secured Loan & Second Charge Mortgage Advisor , you will: Advise clients on secured loan products , focusing on second-charge mortgages . Assess client needs , conduct affordability and credit checks , and recommend suitable products. Manage a client pipeline , providing high-quality advice and support throughout the application process . Stay informed on the secured lending market and regulatory requirements . Build strong relationships with clients and intermediaries to generate repeat business and referrals . Ensure compliance with all regulatory and internal policies . Package and Benefits: The Secured Loan & Second Charge Mortgage Advisor role comes with: Annual salary of £32,000 - £35,000+ (may be negotiable based on experience) Attractive commission and bonus structure (£55-60k+ OTE) Ongoing professional development and training opportunities Supportive, friendly, tight-knit team environment Flexible working options The ideal Secured Loan & Second Charge Mortgage Advisor will have: Proven background working in Secured Loans or Mortgages Excellent knowledge of the secured lending and second-charge mortgage market Solid communication and social skills High attention to detail and exceptional organisational skills Ability to manage many clients, deadlines, and compliance requirements efficiently FCA compliance knowledge preferred but not essential if training provided If you have experience or interest in roles such as Mortgage Consultant, Loan Officer, Financial Advisor, Lending Specialist, or Credit Analyst , this Secured Loan & Second Charge Mortgage Advisor position might be perfect for you.If you're an experienced Secured Loan & Second Charge Mortgage Advisor ready to advance your career with a leading lender , in a people-first, tight-knit culture backed by a senior management team with proven national success , this is the opportunity you've been waiting for. Apply now and take the next step in your professional journey !AW_FIN

Are you a Mortgage Adviser looking for an exciting opportunity with a leading finance distributor? Our client, a specialist in mortgage and finance solutions, is seeking a talented individual to join their team in Tamworth. With a reputation for exceptional service and a supportive work environment, this role offers the chance to thrive in a dynamic and rewarding setting.With a competitive salary ranging from £35,000 to £45,000, this role offers a fantastic opportunity for growth and success. Enjoy the benefits of hybrid working, allowing you to balance office and home life, and take advantage of a steady stream of quality leads to focus on what you do best: providing expert mortgage advice.Our client is an award-winning specialist in mortgage and finance distribution. Known for their exceptional service and innovative solutions, they provide a working culture that their team genuinely enjoys. The company prides itself on offering advisers the tools and support needed to excel in their roles. Key Responsibilities Conduct thorough fact-finding to understand clients' needs. Recommend suitable mortgage products and explain them clearly. Collaborate with lenders and case managers to ensure smooth application processes. Stay informed on product and regulatory changes. Build strong client relationships to encourage referrals and repeat business. Package and Benefits Annual salary of £35,000 to £45,000, plus uncapped bonuses with realistic OTE of £55,000+ Hybrid working model, typically 2-3 days in the Tamworth office after training. No more chasing business, you will speak to pre-qualified customers who have been refferred. No late evenings or weekends! Free parking and company pension scheme. Casual dress code and regular company events. Opportunities for professional development and long service rewards. Candidate Requirements At least 2 years of experience as a regulated mortgage adviser. Full CeMAP certification or equivalent. A proven track record in sales and client care. Strong organisational skills and attention to detail. If you're interested in roles such as Mortgage Consultant, Financial Adviser, Loan Officer, Mortgage Broker, or Financial Consultant, this Mortgage Adviser position could be the perfect fit for you. Explore a career with a company that supports your growth and success.Ready to take the next step in your career as a Mortgage Adviser? Join a supportive and ambitious team that values your expertise and helps you succeed. Apply now with your CV and a brief cover note explaining why you're the right fit for this exciting opportunity.AW_FIN

Are you a Secured Loan Case Manager looking for your next opportunity? Our client, a well-established UK consumer finance intermediary, is on the hunt for a talented individual to join their dynamic team. With a strong presence in the secured and unsecured lending sector, they provide tailored financial solutions that bridge the gap between customers, retailers, and lenders.This role offers a competitive salary, depending on experience, along with opportunities for career development and a supportive, collaborative work environment. You'll be joining a company that values professional growth and prides itself on excellent relationships with clients and lending partners. About the Company: They have built a reputation for delivering innovative financial solutions since their establishment. With huge growth plans across the business , this is an exciting opportunity to join a leadership team who are vastly experienced in secured and unsecured lending. They are dedicated to helping customers access the right lending products while supporting their broker and retail partners. Their expertise in secured lending makes them a trusted name in the industry. As a Secured Loan Case Manager, you will: Manage the end-to-end process of secured loan applications. Liaise with brokers, clients, and lenders to ensure smooth application journeys. Verify and process all required documentation accurately and efficiently. Ensure compliance with regulatory standards and internal policies. Resolve issues and discrepancies that may arise during the loan process. Maintain strong relationships with clients and colleagues. Package and Benefits: The Secured Loan Case Manager role comes with an attractive package, including: Competitive annual salary (dependent on experience). Opportunities for professional development. Supportive and collaborative team environment. Exposure to a broad range of secured lending products and processes. No weekends - enjoy a proper work-life balance. Solid office hours for consistency. Vitality healthcare benefits. The ideal Secured Loan Case Manager will have: Previous experience in secured loan case management or a similar role in financial services. Strong understanding of secured lending processes and regulatory requirements. Excellent organisational, communication, and problem-solving skills. A detail-oriented, proactive, and professional approach. Ability to work under pressure and collaborate effectively with a team. If you're interested in roles such as Mortgage Case Manager, Lending Administrator, Loan Processing Executive, or Financial Services Advisor , this Secured Loan Case Manager position could be perfect for you.If you're a motivated and experienced Secured Loan Case Manager looking to join a fast-growing business and a highly experienced leadership team , this could be the perfect opportunity. Apply now to take the next step in your career and become part of a team that values expertise, professionalism, and customer satisfaction. AW_FIN