The Coast Partnership Ltd

A new position has arisen within an established, well appointed Bridging Intermediary based in central London. The role of Bridging Case manager: To manage all new loan applications through to completion. This will be achieved through establishing and maintaining positive relationships with all internal & external stakeholders, learning and understanding differing lender criteria, to deliver criteria updates to team members, managing case files, processing and assessing all loan requirements, collecting signed offers and instructing solicitors. Key Responsibilities To take ownership of submitted applications, driving excellent customer service & proactively prioritising to business requirements. Maintain excellent product and criteria knowledge. Work towards agreed SLAs- both individually and in your team Able to take ownership and drive delivery of performance. Adhere & embody all industry regulations and standards. To liaise with team leader on all case issues. Provide feedback on team, other departments, competitors, lenders and introducers. The role is fully office based. The role offers a comprehensive package and a genuine career path.

A superb opportunity has arisen within a Specialist Mortgage and Protection broker in the heart of London. ( 3 days in office) You will be joining a large, friendly team providing top quality Residential and BTL Mortgage and some Protection administration support to the advisers and their clients. You will be a strong team player, but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously. The Role: Processing/administering a high volume of Residential and BTL mortgages. Dealing with adhoc queries from Mortgage/Protection Advisers/Clients/Providers Tasks to be recorded and maintained via back-office systems Maintenance of client files Postal activity (incoming/outgoing) New business processing (Online/Post) Loading relevant data on to back office Processing Letters of Authority Liaise with 3rd Party Providers & Paraplanners Gather quotes / illustrations / Fact Sheets / Order Projections Update advisers & clients of progress on New Business cases Maintenance of all client policy data This position is available immediately, offering a competitive basic salary.

A long established IFA practice with a sizeable operation are keen to appoint an experienced IFA Sales Support technician to work in their Nottingham Office. This would suit an individual with at least 12 month Investment or IFA Administration experience. Working largely from the offices ( with some flexibility for hybrid working after probabtion) the role encompasses a full range of technical support administration and suitability report writing. Duties Include: Administration of a full range of Private client Pension and Investment products. Coordinating with external professionals, such as solicitors and accountants, to provide a holistic service to clients. Assisting in the training of new staff, sharing knowledge and best practices in support. Conducting comprehensive research on financial products to support planners in making informed recommendations. Implementing risk analysis techniques to assess and mitigate potential threats to clients' financial objectives. Streamlining processes for gathering client financial information, significantly improving efficiency and accuracy. Daily use of Provider Platforms and back office systems. The role offers a very competitive salary and range of benefits and is available immediately.

Mortgage Completions Officer The Buy-to-Let (BTL) Completions Officer manages BTL mortgage applications from the formal offer stage through to legal completion and fund release. This role ensures all specialised lending conditions, legal requirements, and regulatory standards are met. The officer serves as the primary liaison between underwriters, solicitors, brokers, and landlords to deliver a seamless completion process. Key Responsibilities Case & Pipeline Management Pipeline Control: Manage a pipeline of BTL mortgage offers from issuance to final drawdown. Deadline Tracking: Monitor critical dates to prevent the expiry of mortgage offers, valuations, and credit searches. Data Accuracy: Ensure all internal systems are updated in real-time with precise case notes and status tracking. Legal & Compliance Checks Certificate of Title (COT): Review, validate, and sign off on COTs received from conveyancing solicitors. Specialist Property Verification: Confirm that complex property structures-such as Houses in Multiple Occupation (HMOs), Multi-Unit Freehold Blocks (MUFBs), and Limited Company setups-satisfy all specific offer conditions. Special Conditions: Audit files to guarantee that specific underwriting conditions (e.g., corporate structures, personal guarantees, specific tenancy agreements) are fully resolved before funding. Financial Crime Prevention: Conduct mandatory Anti-Money Laundering (AML) and Know Your Customer (KYC) checks on all parties involved. The position is offered on a full time, office based permanent basis and offers a competitive basic salary and supporting package inc 25 days holidays, Pension and Discretionary bonus. Interviews are available immediately.

Specialist Lending Case Manager This is a new permanent position within a specialist real estate loan processing/Case Management team. Dealing with BTL, Bridge and Commercial property. To take ownership of submitted applications, driving excellent customer service & proactively prioritising to business requirements Maintain excellent product and criteria knowledge Work towards agreed SLAs - both individually and in your team Able to take ownership and drive delivery of performance Adhere & embody all industry regulations and standards To liaise with team leader on all case issues Provide feedback on team, other departments, competitors, lenders and introducers Identify and champion areas of improvement and training for company and team Positive and encouraging attitude To adhere fully to company handbook and policies Reasonably anticipate, minimise and manage operational risk. The role would suit an experienced individual with Mortgage/BTL or ideally some Bridging knowledge and is available immediately for interview. The position is based in Tamworth ( on a Hybrid basis) .

A brand new role have developed within a specialist Mortgage/Wealth planner. You will be joining a small, friendly team providing top quality residential Mortgage and Protection administration support to the advisers and their clients. You will be a strong team player, but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously. The Role: Processing/administering a high volume of residential mortgages. Dealing with adhoc queries from Mortgage/Protection Advisers/Clients/Providers Tasks to be recorded and maintained via back-office systems Maintenance of client files Postal activity (incoming/outgoing) New business processing (Online/Post) Loading relevant data on to back office Processing Letters of Authority Liaise with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs Gather quotes / illustrations / Fact Sheets / Order Projections Update advisers & clients of progress on New Business cases Maintenance of all client policy data This position is available immediately and is full time in the offices ( based in South Essex) Interviews are available immediately.