A superb opportunity has arisen within a Specialist Mortgage broker in the heart of Chelmsford. You will be joining a small, 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. Interviews are available immediately.
Jul 02, 2026
Full time
A superb opportunity has arisen within a Specialist Mortgage broker in the heart of Chelmsford. You will be joining a small, 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. Interviews are available immediately.
A long established IFA practice are keen to appoint an experienced IFA Sales Support technician. 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) 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.
Jun 30, 2026
Full time
A long established IFA practice are keen to appoint an experienced IFA Sales Support technician. 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) 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.
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) .
Sep 24, 2025
Full time
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.
Sep 22, 2025
Full time
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.
