Honeypot People Ltd

THIS IS AN OFFICE BASED ROLE AND IS NOT HYBRID OR REMOTE. YOU MUST BE COMMUTING DISTANCE TO FAREHAM. My client is a successful Financial Advice Intermediary, focusing on Wealth management / pension / investment / mortgage planning / insurance advice They already manage over £200m of client assets, and are now looking for somebody to join their busy Wealth Administration team. The Wealth Administration team has 4 people in its department and looks after 7 Financial Advisors. The office is busy but has great facilities to relax (Pool Table, Break out area with TV, Café, the ability to join the Office gym for a monthly cost.) The company socialise regularly, and there is an annual overseas incentive. They also participate in regular charity work. The Job Role will include the following duties; - Providing administrative support across the business -Processing business -Completing basic suitability letters - Maintaining and adding data to the back-office IT system - Answering the telephone - Scanning, photocopying and verifying documents - Answering and replying to emails - Liaising with clients - any other administration or support as required Full Training will be given in order to complete the above duties to the best of your ability. Ideally, we are seeking somebody who has experience of processing new business within a financial services role. You will become an important team member providing valuable administration support. We are always looking to work with individuals trying to enhance their career within a fast-growing business. Salary up to £27,500 per annum, dependent upon experience within the Financial Services sector. There is a monthly bonus scheme available once the candidate has passed probation, which adds £3,000 to the OTE. Monday - Friday 8:30am-5pm

THIS IS IDEALLY A FULLY OFFICE-BASED ROLE ON A 4-DAY WEEK BASIS Our client is a leading Financial Planning firm. They are seeking an ambitious, highly organised Mortgage & Protection Paraplanner to work closely alongside the Director and Adviser team. You will become a key part of a small, professional and highly client-focused business, helping deliver outstanding advice and service to our clients whilst learning directly from an experienced adviser. There are excellent opportunities to progress your career with this role! We are looking for someone with the appetite and potential to develop into an adviser in the future. This is a unique opportunity for someone who already has experience within the mortgage and protection sector and wants to take the next step in their career. Whilst the role is initially focused on research, case management, technical support and client communication. The Role Working directly alongside our lead adviser, your responsibilities will include: Researching mortgage and protection solutions using industry sourcing systems. Preparing research and recommendations to support client advice. Submitting mortgage and protection applications to lenders and insurers. Helping our Sales Progression team move cases from application through to completion. Liaising with clients, lenders, insurers, solicitors and third parties. Chasing outstanding information and proactively moving cases forward. Drafting client correspondence, summaries and supporting documentation. Maintaining accurate records and ensuring compliance requirements are met. Supporting the ongoing development of business processes and client experience. Identifying opportunities to improve efficiency through technology and automation. About You We are looking for someone who combines technical ability with exceptional communication skills. The ideal candidate will: Hold relevant mortgage and protection qualifications. Have experience within a mortgage and protection environment. Be confident in researching mortgage and protection solutions independently. Have experience submitting and managing cases with lenders and providers. Be highly organised and able to manage multiple cases simultaneously. Possess excellent telephone skills and be comfortable speaking with clients and professional contacts. Have exceptional written communication skills with strong attention to detail. Be naturally curious, proactive and eager to learn. Be comfortable using technology and excited by the opportunities created by AI and automation. Take ownership of their work and demonstrate strong problem-solving skills. Have a genuine desire to develop their knowledge and potentially progress into an advisory role over time. Career Development This role offers significantly more than a traditional paraplanning position. For the right individual, there will be the opportunity to: Work closely with an experienced adviser. Build a deep understanding of mortgage and protection advice. Develop technical knowledge and client-facing skills. Learn how advice is structured and delivered. Progress towards a future advisory role. Please note we regret that due to the high volume of CVs received we cannot give individual feedback to candidates. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion. Honeypot People Ltd, is a UK-based agency providing specialist solutions within the Professional Sector. We operate an equal opportunities policy of treating all employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age, marital or civil partnership status or disability

Our client is one of the UK's leading whole-of-market, directly authorised Brokerages. They are expanding and looking for great self-employed mortgage advisors to join them. With an initial support package of £2,000 per month for your first 4 months, they will give you stability whilst you build your pipeline. This is a fully remote role with occasional visits to the Southampton office for team meetings etc. What You'll Get £60K-£90K realistic year one OTE High-quality, warm leads Competitive commission splits Initial support package of £2,000 per month for your first 4 months Commission paid on Offer for your first 6 months No Network fees, FCA, PI, or core software costs Admin support Marketing and business development tools Fully remote, work from anywhere in the UK Advanced tech tools Supportive culture Real growth potential Skills and Experience CeMAP (or equivalent) qualification CAS status (preferred) Whole-of-market experience (preferred) Strong track record of sales and building client relationships Self-motivated with excellent communication skills Please note we regret that due to the high volume of CVs received we cannot give individual feedback to candidates. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion. Honeypot People Ltd, is a UK-based agency providing specialist solutions within the Professional Sector. We operate an equal opportunities policy of treating all employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age, marital or civil partnership status or disability

Our client is a leading Mortgage Brokerage who have built up successful contracts with various estate agency brands. They are looking to recruit a Sales/Account Manager to look after one of their large accounts, with branches in Hampshire and Surrey. You will have previous experience as a successful mortgage adviser and also have experience of managing mortgage advisers/managing introducer relationships. The role is a hybrid role, and you will be expected to travel to branches within the account twice per week. Basic salary is £45-55k depending on experience, with additional bonus package based on account performance. OTE £80K Accountabilities: Accountable for delivering the agreed performance and standards for the accounts designated to them - including branch presence and attendance of daily branch meetings, branch coverage, conversion, protection penetration, fee penetration, average case size, written targets and banked conversion. Accountable for building strong and effective relationships with the accounts designated to them, including producing timely reporting and MI for the Introducers. Accountable for ensuring sales team build effective relationships with their branches and are held accountable for their own part of the account targets. Accountable for managing resource effectively and for succession planning to ensure the Introducers always have sufficient adviser coverage. Accountable for the performance and development of the advisers allocated to them including conversion, protection penetration, fee penetration, average case size, written targets and banked conversion. Accountable for the adherence to MAB processes of the advisers allocated to them. Accountable for own performance and adherence to compliance guidelines, where appropriate. General responsibilities Follow the sales management weekly operating rhythm including, weekly documented 1-1s, team meetings, sales management meetings. Weekly 1-1 check-ins with the advisers to check trackers, take a business pledge, review protection appointments, review protection declines and NTUs and any other process/performance issues. Weekly team meeting to motivate, excite and challenge the team's performance. Daily updates to the team on performance, to ensure that the pledge (including protection and fees) is delivered, and targets achieved. Encourage an environment of celebrating success within the team. Manage and develop advisers individually to meet their minimum business expectations Supporting admin with the oversight of the company's processes. Training and supporting new advisers. Recruiting for attrition and performance management. Regular checking and monitoring of company processes to ensure that all advisers are following the requirements. Working closely with the Sales Development Manager to ensure that new trainees are supported and their progress is discussed. Account Manager/Sales Manager to work with new trainees on branch relationships and activities. Working closely with the Protection Support Manager on all areas of Protection for both M&P advisers and Protection Advisers, and gaining assistance with call monitoring and coaching. Provide accurate and timely MI/reporting to the Introducers. Build relationships with key individuals within the Introducers to ensure mutual accountability for success. Visits to introducer branches to support and develop the advisers in their introducer relationships, and ensure they are effective and challenging. Manage resources effectively to ensure leads are dealt with in a timely manner, and branches have sufficient adviser coverage. Ensure that advisers within the account attend the branch as agreed and participate in branch meetings, coaching and development, to maximise lead quantity and quality. Please note we regret that due to the high volume of CVs received we cannot give individual feedback to candidates. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion. Honeypot People Ltd, is a UK-based agency providing specialist solutions within the Sales and Marketing Sector. We operate an equal opportunities policy of treating all employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age, marital or civil partnership status or disability.