Senior BDM/Originator - Development Finance Very attractive package Open to SW London/ Southern Home Counties candidates only. We're looking for a high calibre BDM to join a family office that has been established for more than 50 years. You will have a great understanding of the bridging/ development/ commercial sector (non reg) and will be able to discuss a deal quite technically. Our Client is the type of company that only does deals they know will work. They are an ethical lender with a great reputation, liaising mostly directly with property developers as opposed to brokers. The Senior BDM will be able to source the right deal for the company, liaising closely with the Head of Lending & using your experience of the market to assess the risk involved. This is not a role where you are saying yes to any case. This is a role where you are paid handsomely, for making the right choices on behalf of a long-established organisation. It is imperative that the candidate has some of their own high-end property developer contacts.
Oct 10, 2025
Full time
Senior BDM/Originator - Development Finance Very attractive package Open to SW London/ Southern Home Counties candidates only. We're looking for a high calibre BDM to join a family office that has been established for more than 50 years. You will have a great understanding of the bridging/ development/ commercial sector (non reg) and will be able to discuss a deal quite technically. Our Client is the type of company that only does deals they know will work. They are an ethical lender with a great reputation, liaising mostly directly with property developers as opposed to brokers. The Senior BDM will be able to source the right deal for the company, liaising closely with the Head of Lending & using your experience of the market to assess the risk involved. This is not a role where you are saying yes to any case. This is a role where you are paid handsomely, for making the right choices on behalf of a long-established organisation. It is imperative that the candidate has some of their own high-end property developer contacts.
Well established, highly professional IFA practice is looking to grow their team of Paraplanners who contribute to the creation of detailed financial plans and reports that assist clients in navigating their financial futures. Expert analytical skills and attention to detail play a vital role in our excellence of client service. Key responsibilities include:- • Conducting in-depth research and analysis;• Preparing suitability reports and plans;• Supporting Advisers with client meetings;• Imparting expert knowledge on technical queries• Maintaining and managing compliance and regulatory requirements. This organisation strongly believes in investing in their people. They offer a supportive and dynamic work environment where skills and expertise are valued and rewarded. Being a valued part of the team means you will benefit not just from a career development plan bespoke to you, but you will also enjoy many quality company benefits including: - • Hybrid working arrangements• 4% matched pension;• Death in Service;• Income Protection;• Health Cash Plan;• Cycle to Work Scheme;• Employee Assistance Programmes;• Optional Influenza Vaccination• 25 days holiday (rising by one day each year following five complete years of service, until 30 days holiday is achieved).• Additional Birthday Day Off• Discounted Health Testing
Oct 10, 2025
Full time
Well established, highly professional IFA practice is looking to grow their team of Paraplanners who contribute to the creation of detailed financial plans and reports that assist clients in navigating their financial futures. Expert analytical skills and attention to detail play a vital role in our excellence of client service. Key responsibilities include:- • Conducting in-depth research and analysis;• Preparing suitability reports and plans;• Supporting Advisers with client meetings;• Imparting expert knowledge on technical queries• Maintaining and managing compliance and regulatory requirements. This organisation strongly believes in investing in their people. They offer a supportive and dynamic work environment where skills and expertise are valued and rewarded. Being a valued part of the team means you will benefit not just from a career development plan bespoke to you, but you will also enjoy many quality company benefits including: - • Hybrid working arrangements• 4% matched pension;• Death in Service;• Income Protection;• Health Cash Plan;• Cycle to Work Scheme;• Employee Assistance Programmes;• Optional Influenza Vaccination• 25 days holiday (rising by one day each year following five complete years of service, until 30 days holiday is achieved).• Additional Birthday Day Off• Discounted Health Testing
Mortgage Advisor Benfleet, Essex We are pleased to be working with an Essex based broker, on their search for a new Mortgage Advisor to assist in their business growth. As a Mortgage Advisor, you will take a leading role in building an advice function for the direct-to-consumer proposition. You will be providing mortgage advice to potential customers. This will involve understanding customer requirements / situations. The business care deeply about the experience people have and you will be key in helping customers navigate through one of the biggest financial decisions of their lives. Requirements CeMAP qualified (or equivalent) with at least 2 years of experience providing advice in a regulated mortgage environment CAS status Excellent communication and conversation skills Self-motivated, driven, personable, enthusiastic and a genuine team player Proactive Experience of working with shared-ownership schemes / mortgages would be an advantage but not essential
Oct 07, 2025
Full time
Mortgage Advisor Benfleet, Essex We are pleased to be working with an Essex based broker, on their search for a new Mortgage Advisor to assist in their business growth. As a Mortgage Advisor, you will take a leading role in building an advice function for the direct-to-consumer proposition. You will be providing mortgage advice to potential customers. This will involve understanding customer requirements / situations. The business care deeply about the experience people have and you will be key in helping customers navigate through one of the biggest financial decisions of their lives. Requirements CeMAP qualified (or equivalent) with at least 2 years of experience providing advice in a regulated mortgage environment CAS status Excellent communication and conversation skills Self-motivated, driven, personable, enthusiastic and a genuine team player Proactive Experience of working with shared-ownership schemes / mortgages would be an advantage but not essential
Mortgage Administrator Benfleet, Essex We are currently recruiting for a Mortgage Administrator for a growing Essex based Broker. We are looking for a candidate with at least 6 months of Mortgage Admin experience, who is looking for a new challenge. Responsibilities: Inputting of mortgage applications. Sending packaging requirements to the lender after application has been submitted. Creating tasks, records and reminders on Intelligent Office. Ensuring all documents are scanned to the activity, prior to and post offer. Creating invoices where applicable. Adding of fees to consultants' figures. Ensuring MI is up to date on relevant spreadsheets. Sending out of re-broke letters to clients. Ensuring that files are compliant post completion. Chasing lenders where required, and providing updates to clients where required to support the Consultants and Mortgage Executives. Updating of notes on Intelligent Office where applicable. Ensuring we have new business packs, i.e. Factfinds /Fee Agreements, and New Business checklist to pass to consultants ahead of meetings. Meeting with Lenders' Business Development Managers.
Oct 07, 2025
Full time
Mortgage Administrator Benfleet, Essex We are currently recruiting for a Mortgage Administrator for a growing Essex based Broker. We are looking for a candidate with at least 6 months of Mortgage Admin experience, who is looking for a new challenge. Responsibilities: Inputting of mortgage applications. Sending packaging requirements to the lender after application has been submitted. Creating tasks, records and reminders on Intelligent Office. Ensuring all documents are scanned to the activity, prior to and post offer. Creating invoices where applicable. Adding of fees to consultants' figures. Ensuring MI is up to date on relevant spreadsheets. Sending out of re-broke letters to clients. Ensuring that files are compliant post completion. Chasing lenders where required, and providing updates to clients where required to support the Consultants and Mortgage Executives. Updating of notes on Intelligent Office where applicable. Ensuring we have new business packs, i.e. Factfinds /Fee Agreements, and New Business checklist to pass to consultants ahead of meetings. Meeting with Lenders' Business Development Managers.
Graduate Credit Analyst Bridging Finance London £30,000 Hybrid Our client is seeking a driven and commercially-minded Credit Analyst to join the team. The ideal candidate will have a strong work ethic and the ability to handle challenging situations with confidence and professionalism. This role requires an entrepreneurial mindset, a passion for collaboration, and a commitment to innovation, integrity, and excellence in everything you do. Responsibilities: Maintain regular communication with borrowers to monitor loan progress Review construction progress reports produced by surveyors Manage the servicing of loans Ensuring all loan-related data is accurately recorded and up to date. Identify and assess early warning signs across the portfolio, recommending and implementing risk management strategies for specific projects Oversee the loan repayment process Prepare and issue statements, letters, and any necessary documentation related to loan servicing About You: We're looking for someone eager to learn, organised, and able to apply strong analytical skills to a wide range of projects Academic No prior experience in specialist finance is required however will require someone who is comfortable with numbers, minimum GCSE at A / grade 7 and further mathematical studies pursued a preference. We are looking for a Graduate for this role
Oct 07, 2025
Full time
Graduate Credit Analyst Bridging Finance London £30,000 Hybrid Our client is seeking a driven and commercially-minded Credit Analyst to join the team. The ideal candidate will have a strong work ethic and the ability to handle challenging situations with confidence and professionalism. This role requires an entrepreneurial mindset, a passion for collaboration, and a commitment to innovation, integrity, and excellence in everything you do. Responsibilities: Maintain regular communication with borrowers to monitor loan progress Review construction progress reports produced by surveyors Manage the servicing of loans Ensuring all loan-related data is accurately recorded and up to date. Identify and assess early warning signs across the portfolio, recommending and implementing risk management strategies for specific projects Oversee the loan repayment process Prepare and issue statements, letters, and any necessary documentation related to loan servicing About You: We're looking for someone eager to learn, organised, and able to apply strong analytical skills to a wide range of projects Academic No prior experience in specialist finance is required however will require someone who is comfortable with numbers, minimum GCSE at A / grade 7 and further mathematical studies pursued a preference. We are looking for a Graduate for this role
Complaints Handler Financial Services Hampshire Up to £32k pa We are looking for a Complaints Handler, who can resolve and report on complaints and claims received for our client, providing the highest level of customer experience and deliver fair and justified customer outcomes. Responsibilities: Thorough investigation and response of complaints Interaction through telephone and written communications Adhering to regulatory obligations Liaison with the Financial Ombudsman Services Root cause analysis and presentation of management information as required Assistance to the Team Leader and other business areas as required Maintain good relationships with key business areas Skills and Experience At least 2 years of Complaint Handling within an FCA regulated environment High level understanding of CONC, DISP, MCOBS, BCOBS and CCA regulations Exemplary standard of written and verbal output Complaint handling including Section 75 claims Experience in collating Root Cause analysis Demonstration of business improvements made as a result of complaint feedback Experience in Financial Ombudsman Service liaison and case management
Oct 06, 2025
Full time
Complaints Handler Financial Services Hampshire Up to £32k pa We are looking for a Complaints Handler, who can resolve and report on complaints and claims received for our client, providing the highest level of customer experience and deliver fair and justified customer outcomes. Responsibilities: Thorough investigation and response of complaints Interaction through telephone and written communications Adhering to regulatory obligations Liaison with the Financial Ombudsman Services Root cause analysis and presentation of management information as required Assistance to the Team Leader and other business areas as required Maintain good relationships with key business areas Skills and Experience At least 2 years of Complaint Handling within an FCA regulated environment High level understanding of CONC, DISP, MCOBS, BCOBS and CCA regulations Exemplary standard of written and verbal output Complaint handling including Section 75 claims Experience in collating Root Cause analysis Demonstration of business improvements made as a result of complaint feedback Experience in Financial Ombudsman Service liaison and case management
Paraplanner Harrow £40-45,000 Well established IFA practice with an exciting growth plan in place is looking for an additional experienced Paraplanner to join their team Duties include: Working closely alongside 3 advisers taking responsibility for preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cash flow forecasts) and ongoing reviews Undertaking necessary research Creating and reporting technical suitability reports in line with recommendations Establish and build strong relationships with clients, attending client meetings when required Provide a friendly and professional point of contact for clients and providers Responding to client enquires Ensure competing of client file and data gathering Liaising with the administrators (team of 4) Technical calculations Keep up to date with compliance changes and update templates Using Intelligent Office Candidate requirements: Ideally level 4 qualified An experienced Paraplanner with experience of a variety of products and clients Confident, articulate team player - able to liaise well at all levels Comfortable attending client meetings with Adviser when required Strong relationship management skills Additional information: Office based - Harrow Starting salary: Likely to be starting at £40-45,000 - this is a guideline only - salary is dependent on experience, qualifications and current remuneration - out client will also consider candidates that are not yet qualified (perhaps 1-2 exams away) - this will also be reflected in the salary offered Support with acquiring relevant industry qualifications - bonus given on each exam that is passed Parking on site/close to train/tube station Monday - Thursday 9am-6pm, Friday 9-5pm Workplace pension Great opportunity for career progression
Oct 06, 2025
Full time
Paraplanner Harrow £40-45,000 Well established IFA practice with an exciting growth plan in place is looking for an additional experienced Paraplanner to join their team Duties include: Working closely alongside 3 advisers taking responsibility for preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cash flow forecasts) and ongoing reviews Undertaking necessary research Creating and reporting technical suitability reports in line with recommendations Establish and build strong relationships with clients, attending client meetings when required Provide a friendly and professional point of contact for clients and providers Responding to client enquires Ensure competing of client file and data gathering Liaising with the administrators (team of 4) Technical calculations Keep up to date with compliance changes and update templates Using Intelligent Office Candidate requirements: Ideally level 4 qualified An experienced Paraplanner with experience of a variety of products and clients Confident, articulate team player - able to liaise well at all levels Comfortable attending client meetings with Adviser when required Strong relationship management skills Additional information: Office based - Harrow Starting salary: Likely to be starting at £40-45,000 - this is a guideline only - salary is dependent on experience, qualifications and current remuneration - out client will also consider candidates that are not yet qualified (perhaps 1-2 exams away) - this will also be reflected in the salary offered Support with acquiring relevant industry qualifications - bonus given on each exam that is passed Parking on site/close to train/tube station Monday - Thursday 9am-6pm, Friday 9-5pm Workplace pension Great opportunity for career progression
Mortgage & Insurance Administrator City Ideally up to £32,000 This is a fantastic opportunity to join a busy, successful firm. Duties include: Working alongside the Mortgage & Insurance Advisers dealing with sales support administration for mortgages, protection and general insurance business Preparing files and submitting cases Drafting suitability reports Compliance administration Ensuring the applications run smoothly, dealing with enquiries Liaising with clients, lenders, insurance companies Updating CRM system, ensuring all necessary documents are on file Using Google Suite/ Smartr365/ 27 Tec/ iPipeline Managing the annual renewal process for various insurance products Experience/Skills required: A team player who is professional, hardworking and diligent Strong IT skills, familiar with Google Suite/Office Mortgage or Insurance (or both) administration experience, from a broker background, au fait with different lenders (mostly residential) and insurers Friendly, motivated outlook Additional information: Monday to Friday, 9-5.30 Training provided Office based, London, City Salary: £28-32,000 (may consider higher for the right candidate) 20 days holiday birthday, rising to 25 days Cashplan/workplace pension Great career opportunity - this role is likely to progress into a Mortgage Paraplanner role
Sep 26, 2025
Full time
Mortgage & Insurance Administrator City Ideally up to £32,000 This is a fantastic opportunity to join a busy, successful firm. Duties include: Working alongside the Mortgage & Insurance Advisers dealing with sales support administration for mortgages, protection and general insurance business Preparing files and submitting cases Drafting suitability reports Compliance administration Ensuring the applications run smoothly, dealing with enquiries Liaising with clients, lenders, insurance companies Updating CRM system, ensuring all necessary documents are on file Using Google Suite/ Smartr365/ 27 Tec/ iPipeline Managing the annual renewal process for various insurance products Experience/Skills required: A team player who is professional, hardworking and diligent Strong IT skills, familiar with Google Suite/Office Mortgage or Insurance (or both) administration experience, from a broker background, au fait with different lenders (mostly residential) and insurers Friendly, motivated outlook Additional information: Monday to Friday, 9-5.30 Training provided Office based, London, City Salary: £28-32,000 (may consider higher for the right candidate) 20 days holiday birthday, rising to 25 days Cashplan/workplace pension Great career opportunity - this role is likely to progress into a Mortgage Paraplanner role
Our client is a small firm offering independent financial advice on mortgages, investments, savings and pension planning with a solid existing client portfolio. IFA job description You will have a proven track record of results and be able to demonstrate great communication skills and a good knowledge of the fast moving financial services market. You will have the following traits: Honest Strong work ethic Primary focus on client outcome Excellent telephone manner Smart and professional appearance Full Dip FA level 4 required Proven track record in quality advice and client work In return we will offer: A competitive basic salary - likely to be up to £42500 and the opportunity to double this with bonus All leads provided Admin & Paraplanning support Bonus income based on production Workplace company pension Responsibilities: Contact existing clients to carry out full financial reviews and conduct in-depth reviews of clients' financial circumstances, current provision and future aims using our CRM system Finplan Will be responsible for onboarding new members into an existing large SIPP analyse information and prepare plans best suited to individual clients' requirements complete risk profiles, factfinds and suitability letters assist clients to make informed decisions review and respond to clients changing needs and financial circumstances keep up to date with financial products and legislation contact clients with news of new financial products or changes to legislation that may affect their savings and investments meet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
Sep 26, 2025
Full time
Our client is a small firm offering independent financial advice on mortgages, investments, savings and pension planning with a solid existing client portfolio. IFA job description You will have a proven track record of results and be able to demonstrate great communication skills and a good knowledge of the fast moving financial services market. You will have the following traits: Honest Strong work ethic Primary focus on client outcome Excellent telephone manner Smart and professional appearance Full Dip FA level 4 required Proven track record in quality advice and client work In return we will offer: A competitive basic salary - likely to be up to £42500 and the opportunity to double this with bonus All leads provided Admin & Paraplanning support Bonus income based on production Workplace company pension Responsibilities: Contact existing clients to carry out full financial reviews and conduct in-depth reviews of clients' financial circumstances, current provision and future aims using our CRM system Finplan Will be responsible for onboarding new members into an existing large SIPP analyse information and prepare plans best suited to individual clients' requirements complete risk profiles, factfinds and suitability letters assist clients to make informed decisions review and respond to clients changing needs and financial circumstances keep up to date with financial products and legislation contact clients with news of new financial products or changes to legislation that may affect their savings and investments meet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
Senior BDM/Originator - Development Finance Very attractive package Open to SW London/ Southern Home Counties candidates only. We're looking for a high calibre BDM to join a family office that has been established for more than 50 years. You will have a great understanding of the bridging/ development/ commercial sector (non reg) and will be able to discuss a deal quite technically. Our Client is the type of company that only does deals they know will work. They are an ethical lender with a great reputation, liaising mostly directly with property developers as opposed to brokers. The Senior BDM will be able to source the right deal for the company, liaising closely with the Head of Lending & using your experience of the market to assess the risk involved. This is not a role where you are saying yes to any case. This is a role where you are paid handsomely, for making the right choices on behalf of a long-established organisation. It is imperative that the candidate has some of their own high-end property developer contacts.
Sep 26, 2025
Full time
Senior BDM/Originator - Development Finance Very attractive package Open to SW London/ Southern Home Counties candidates only. We're looking for a high calibre BDM to join a family office that has been established for more than 50 years. You will have a great understanding of the bridging/ development/ commercial sector (non reg) and will be able to discuss a deal quite technically. Our Client is the type of company that only does deals they know will work. They are an ethical lender with a great reputation, liaising mostly directly with property developers as opposed to brokers. The Senior BDM will be able to source the right deal for the company, liaising closely with the Head of Lending & using your experience of the market to assess the risk involved. This is not a role where you are saying yes to any case. This is a role where you are paid handsomely, for making the right choices on behalf of a long-established organisation. It is imperative that the candidate has some of their own high-end property developer contacts.
