17 jobs found

Job Title : Completions Officer Location: Central London, work from home 2 days each week Salary: Up to £40,000 Hours: Monday - Friday 9am - 6pm or 8:30am - 5:30pm Benefits: 25 Days Holiday Pension scheme Private healthcare Discretionary Bonus Other flexible benefits About our Client: Our client is an outstanding specialist lender with multiple prestigious awards within the mortgage and finance sector. They actively support their employees' training needs, aligning with professional qualifications essential for their specific roles. The office is a spacious and inviting social area with convenient facilities such as showers and changing areas. Demonstrating a commitment to team bonding, our client organises engaging monthly company drinks, quarterly outings to exciting venues like Flight Club and Clays, as well as memorable events such as Summer and Christmas Parties, including festive meals. Moreover, our client believes in recognising the accomplishments of their team. Annual awards and acknowledgment of individual achievements are woven into the company culture, creating an environment where each employee's dedication is valued and celebrated. About the Completions Oficer: The successful candidate will be responsible for ensuring mortgage offer conditions are satisfied and money laundering checks completed. Managing a pipeline of cases in a fast-paced, pressured environment. Accurately assessing the risk attributed to the application ensures that the loan is both suitable and fit for purpose. Responsibilities of Completions Officer: Reporting to the Completions & Conveyancing Manager, the role is responsible for processing applications from receipt of a mortgage offer, through the legal process to release of funds and completion. Dealing with both BTL and Bridging loan transactions from loan offer through to completion and working alongside a legal panel of lawyers to sign off legal inquiries, ensuring accurate legal titles. Work with the finance team in processing release of funds for pending completions Liaise with Underwriters and New Business Team on any completion queries (i.e. COT received, completion call transfers, updates to all parties) Communicate with intermediaries, valuers and solicitor enquiries by email or telephone, liaising with the underwriters as appropriate. Reviewing legal correspondence from solicitors, providing responses, and referring queries to the underwriters and 3rd parties where appropriate Pursue outstanding documents ensuring offer conditions are satisfied before authorising release of Initiate pipeline management - advising conveyancers/underwriters when an application nears the end of its offer eligibility or valuation period or when a valuation nears expiry. Meeting service level agreements and maintaining excellent customer Authenticate the Certificate of Title to ensure details provided from the panel of solicitors are accurate and adequate to proceed to completion. Processing of Certificates of Titles (COTs) to ensure compliance with all loan offer conditions prior to sign off by a senior team member. Manage a pipeline of business closely to assist Structured Finance with forecasting the likelihood of completions and timings for draw-down of funds for completion along with completing Sales notices to draw down funds on your pipeline. Additional management of the loan funding and completion fees working closely with our Finance Team Experience required for Completions Officer: Completions experience in a similar role at a mortgage lender Solid knowledge of end-to-end mortgage process, particularly the legal process from offer to completion and release of funds Experience of credit reference agencies, Land Registry, and fraud avoidance tools Proficiency in dealing with solicitors and mortgage brokers Experience of performing AML, KYC, and associated ID checks Good communication, analytical and numeracy skills Ideally experience of processing both BTL and Bridging proposals Track record managing a caseload of proposals for a mortgage lender Experience handling transactions involving Ltd company, foreign nationals, and offshore companies would be desirable Trusting Stellar Select: At Stellar Select, our commitment goes beyond recruitment; it's about crafting experiences that elevate your career journey. We take pride in delivering excellent services to our candidates and always going the extra mile to ensure your success. Our foundation is built on openness and transparency. We believe in clear communication with everyone we work with, fostering an environment of trust, honesty and fairness. Embark on your career journey with confidence, knowing that our services are designed with your success in mind. Here's what our complimentary service includes: Expert Consultants: We are your allies, dedicated to understanding your goals and guiding you toward 1-2-1 Experience Discussion: Your experiences Engage in personalised discussions about your journey and how it aligns with the job role. Interview Preparation: Step into interviews with We provide thorough preparation to ensure you shine in every interaction. Negotiation of Job Offers: We'll manage the negotiations on your behalf, aiming for offers that align with your For more information regarding the role of Completions Officer please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC

We are seeking a detail-oriented and commercially minded Commercial Underwriter to join our growing Buy-to-Let team. In this role, you will be responsible for assessing, underwriting, and making credit decisions on a range of BTL mortgage applications, including individual and portfolio landlords. This is a critical role within our lending operation, ensuring each deal aligns with our credit risk appetite and regulatory standards. Key Responsibilities Assess and underwrite Buy-to-Let mortgage applications in line with company credit policy and risk appetite. Evaluate borrower creditworthiness, rental income sufficiency, and overall deal viability. Review property valuations and ensure properties meet lending criteria (e.g., condition, location, type, tenant profile). Apply appropriate stress testing and affordability checks in line with PRA and internal guidelines. Identify and investigate potential risks, fraud indicators, or policy exceptions. Work closely with brokers, BDMs (Business Development Managers), surveyors, solicitors, and internal teams to progress applications efficiently. Maintain accurate records and ensure all decisions are clearly documented. Escalate cases exceeding individual mandate or involving complex risk to the Credit Committee. Keep up to date with changes in lending policy, regulation, and the BTL market landscape. Skills & Experience Proven experience in mortgage underwriting, ideally within the BTL or commercial property sector. Strong understanding of credit risk, income assessment (including rental income), and property valuations. Familiarity with PRA rules for BTL lending and portfolio landlord assessments. Ability to work independently and make sound credit decisions within mandate. Excellent analytical, organisational, and communication skills. Strong attention to detail and a methodical approach to work. Preferred Qualifications CeMAP or equivalent industry qualification (preferred but not essential). Prior experience underwriting complex or portfolio BTL applications. What We Offer Competitive salary & discretionary bonus Pension & benefits package Career development support and training Collaborative and supportive team environment

Job Description Senior Property Lawyer - Hybrid Working - £45K OTE with Uncapped Bonus Opportunity We are seeking a dynamic and experienced Property Lawyer to join our team in Cardiff. This role is ideal for someone with a strong background in conveyancing and experience managing their own caseload. If you're looking for a hybrid working environment with the opportunity to earn an uncapped bonus, this could be the perfect role for you! Key Responsibilities: As a Senior Property Lawyer , you will be responsible for overseeing an average caseload of 50 files, managing all stages of the conveyancing process from instruction to completion. Your key responsibilities will include: Managing the full conveyancing cycle : From taking instructions, preparing and submitting legal documents (contracts, letters, Land Registry, HMRC forms) to handling exchange and completion. Pre-Completion Tasks : Carrying out Land Registry and conveyancing searches, ensuring all necessary paperwork and funds are in place to facilitate exchange and completion. Post-Completion Tasks : Managing file closures, preparing applications to the Land Registry, submitting Stamp Duty Land Tax (SDLT) returns, and maintaining accurate ledgers. Maintaining compliance : Ensuring files are kept up-to-date and in line with regulatory requirements. Client & Third-Party Communication : Liaising with clients, third parties, and colleagues to ensure smooth progress of all matters. Benefits: Competitive salary with uncapped bonus potential . Hybrid working : Flexibility to work from home, with in-office support as required. Career development : Guidance and support from your supervising Conveyancer, along with opportunities to pursue professional qualifications. Supportive team environment : Work in a collaborative pod structure, learning from and contributing to a team of talented Property Lawyers and Managers. Additional benefits : Group Life Assurance Scheme and bonus scheme. Skills & Experience Required: Experience : Previous fee-earning/caseload management experience in conveyancing is essential. Qualifications : While qualifications such as a Law Degree, LPC, or qualification as a Licensed Conveyancer, Solicitor, or Legal Executive (FCILEX) are preferred, they are not mandatory. Strong communicator : Ability to manage client relationships, handle communications effectively, and maintain clear and accurate records. Conveyancing Direct , one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more! Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.S&C00327

This employed Mortgage Adviser job in Southampton provides opportunity to work a regular flow of remortgages from existing clients within a busy, highly rated mortgage brokerage From being established for over 2 decades and their continual focus on delivering quality service, they receive thousands of remortgage business year on year! As such, they have plenty of leads to provide to you to review product transfers and remortgages for their existing clients. Therefore, this is a pleasant opportunity to engage with clients who are already know and trust the company. You will be researching and presenting the best possible mortgage options to suit their needs and making the recommendation. This will regularly include product transfers Based on business opportunities available, you should aim to bank 10,000 business per month. However, they have several Mortgage Advisers in their team who bank in excess of 150,000 - 200,000 per annum Their Mortgage Advisers are heavily supported by their Case Managers. Once the mortgage is submitted, the Case Managers will chase this through to completion for you Mortgage Adviser Requirements You must hold full CeMAP or equivalent Our client is open to consider individuals keen to enter the mortgage industry or existing Mortgage Advisers The Company This professional multi-award winning national mortgage brokerage has an expert team of Mortgage Advisors offering advice to New Build purchasers. Having been established for over a decade, they are renowned with their clients for the excellent service provided. They have a large friendly team environment, each member is valued and plays a key part in their continued success. Mortgage Adviser Benefits Salary of 25,000 for non-CAS individuals Salary of 30,000 upon achieving CAS (or if already held) Plus tiered bonus structure with OTE of 34,000 - 43,000 Working hours of 9am - 6pm, Monday to Friday Office based role with up to 1 day from home Dynamic mortgage advice business that is regularly achieving success Locations Southampton Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

This employed Mortgage Adviser job in Southampton provides opportunity to work a regular flow of remortgages from existing clients within a busy, highly rated mortgage brokerage From being established for over 2 decades and their continual focus on delivering quality service, they receive thousands of remortgage business year on year! As such, they have plenty of leads to provide to you to review product transfers and remortgages for their existing clients. Therefore, this is a pleasant opportunity to engage with clients who are already know and trust the company. You will be researching and presenting the best possible mortgage options to suit their needs and making the recommendation. This will regularly include product transfers Based on business opportunities available, you should aim to bank £10,000 business per month. However, they have several Mortgage Advisers in their team who bank in excess of £150,000 - £200,000 per annum Their Mortgage Advisers are heavily supported by their Case Managers. Once the mortgage is submitted, the Case Managers will chase this through to completion for you Mortgage Adviser Requirements You must hold full CeMAP or equivalent Our client is open to consider individuals keen to enter the mortgage industry or existing Mortgage Advisers The Company This professional multi-award winning national mortgage brokerage has an expert team of Mortgage Advisors offering advice to New Build purchasers. Having been established for over a decade, they are renowned with their clients for the excellent service provided. They have a large friendly team environment, each member is valued and plays a key part in their continued success. Mortgage Adviser Benefits Salary of £25,000 for non-CAS individuals Salary of £30,000 upon achieving CAS (or if already held) Plus tiered bonus structure with OTE of £34,000 - £43,000 Working hours of 9am - 6pm, Monday to Friday Office based role with up to 1 day from home Dynamic mortgage advice business that is regularly achieving success Locations Southampton Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

This employed New Build Mortgage Adviser job in Southampton provides opportunity to work within a busy, highly rated mortgage brokerage You will receive a good volume of quality leads from their new build property developers you actively promote the business to potential buyers. You will be able to guide the buyer through the mortgage advice process and build a good rapport so that they use your services. The new build property sales team will actively promote your mortgage services. However, their top performing Mortgage Advisers don't rest on their laurels and proactively build relationships with the sales team to increase their lead flow even further! Based on business opportunities available, you should aim to bank £10,000 business per month. However, they have several Mortgage Advisers in their team who bank in excess of £150,000 - £200,000 per annum Their Mortgage Advisers are heavily supported by their Case Managers. Once the mortgage is submitted, the Case Managers will chase this through to completion for you New Build Mortgage Adviser Requirements You must hold full CeMAP or equivalent You must have good experience as a Mortgage Advisor Experience of working with new build mortgages would be beneficial The Company This professional multi-award winning national mortgage brokerage has an expert team of Mortgage Advisors offering advice to New Build purchasers. Having been established for over a decade, they are renowned with their clients for the excellent service provided. They have a large friendly team environment, each member is valued and plays a key part in their continued success. New Build Mortgage Adviser Benefits Salary of up to £36,000 depending on experience and shift pattern plus tiered bonus structure with OTE of £42,000 - £46,000 Working hours of 10am - 6pm, Monday to Friday One or two weekend in four which is both the Saturday and the Sunday (two days off in lieu provided) Hybrid working considered Dynamic mortgage advice business that is regularly achieving success Locations Southampton Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

City & Capital are delighted to be supporting a fast growing & highly respected investment house and commercial property finance lender who are on a huge growth curve, driven by strong investment, and ambitions to be the leading player in their sector. Our client supports property development and investment professionals with access to small or large property backed loans for key projects. The products on offer include bridging finance, development exits, BTL, portfolio BTL and commercial term mortgages. Deal sizes can range from c£250k - c£50m+. The lender has plans to double the size of their loan book over the coming period which requires substantial lending volumes. Due to this they have been busy increasing the size of their sales force with a view to identifying and introducing more loan applications for assessment. Due to this, our client is keen to identify and appoint an experienced, confident and forward thinking Underwriter to their growing team, at an exciting time. This is a role that comes with a lot of support and development to assist you in enhancing your technical underwriting skills within the role. Our client operates a very strong & proven promote within policy, with the natural next step for this role to attain 'Senior Underwriter' status within the company. This is made all the more likely by plans to double the size of their operation over the next 12 months, having achieved the same feat four times in the last four years! So this really is a 'career opportunity' for someone, as opposed to 'just another job' The Underwriter position reports directly in to the 'Head of' department and will support the management of a pipeline of cases from point of origination by the BDM team, to completion. To do so, you will work closely with the lenders case management team who will assist with preparing cases for assessment. Once received you will undertake a full review of the loan application, ready to make recommendations for funding to senior management/the credit committee. To achieve the required within the role you can expect to work closely with the businesses BDM's & brokers to assess & support their deals from a credit management perspective. You will manage and maintain your own pipeline of loans for sanctioning and ensure activity is undertaken to allow loans to be funded in line with SLA's. In addition to managing your own pipeline of cases, you will also work with the Senior Underwriters members on their ultra complex cases to develop your skillset to allow you to grow. As noted, our client lends large value loans to complex borrowers and so this element of the role and learning can be critical for future success. Due to the nature of the role the ideal individual must have experience of underwriting property backed loans. This type of role may suit a Junior Underwriter looking to take a step up for more responsibility, or an existing Underwriter from the property finance sector. Confidence working in a fast paced and dynamic environment will be key. This role is not a tick box exercise, thus experience in the mortgage or commercial property finance sector is critical to be qualified for this position. Underwriter - Required Experience: Current or previous property finance underwriting experience required A good knowledge of credit principles associated with property lending Demonstrable success against objectives in previous roles key Experience in dealing with brokers and borrowers directly is sought after Ideal Personal Attributes: Highly analytical & numerical with a strong attention to detail Happy working in a dynamic and fast paced environment Confident diary manager and results orientated against set deadlines Ambitious and keen to drive career forward within Equally confident working alone or as part of a team The salary on offer is up to c£90k, which will be relevant to experience and performance at interview, as you would expect. Higher offers may also be considered for exceptional experience. In addition our client operates two excellent bonus structures for this position that will reward you for the success that you bring to the company. This structure is uncapped and will assist you with increasing annual earnings substantially based on your delivery. Happy to discuss the detail. Most notably, due to the exciting level of investment and funding at play, as well as the progressive and forward thinking culture of the business, this is a genuine opportunity for you to propel your own earnings and career standing quickly within, once excellent performance has been delivered. This role will be based in the lenders lovely Mayfair offices, Monday - Friday.

Office Manager - Wealth Management Firm - Hailsham Location: Hailsham, East Sussex Salary: Up to £45,000 high basic + Bonuses + Pension + DIS + PMI OTE: £50,000+ Sector: Financial Services / Wealth Management / IFA Support Recruiter: Cameron James Professional Recruitment Overview An exciting opportunity has arisen for an experienced financial services professional to join a highly respected wealth management firm in Hailsham as an Office Manager . This long-established business has provided expert financial advice to clients for over 25 years and now seeks a motivated, detail-driven individual to oversee daily operations, supervise the support team, and ensure a seamless client experience. This role offers a high basic salary, excellent benefits, and the chance to play a key role in a successful, chartered wealth management firm . Role Responsibilities As the Office Manager , you'll ensure the efficient day-to-day running of the firm, managing administration and paraplanning staff, and supporting the Financial Adviser and business owner. Key duties include: Overseeing office operations and ensuring all client servicing and new business cases are handled accurately and efficiently. Supervising the administration and paraplanning team, setting priorities, and ensuring compliance with FCA guidelines. Acting as the first point of contact for clients, handling general enquiries, review meeting bookings, and maintaining a high level of client care. Supporting the Adviser in managing their workload and maintaining long-term client relationships. Implementing and refining back-office systems and processes to maximise efficiency. Managing team development, performance reviews, and workflow monitoring. Overseeing protection, pensions, investment, and mortgage administration. This is a key leadership position within the firm, requiring strong organisation, initiative, and a client-centric mindset. The Office Manager will act as the cornerstone of the operation, ensuring clients and advisers alike receive first-class service. Skills & Experience Required Minimum 3 years' experience in Financial Services, ideally within an IFA or wealth management firm . Solid understanding of pensions, investments, protection, and mortgages. Proven experience supervising or managing a team. Strong leadership, communication, and problem-solving skills. Excellent attention to detail and organisational ability. Ideally Level 4 Diploma qualified (or studying towards it). Proficiency in CRM and financial back-office systems. Candidates should have the confidence and professionalism to manage the office independently when required, maintaining the smooth running of the business and providing proactive support to both clients and colleagues. What's on Offer High basic salary up to £45,000 (DOE) Annual performance-based bonus (realistic OTE £50,000+ ) Full benefits package including Pension, DIS, and Private Medical Insurance Long-term career stability within a reputable wealth management firm Supportive team culture and collaborative working environment Monday to Friday working hours (no weekends) This opportunity is perfect for an experienced Financial Services professional seeking to progress their career in a respected, client-focused firm, with strong leadership responsibilities and excellent financial rewards. Summary This is an exceptional career move for an experienced Financial Services professional looking to join a trusted, forward-thinking wealth management firm . As Office Manager , you'll oversee a dedicated support team, ensure smooth daily operations, and act as a key contact for valued clients - all within a business that truly values its people and offers a high basic salary, stability, and long-term progression. Contact Bryn McMillan Financial Services Recruitment Director

Location: Fully Remote (Including all training) Type: Full Time, permanent Reports to : Underwriting Team Manager Salary - Competitive Start Date - 19th January 2026 Are you a experienced mortgage Underwriter looking to make a real impact? We're on the lookout for motivated professionals to join our dynamic Lending Operations team at Kensington Mortgages. This is more than just a job , it's a chance to be at the heart of our underwriting function, helping us deliver responsible, specialist lending with integrity. If you're passionate about making a difference and thrive in a fast-paced, purpose-driven environment, we'd love to hear from you. Overall Purpose of Job As an Underwriter, you'll be responsible for assessing and approving Residential and Buy-to-Let mortgage applications, ensuring they align with our lending policy, FCA standards, and Treating Customers Fairly (TCF) principles. You'll be a key player in risk-based decision-making, maintaining top-tier underwriting standards and building strong relationships with brokers. About Us For over 25 years, Kensington Mortgages has been a pioneer in specialist mortgage solutions, offering hope to customers who may not fit the mould of traditional lending. We call it the Kensington Difference a commitment to understanding each customer's unique story and providing tailored solutions when others won't. As a wholly owned subsidiary of Barclays Bank UK PLC, we operate with the highest standards of service and integrity, fully authorised by the Financial Conduct Authority. Key Accountabilities Underwrite and approve mortgage applications within your mandate (200k+), ensuring quality and compliance. Escalate cases outside mandate with clear rationale. Communicate effectively with brokers, providing timely updates and clarity. Support User Acceptance Testing (UAT) phases. Champion TCF and responsible lending principles. Collaborate with the completions team to drive operational efficiency. Uphold our Code of Business Ethics and support financial crime prevention. Stay up to date with HR policies, regulations, and underwriting standards. Meet service level agreements and handle complaints professionally. Contribute to process improvements and ad hoc projects. Experience, Knowledge, Skills Minimum 3 years experience in Prime and Specialist lending with a minimum mandate of 200k+. Strong communication skills and confidence in broker engagement. Deep understanding of the mortgage intermediary market and FCA permissions. Awareness of organised fraud and risk mitigation controls. A proactive, adaptable mindset with a collaborative spirit. Solid grasp of responsible lending and regulatory frameworks. Experience underwriting residential and buy to let cases Desirable Experience, Knowledge, Skills Experience with niche Buy-to-Let lending (HMOs, light refurbishments, multi-unit properties). Knowledge of Second Charge lending. CeMAP qualification. Why Join Kensington Mortgages At Kensington Mortgages, we believe our employees are the heart of our success. We are committed to creating a supportive and flexible work environment that values personal growth, professional development and a healthy work-life balance Our inclusive culture respects and celebrates diversity in all its forms, ensuring that everyone feels welcome, valued and understood. We recognise and appreciate differences in thinking, learning styles, gender, race, identity, ethnic origins and sexual expression. We are an inclusive, neurodiversity-friendly employer committed to creating a supportive environment where all employees can thrive At Kensington Mortgages, our people are our greatest asset. We offer: A supportive and flexible work environment. Opportunities for personal growth and professional development. A culture that celebrates diversity, inclusion, and neurodiversity. A workplace where everyone feels valued, respected, and empowered. Ready to make a difference? If you're passionate about providing an exceptional service and want to join a team that values your contributions we'd love to hear from you Apply today and be part of the Kensington Mortgages family and help us to continue making a positive impact in the lives of our customers.

Up to £100,000 plus excellent bonus and benefits Due to exciting growth, a unique opportunity has arisen for an experienced Senior Underwriter to join a specialist Property Lending company in London. Specializing in bridging finance, the Senior Underwriter will be responsible for overseeing the underwriting process across the company, and managing high-level decisions. The role involves mentoring the underwriting team, and conducting full analyses of complex loan applications whilst ensuring compliant lending practices. Candidates must have strong experience working as an underwriter within bridging finance and should demonstrate the ability to work in a fast-paced environment. Please note this role is 5 days in the office. Duties of the Bridging and BTL Senior Underwriter (Team Manager) to include: Oversee a personal portfolio of high-volume, complex loans for underwriting, ensuring adherence to SLAs. Make key lending decisions and approve large or complex loan applications. Conduct in-depth analysis of loan applications, reviewing financials, credit histories, property valuations, and other relevant data. Evaluate risks for each loan, considering factors like borrower credit, loan-to-value ratios, and property values. Make informed decisions to approve, deny, or conditionally approve loans based on set criteria. Ensure compliance with company policies, regulatory requirements, and industry standards during the underwriting process. Collaborate with brokers, borrowers, and stakeholders to gather information, clarify requirements, and provide process updates. Assist Underwriting Managers with the evaluation of complex loans. Present property loan cases to Underwriting Managers for funding decisions. Mentor junior team members to help achieve overall team objectives Requirements for the successful Bridging and BTL Senior Underwriter (Team Manager) : At least 3 years of experience in property finance, specifically in underwriting or credit roles, with a focus on bridging or buy-to-let loans. Proven track record of managing high-volume, complex loans for underwriting. In-depth understanding of mortgage lending principles, risk assessment, loan products, market trends, and regulatory guidelines. Excellent communication skills for effectively interacting with brokers, borrowers, and stakeholders, clearly explaining underwriting decisions. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.

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.

Ready to Take Your Mortgage Career to the Next Level? Do you thrive in a fast-paced financial services environment where precision, communication, and customer care are at the heart of everything you do? This is your chance to join a dynamic, growing specialist lending firm that rewards ambition, supports professional development, and offers a clear path to career progression. About the Company We're representing a highly regarded, specialist finance provider with a strong reputation in the mortgage and property lending market. This company partners with a wide range of brokers and lenders, offering innovative solutions across residential, buy-to-let, and specialist finance sectors. Known for their customer-first approach, strong compliance framework, and commitment to employee growth, they are a business where your expertise will make a real impact. About the Role As a Mortgage Case Manager , you will play a key role in managing mortgage applications from initial enquiry through to completion. This is a highly collaborative position where you'll liaise with brokers, lenders, legal teams, and surveyors, ensuring every case progresses smoothly while maintaining exceptional customer care standards. You'll also play a vital part in supporting Anti-Money Laundering (AML) processes, ensuring compliance, and creating opportunities for repeat business by maintaining accurate data and proactive communication. Mortgage Case Manager Key Responsibilities Manage residential and buy-to-let mortgage cases from enquiry to completion Liaise with brokers, lenders, legal teams, and surveyors to ensure efficient processing Collect fees and accurately capture client data in the CRM system in line with GDPR requirements Proactively follow up with brokers to ensure smooth case progression and resolve any queries Set review dates for completed loans to generate future sales opportunities Participate in internal and lender sales meetings (in-person or via Teams) Interpret client documentation for lender suitability and submit applications via lender portals Assist with AML checks and promptly escalate any suspicious activity Maintain CPD requirements through internal training, online courses, and market research Mortgage Case Manager Package Salary: £25,000 - £30,000 (dependent on experience) Commission: Per case completion & Quarterly team performance bonus Holidays: 20 days bank holidays (rising to 25 with service) Additional Benefits: Healthshield & Perkbox Membership Option to buy/sell holiday allowance (up to 30 days per annum) Mortgage Case Manager Skills & Experience Minimum 2 years' experience in financial services (mortgages, lending, or related fields preferred) Strong organisational skills with the ability to thrive under pressure Excellent verbal and written communication skills Competent in using CRM systems and general IT software Forward-thinking mindset with a proactive and solutions-driven approach Why Apply? Here, your performance will be recognised and rewarded, your development actively supported, and your contribution truly valued. If you're motivated, ambitious, and ready to build your career within a supportive and high-performing team, this is your chance to step up and make your mark. Apply now to start your journey with a company that champions talent, rewards success, and offers a clear path for progression in the world of specialist lending.

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) .

We are seeking a mortgage and protection administrator to join a small financial services firm based in Hove. You will work closely with the mortgage adviser to support the Company's existing client bank and assist in the process of taking on new clients. The Role You will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across mortgages and protection. Client Services Provide a high level of support to all clients from initial contact to mortgage completion; Manage client liaison via access to mortgage adviser's diary; Support the advisers with lender research as required; Generate recommendation spreadsheets for the adviser; Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications; Draft suitability reports for the adviser to review; Overview all case requirements and associated compliance for each case; Provide ongoing review service by managing pipeline of ongoing rolling business. Data Processing Key all mortgage applications; Input and update client information into the CRM; Develop CRM processes to improve general efficiency; Process all broker fees via the WorldPay portal; Claim all procuration fees from the mortgage clubs; Monitor all monies received; Create and manage income profiles for the Finance Department; Conduct all protection research for each application; Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web. Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; • Sit in on provider meetings; • Interaction with mortgage and protection business development managers to keep in line with industry changes and up-to-date products; • Complete Management Information (MI); • Internal and external file checks. Submit files to review from the advisers to the compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; • Use compliance help desk to keep up to date with any regulation; • Monitor the mortgage back book; The Candidate Essential experience and qualifications: A degree-level education or previous work experience in a similar role Ideally completed R01 and CF6 but not essential We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner A people person, who can clearly communicate to all stakeholders Time management and the ability to multitask is essential Being adaptable as the role demands change frequently A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player Please submit your CV to Sam at Artemis Recruitment.