Up to £35,000 plus excellent bonus and benefits Please note, this role is 5 days a week in the office Are you a highly organised and professional administrator with a passion for providing excellent customer service? We have an exciting opportunity for a Case Manager to join a leading specialist finance provider that offers tailored solutions to the UK property market. We have a fantastic opportunity for a Bridging Case Manager to join a well-established and expanding financial services provider based in Hertfordshire. This role is crucial to the success of the team, as you will be responsible for managing loan applications from initial inquiry to final completion. Key Responsibilities of the Case Manager Specialist Property Finance: Manage a pipeline of bridging loan applications, ensuring a smooth and swift process. Communicate effectively with brokers and clients to obtain necessary documents and information, keeping them updated on the progress of their applications. Provide outstanding service that builds strong relationships and encourages repeat business. Support the Business Development Manager with administrative tasks, including managing correspondence and scheduling meetings. Prepare key documentation such as Heads of Terms (HOTs) and Agreements in Principle (AIPs). Maintain accurate records of all communication and client data within the company's CRM system. Contribute to team meetings and provide weekly progress reports. Handle property information and obtain valuation quotes. Requirements for the successful Case Manager Specialist Property Finance: Proven experience in a high-volume administrative or case management role. Experience within a lending or mortgage environment is highly desirable. Excellent communication skills, both written and verbal, with a professional and friendly telephone manner. A high degree of organisation and attention to detail. The ability to manage multiple priorities and work effectively under pressure. A proactive, problem-solving attitude. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.
Nov 01, 2025
Full time
Up to £35,000 plus excellent bonus and benefits Please note, this role is 5 days a week in the office Are you a highly organised and professional administrator with a passion for providing excellent customer service? We have an exciting opportunity for a Case Manager to join a leading specialist finance provider that offers tailored solutions to the UK property market. We have a fantastic opportunity for a Bridging Case Manager to join a well-established and expanding financial services provider based in Hertfordshire. This role is crucial to the success of the team, as you will be responsible for managing loan applications from initial inquiry to final completion. Key Responsibilities of the Case Manager Specialist Property Finance: Manage a pipeline of bridging loan applications, ensuring a smooth and swift process. Communicate effectively with brokers and clients to obtain necessary documents and information, keeping them updated on the progress of their applications. Provide outstanding service that builds strong relationships and encourages repeat business. Support the Business Development Manager with administrative tasks, including managing correspondence and scheduling meetings. Prepare key documentation such as Heads of Terms (HOTs) and Agreements in Principle (AIPs). Maintain accurate records of all communication and client data within the company's CRM system. Contribute to team meetings and provide weekly progress reports. Handle property information and obtain valuation quotes. Requirements for the successful Case Manager Specialist Property Finance: Proven experience in a high-volume administrative or case management role. Experience within a lending or mortgage environment is highly desirable. Excellent communication skills, both written and verbal, with a professional and friendly telephone manner. A high degree of organisation and attention to detail. The ability to manage multiple priorities and work effectively under pressure. A proactive, problem-solving attitude. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.
New Build Conveyancer We have a fantastic opportunity for a Conveyancer to join our busy and expanding New Build Conveyancing team based in Kingswood . Our team has established connections with estate agents and developers covering the South West region. We are therefore looking for someone who is engaged and confident with networking and other marketing/business development activities. Our department is highly regarded, and we frequently receive excellent reviews on Google and Review Solicitors. _Note to agencies: Unless instructed on a vacancy, we will not accept unsolicited CVs on a speculative basis and will not accept this as an introduction._ The role Some of the duties you can expect to be involved in are: Fee earning work Interviewing clients, taking instructions and keeping detailed file notes. Maintaining file checklists. Reviewing compliance documentation and analysing source of funds evidence for AML. Assessing quality of work undertaken. Issuing client care letters. Drafting or considering contract packages. Raising enquiries. Submitting appropriate searches. Drafting title, mortgage and search reports. Acting for mortgage lenders. Conducting exchanges of contracts. Agreeing form of transfer deeds and raising requisitions. Completing matters on schedule. Ensuring post completion matters are dealt with in a prompt manner. Advising clients as to the progress of matters and costs. Maintaining adequate and up-to-date knowledge of the law and practice. Checking all draft documents. Giving undertakings in the approved form in conveyancing matters. Participation in marketing activities. Participate in team, departmental and office meetings. Any other reasonable duties as directed by your manager. Accounts procedures Preparation of bills of costs, completion statements, exchanging contracts and obtaining the approval of Accounts for bills. Obtaining payment on account from clients. Requesting cheques and obtaining authorised signatures. Notifying Accounts of department incoming telegraphic transfers. Preparing written requests for telegraphic transfer for authorisation. Counting money received from clients as payments in. Requesting transfer of money between client accounts and the office account. Referring amendments to cheques and bills to Partners for approval and dealing with the related formalities. About us Barcan+Kirby is well known in the Bristol legal market both as a provider of excellent legal services for individuals and businesses, and as a progressive employer. We are committed to developing and nurturing our people, and encouraging positive wellbeing and mental health is central to our culture. We encourage open communication and foster a culture where colleagues are supported in achieving a real work/life balance. At Barcan+Kirby, we work hard to maintain a culture of kindness and friendliness, and welcome applications from individuals who fit with our values. We like to think that we do things a bit differently from other law firms. The ideal candidate Our ideal candidate will: Have previous conveyancing experience, ideally in new build property. Have a Law degree; or hold a CILEx Professional Qualification (CPQ). Be IT literate and confident in using and adapting to new systems and processes. Exercise high standards of client care in a professional and pleasant manner at all times. Be enthusiastic about marketing and business development, in particular, social media and networking. Location and working hours Full-time (office hours are 9am - 5.15pm Monday to Friday) The role is based at our Kingswood office but with the option to apply for hybrid working upon successful completion of your probation. Belonging at Barcan+Kirby We are committed to creating and maintaining a diverse and inclusive working environment. We want you to bring your true self to work and encourage applications from anyone who embodies our values, regardless of age, ethnicity, religion, disability status, race, gender identity, sexual orientation, neurodiversity or anything else that makes you, you. _If there is anything we can do to make things more comfortable for you as part of the application process, including making a reasonable adjustment, please let us know by emailing ._ Job Types: Full-time, Permanent Pay: £40,000.00-£45,000.00 per year Schedule: Monday to Friday Work Location: In person
Nov 01, 2025
Full time
New Build Conveyancer We have a fantastic opportunity for a Conveyancer to join our busy and expanding New Build Conveyancing team based in Kingswood . Our team has established connections with estate agents and developers covering the South West region. We are therefore looking for someone who is engaged and confident with networking and other marketing/business development activities. Our department is highly regarded, and we frequently receive excellent reviews on Google and Review Solicitors. _Note to agencies: Unless instructed on a vacancy, we will not accept unsolicited CVs on a speculative basis and will not accept this as an introduction._ The role Some of the duties you can expect to be involved in are: Fee earning work Interviewing clients, taking instructions and keeping detailed file notes. Maintaining file checklists. Reviewing compliance documentation and analysing source of funds evidence for AML. Assessing quality of work undertaken. Issuing client care letters. Drafting or considering contract packages. Raising enquiries. Submitting appropriate searches. Drafting title, mortgage and search reports. Acting for mortgage lenders. Conducting exchanges of contracts. Agreeing form of transfer deeds and raising requisitions. Completing matters on schedule. Ensuring post completion matters are dealt with in a prompt manner. Advising clients as to the progress of matters and costs. Maintaining adequate and up-to-date knowledge of the law and practice. Checking all draft documents. Giving undertakings in the approved form in conveyancing matters. Participation in marketing activities. Participate in team, departmental and office meetings. Any other reasonable duties as directed by your manager. Accounts procedures Preparation of bills of costs, completion statements, exchanging contracts and obtaining the approval of Accounts for bills. Obtaining payment on account from clients. Requesting cheques and obtaining authorised signatures. Notifying Accounts of department incoming telegraphic transfers. Preparing written requests for telegraphic transfer for authorisation. Counting money received from clients as payments in. Requesting transfer of money between client accounts and the office account. Referring amendments to cheques and bills to Partners for approval and dealing with the related formalities. About us Barcan+Kirby is well known in the Bristol legal market both as a provider of excellent legal services for individuals and businesses, and as a progressive employer. We are committed to developing and nurturing our people, and encouraging positive wellbeing and mental health is central to our culture. We encourage open communication and foster a culture where colleagues are supported in achieving a real work/life balance. At Barcan+Kirby, we work hard to maintain a culture of kindness and friendliness, and welcome applications from individuals who fit with our values. We like to think that we do things a bit differently from other law firms. The ideal candidate Our ideal candidate will: Have previous conveyancing experience, ideally in new build property. Have a Law degree; or hold a CILEx Professional Qualification (CPQ). Be IT literate and confident in using and adapting to new systems and processes. Exercise high standards of client care in a professional and pleasant manner at all times. Be enthusiastic about marketing and business development, in particular, social media and networking. Location and working hours Full-time (office hours are 9am - 5.15pm Monday to Friday) The role is based at our Kingswood office but with the option to apply for hybrid working upon successful completion of your probation. Belonging at Barcan+Kirby We are committed to creating and maintaining a diverse and inclusive working environment. We want you to bring your true self to work and encourage applications from anyone who embodies our values, regardless of age, ethnicity, religion, disability status, race, gender identity, sexual orientation, neurodiversity or anything else that makes you, you. _If there is anything we can do to make things more comfortable for you as part of the application process, including making a reasonable adjustment, please let us know by emailing ._ Job Types: Full-time, Permanent Pay: £40,000.00-£45,000.00 per year Schedule: Monday to Friday Work Location: In person
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
Oct 31, 2025
Full time
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
Up to £80,000 plus excellent bonus and benefits Please note this role is 5 days in the office. A leading, independent provider of commercial real estate, bridging finance, and buy-to-let mortgages is seeking a proactive and driven Relationship Manager to join their growing Commercial Real Estate team. The company specialises in offering tailored financial solutions to commercial real estate professionals, investors, and intermediaries. In this role, you will serve as the primary contact for a portfolio of commercial clients, driving engagement, retention, and new lending opportunities. You will work with loan management, underwriting, and business development teams to deliver an excellent client experience and ensure a smooth commercial property loan lifecycle. Duties of the Commercial Real Estate Relationship Manager to include: Client Relationship Management: Act as the lead point of contact for clients with commercial property portfolios, introducing them to the full scope of support available. Ensure high levels of service to secure repeat business and referrals. Identifying & Growing Lending Opportunities: Re-engage previous commercial clients to explore future funding needs, identify opportunities for refinancing or expansion within their commercial property portfolios, and transition clients between products to maximise value. Internal Collaboration: Liaise with all internal departments, including Loan Management, Legal, and Underwriting, to develop and execute relationship strategies for commercial clients. Support the Business Development team as needed. Client Experience & Continuous Improvement: Support commercial property loan cases through the underwriting process, manage client feedback to recommend service improvements, and resolve client issues professionally. Stay informed on market trends and competitor activity. Requirements for the successful Commercial Real Estate Relationship Manager: Proven experience in relationship management within commercial real estate lending is essential Strong understanding of commercial loan structures, products, and the UK property finance market. Excellent interpersonal and communication skills. Ability to manage multiple priorities and build long-term client relationships. Knowledge of underwriting and loan servicing processes for commercial property. Existing network of commercial property professionals or intermediaries. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.
Oct 31, 2025
Full time
Up to £80,000 plus excellent bonus and benefits Please note this role is 5 days in the office. A leading, independent provider of commercial real estate, bridging finance, and buy-to-let mortgages is seeking a proactive and driven Relationship Manager to join their growing Commercial Real Estate team. The company specialises in offering tailored financial solutions to commercial real estate professionals, investors, and intermediaries. In this role, you will serve as the primary contact for a portfolio of commercial clients, driving engagement, retention, and new lending opportunities. You will work with loan management, underwriting, and business development teams to deliver an excellent client experience and ensure a smooth commercial property loan lifecycle. Duties of the Commercial Real Estate Relationship Manager to include: Client Relationship Management: Act as the lead point of contact for clients with commercial property portfolios, introducing them to the full scope of support available. Ensure high levels of service to secure repeat business and referrals. Identifying & Growing Lending Opportunities: Re-engage previous commercial clients to explore future funding needs, identify opportunities for refinancing or expansion within their commercial property portfolios, and transition clients between products to maximise value. Internal Collaboration: Liaise with all internal departments, including Loan Management, Legal, and Underwriting, to develop and execute relationship strategies for commercial clients. Support the Business Development team as needed. Client Experience & Continuous Improvement: Support commercial property loan cases through the underwriting process, manage client feedback to recommend service improvements, and resolve client issues professionally. Stay informed on market trends and competitor activity. Requirements for the successful Commercial Real Estate Relationship Manager: Proven experience in relationship management within commercial real estate lending is essential Strong understanding of commercial loan structures, products, and the UK property finance market. Excellent interpersonal and communication skills. Ability to manage multiple priorities and build long-term client relationships. Knowledge of underwriting and loan servicing processes for commercial property. Existing network of commercial property professionals or intermediaries. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.
Estate Agent Senior Branch Manager Charismatic Ambitious Profitable Inspirational Dynamic Competitive Driven Successful If the words above describe your character and personality then we would encourage you to pick up the telephone and tell us why you are the right person for this lucrative and rewarding position! You will work for a dynamic and innovative Estate Agency who can provide OUTSTANDING Estate Agents with a high profile and an exciting position that includes the prospect of lucrative earnings and recognition. Estate Agent Senior Branch Manager Having seen a significant improvement in trading conditions with increased levels of new business across the board and as one of the towns market leading Estate Agents they are now looking to expand on their existing talent of Top Class property professionals. Estate Agent Senior Branch Manager You will manage the day to day Estate Agency business working closely with staff to maximise income and profit from a range of products and services. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Senior Branch Manager Responsibility to increase revenue and profitability through the achievement of agreed business targets. Setting and reviewing performance standards. Development of team members Implementing agreed business plans. Listing and selling properties. Maintain a compliant business Estate Agent Senior Branch Manager Basic salary £31,000 plus £4,000 car allowance or company car with on target earnings of £70,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Oct 31, 2025
Full time
Estate Agent Senior Branch Manager Charismatic Ambitious Profitable Inspirational Dynamic Competitive Driven Successful If the words above describe your character and personality then we would encourage you to pick up the telephone and tell us why you are the right person for this lucrative and rewarding position! You will work for a dynamic and innovative Estate Agency who can provide OUTSTANDING Estate Agents with a high profile and an exciting position that includes the prospect of lucrative earnings and recognition. Estate Agent Senior Branch Manager Having seen a significant improvement in trading conditions with increased levels of new business across the board and as one of the towns market leading Estate Agents they are now looking to expand on their existing talent of Top Class property professionals. Estate Agent Senior Branch Manager You will manage the day to day Estate Agency business working closely with staff to maximise income and profit from a range of products and services. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Senior Branch Manager Responsibility to increase revenue and profitability through the achievement of agreed business targets. Setting and reviewing performance standards. Development of team members Implementing agreed business plans. Listing and selling properties. Maintain a compliant business Estate Agent Senior Branch Manager Basic salary £31,000 plus £4,000 car allowance or company car with on target earnings of £70,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Are you an Operations Manager experienced within financial planning industry an looking to join a growing business in the heart of London? Our client is looking to add an Operations Manager to their dedicated team who will take charge of the back-office team of 6 including Paraplanners and Administrators and lead from the front. You will oversee the day to day operations of the firm to ensure the smooth and efficient running of the business. Your responsibilities will include: Day to day management of the Paraplanning and Administration teams Providing operational and administrative support to the director Overseeing and coordinating recruitment Managing workflows to ensure smooth day to day operations Being an integral part of any change projects to ensure effective implementation Acting as the "go to" person for any issues in the business Being involved in business strategy meetings This role could suit an experienced Operations Manager or Office Manager; alternatively, a Paraplanner / IFA Administrator who is looking to take the next step in their career towards management. Operations Manager Requirements You should have experience of managing / overseeing a team of 6+ team members You must have experience within financial planning industry, either as a Manager, Paraplanner or IFA Administrator You should have a collaborative approach to working and enjoy managing a team You should have excellent interpersonal skills, approachability, professionalism and good IT skills Operations Manager Benefits Salary of £50,000 Annual discretionary bonus Support with professional development Auto enrolment pension Hybrid working with use of their excellent Central London office Company This financial planning and mortgage advisory firm based in London has a team of highly knowledgeable Financial Services Professionals. They focus on providing excellent client service, which is reflected in their client reviews Locations Central London 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.
Oct 31, 2025
Full time
Are you an Operations Manager experienced within financial planning industry an looking to join a growing business in the heart of London? Our client is looking to add an Operations Manager to their dedicated team who will take charge of the back-office team of 6 including Paraplanners and Administrators and lead from the front. You will oversee the day to day operations of the firm to ensure the smooth and efficient running of the business. Your responsibilities will include: Day to day management of the Paraplanning and Administration teams Providing operational and administrative support to the director Overseeing and coordinating recruitment Managing workflows to ensure smooth day to day operations Being an integral part of any change projects to ensure effective implementation Acting as the "go to" person for any issues in the business Being involved in business strategy meetings This role could suit an experienced Operations Manager or Office Manager; alternatively, a Paraplanner / IFA Administrator who is looking to take the next step in their career towards management. Operations Manager Requirements You should have experience of managing / overseeing a team of 6+ team members You must have experience within financial planning industry, either as a Manager, Paraplanner or IFA Administrator You should have a collaborative approach to working and enjoy managing a team You should have excellent interpersonal skills, approachability, professionalism and good IT skills Operations Manager Benefits Salary of £50,000 Annual discretionary bonus Support with professional development Auto enrolment pension Hybrid working with use of their excellent Central London office Company This financial planning and mortgage advisory firm based in London has a team of highly knowledgeable Financial Services Professionals. They focus on providing excellent client service, which is reflected in their client reviews Locations Central London 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.
HOME BASED Our client is a leading wealth management firm who are seeking an experienced Product Governance Manager to support the ongoing development of their product and proposition oversight framework across a wide range of investment and protection solutions. Role & Responsibilities: Support the ongoing development of their product and proposition oversight framework across a wide range of investment and protection solutions. Work closely with colleagues across compliance, operations, advice, and leadership to ensure strong governance and effective decision-making. Contribute to the evaluation and integration of newly acquired businesses, ensuring consistency of standards and alignment with the firm's expectations. Provide structured analysis, insight, and challenge to ensure the products and services they offer remain suitable, competitive, and in line with client needs. Help maintain the documentation and reporting that underpins their commitment to robust oversight and continuous improvement. Do you have the following to apply? Has experience in a regulated financial services environment, ideally involving governance, oversight, or product review. Knowledge of retail investment and protection products, including specialist solutions such as VCT, EIS, BPR, mortgages, and annuities. Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Clayton Davies is acting as an employment agency on behalf of our client.
Oct 30, 2025
Full time
HOME BASED Our client is a leading wealth management firm who are seeking an experienced Product Governance Manager to support the ongoing development of their product and proposition oversight framework across a wide range of investment and protection solutions. Role & Responsibilities: Support the ongoing development of their product and proposition oversight framework across a wide range of investment and protection solutions. Work closely with colleagues across compliance, operations, advice, and leadership to ensure strong governance and effective decision-making. Contribute to the evaluation and integration of newly acquired businesses, ensuring consistency of standards and alignment with the firm's expectations. Provide structured analysis, insight, and challenge to ensure the products and services they offer remain suitable, competitive, and in line with client needs. Help maintain the documentation and reporting that underpins their commitment to robust oversight and continuous improvement. Do you have the following to apply? Has experience in a regulated financial services environment, ideally involving governance, oversight, or product review. Knowledge of retail investment and protection products, including specialist solutions such as VCT, EIS, BPR, mortgages, and annuities. Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Clayton Davies is acting as an employment agency on behalf of our client.
Estate Agent Branch Sales Manager Commission of 10% on personal bankings plus 5% extra commission (bonus) on hitting quarterly targets of £50,000 and paid quarterly. Working hours are Monday to Friday 9.00am to 6.00pm. Saturday 9.00am to 5.00pm. 1 Saturday off per month. Petrol allowance £150 per month. On target earnings of £70,000 to £80,000. Estate Agent Branch Sales Manager Having seen a significant improvement in trading conditions with increased levels of new business across the board and as one of the towns market leading Estate Agents they are now looking to expand on their existing talent of Top Class property professionals. Estate Agent Branch Sales Manager You will manage the day to day Estate Agency business working closely with staff to maximise income and profit from a range of products and services. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Branch Sales Manager Responsibility to increase revenue and profitability through the achievement of agreed business targets. Setting and reviewing performance standards. Development of team members Implementing agreed business plans. Listing and selling properties. Maintain a compliant business Estate Agent Branch Sales Manager Basic salary to £30,000 depending on experience with on target earnings of £70,000 to £80,000. Working hours are Monday to Friday 9.00am to 6.00pm. Saturday 9.00am to 5.00pm (one Saturday off a month) Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Oct 30, 2025
Full time
Estate Agent Branch Sales Manager Commission of 10% on personal bankings plus 5% extra commission (bonus) on hitting quarterly targets of £50,000 and paid quarterly. Working hours are Monday to Friday 9.00am to 6.00pm. Saturday 9.00am to 5.00pm. 1 Saturday off per month. Petrol allowance £150 per month. On target earnings of £70,000 to £80,000. Estate Agent Branch Sales Manager Having seen a significant improvement in trading conditions with increased levels of new business across the board and as one of the towns market leading Estate Agents they are now looking to expand on their existing talent of Top Class property professionals. Estate Agent Branch Sales Manager You will manage the day to day Estate Agency business working closely with staff to maximise income and profit from a range of products and services. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Branch Sales Manager Responsibility to increase revenue and profitability through the achievement of agreed business targets. Setting and reviewing performance standards. Development of team members Implementing agreed business plans. Listing and selling properties. Maintain a compliant business Estate Agent Branch Sales Manager Basic salary to £30,000 depending on experience with on target earnings of £70,000 to £80,000. Working hours are Monday to Friday 9.00am to 6.00pm. Saturday 9.00am to 5.00pm (one Saturday off a month) Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Estate Agent Branch Sales Manager Commission of 10% on personal bankings plus 5% extra commission (bonus) on hitting quarterly targets of £50,000 and paid quarterly. Working hours are Monday to Friday 9.00am to 6.00pm. Saturday 9.00am to 5.00pm. 1 Saturday off per month. Petrol allowance £150 per month. On target earnings of £70,000 to £80,000. Estate Agent Branch Sales Manager Having seen a significant improvement in trading conditions with increased levels of new business across the board and as one of the towns market leading Estate Agents they are now looking to expand on their existing talent of Top Class property professionals. Estate Agent Branch Sales Manager You will manage the day to day Estate Agency business working closely with staff to maximise income and profit from a range of products and services. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Branch Sales Manager Responsibility to increase revenue and profitability through the achievement of agreed business targets. Setting and reviewing performance standards. Development of team members Implementing agreed business plans. Listing and selling properties. Maintain a compliant business Estate Agent Branch Sales Manager Basic salary to £30,000 depending on experience with on target earnings of £70,000 to £80,000. Working hours are Monday to Friday 9.00am to 6.00pm. Saturday 9.00am to 5.00pm (one Saturday off a month) Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Oct 30, 2025
Full time
Estate Agent Branch Sales Manager Commission of 10% on personal bankings plus 5% extra commission (bonus) on hitting quarterly targets of £50,000 and paid quarterly. Working hours are Monday to Friday 9.00am to 6.00pm. Saturday 9.00am to 5.00pm. 1 Saturday off per month. Petrol allowance £150 per month. On target earnings of £70,000 to £80,000. Estate Agent Branch Sales Manager Having seen a significant improvement in trading conditions with increased levels of new business across the board and as one of the towns market leading Estate Agents they are now looking to expand on their existing talent of Top Class property professionals. Estate Agent Branch Sales Manager You will manage the day to day Estate Agency business working closely with staff to maximise income and profit from a range of products and services. You should have a successful track record in Estate Agency and must genuinely like people and enjoy dealing with them in a business context and believe passionately in delivering a superior customer service. You will need drive and determination to succeed in winning business and creating opportunity. Estate Agent Branch Sales Manager Responsibility to increase revenue and profitability through the achievement of agreed business targets. Setting and reviewing performance standards. Development of team members Implementing agreed business plans. Listing and selling properties. Maintain a compliant business Estate Agent Branch Sales Manager Basic salary to £30,000 depending on experience with on target earnings of £70,000 to £80,000. Working hours are Monday to Friday 9.00am to 6.00pm. Saturday 9.00am to 5.00pm (one Saturday off a month) Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Proactive Solutions Group Ltd
Bristol, Gloucestershire
Account Manager (Financial Services) Account Manager (Financial Services). A Bradley stoke legal firm is looking for a Financial Services Account Manager to join the team. This role can be hybrid, but will require 3 days in office attendance each week, so you will need to live in a commutable distance. The Account Manager (Financial Services) role will be principally telephone-based, with virtual and webinar presentation where appropriate, and principally delivered from the office in Bradley Stoke. The Account Manager (Financial Services) expected to build a good grasp of unregulated legal products such as Wills, Trusts, Lasting Powers of Attorneys, and be proficient at explaining products and technology to support introducers and their clients. Account Manager (Financial Services) Experience Required Financial services related experience Confidence in speaking to introducers over the telephone and video A motivated, resilient and enthusiastic individual who wants to make a difference as part of a team A proven track record in sales and account management Effective communication and organisational skills Experience working in an office environment Knowledge and contacts within the IFA or mortgage advisor industry Attributes Excellent verbal communication skills, and ability to engage with professional introducers via telephone and video Excellent attention to detail, both verbal and written, to ensure data accuracy Able to manage and liaise with multiple introducers at different stages on different tasks Ability to handle sensitive information with the utmost discretion Ability to work as a team and independently Ability to use Microsoft Word, Excel and other IT systems and quick to pick up new systems Package Annual salary of 24- 32k, depending on experience Pension Working hours - 37.5 hours per week Complimentary Will and End-of-Life planning 30% discount for immediate family Wills and End-of-Life planning Key areas of responsibility Relationship management, create, develop and manage key introducers to promote the company and drive client referrals Using telephone and webinar, you will promote the company proposition Communicate to our distributors with a clear understanding of the marketplace and industry developments Continually improve and update product and market place knowledge Maintain the sales database Generally support the rest of the sales team Extract opportunities from our dormant introducer database
Oct 30, 2025
Full time
Account Manager (Financial Services) Account Manager (Financial Services). A Bradley stoke legal firm is looking for a Financial Services Account Manager to join the team. This role can be hybrid, but will require 3 days in office attendance each week, so you will need to live in a commutable distance. The Account Manager (Financial Services) role will be principally telephone-based, with virtual and webinar presentation where appropriate, and principally delivered from the office in Bradley Stoke. The Account Manager (Financial Services) expected to build a good grasp of unregulated legal products such as Wills, Trusts, Lasting Powers of Attorneys, and be proficient at explaining products and technology to support introducers and their clients. Account Manager (Financial Services) Experience Required Financial services related experience Confidence in speaking to introducers over the telephone and video A motivated, resilient and enthusiastic individual who wants to make a difference as part of a team A proven track record in sales and account management Effective communication and organisational skills Experience working in an office environment Knowledge and contacts within the IFA or mortgage advisor industry Attributes Excellent verbal communication skills, and ability to engage with professional introducers via telephone and video Excellent attention to detail, both verbal and written, to ensure data accuracy Able to manage and liaise with multiple introducers at different stages on different tasks Ability to handle sensitive information with the utmost discretion Ability to work as a team and independently Ability to use Microsoft Word, Excel and other IT systems and quick to pick up new systems Package Annual salary of 24- 32k, depending on experience Pension Working hours - 37.5 hours per week Complimentary Will and End-of-Life planning 30% discount for immediate family Wills and End-of-Life planning Key areas of responsibility Relationship management, create, develop and manage key introducers to promote the company and drive client referrals Using telephone and webinar, you will promote the company proposition Communicate to our distributors with a clear understanding of the marketplace and industry developments Continually improve and update product and market place knowledge Maintain the sales database Generally support the rest of the sales team Extract opportunities from our dormant introducer database
Mortgage Services Development Manager This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a management role after approx. 12 to 18 months with an OTE: £65k Purpose: To provide assistance with Supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, as well as achieve revenue and product sales as a Mortgage Advisor. Responsibilities of a Mortgage Services Development Manager: Support and develop less experienced colleagues. Supervisory support (all aspects of T & C requirements) of a number of mortgage advisors, as agreed with Sales Manager Functional Knowledge Required: An excellent knowledge of Financial Services core products i.e. Mortgages, Life Assurance, Critical Illness, Income Protection and Buildings & Contents Insurance Knowledge of all house purchase/move related secondary services such as Conveyancing and Estate Agency operations generally. A good level of technical and e-commerce knowledge to promote the services of the group efficiently and effectively. A knowledge of all Financial Services compliance rules and regulations, specific to a mortgage & protection business An understanding of working within a Training and Competence framework, coupled with a complete understanding of the requirements of the Group T & C Scheme Skills Excellent communication skills A demonstrably good track record in a sales and customer facing environment. Strong organisation skills - ability to plan and self-organise. Strong negotiation and influencing skills. Ability to identify and maximise potential business opportunities. An aptitude to coach and motivate others (specifically business generation) Ability to identify and analyse client needs effectively in order to deliver good customer outcomes. Background, Experience and Qualifications Two years financial services experience, with ideally nine months as a Senior Mortgage Advisor Have demonstrated a consistent performance in respect of business production and quality. Awareness of latest products and market developments Relevant Professional qualifications to fulfil the role e.g. Certificate in Financial Planning, Certificate in Mortgage advice and practice (CeMAP) or industry recognised industry equivalent. Any internal applicants must inform their line manager. Countrywide Mortgage Services 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. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02637
Oct 30, 2025
Full time
Mortgage Services Development Manager This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a management role after approx. 12 to 18 months with an OTE: £65k Purpose: To provide assistance with Supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, as well as achieve revenue and product sales as a Mortgage Advisor. Responsibilities of a Mortgage Services Development Manager: Support and develop less experienced colleagues. Supervisory support (all aspects of T & C requirements) of a number of mortgage advisors, as agreed with Sales Manager Functional Knowledge Required: An excellent knowledge of Financial Services core products i.e. Mortgages, Life Assurance, Critical Illness, Income Protection and Buildings & Contents Insurance Knowledge of all house purchase/move related secondary services such as Conveyancing and Estate Agency operations generally. A good level of technical and e-commerce knowledge to promote the services of the group efficiently and effectively. A knowledge of all Financial Services compliance rules and regulations, specific to a mortgage & protection business An understanding of working within a Training and Competence framework, coupled with a complete understanding of the requirements of the Group T & C Scheme Skills Excellent communication skills A demonstrably good track record in a sales and customer facing environment. Strong organisation skills - ability to plan and self-organise. Strong negotiation and influencing skills. Ability to identify and maximise potential business opportunities. An aptitude to coach and motivate others (specifically business generation) Ability to identify and analyse client needs effectively in order to deliver good customer outcomes. Background, Experience and Qualifications Two years financial services experience, with ideally nine months as a Senior Mortgage Advisor Have demonstrated a consistent performance in respect of business production and quality. Awareness of latest products and market developments Relevant Professional qualifications to fulfil the role e.g. Certificate in Financial Planning, Certificate in Mortgage advice and practice (CeMAP) or industry recognised industry equivalent. Any internal applicants must inform their line manager. Countrywide Mortgage Services 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. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02637
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. J.P. Morgan Private Bank advises the world's wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time. Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We're proud to be named '2019 Best Private Bank for Ultra-High-Net-Worth Clients' by Euromoney : Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK. Our team As part of the International Private Bank (IPB) Digital & Data Transformation (DDT) organization, the Service Engagement product team is committed to enhancing and developing tools for our client-facing teams. Our aim is to craft a seamless omni-channel digital experience for IPB clients by designing comprehensive end-to-end journeys and supporting tool sets that integrate servicing and client experiences more closely. This is an exciting time to be involved in our business transformation, and you will play a crucial role in driving strategic change, accelerating business growth, and achieving efficiency goals globally. Description The Service Engagement team in the UK is seeking a strategic-minded Product Manager to spearhead initiatives within the International Private Bank (IPB). The candidate will collaborate with a global team to develop and implement strategic solutions across all IPB regions, including EMEA, Asia, and LATAM. With a focus on advancing paperless solutions and enhancing digital communication options for clients, the Product Manager will play a pivotal role in shaping the overall product strategy. By partnering with bankers, advisors, senior leaders, designers, and technologists, the Product Manager will ensure that priorities are aligned to effectively address the most pressing challenges faced by our internal partners and clients, driving innovation and growth across the organization. As a Product Manager, you will be responsible for the product vision and strategies to come up with effective solutions to problems that are valuable (our users choose to use them), viable (the solution works for the business), usable (the users can figure out how to use them), and feasible (our engineers have the skills and technology to implement them). You will be required to quickly learn the constraints of our business from Servicing, Trading, Finance, Operations, Legal, Risk, and Compliance, among others, to succeed. The successful Product Manager must also contribute a deep knowledge of our users and the data about how they engage with our products, coupled with tracking of industry trends and the competitive landscape to provide wholesale Product expertise to the business. You will primarily partner with Technology and Design, but consistent engagement with Regional Business Leadership, Client Advisors, Client Service teams, Operations, Marketing, and Legal/Risk/Compliance stakeholders through the entire product management lifecycle will be necessary to ensure the businesses' needs and control requirements are met. Candidates should demonstrate extensive knowledge of product management and market trends. In addition, Candidates should have excellent communication skills, the ability to influence and negotiate, the ability to work as an individual contributor as well as a team, strong skills around the Agile framework, an equal appreciation of the discovery and execution process, and the ability to quantify delivery into success measures. Job Responsibilities Understands client needs . Invests in a deep understanding of the business opportunity, client needs, and competitive landscape to inform which initiatives and features to pursue. Participates in user experience research and integrates user feedback to uncover client needs and to inform feature definition so that it is relevant and useful. Defines strategy, operating model, and roadmap to achieve vision and business goals . Owns and drives the product roadmap to meet business goals and provide a leading client and product experience. Partners with developers and UX designers to deliver an intuitive and differentiated user experience. Prioritizes and defines each feature to meet client and business goals, while also meeting control requirements. Leads the product development lifecycle by defining requirements (in partnership with other teams), ensuring sprint inputs (e.g. designs and requirements) and outputs (e.g. tested code) are as envisioned, and providing direction and smart trade off decisions for the scrum team. Collaborates with other product and requirement owners and designers to deliver end-to-end product and experience. Partners with Technology to triage issues end-to-end until full resolution is achieved, then communicate issue resolution to appropriate parties and escalate issue as necessary to ensure proper response. Establishes approach to pilot/rollout new capabilities, including objective/scope, communication, training/support, and feedback/metrics. Embodies true "client-obsession" in identifying and leveraging user data, key performance metrics, industry trends, and varying forms of client and internal feedback to shape our designs and product roadmap. Develops and maintains deep relationships with delivery partners including senior leaders, Digital, Technology, Design, Operations, CAO, Client Service, and control functions across each region. Qualifications, Capabilities and Skills 5+ years of experience in product management, data management, or a related role, with a focus on digital products and proven track record of delivery. Must be a strong problem solver and effective communicator with a curious mindset and underlying passion for client needs. Personal or professional experience in Private Banking, preferred. Ability to define and execute product roadmap and business models. Ability to prioritize projects and efforts considering many variables including business and client needs, competitive and industry trends, resource and funding availability, and internal trade-offs. Ability to partner with cross-functional teams at all levels for effective execution in an agile manner. Ability to manage tight delivery timelines and execute under pressure. Strong commitment to professional responsibilities, a degree of self-motivation suitable for a "start-up" team, and superior work ethic with adaptability to push beyond standard hours during busy periods to meet tight deadlines. J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Oct 30, 2025
Full time
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. J.P. Morgan Private Bank advises the world's wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time. Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We're proud to be named '2019 Best Private Bank for Ultra-High-Net-Worth Clients' by Euromoney : Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK. Our team As part of the International Private Bank (IPB) Digital & Data Transformation (DDT) organization, the Service Engagement product team is committed to enhancing and developing tools for our client-facing teams. Our aim is to craft a seamless omni-channel digital experience for IPB clients by designing comprehensive end-to-end journeys and supporting tool sets that integrate servicing and client experiences more closely. This is an exciting time to be involved in our business transformation, and you will play a crucial role in driving strategic change, accelerating business growth, and achieving efficiency goals globally. Description The Service Engagement team in the UK is seeking a strategic-minded Product Manager to spearhead initiatives within the International Private Bank (IPB). The candidate will collaborate with a global team to develop and implement strategic solutions across all IPB regions, including EMEA, Asia, and LATAM. With a focus on advancing paperless solutions and enhancing digital communication options for clients, the Product Manager will play a pivotal role in shaping the overall product strategy. By partnering with bankers, advisors, senior leaders, designers, and technologists, the Product Manager will ensure that priorities are aligned to effectively address the most pressing challenges faced by our internal partners and clients, driving innovation and growth across the organization. As a Product Manager, you will be responsible for the product vision and strategies to come up with effective solutions to problems that are valuable (our users choose to use them), viable (the solution works for the business), usable (the users can figure out how to use them), and feasible (our engineers have the skills and technology to implement them). You will be required to quickly learn the constraints of our business from Servicing, Trading, Finance, Operations, Legal, Risk, and Compliance, among others, to succeed. The successful Product Manager must also contribute a deep knowledge of our users and the data about how they engage with our products, coupled with tracking of industry trends and the competitive landscape to provide wholesale Product expertise to the business. You will primarily partner with Technology and Design, but consistent engagement with Regional Business Leadership, Client Advisors, Client Service teams, Operations, Marketing, and Legal/Risk/Compliance stakeholders through the entire product management lifecycle will be necessary to ensure the businesses' needs and control requirements are met. Candidates should demonstrate extensive knowledge of product management and market trends. In addition, Candidates should have excellent communication skills, the ability to influence and negotiate, the ability to work as an individual contributor as well as a team, strong skills around the Agile framework, an equal appreciation of the discovery and execution process, and the ability to quantify delivery into success measures. Job Responsibilities Understands client needs . Invests in a deep understanding of the business opportunity, client needs, and competitive landscape to inform which initiatives and features to pursue. Participates in user experience research and integrates user feedback to uncover client needs and to inform feature definition so that it is relevant and useful. Defines strategy, operating model, and roadmap to achieve vision and business goals . Owns and drives the product roadmap to meet business goals and provide a leading client and product experience. Partners with developers and UX designers to deliver an intuitive and differentiated user experience. Prioritizes and defines each feature to meet client and business goals, while also meeting control requirements. Leads the product development lifecycle by defining requirements (in partnership with other teams), ensuring sprint inputs (e.g. designs and requirements) and outputs (e.g. tested code) are as envisioned, and providing direction and smart trade off decisions for the scrum team. Collaborates with other product and requirement owners and designers to deliver end-to-end product and experience. Partners with Technology to triage issues end-to-end until full resolution is achieved, then communicate issue resolution to appropriate parties and escalate issue as necessary to ensure proper response. Establishes approach to pilot/rollout new capabilities, including objective/scope, communication, training/support, and feedback/metrics. Embodies true "client-obsession" in identifying and leveraging user data, key performance metrics, industry trends, and varying forms of client and internal feedback to shape our designs and product roadmap. Develops and maintains deep relationships with delivery partners including senior leaders, Digital, Technology, Design, Operations, CAO, Client Service, and control functions across each region. Qualifications, Capabilities and Skills 5+ years of experience in product management, data management, or a related role, with a focus on digital products and proven track record of delivery. Must be a strong problem solver and effective communicator with a curious mindset and underlying passion for client needs. Personal or professional experience in Private Banking, preferred. Ability to define and execute product roadmap and business models. Ability to prioritize projects and efforts considering many variables including business and client needs, competitive and industry trends, resource and funding availability, and internal trade-offs. Ability to partner with cross-functional teams at all levels for effective execution in an agile manner. Ability to manage tight delivery timelines and execute under pressure. Strong commitment to professional responsibilities, a degree of self-motivation suitable for a "start-up" team, and superior work ethic with adaptability to push beyond standard hours during busy periods to meet tight deadlines. J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Mortgage Services Development Manager This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a Management role. Purpose: To provide assistance with supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, as well as achieve revenue and product sales as a Mortgage Advisor. Responsibilities of a Mortgage Services Development Manager: Support and develop less experienced colleagues Supervisory support (all aspects of T & C requirements) of a number of mortgage advisors, as agreed with the Sales Manager Functional Knowledge Required: An excellent knowledge of Financial Services core products i.e. Mortgages, Life Assurance, Critical Illness, Income Protection and Buildings & Contents Insurance. Knowledge of all house purchase/move related secondary services such as Conveyancing and Estate Agency operations generally. A good level of technical and e-commerce knowledge to promote the services of the group efficiently and effectively. A knowledge of all Financial Services compliance rules and regulations, specific to a mortgage & protection business. An understanding of working within a Training and Competence framework, coupled with a complete understanding of the requirements of the Group T & C Scheme Skills. Excellent communication skills. A demonstrably good track record in a sales and customer facing environment. Strong organisation skills - ability to plan and self organise. Strong negotiation and influencing skills. Ability to identify and maximise potential business opportunities. An aptitude to coach and motivate others (specifically business generation). Ability to identify and analyse clients' needs effectively in order to deliver good customer outcomes. Background, Experience and Qualifications Two years financial services experience, with ideally nine months as a Senior Mortgage Advisor. Have demonstrated a consistent performance in respect of business production and quality. Awareness of latest products and market developments. Relevant professional qualifications to fulfil the role e.g. Certificate in Financial Planning, Certificate in Mortgage advice and practice (CeMAP) or industry recognised industry equivalent. Any internal applicants must inform their line manager. Countrywide Mortgage Services 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. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02809
Oct 29, 2025
Full time
Mortgage Services Development Manager This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a Management role. Purpose: To provide assistance with supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, as well as achieve revenue and product sales as a Mortgage Advisor. Responsibilities of a Mortgage Services Development Manager: Support and develop less experienced colleagues Supervisory support (all aspects of T & C requirements) of a number of mortgage advisors, as agreed with the Sales Manager Functional Knowledge Required: An excellent knowledge of Financial Services core products i.e. Mortgages, Life Assurance, Critical Illness, Income Protection and Buildings & Contents Insurance. Knowledge of all house purchase/move related secondary services such as Conveyancing and Estate Agency operations generally. A good level of technical and e-commerce knowledge to promote the services of the group efficiently and effectively. A knowledge of all Financial Services compliance rules and regulations, specific to a mortgage & protection business. An understanding of working within a Training and Competence framework, coupled with a complete understanding of the requirements of the Group T & C Scheme Skills. Excellent communication skills. A demonstrably good track record in a sales and customer facing environment. Strong organisation skills - ability to plan and self organise. Strong negotiation and influencing skills. Ability to identify and maximise potential business opportunities. An aptitude to coach and motivate others (specifically business generation). Ability to identify and analyse clients' needs effectively in order to deliver good customer outcomes. Background, Experience and Qualifications Two years financial services experience, with ideally nine months as a Senior Mortgage Advisor. Have demonstrated a consistent performance in respect of business production and quality. Awareness of latest products and market developments. Relevant professional qualifications to fulfil the role e.g. Certificate in Financial Planning, Certificate in Mortgage advice and practice (CeMAP) or industry recognised industry equivalent. Any internal applicants must inform their line manager. Countrywide Mortgage Services 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. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02809
Are you keen to embark upon or take your career within Financial Services as an Insurance Advisor to the next level? Our client is keen to continue expanding their team with motivated, entrepreneurial individuals The business currently has 80 self-employed Advisors and plans to double in size within next 12 - 24 months. They have a successful business model and a highly supportive team culture, enabling their Advisors to succeed and exceed! You will be joining under an Area Manager who typically has 10 in their team, therefore will have time to support you! This role is not easy and will be challenging, however for the right individuals it will be highly rewarding, providing you with fulfilment and excellent earnings. This role requires you to self-generate your leads and clients, so it is important you are proactive and willing to network, making use of your personal connections and communities. Your Area Manager will provide excellent coaching on how to market yourself effectively and win clients. Advisors in their team enjoy the supportive team culture and the fulfilment from helping families receive personal advice on products such as life insurance, income protection, critical illness cover (and mortgages, investments and pensions once you are qualified to do so). Training and ongoing professional development is a key pillar of the business, often with their team starting as Insurance Advisors offering life assurance, IP, CIC, before progressing onto mortgage advice and more recently investment and pensions, plus route into team leadership roles is available. They have an excellent partner who delivers the training on the qualifications needed to upskill. In addition, the business runs quarterly conferences aimed at creating key opportunities for company wide training, team bonding and celebrating successes! Insurance Advisor Requirements You must have desire to enter financial services industry and develop your career as an Insurance Advisor Individuals with either prior targeted sales or financial services sales experience would be preferred, but not essential You must have good personal network you can draw upon to self-generate business You must be motivated, proactive and willing to take this opportunity seriously You must be committed to being self-employed The Company Established 4 years ago, this advisory firm is growing at an excellent pace with no signs of slowing down. The business has a national footprint with Advisors licensed across insurance, mortgages and wealth advice. You will be joining at a key point in their journey as they continue to expand their headcount Insurance Advisor Benefits Self-employed role with uncapped earnings Tiered commission structure to reward performance, plus opportunity to obtain additional sources of income Fully home based role with occasional meetings with your local team and quarterly company conferences including annual sports day and end of year celebrations Supportive team culture Locations Home based 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
Oct 29, 2025
Full time
Are you keen to embark upon or take your career within Financial Services as an Insurance Advisor to the next level? Our client is keen to continue expanding their team with motivated, entrepreneurial individuals The business currently has 80 self-employed Advisors and plans to double in size within next 12 - 24 months. They have a successful business model and a highly supportive team culture, enabling their Advisors to succeed and exceed! You will be joining under an Area Manager who typically has 10 in their team, therefore will have time to support you! This role is not easy and will be challenging, however for the right individuals it will be highly rewarding, providing you with fulfilment and excellent earnings. This role requires you to self-generate your leads and clients, so it is important you are proactive and willing to network, making use of your personal connections and communities. Your Area Manager will provide excellent coaching on how to market yourself effectively and win clients. Advisors in their team enjoy the supportive team culture and the fulfilment from helping families receive personal advice on products such as life insurance, income protection, critical illness cover (and mortgages, investments and pensions once you are qualified to do so). Training and ongoing professional development is a key pillar of the business, often with their team starting as Insurance Advisors offering life assurance, IP, CIC, before progressing onto mortgage advice and more recently investment and pensions, plus route into team leadership roles is available. They have an excellent partner who delivers the training on the qualifications needed to upskill. In addition, the business runs quarterly conferences aimed at creating key opportunities for company wide training, team bonding and celebrating successes! Insurance Advisor Requirements You must have desire to enter financial services industry and develop your career as an Insurance Advisor Individuals with either prior targeted sales or financial services sales experience would be preferred, but not essential You must have good personal network you can draw upon to self-generate business You must be motivated, proactive and willing to take this opportunity seriously You must be committed to being self-employed The Company Established 4 years ago, this advisory firm is growing at an excellent pace with no signs of slowing down. The business has a national footprint with Advisors licensed across insurance, mortgages and wealth advice. You will be joining at a key point in their journey as they continue to expand their headcount Insurance Advisor Benefits Self-employed role with uncapped earnings Tiered commission structure to reward performance, plus opportunity to obtain additional sources of income Fully home based role with occasional meetings with your local team and quarterly company conferences including annual sports day and end of year celebrations Supportive team culture Locations Home based 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
Mortgage Services Development Manager This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a Management role. Purpose: To provide assistance with supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, as well as achieve revenue and product sales as a Mortgage Advisor. Responsibilities of a Mortgage Services Development Manager: Support and develop less experienced colleagues Supervisory support (all aspects of T & C requirements) of a number of mortgage advisors, as agreed with the Sales Manager Functional Knowledge Required: An excellent knowledge of Financial Services core products i.e. Mortgages, Life Assurance, Critical Illness, Income Protection and Buildings & Contents Insurance. Knowledge of all house purchase/move related secondary services such as Conveyancing and Estate Agency operations generally. A good level of technical and e-commerce knowledge to promote the services of the group efficiently and effectively. A knowledge of all Financial Services compliance rules and regulations, specific to a mortgage & protection business. An understanding of working within a Training and Competence framework, coupled with a complete understanding of the requirements of the Group T & C Scheme Skills. Excellent communication skills. A demonstrably good track record in a sales and customer facing environment. Strong organisation skills - ability to plan and self organise. Strong negotiation and influencing skills. Ability to identify and maximise potential business opportunities. An aptitude to coach and motivate others (specifically business generation). Ability to identify and analyse clients' needs effectively in order to deliver good customer outcomes. Background, Experience and Qualifications Two years financial services experience, with ideally nine months as a Senior Mortgage Advisor. Have demonstrated a consistent performance in respect of business production and quality. Awareness of latest products and market developments. Relevant professional qualifications to fulfill the role e.g. Certificate in Financial Planning, Certificate in Mortgage advice and practice (CeMAP) or industry recognised industry equivalent. Any internal applicants must inform their line manager. Countrywide Mortgage Services 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. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02647
Oct 29, 2025
Full time
Mortgage Services Development Manager This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a Management role. Purpose: To provide assistance with supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, as well as achieve revenue and product sales as a Mortgage Advisor. Responsibilities of a Mortgage Services Development Manager: Support and develop less experienced colleagues Supervisory support (all aspects of T & C requirements) of a number of mortgage advisors, as agreed with the Sales Manager Functional Knowledge Required: An excellent knowledge of Financial Services core products i.e. Mortgages, Life Assurance, Critical Illness, Income Protection and Buildings & Contents Insurance. Knowledge of all house purchase/move related secondary services such as Conveyancing and Estate Agency operations generally. A good level of technical and e-commerce knowledge to promote the services of the group efficiently and effectively. A knowledge of all Financial Services compliance rules and regulations, specific to a mortgage & protection business. An understanding of working within a Training and Competence framework, coupled with a complete understanding of the requirements of the Group T & C Scheme Skills. Excellent communication skills. A demonstrably good track record in a sales and customer facing environment. Strong organisation skills - ability to plan and self organise. Strong negotiation and influencing skills. Ability to identify and maximise potential business opportunities. An aptitude to coach and motivate others (specifically business generation). Ability to identify and analyse clients' needs effectively in order to deliver good customer outcomes. Background, Experience and Qualifications Two years financial services experience, with ideally nine months as a Senior Mortgage Advisor. Have demonstrated a consistent performance in respect of business production and quality. Awareness of latest products and market developments. Relevant professional qualifications to fulfill the role e.g. Certificate in Financial Planning, Certificate in Mortgage advice and practice (CeMAP) or industry recognised industry equivalent. Any internal applicants must inform their line manager. Countrywide Mortgage Services 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. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02647
Branch Manager Join Our Team as a Branch Manager at Connells in Peterborough Why Join Us: We're seeking a dynamic and results-driven Branch Manager to lead our residential sales team at Connells. As a Branch Manager, you'll oversee the operations of the branch, driving sales, managing staff, and ensuring exceptional customer service delivery. What We Offer: Competitive OTE of £50,000 with Uncapped Commission, Clear Career Progression, Industry-Leading Training and Development, Opportunities to Compete for Top Achievers Awards, Company Car or Car Allowance, Comprehensive Benefits Package. Your Role: As a Branch Manager, you'll be responsible for the overall performance of the branch. This includes leading and motivating a team of sales agents, setting and achieving sales targets, and fostering a culture of excellence in customer service. You'll also be actively involved in listing properties and maintaining strong relationships with clients. What We're Looking For: Proven experience in a managerial role within the real estate industry, Strong leadership and people management skills, Exceptional customer care/service experience, Resilient, positive, organized, numerate, and detail-oriented, Excellent verbal and written communication skills, Hold a Full UK driving license. About Connells Group: Connells Group, 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. Ready to Take the Next Step? Apply now and become part of our team dedicated to excellence and growth. EACS07632
Oct 29, 2025
Full time
Branch Manager Join Our Team as a Branch Manager at Connells in Peterborough Why Join Us: We're seeking a dynamic and results-driven Branch Manager to lead our residential sales team at Connells. As a Branch Manager, you'll oversee the operations of the branch, driving sales, managing staff, and ensuring exceptional customer service delivery. What We Offer: Competitive OTE of £50,000 with Uncapped Commission, Clear Career Progression, Industry-Leading Training and Development, Opportunities to Compete for Top Achievers Awards, Company Car or Car Allowance, Comprehensive Benefits Package. Your Role: As a Branch Manager, you'll be responsible for the overall performance of the branch. This includes leading and motivating a team of sales agents, setting and achieving sales targets, and fostering a culture of excellence in customer service. You'll also be actively involved in listing properties and maintaining strong relationships with clients. What We're Looking For: Proven experience in a managerial role within the real estate industry, Strong leadership and people management skills, Exceptional customer care/service experience, Resilient, positive, organized, numerate, and detail-oriented, Excellent verbal and written communication skills, Hold a Full UK driving license. About Connells Group: Connells Group, 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. Ready to Take the Next Step? Apply now and become part of our team dedicated to excellence and growth. EACS07632
Mortgage Services Sales Manager Mortgage Services Sales Manager - West Essex An exciting opportunity has arisen for a Mortgage Services Sales Manager to join our Mortgage Services division, working with our Bairstow Eves offices across West Essex. It would suit an existing Mortgage Sales Manager living in or willing to commute to the West Essex area. Consideration will also be given to applications from candidates who believe they have the relevant experience looking for their next step in their career. You will recruit for, manage and develop a team of 10 Mortgage & Protection Brokers of varied experience, across 9 of our successful Bairstow Eves Estate Agency offices. You will be financially rewarded for your team's success in exceeding sales targets in line with the normal Sales Manager remuneration scheme with an OTE £75k. You must hold the full mortgage qualification & have Financial Services Experience. Salary & Benefits Competitive Basic Salary Commission Company car Private Health Care Pension Company discounts Fantastic training & development Opportunities for career progression Who are we looking for : Our Mortgage Services Sales Managers help shape and drive our business at a local level and are crucial to our future success. You will need to have a passion for leading and motivating a team to exceed sales targets and provide our customers with the highest level of service. The most successful Regional Sales Managers in our business know that our people are our greatest asset and they demonstrate this by training and developing them whilst attracting the best future talent. You will need to lead by example, demonstrate sound judgment, commercial awareness and be able to create a sense of pride within your team. You will be responsible for coordinating the day to day detail around target setting and sales performance, whilst delivering longer term sales forecasts and attraction/retention plans to Senior Managers within the business. Our people are the key to the future of our business. Our focus is on putting our employees first and recruiting, developing and retaining the best talent. Any internal applicants must inform their line manager before applying. Countrywide Mortgage Services 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. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02494
Oct 28, 2025
Full time
Mortgage Services Sales Manager Mortgage Services Sales Manager - West Essex An exciting opportunity has arisen for a Mortgage Services Sales Manager to join our Mortgage Services division, working with our Bairstow Eves offices across West Essex. It would suit an existing Mortgage Sales Manager living in or willing to commute to the West Essex area. Consideration will also be given to applications from candidates who believe they have the relevant experience looking for their next step in their career. You will recruit for, manage and develop a team of 10 Mortgage & Protection Brokers of varied experience, across 9 of our successful Bairstow Eves Estate Agency offices. You will be financially rewarded for your team's success in exceeding sales targets in line with the normal Sales Manager remuneration scheme with an OTE £75k. You must hold the full mortgage qualification & have Financial Services Experience. Salary & Benefits Competitive Basic Salary Commission Company car Private Health Care Pension Company discounts Fantastic training & development Opportunities for career progression Who are we looking for : Our Mortgage Services Sales Managers help shape and drive our business at a local level and are crucial to our future success. You will need to have a passion for leading and motivating a team to exceed sales targets and provide our customers with the highest level of service. The most successful Regional Sales Managers in our business know that our people are our greatest asset and they demonstrate this by training and developing them whilst attracting the best future talent. You will need to lead by example, demonstrate sound judgment, commercial awareness and be able to create a sense of pride within your team. You will be responsible for coordinating the day to day detail around target setting and sales performance, whilst delivering longer term sales forecasts and attraction/retention plans to Senior Managers within the business. Our people are the key to the future of our business. Our focus is on putting our employees first and recruiting, developing and retaining the best talent. Any internal applicants must inform their line manager before applying. Countrywide Mortgage Services 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. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02494
Mortgage Manager A truly unique opportunity has arisen due to organic expansion. This opportunity is ideal for individuals already excelling as Sales Managers or Senior Mortgage Consultants who are ready to progress their careers. As the new Sales Manager, you will oversee 10 branches across Essex, nurturing and developing outstanding individuals already in the team and expanding it further. This is one of the best-performing if not the top-performing divisions in the business, offering a rare chance to lead a high-achieving team and make a significant impact. Consideration will also be given to applications from candidates with relevant experience seeking their next career step. You will recruit for, manage, and develop a team of 10 Mortgage Consultants across Essex. You will be financially rewarded for your team's success in exceeding sales targets in line with the standard Mortgage Manager's remuneration scheme. Applicants must hold the full mortgage qualification and have Financial Services Experience. Salary & Benefits: Competitive Basic Salary with an OTE of up to £80,000 Commission Car allowance/company car Private Health Care Pension Company discounts Fantastic training & development Opportunities for career progression Who are we looking for: Our Mortgage Services Sales Managers play a pivotal role in shaping and driving our business at a local level. You must have a passion for leading and motivating a team to exceed sales targets and provide customers with the highest level of service. Successful Regional Sales Managers in our business prioritize people as our greatest asset. They train, develop, and attract the best future talent, leading by example with sound judgment, commercial awareness, and creating a sense of pride within their team. You will be responsible for coordinating day-to-day target setting and sales performance, delivering longer-term sales forecasts, and attraction/retention plans to Senior Managers within the business. Our focus is on putting our employees first, recruiting, developing, and retaining the best talent. Internal applicants must inform their line manager before applying. To view the benefits included please click here About Us: William H Brown 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. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02861
Oct 28, 2025
Full time
Mortgage Manager A truly unique opportunity has arisen due to organic expansion. This opportunity is ideal for individuals already excelling as Sales Managers or Senior Mortgage Consultants who are ready to progress their careers. As the new Sales Manager, you will oversee 10 branches across Essex, nurturing and developing outstanding individuals already in the team and expanding it further. This is one of the best-performing if not the top-performing divisions in the business, offering a rare chance to lead a high-achieving team and make a significant impact. Consideration will also be given to applications from candidates with relevant experience seeking their next career step. You will recruit for, manage, and develop a team of 10 Mortgage Consultants across Essex. You will be financially rewarded for your team's success in exceeding sales targets in line with the standard Mortgage Manager's remuneration scheme. Applicants must hold the full mortgage qualification and have Financial Services Experience. Salary & Benefits: Competitive Basic Salary with an OTE of up to £80,000 Commission Car allowance/company car Private Health Care Pension Company discounts Fantastic training & development Opportunities for career progression Who are we looking for: Our Mortgage Services Sales Managers play a pivotal role in shaping and driving our business at a local level. You must have a passion for leading and motivating a team to exceed sales targets and provide customers with the highest level of service. Successful Regional Sales Managers in our business prioritize people as our greatest asset. They train, develop, and attract the best future talent, leading by example with sound judgment, commercial awareness, and creating a sense of pride within their team. You will be responsible for coordinating day-to-day target setting and sales performance, delivering longer-term sales forecasts, and attraction/retention plans to Senior Managers within the business. Our focus is on putting our employees first, recruiting, developing, and retaining the best talent. Internal applicants must inform their line manager before applying. To view the benefits included please click here About Us: William H Brown 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. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02861
Mortgage Services Sales Manager We have a rare opportunity for an Experienced Mortgage Advisor looking to progress their career. This role will cover 3 of our William H Brown branches across the Peterborough area and could be a real career starter for the right individual. This fantastic opportunity will offer an OTE of circa £70k and an excellent benefits package. The role will see you effectively retain, recruit, train and manage a team of Mortgage Consultants with all levels of experience, providing an effective and efficient mortgage advisory service to customers in line with company policies, procedures, directives and statutory rules and regulations . What's in it for you? Competitive Basic Salary Commission Car allowance / company car Private Health Care Pension Generous Holiday entitlement Company discounts Fantastic training & development Key responsibilities This role is responsible for the certification of those MSC's under their span of control. Develop a team of Mortgage Consultants to achieve their personal business objectives and specific performance and quality standards set by the company. Support the recruitment, development and retention of Mortgage Consultants in line with the Company's recruitment plan. Work closely alongside Estate Agency colleagues and the New Homes team to ensure a consistent and joined up approach is adopted in respect to all business development activities, ensuring that first appointment volumes are delivered in line with the business plans at all times. In conjunction with the Divisional Mortgage Services Director, implement, monitor and evaluate business plans to achieve the required growth in revenue from a range of income streams. Ensure that team members maintain best practice and adhere to all relevant legislation, promoting a consistent, high quality, customer-focused approach to business processes ensuring that the principles of Treating Customers Fairly (TCF) are adhered to at all times. Work closely with the Divisional Mortgage Services Director and the Training Team to continually review the training and development needs of team members. Deliver a challenging and rewarding environment which encourages staff to continually add value, improve ways of working and develop and grow personally. Background, Experience and Qualifications CeMAP qualification (or industry recognised equivalent) is a requirement for the role. Proven track record of being a sales leader with Mortgage services. Excellent level of technical and e-commerce knowledge particularly relevant to the housing and mortgage market. Experience in leading, developing, motivating and influencing sales people in a customer facing environment. An excellent knowledge of Financial Services core products i.e. Mortgages, Life Assurance, Critical Illness, Income Protection and Buildings & Contents Insurance. Working knowledge of how to identify and maximise business opportunities within the estate agency environment. Working knowledge of all legislation impacting on a Financial Services business, specifically a mortgage & protection business. A good level of technical and e-commerce knowledge in order to train Mortgage Consultants to promote our services efficiently and effectively using a mortgage sourcing software solution. MS02941
Oct 28, 2025
Full time
Mortgage Services Sales Manager We have a rare opportunity for an Experienced Mortgage Advisor looking to progress their career. This role will cover 3 of our William H Brown branches across the Peterborough area and could be a real career starter for the right individual. This fantastic opportunity will offer an OTE of circa £70k and an excellent benefits package. The role will see you effectively retain, recruit, train and manage a team of Mortgage Consultants with all levels of experience, providing an effective and efficient mortgage advisory service to customers in line with company policies, procedures, directives and statutory rules and regulations . What's in it for you? Competitive Basic Salary Commission Car allowance / company car Private Health Care Pension Generous Holiday entitlement Company discounts Fantastic training & development Key responsibilities This role is responsible for the certification of those MSC's under their span of control. Develop a team of Mortgage Consultants to achieve their personal business objectives and specific performance and quality standards set by the company. Support the recruitment, development and retention of Mortgage Consultants in line with the Company's recruitment plan. Work closely alongside Estate Agency colleagues and the New Homes team to ensure a consistent and joined up approach is adopted in respect to all business development activities, ensuring that first appointment volumes are delivered in line with the business plans at all times. In conjunction with the Divisional Mortgage Services Director, implement, monitor and evaluate business plans to achieve the required growth in revenue from a range of income streams. Ensure that team members maintain best practice and adhere to all relevant legislation, promoting a consistent, high quality, customer-focused approach to business processes ensuring that the principles of Treating Customers Fairly (TCF) are adhered to at all times. Work closely with the Divisional Mortgage Services Director and the Training Team to continually review the training and development needs of team members. Deliver a challenging and rewarding environment which encourages staff to continually add value, improve ways of working and develop and grow personally. Background, Experience and Qualifications CeMAP qualification (or industry recognised equivalent) is a requirement for the role. Proven track record of being a sales leader with Mortgage services. Excellent level of technical and e-commerce knowledge particularly relevant to the housing and mortgage market. Experience in leading, developing, motivating and influencing sales people in a customer facing environment. An excellent knowledge of Financial Services core products i.e. Mortgages, Life Assurance, Critical Illness, Income Protection and Buildings & Contents Insurance. Working knowledge of how to identify and maximise business opportunities within the estate agency environment. Working knowledge of all legislation impacting on a Financial Services business, specifically a mortgage & protection business. A good level of technical and e-commerce knowledge in order to train Mortgage Consultants to promote our services efficiently and effectively using a mortgage sourcing software solution. MS02941
Senior Property Lawyer 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
Oct 27, 2025
Full time
Senior Property Lawyer 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
