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Lime Professional Services
Financial Services Administrator
Lime Professional Services Chester, Cheshire
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Specifically you'll be responsible for: New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone and reception duties as required. General Admin support including handling post and typing. The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Apr 29, 2026
Full time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Specifically you'll be responsible for: New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone and reception duties as required. General Admin support including handling post and typing. The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Yellow Brick Mortgages
Mortgage Advisor
Yellow Brick Mortgages
Self-employed Mortgage & Protection Consultant Ready for More? Join Yellow Brick Mortgages Where Your Ambition is Matched with Real Opportunity. Are you an experienced Mortgage & Protection Consultant who's great at what you do but feeling like there s more out there for you? At Yellow Brick Mortgages, we re not just another brokerage. We re a multi-award-winning, whole-of-market firm built around people, passion, and purpose. Our mission is simple: give clients outstanding service and give our advisers the tools, support, and freedom to thrive. Why Our Advisers Love It Here: Uncapped earnings realistic £80k+ OTE in Year 1 A steady stream of quality leads no cold calling Start-up packages & top-tier commission splits Admin support so you can focus on advice, not paperwork Total flexibility work remotely, your hours, your way Cutting-edge tech & full lender panel And best of all you re valued No micromanaging. No KPIs. Just a team that believes in trust, transparency, and giving you what you need to succeed. As a self-employed Mortgage & Protection Consultant, you'll: Deliver expert, whole-of-market mortgage advice Guide clients through one of life s biggest decisions Build relationships that last with clients and referral partners Provide a service that s personal, professional, and exceptional We re Looking For: 3+ years experience in mortgage & protection advice CeMAP-qualified (or equivalent) Someone who s driven, ethical, and puts the client first Great communicator, natural problem solver, positive mindset Ready to build something better? If you want to be part of a company that genuinely supports your success, values your time, and gives you room to grow this is your sign. We would love to hear from you. Regards Linda Trett Business Development and Recrutiment Manager
Apr 29, 2026
Full time
Self-employed Mortgage & Protection Consultant Ready for More? Join Yellow Brick Mortgages Where Your Ambition is Matched with Real Opportunity. Are you an experienced Mortgage & Protection Consultant who's great at what you do but feeling like there s more out there for you? At Yellow Brick Mortgages, we re not just another brokerage. We re a multi-award-winning, whole-of-market firm built around people, passion, and purpose. Our mission is simple: give clients outstanding service and give our advisers the tools, support, and freedom to thrive. Why Our Advisers Love It Here: Uncapped earnings realistic £80k+ OTE in Year 1 A steady stream of quality leads no cold calling Start-up packages & top-tier commission splits Admin support so you can focus on advice, not paperwork Total flexibility work remotely, your hours, your way Cutting-edge tech & full lender panel And best of all you re valued No micromanaging. No KPIs. Just a team that believes in trust, transparency, and giving you what you need to succeed. As a self-employed Mortgage & Protection Consultant, you'll: Deliver expert, whole-of-market mortgage advice Guide clients through one of life s biggest decisions Build relationships that last with clients and referral partners Provide a service that s personal, professional, and exceptional We re Looking For: 3+ years experience in mortgage & protection advice CeMAP-qualified (or equivalent) Someone who s driven, ethical, and puts the client first Great communicator, natural problem solver, positive mindset Ready to build something better? If you want to be part of a company that genuinely supports your success, values your time, and gives you room to grow this is your sign. We would love to hear from you. Regards Linda Trett Business Development and Recrutiment Manager
Premier Jobs UK
Mortgage and Commercial Finance Broker
Premier Jobs UK Guildford, Surrey
Are you an ambitious Mortgage Adviser looking to take the next step in your career with a role that offers greater earnings, more flexibility with home-based working and the chance to develop across both residential and commercial lending. This Mortgage and Commercial Finance Broker role in New Milton is with a directly authorised firm which provides an excellent opportunity to broaden your expertise while enjoying a strong mix of support, autonomy and high-quality business. In this role, you will work with a wide variety of clients, from first time buyers through to established business owners seeking commercial finance solutions. You will guide them through important funding decisions, helping them secure the right borrowing for their personal or business goals. With exposure to both regulated and commercial cases, you can expect to build deeper technical knowledge and enjoy more rewarding case sizes. Advisers joining this firm benefit from a supportive environment that encourages continuous development. You will also receive warm leads each month, complemented by your own introducers and client relationships, enabling you to build a strong and sustainable pipeline. This firm prides themselves on good conversion rates. The role is self-employed with administrative support and offers significant earning potential for a motivated adviser. Mortgage and Commercial Finance Broker Requirements • You must have the CeMAP qualification • You must have experience as a Mortgage Advisor • Experience handling commercial or more complex cases is desirable • An existing client bank or introducer relationships is desirable • Ability to work on a self-employed basis and attend the Guildford office once per week is essential The Company This is a long standing and reputable brokerage that has been serving clients for over twenty years. They are directly authorised, operate as whole of market, and provide a broad range of residential and commercial finance solutions. Their advisers benefit from a collaborative environment with strong systems, administrative support and access to high quality lenders. Mortgage and Commercial Finance Broker Benefits High earning potential on a self-employed basis OTE of 80,000 to 90,000 pounds No network deductions and no monthly fees Home based role with flexible working and approximately one day per week in the office Regular warm leads provided to complement your own clients and introducers Access to industry systems and full administrative and IT support Training available to help broaden your experience across commercial lending Location Guildford 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
Apr 28, 2026
Full time
Are you an ambitious Mortgage Adviser looking to take the next step in your career with a role that offers greater earnings, more flexibility with home-based working and the chance to develop across both residential and commercial lending. This Mortgage and Commercial Finance Broker role in New Milton is with a directly authorised firm which provides an excellent opportunity to broaden your expertise while enjoying a strong mix of support, autonomy and high-quality business. In this role, you will work with a wide variety of clients, from first time buyers through to established business owners seeking commercial finance solutions. You will guide them through important funding decisions, helping them secure the right borrowing for their personal or business goals. With exposure to both regulated and commercial cases, you can expect to build deeper technical knowledge and enjoy more rewarding case sizes. Advisers joining this firm benefit from a supportive environment that encourages continuous development. You will also receive warm leads each month, complemented by your own introducers and client relationships, enabling you to build a strong and sustainable pipeline. This firm prides themselves on good conversion rates. The role is self-employed with administrative support and offers significant earning potential for a motivated adviser. Mortgage and Commercial Finance Broker Requirements • You must have the CeMAP qualification • You must have experience as a Mortgage Advisor • Experience handling commercial or more complex cases is desirable • An existing client bank or introducer relationships is desirable • Ability to work on a self-employed basis and attend the Guildford office once per week is essential The Company This is a long standing and reputable brokerage that has been serving clients for over twenty years. They are directly authorised, operate as whole of market, and provide a broad range of residential and commercial finance solutions. Their advisers benefit from a collaborative environment with strong systems, administrative support and access to high quality lenders. Mortgage and Commercial Finance Broker Benefits High earning potential on a self-employed basis OTE of 80,000 to 90,000 pounds No network deductions and no monthly fees Home based role with flexible working and approximately one day per week in the office Regular warm leads provided to complement your own clients and introducers Access to industry systems and full administrative and IT support Training available to help broaden your experience across commercial lending Location Guildford 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
Parkside
Financial Services Customer Care Team Administrator
Parkside City, Birmingham
Customer Care Team Administrator Birmingham Hybrid Working £14.50 - £15.50 per hour Temp to Perm Opportunity A fantastic opportunity has arisen for a Customer Care Team Administrator to join a growing and innovative financial services organisation based in central Birmingham. This is a temp to perm position offering hybrid working, with three days in the office and two days working from home. This role would suit an organised, detail-focused individual with strong administration or data entry experience who is looking to build a long-term career within banking or financial services. Key Responsibilities Accurately inputting mortgage application, borrower and property information onto internal systems Supporting lending applications from Decision in Principle through to completion Liaising with brokers, mortgage advisers, solicitors and valuers Issuing identification and verification documentation to customers Ensuring all records are maintained accurately and confidentially Meeting service level agreements and daily processing targets Identifying discrepancies and escalating issues where required Supporting the wider operations team to deliver excellent customer outcomes Candidate Profile Previous administration, data entry or customer support experience Strong attention to detail with high levels of accuracy Excellent organisational skills and ability to manage multiple priorities Strong communication skills, both written and verbal Good working knowledge of Microsoft Office, including Excel and Word Mortgage, banking, lending or financial services experience would be highly advantageous A proactive and team-oriented attitude Additional Information Monday to Friday, 9:00am 5:30pm Hybrid working model Central Birmingham location Immediate start available Excellent opportunity to secure a permanent role If you are looking for your next opportunity within financial services and would like to join a supportive and professional organisation, please apply today.
Apr 28, 2026
Seasonal
Customer Care Team Administrator Birmingham Hybrid Working £14.50 - £15.50 per hour Temp to Perm Opportunity A fantastic opportunity has arisen for a Customer Care Team Administrator to join a growing and innovative financial services organisation based in central Birmingham. This is a temp to perm position offering hybrid working, with three days in the office and two days working from home. This role would suit an organised, detail-focused individual with strong administration or data entry experience who is looking to build a long-term career within banking or financial services. Key Responsibilities Accurately inputting mortgage application, borrower and property information onto internal systems Supporting lending applications from Decision in Principle through to completion Liaising with brokers, mortgage advisers, solicitors and valuers Issuing identification and verification documentation to customers Ensuring all records are maintained accurately and confidentially Meeting service level agreements and daily processing targets Identifying discrepancies and escalating issues where required Supporting the wider operations team to deliver excellent customer outcomes Candidate Profile Previous administration, data entry or customer support experience Strong attention to detail with high levels of accuracy Excellent organisational skills and ability to manage multiple priorities Strong communication skills, both written and verbal Good working knowledge of Microsoft Office, including Excel and Word Mortgage, banking, lending or financial services experience would be highly advantageous A proactive and team-oriented attitude Additional Information Monday to Friday, 9:00am 5:30pm Hybrid working model Central Birmingham location Immediate start available Excellent opportunity to secure a permanent role If you are looking for your next opportunity within financial services and would like to join a supportive and professional organisation, please apply today.
Get Staffed Online Recruitment
Finance Manager
Get Staffed Online Recruitment Alcester, Warwickshire
Finance Manager Interim role expected for 6 months with pro rata salary based on circa £50,000 per annum. The Opportunity This is an exciting opportunity to join a leading mortgage and protection network providing technology, compliance and business support to over 1,000 Advisers nationwide. They are looking for a pro-active and well-organised individual to work with the Interim CFO, ensuring financia click apply for full job details
Apr 28, 2026
Contractor
Finance Manager Interim role expected for 6 months with pro rata salary based on circa £50,000 per annum. The Opportunity This is an exciting opportunity to join a leading mortgage and protection network providing technology, compliance and business support to over 1,000 Advisers nationwide. They are looking for a pro-active and well-organised individual to work with the Interim CFO, ensuring financia click apply for full job details
North Oak Recruitment
Mortgage & Protection Case Manager
North Oak Recruitment
Mortgage and Protection Case Manager Leicester (ref AL1408) Salary up to £28,000 (£26k basic + up to £2k bonus pa) + benefits My client is an award-winning Mortgage Broker specialising in new build mortgages. They have been helping customers buy their dream homes for over 25 years and now have an exciting new opportunity for an individual to join their Leicester based team as a Mortgage and Protection Case Manager. Purpose of the role is to: Provide effective communication with all stakeholders (advisers, customer, builders, surveyors, lenders and Insurers) to ensure all cases move to offer stage in a timely manner Keep all stakeholders abreast of case progress including collation of missing documents and information Support, as appropriate, cases from lender/Insurer submission through to exchange / completion, liaising with key stakeholders throughout the process (Inc. solicitors) Ensuring relevant protection policies are placed on risk at the correct time Maintain compliance and business standards to ensure effective management of key business risks and achievement of our regulatory responsibilities Check and update reports for weekly introducer updates Manage a minimum pipeline of 45 cases Ensure application to offer timescales are within 14 days Provide additional administration support to relevant Departments. Skills required: Have good PC skills, Microsoft Office package Organisational and time-management skills, prioritising and multi-tasking your workload Demonstrate good written and verbal communication and customer service skills Ability to work without supervision & be self-motivating while also being a team player Demonstrate good work ethics in line with reinforcing the company values Ability to keep industry knowledge up to date with the latest criteria / regulations etc. Having strong attention to detail, and working in a methodical & thorough way Able to adapt, quickly and flexibly, to requirements Have experience of An administrative function preferably within financial services (Mortgages & Insurance) Working with both internal and external stakeholders If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Apr 27, 2026
Full time
Mortgage and Protection Case Manager Leicester (ref AL1408) Salary up to £28,000 (£26k basic + up to £2k bonus pa) + benefits My client is an award-winning Mortgage Broker specialising in new build mortgages. They have been helping customers buy their dream homes for over 25 years and now have an exciting new opportunity for an individual to join their Leicester based team as a Mortgage and Protection Case Manager. Purpose of the role is to: Provide effective communication with all stakeholders (advisers, customer, builders, surveyors, lenders and Insurers) to ensure all cases move to offer stage in a timely manner Keep all stakeholders abreast of case progress including collation of missing documents and information Support, as appropriate, cases from lender/Insurer submission through to exchange / completion, liaising with key stakeholders throughout the process (Inc. solicitors) Ensuring relevant protection policies are placed on risk at the correct time Maintain compliance and business standards to ensure effective management of key business risks and achievement of our regulatory responsibilities Check and update reports for weekly introducer updates Manage a minimum pipeline of 45 cases Ensure application to offer timescales are within 14 days Provide additional administration support to relevant Departments. Skills required: Have good PC skills, Microsoft Office package Organisational and time-management skills, prioritising and multi-tasking your workload Demonstrate good written and verbal communication and customer service skills Ability to work without supervision & be self-motivating while also being a team player Demonstrate good work ethics in line with reinforcing the company values Ability to keep industry knowledge up to date with the latest criteria / regulations etc. Having strong attention to detail, and working in a methodical & thorough way Able to adapt, quickly and flexibly, to requirements Have experience of An administrative function preferably within financial services (Mortgages & Insurance) Working with both internal and external stakeholders If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Protection Adviser
Kyrann Financial Recruitment Ltd
Self-Employed Protection Adviser Build your own team Earn from your production + theirs National Opportunity Are you an experienced Protection Adviser ready to earn more and build something of your own? Have you ever thought about building a team around you and getting paid for it? Or are you already performing, but not being rewarded for the full value you bring? The Opportunity I m working with a fast-growing advice business (circa 300 advisers) that operates across Protection, Mortgages & Wealth offering advisers the platform to not just write business, but build a long-term income and team. This is not a volume, churn-and-burn model. It s built around quality advice, sustainable earnings, and progression into leadership. What s on offer High earning potential up to 175% commission Realistic OTE of £100k % APE override on advisers you introduce The ability to build and grow your own team Structured career pathway into leadership / Area Manager level Full support training, mentoring, live case guidance Access to Mortgage & Wealth advice routes to broaden your earnings Backed by a well-established, growing business Why this stands out Most roles pay you for what you write. This pays you for what you build. Create a team earn ongoing income from their production Introduce quality advisers build a second income stream Grow into leadership increase earnings without increasing workload Who this is for Experienced Protection Advisers only Proven track record of writing business Ambitious individuals who want more than just a desk and leads Advisers who want control, scalability, and long-term income For experienced managers / team builders Step into a leadership structure Earn 35% on direct recruits Earn 30% on your wider team Build a genuine business within a business
Apr 27, 2026
Full time
Self-Employed Protection Adviser Build your own team Earn from your production + theirs National Opportunity Are you an experienced Protection Adviser ready to earn more and build something of your own? Have you ever thought about building a team around you and getting paid for it? Or are you already performing, but not being rewarded for the full value you bring? The Opportunity I m working with a fast-growing advice business (circa 300 advisers) that operates across Protection, Mortgages & Wealth offering advisers the platform to not just write business, but build a long-term income and team. This is not a volume, churn-and-burn model. It s built around quality advice, sustainable earnings, and progression into leadership. What s on offer High earning potential up to 175% commission Realistic OTE of £100k % APE override on advisers you introduce The ability to build and grow your own team Structured career pathway into leadership / Area Manager level Full support training, mentoring, live case guidance Access to Mortgage & Wealth advice routes to broaden your earnings Backed by a well-established, growing business Why this stands out Most roles pay you for what you write. This pays you for what you build. Create a team earn ongoing income from their production Introduce quality advisers build a second income stream Grow into leadership increase earnings without increasing workload Who this is for Experienced Protection Advisers only Proven track record of writing business Ambitious individuals who want more than just a desk and leads Advisers who want control, scalability, and long-term income For experienced managers / team builders Step into a leadership structure Earn 35% on direct recruits Earn 30% on your wider team Build a genuine business within a business
The New Homes Group
Sales Administrator
The New Homes Group Wakefield, Yorkshire
Job Title: Sales Support Administrator/Junior Mortgage Specialist. We now have opportunities to join the UK'S leading new homes mortgage provider to become a Sales Support Administrator. Location: You will be based full time at our offices in Wakefield WF2 0XG. You must be within 45 minutes via public transport, or have access to your own vehicle and driving license. Target: Candidates looking to start a career within the financial services arena, ideally with experience in a customer service or administrative position. Salary: £26,600 per annum Working hours: Working a rotating rota including early (9:00am - 6:00pm) and late (11:00am - 8:00pm) starts, working every other weekend (10:00am - 7:00pm). Please ensure you can commit to these hours prior to applying. Starting: ASAP, however we are able to work around notice periods. The New Homes Group: The New Homes Group is the UK'S leading New Homes Specialist and as a Sales Support Assistant you will be working for the UK'S leading new homes Mortgage Provider. This role would be ideal for someone starting out in their career and wanting exciting progression, alternatively someone already with administration experience wanting a change of scenery. You will be part of the administration team, working in a fast paced and vibrant environment. The duties include keying agreement in principles, checking customers financial documents, supporting our phone lines during busy periods. You will be key support to our Mortgage Specialists who are the front end of the business. They financially assess our potential purchasers for mortgage affordability and arrange appointments with our Specialist New Build Mortgage and Protection Advisers. The role involves full training, where you will get an insight into the exciting world of a new build purchase, with the opportunity to progress into multiple roles including a Trainee Mortgage Adviser. Required Knowledge, skills and qualifications: Detail orientated with a knack for office-based administration. Organised, and adopts a disciplined and structured approach to work. Competent user of IT and a Microsoft Office user, including Excel, Word and Outlook. Benefits : Permanent Full Time Role. Unrivalled opportunities for progression, promotion and personal development in an expanding and market leading business. 28 days paid holiday including Bank Holidays. (Plus get your birthday off once passed probation). Contributory workplace pension. 24-hour Wellbeing Employee Assistance Programme Death in service cover. Access to discounts platform, Perks at Work. Access to self-funded Health Care plan. Discounted medical assessment Health Screening. Discounts on estate agency, mortgage and surveying services. Salary Sacrifice Personal Car Leasing Scheme available. If this role sounds of interest, please forward your CV by clicking Apply Now, or feel free to call Amelia Jenkins on for a confidential chat.
Apr 26, 2026
Full time
Job Title: Sales Support Administrator/Junior Mortgage Specialist. We now have opportunities to join the UK'S leading new homes mortgage provider to become a Sales Support Administrator. Location: You will be based full time at our offices in Wakefield WF2 0XG. You must be within 45 minutes via public transport, or have access to your own vehicle and driving license. Target: Candidates looking to start a career within the financial services arena, ideally with experience in a customer service or administrative position. Salary: £26,600 per annum Working hours: Working a rotating rota including early (9:00am - 6:00pm) and late (11:00am - 8:00pm) starts, working every other weekend (10:00am - 7:00pm). Please ensure you can commit to these hours prior to applying. Starting: ASAP, however we are able to work around notice periods. The New Homes Group: The New Homes Group is the UK'S leading New Homes Specialist and as a Sales Support Assistant you will be working for the UK'S leading new homes Mortgage Provider. This role would be ideal for someone starting out in their career and wanting exciting progression, alternatively someone already with administration experience wanting a change of scenery. You will be part of the administration team, working in a fast paced and vibrant environment. The duties include keying agreement in principles, checking customers financial documents, supporting our phone lines during busy periods. You will be key support to our Mortgage Specialists who are the front end of the business. They financially assess our potential purchasers for mortgage affordability and arrange appointments with our Specialist New Build Mortgage and Protection Advisers. The role involves full training, where you will get an insight into the exciting world of a new build purchase, with the opportunity to progress into multiple roles including a Trainee Mortgage Adviser. Required Knowledge, skills and qualifications: Detail orientated with a knack for office-based administration. Organised, and adopts a disciplined and structured approach to work. Competent user of IT and a Microsoft Office user, including Excel, Word and Outlook. Benefits : Permanent Full Time Role. Unrivalled opportunities for progression, promotion and personal development in an expanding and market leading business. 28 days paid holiday including Bank Holidays. (Plus get your birthday off once passed probation). Contributory workplace pension. 24-hour Wellbeing Employee Assistance Programme Death in service cover. Access to discounts platform, Perks at Work. Access to self-funded Health Care plan. Discounted medical assessment Health Screening. Discounts on estate agency, mortgage and surveying services. Salary Sacrifice Personal Car Leasing Scheme available. If this role sounds of interest, please forward your CV by clicking Apply Now, or feel free to call Amelia Jenkins on for a confidential chat.
CV Screen Ltd
Mortgage Compliance Supervisor
CV Screen Ltd Luton, Bedfordshire
Mortgage Compliance Supervisor Luton Salary up to £40,000 + Remote Working CV Screen is recruiting for a Mortgage Compliance Supervisor to join a growing financial services organisation supporting a network of advisers. This is a fantastic opportunity to join a professional, forward-thinking business committed to high compliance standards and strong client outcomes click apply for full job details
Apr 26, 2026
Full time
Mortgage Compliance Supervisor Luton Salary up to £40,000 + Remote Working CV Screen is recruiting for a Mortgage Compliance Supervisor to join a growing financial services organisation supporting a network of advisers. This is a fantastic opportunity to join a professional, forward-thinking business committed to high compliance standards and strong client outcomes click apply for full job details
G2 Legal Limited
Residential Property Lawyer
G2 Legal Limited Canterbury, Kent
Residential Property Lawyer (Associate / Senior Associate) Location: Canterbury, Kent (Hybrid Working) Residential Conveyancing Lawyer Opportunity An excellent opportunity has arisen for an Associate or Senior Associate Residential Property Lawyer to join a well-established Residential Conveyancing team in Canterbury, Kent , within a leading regional law firm backed by a national legal group . This role is ideally suited to a Residential Property Solicitor, Legal Executive, or Licensed Conveyancer with a following and/or strong relationships with local estate agents , who is confident generating and managing their own caseload while contributing to the organic growth of a successful team . The Role You will join a technology-driven Residential Property team that prides itself on delivering a high-quality, efficient and client-focused conveyancing service . The successful candidate will manage their own caseload from instruction to completion , handling a broad range of residential conveyancing matters, including: Freehold and leasehold transactions Sales and purchases Re-mortgages Transfers of equity More complex residential matters Plot sales, development work and new-build transactions (advantageous but not essential) There is flexibility to be based primarily in Canterbury , with opportunity to work occasionally from a larger head office environment if desired. The Team You will be part of a residential property team of experienced legal advisers and dedicated support staff , working in a collaborative and supportive environment. The team encourages autonomy while valuing teamwork, shared knowledge and consistent client service standards. Candidate Profile Qualified Solicitor, Legal Executive, or Licensed Conveyancer Associate or Senior Associate level experience in residential conveyancing Proven ability to handle matters independently with minimal supervision Existing following and/or strong estate agent relationships highly desirable Confident in business development and client relationship management Strong organisational skills and ability to prioritise workflows Good IT literacy and experience using case-management systems You should be commercially minded, client-focused and motivated to play a key role in the continued growth of the residential property practice. Working Arrangements & Benefits Hybrid working Highly competitive salary Discretionary bonus scheme Attractive benefits package Modern, technology-enabled working environment Supportive and friendly culture Regular social and networking events Long-term progression opportunities within a growing firm Why Apply? This is a rare opportunity for a Residential Property Lawyer with a following to join a forward-thinking, well-resourced firm , offering autonomy, flexibility and genuine scope to grow your practice within a supportive and ambitious environment. How to Apply: Online: Apply with your updated CV via the provided link. Contact: For immediate consideration, contact Robert Rowland at G2 Legal. We look forward to hearing from you.
Apr 25, 2026
Full time
Residential Property Lawyer (Associate / Senior Associate) Location: Canterbury, Kent (Hybrid Working) Residential Conveyancing Lawyer Opportunity An excellent opportunity has arisen for an Associate or Senior Associate Residential Property Lawyer to join a well-established Residential Conveyancing team in Canterbury, Kent , within a leading regional law firm backed by a national legal group . This role is ideally suited to a Residential Property Solicitor, Legal Executive, or Licensed Conveyancer with a following and/or strong relationships with local estate agents , who is confident generating and managing their own caseload while contributing to the organic growth of a successful team . The Role You will join a technology-driven Residential Property team that prides itself on delivering a high-quality, efficient and client-focused conveyancing service . The successful candidate will manage their own caseload from instruction to completion , handling a broad range of residential conveyancing matters, including: Freehold and leasehold transactions Sales and purchases Re-mortgages Transfers of equity More complex residential matters Plot sales, development work and new-build transactions (advantageous but not essential) There is flexibility to be based primarily in Canterbury , with opportunity to work occasionally from a larger head office environment if desired. The Team You will be part of a residential property team of experienced legal advisers and dedicated support staff , working in a collaborative and supportive environment. The team encourages autonomy while valuing teamwork, shared knowledge and consistent client service standards. Candidate Profile Qualified Solicitor, Legal Executive, or Licensed Conveyancer Associate or Senior Associate level experience in residential conveyancing Proven ability to handle matters independently with minimal supervision Existing following and/or strong estate agent relationships highly desirable Confident in business development and client relationship management Strong organisational skills and ability to prioritise workflows Good IT literacy and experience using case-management systems You should be commercially minded, client-focused and motivated to play a key role in the continued growth of the residential property practice. Working Arrangements & Benefits Hybrid working Highly competitive salary Discretionary bonus scheme Attractive benefits package Modern, technology-enabled working environment Supportive and friendly culture Regular social and networking events Long-term progression opportunities within a growing firm Why Apply? This is a rare opportunity for a Residential Property Lawyer with a following to join a forward-thinking, well-resourced firm , offering autonomy, flexibility and genuine scope to grow your practice within a supportive and ambitious environment. How to Apply: Online: Apply with your updated CV via the provided link. Contact: For immediate consideration, contact Robert Rowland at G2 Legal. We look forward to hearing from you.
Clearline Recruitment Ltd
Mortgage & Protection Adviser
Clearline Recruitment Ltd Brighton, Sussex
Role: Mortgage & Protection Adviser Location: Brighton Hours: Full-time Pay: 25,000 - 35,000 per annum An excellent opportunity has arisen for a Mortgage & Protection Adviser to join one of our clients, an independent residential and commercial consultancy, with offices across Brighton and London. This is a fantastic opportunity for a fully qualified adviser to join a growing team, offering the chance to build strong client relationships and gain exposure across property funding. Benefits: Opportunity to join a growing and supportive team Exposure to both residential and commercial property funding Commission-based earning potential Varied role across two office locations The Requirements: Fully qualified Mortgage & Protection Adviser Minimum 2 years' experience in a similar role Strong proactive attitude with a focus on client care and relationship building Ability to work effectively within a team environment Clean driving licence Compliant regulatory history Good IT literacy Willingness to learn and contribute to a team environment The Role: Servicing existing clients and managing new enquiries for mortgage and protection products Building and maintaining client relationships Assisting in developing new relationships Working as part of a team to deliver client-focused outcomes If you're keen to join an exceptional team who can offer strong development opportunities within a growing consultancy, then please apply to this Mortgage & Protection Adviser role below or contact Jamie Watson on (phone number removed) between 9:00am - 5:30pm.
Apr 25, 2026
Full time
Role: Mortgage & Protection Adviser Location: Brighton Hours: Full-time Pay: 25,000 - 35,000 per annum An excellent opportunity has arisen for a Mortgage & Protection Adviser to join one of our clients, an independent residential and commercial consultancy, with offices across Brighton and London. This is a fantastic opportunity for a fully qualified adviser to join a growing team, offering the chance to build strong client relationships and gain exposure across property funding. Benefits: Opportunity to join a growing and supportive team Exposure to both residential and commercial property funding Commission-based earning potential Varied role across two office locations The Requirements: Fully qualified Mortgage & Protection Adviser Minimum 2 years' experience in a similar role Strong proactive attitude with a focus on client care and relationship building Ability to work effectively within a team environment Clean driving licence Compliant regulatory history Good IT literacy Willingness to learn and contribute to a team environment The Role: Servicing existing clients and managing new enquiries for mortgage and protection products Building and maintaining client relationships Assisting in developing new relationships Working as part of a team to deliver client-focused outcomes If you're keen to join an exceptional team who can offer strong development opportunities within a growing consultancy, then please apply to this Mortgage & Protection Adviser role below or contact Jamie Watson on (phone number removed) between 9:00am - 5:30pm.
Clayton Legal
Conveyancing Assistant
Clayton Legal
My client, a well stablished and respected law firm based in South Yorkshire are seeking a career-focused Conveyancing Assistant to join their Sheffield office. The successful candidate will support fee earners within the conveyancing team, assisting with the day-to-day management of sale, purchase, remortgage, and transfer/assent files, while delivering a high standard of client care. Key Responsibilities Handling incoming calls from estate agents and Independent Financial Advisers (IFAs) Dealing with general client and third-party updates by telephone and email Setting matters up for completion and assisting with exchanges and completions Managing the day-to-day running of sale files, remortgages, and transfers/assents, with appropriate supervision depending on experience and training Assisting fee earners with purchase files as required Taking client payments over the phone when required Processing incoming and outgoing monies via the case management system Taking new client enquiries and providing quotes by phone and online, as instructed Accurately recording sources of business and reasons for non-instruction Assisting with post-completion work as required Preparing correspondence and documents using visual files Administering team filing, including daily filing responsibilities Preparing outgoing mail and enclosures for despatch Arranging copying and document reproduction Providing guidance and support to junior and temporary assistants when required Attending to clients both in person and by telephone, delivering professional, efficient, and friendly service in line with the firm's client care standards Liaising with external contacts by telephone and providing a consistently high level of service Skills and Experience Required At least 1 year experience in a legal assistant or similar role (conveyancing experience strongly preferred) Strong organisational and time-management skills Excellent communication skills, both written and verbal Confident telephone manner and ability to deal professionally with clients and third parties Ability to work effectively as part of a team and under supervision Good attention to detail and accuracy Experience using a case management system A proactive, professional, and client-focused approach Salary will be from £24k dependent on experience level with the potential to develop with the firm in the long term within a strong and collaborative Conveyancing team. If you are interested in the above Conveyancing Assistant role, please call Adam on (phone number removed) or forward your most recent CV to (url removed). Clayton Legal recruits for law firms and in house departments across the UK. Our pedigree and service levels give those looking to move in the legal market and law firms looking to recruit a refreshingly different recruitment experience. You will work with experienced professionals, dedicated to your success. Take a look at our website (url removed) for our latest blogs and legal news and to keep up to date with current vacancies.
Apr 24, 2026
Full time
My client, a well stablished and respected law firm based in South Yorkshire are seeking a career-focused Conveyancing Assistant to join their Sheffield office. The successful candidate will support fee earners within the conveyancing team, assisting with the day-to-day management of sale, purchase, remortgage, and transfer/assent files, while delivering a high standard of client care. Key Responsibilities Handling incoming calls from estate agents and Independent Financial Advisers (IFAs) Dealing with general client and third-party updates by telephone and email Setting matters up for completion and assisting with exchanges and completions Managing the day-to-day running of sale files, remortgages, and transfers/assents, with appropriate supervision depending on experience and training Assisting fee earners with purchase files as required Taking client payments over the phone when required Processing incoming and outgoing monies via the case management system Taking new client enquiries and providing quotes by phone and online, as instructed Accurately recording sources of business and reasons for non-instruction Assisting with post-completion work as required Preparing correspondence and documents using visual files Administering team filing, including daily filing responsibilities Preparing outgoing mail and enclosures for despatch Arranging copying and document reproduction Providing guidance and support to junior and temporary assistants when required Attending to clients both in person and by telephone, delivering professional, efficient, and friendly service in line with the firm's client care standards Liaising with external contacts by telephone and providing a consistently high level of service Skills and Experience Required At least 1 year experience in a legal assistant or similar role (conveyancing experience strongly preferred) Strong organisational and time-management skills Excellent communication skills, both written and verbal Confident telephone manner and ability to deal professionally with clients and third parties Ability to work effectively as part of a team and under supervision Good attention to detail and accuracy Experience using a case management system A proactive, professional, and client-focused approach Salary will be from £24k dependent on experience level with the potential to develop with the firm in the long term within a strong and collaborative Conveyancing team. If you are interested in the above Conveyancing Assistant role, please call Adam on (phone number removed) or forward your most recent CV to (url removed). Clayton Legal recruits for law firms and in house departments across the UK. Our pedigree and service levels give those looking to move in the legal market and law firms looking to recruit a refreshingly different recruitment experience. You will work with experienced professionals, dedicated to your success. Take a look at our website (url removed) for our latest blogs and legal news and to keep up to date with current vacancies.
Get Staffed Online Recruitment Limited
Finance Manager
Get Staffed Online Recruitment Limited Alcester, Warwickshire
Finance Manager Interim role expected for 6 months with pro rata salary based on circa £50,000 per annum. The Opportunity This is an exciting opportunity to join a leading mortgage and protection network providing technology, compliance and business support to over 1,000 Advisers nationwide. They are looking for a pro-active and well-organised individual to work with the Interim CFO, ensuring financial information is timely, accurate and reliable. The Role Our client is seeking a pragmatic and hands-on Finance Manager to lead the day-to-day financial operations of the Group, supporting robust financial decision-making and ensuring compliance across the organisation. This role is essential in supporting Group finance functions, managing a small finance team, and ensuring high standards in reporting, forecasting, and controls. The Finance Manager will work closely with the Interim CFO to maintain operational excellence, and drive improvements in financial systems and processes. Main Duties and Strategic Responsibilities Financial Leadership and Oversight: Lead and manage the Finance Team to deliver accurate and timely financial information across the organisation. Provide oversight of all financial operations including accounts payable, receivable, payroll, and month-end processes. Responsibility for regulatory reporting, including quarterly VAT and FCA returns. Business Support and Strategic Business Partnering: Act as a key finance business partner, supporting financial planning and forecasting. Liaise with shareholders to provide routine and ad-hoc information. Ensure that company rolling forecasts are robust and tracked effectively throughout the year. Financial Planning and Analysis: Lead on monthly management accounts and variance analysis. Develop and maintain robust cash flow forecasting. Contribute to the development of a monthly forecast process. Control and Compliance: Maintain a strong internal control environment, ensuring processes are efficient and compliant. Ensure adherence to financial policies and procedures, with ongoing review and improvement. Oversee compliance with HMRC, pension, and statutory requirements, including FCA quarterly reporting. Systems, Reporting, and Process Improvement: Improve and streamline financial processes and systems to enhance efficiency and accuracy. Lead the preparation of financial reports for internal stakeholders, including the Board. Champion the use of financial systems and digital tools across the finance function. Team Management and Development: Line manage a small finance team, providing clear direction, support, and performance management. Foster a culture of continuous improvement and professional development within the team. Who They re Looking For Qualifications and Experience: Qualified Accountant (ACA / ACCA / CIMA) with at least 3 years post qualification experience, and a good understanding of Group accounting. Experience of FCA reporting or other similar regulatory compliance an advantage. 'Can do' attitude someone who is open to change and finding ways of improving processes, controls, and operational practices within the business. Good working knowledge of accounting platforms (Sage preferred). Good / Advanced Excel skills leverage excel to improve / streamline finance functions and help team members improve their efficiency by leveraging excel better. Good financial modelling and forecasting / planning skills are highly desirable, the ability to build integrated bottom up three statement (P&L, BS and CF) models. Travel within the UK may be required at times. Attention to detail and the ability to work to tight deadlines is a must. Data driven and logical approach to solving issues. Values and Commitment: High level of integrity. Attention to detail. Commitment to excellence. Team player. Excellent verbal and written communication skills. Candidates must have right to work in the UK as our client is a non-sponsoring Company.
Apr 24, 2026
Full time
Finance Manager Interim role expected for 6 months with pro rata salary based on circa £50,000 per annum. The Opportunity This is an exciting opportunity to join a leading mortgage and protection network providing technology, compliance and business support to over 1,000 Advisers nationwide. They are looking for a pro-active and well-organised individual to work with the Interim CFO, ensuring financial information is timely, accurate and reliable. The Role Our client is seeking a pragmatic and hands-on Finance Manager to lead the day-to-day financial operations of the Group, supporting robust financial decision-making and ensuring compliance across the organisation. This role is essential in supporting Group finance functions, managing a small finance team, and ensuring high standards in reporting, forecasting, and controls. The Finance Manager will work closely with the Interim CFO to maintain operational excellence, and drive improvements in financial systems and processes. Main Duties and Strategic Responsibilities Financial Leadership and Oversight: Lead and manage the Finance Team to deliver accurate and timely financial information across the organisation. Provide oversight of all financial operations including accounts payable, receivable, payroll, and month-end processes. Responsibility for regulatory reporting, including quarterly VAT and FCA returns. Business Support and Strategic Business Partnering: Act as a key finance business partner, supporting financial planning and forecasting. Liaise with shareholders to provide routine and ad-hoc information. Ensure that company rolling forecasts are robust and tracked effectively throughout the year. Financial Planning and Analysis: Lead on monthly management accounts and variance analysis. Develop and maintain robust cash flow forecasting. Contribute to the development of a monthly forecast process. Control and Compliance: Maintain a strong internal control environment, ensuring processes are efficient and compliant. Ensure adherence to financial policies and procedures, with ongoing review and improvement. Oversee compliance with HMRC, pension, and statutory requirements, including FCA quarterly reporting. Systems, Reporting, and Process Improvement: Improve and streamline financial processes and systems to enhance efficiency and accuracy. Lead the preparation of financial reports for internal stakeholders, including the Board. Champion the use of financial systems and digital tools across the finance function. Team Management and Development: Line manage a small finance team, providing clear direction, support, and performance management. Foster a culture of continuous improvement and professional development within the team. Who They re Looking For Qualifications and Experience: Qualified Accountant (ACA / ACCA / CIMA) with at least 3 years post qualification experience, and a good understanding of Group accounting. Experience of FCA reporting or other similar regulatory compliance an advantage. 'Can do' attitude someone who is open to change and finding ways of improving processes, controls, and operational practices within the business. Good working knowledge of accounting platforms (Sage preferred). Good / Advanced Excel skills leverage excel to improve / streamline finance functions and help team members improve their efficiency by leveraging excel better. Good financial modelling and forecasting / planning skills are highly desirable, the ability to build integrated bottom up three statement (P&L, BS and CF) models. Travel within the UK may be required at times. Attention to detail and the ability to work to tight deadlines is a must. Data driven and logical approach to solving issues. Values and Commitment: High level of integrity. Attention to detail. Commitment to excellence. Team player. Excellent verbal and written communication skills. Candidates must have right to work in the UK as our client is a non-sponsoring Company.
Fawkes & Reece London
Senior Sales Executive
Fawkes & Reece London Penwortham, Lancashire
Senior Sales Executive A regional house builder have a requirement for a Senior Sales Executive for a new development based in Lancashire Senior Sales Executive Role The company are looking to appoint a Senior Sales Executive initially to start on a development based in Lancashire. Reporting to the Head of Sales you will be responsible for selling new homes in line with agreed sales targets to forecast completion date, whilst delivering exceptional customer service to HBF 5-star standards. Duties will include: Ensure all visitors are attended to in a courteous and professional manner and ensure sales achieved are in line with agreed dealer margin allowance and sales reservations in line with company processes. Actively manage and progress sales reservations, liaising with independent financial advisers, agents, and solicitors accordingly, to achieve forecast timescales for exchange and completion. Ensure sales extras are sold in line with targets. Ensure payments and notifications to other departments are done so in line with company processes. Manage the customer journey from reservation up until handover to customer care. Ensure the customer receives exceptional customer service to HBF 5-star standards. Post completion, visit the customer to ensure they are happy with their home and that any issues are being dealt with ensuring developments achieve a 5-star HBF rating Ensure when customers visit site for pre-plaster visits, home demonstration, and stock plot visits are carried out in line with the company's health and safety processes Inspect show homes and sales centres daily, internally and externally, to ensure high standards of presentation and cleanliness. Ensure any areas open to the public are safe, with any issues reported to the Site Manager immediately. Attend weekly sales build meetings ensure communication relating to customer matters is effective and actions affecting completion dates and customer satisfaction are addressed. Develop and maintain up to date knowledge of house types, standard specifications, sales extras specifications, build specifications including sustainability features and EPC ratings, and site surroundings and amenities. Develop and maintain up to date knowledge on mortgage products available, developer incentives available and their operation such as part exchange, government financial/ deposit assistance schemes available, and affordable home ownership products available Ensure gas, electric and water readings are recorded upon date of completion and recorded in line with company process. Prepare competitor analysis as and when required Where instructed, liaise with the Sales and Marketing Co-ordinator to ensure documentation such as price lists and brochures, and marketing campaigns via email and text are accurate for all developments. Skills & Experience Required Experience in a similar house building sales position within an established house building organisation. Experience of dealing with customers and delivering open market sale developments. Knowledge of relevant legislation and government regulations. Experience and knowledge of NHQB requirements is essential. High sales acumen with the ability to work at pace. Excellent communication and influencing skills with a strong customer focus. Results driven with the ability to manage conflicting stakeholder priorities. Proactive approach with the capability to work flexibly and adapt to particular situations. Benefits In return for your skills the client are offering a basic salary of 33,000, plot commission, 25 days holidays, bonus on extras, mileage, pension scheme and additional company benefits. How to apply If you are interested in the Senior Sales Executive role and would like to apply, please contact Deena at Fawkes & Reece or alternatively apply via the link below.
Apr 23, 2026
Full time
Senior Sales Executive A regional house builder have a requirement for a Senior Sales Executive for a new development based in Lancashire Senior Sales Executive Role The company are looking to appoint a Senior Sales Executive initially to start on a development based in Lancashire. Reporting to the Head of Sales you will be responsible for selling new homes in line with agreed sales targets to forecast completion date, whilst delivering exceptional customer service to HBF 5-star standards. Duties will include: Ensure all visitors are attended to in a courteous and professional manner and ensure sales achieved are in line with agreed dealer margin allowance and sales reservations in line with company processes. Actively manage and progress sales reservations, liaising with independent financial advisers, agents, and solicitors accordingly, to achieve forecast timescales for exchange and completion. Ensure sales extras are sold in line with targets. Ensure payments and notifications to other departments are done so in line with company processes. Manage the customer journey from reservation up until handover to customer care. Ensure the customer receives exceptional customer service to HBF 5-star standards. Post completion, visit the customer to ensure they are happy with their home and that any issues are being dealt with ensuring developments achieve a 5-star HBF rating Ensure when customers visit site for pre-plaster visits, home demonstration, and stock plot visits are carried out in line with the company's health and safety processes Inspect show homes and sales centres daily, internally and externally, to ensure high standards of presentation and cleanliness. Ensure any areas open to the public are safe, with any issues reported to the Site Manager immediately. Attend weekly sales build meetings ensure communication relating to customer matters is effective and actions affecting completion dates and customer satisfaction are addressed. Develop and maintain up to date knowledge of house types, standard specifications, sales extras specifications, build specifications including sustainability features and EPC ratings, and site surroundings and amenities. Develop and maintain up to date knowledge on mortgage products available, developer incentives available and their operation such as part exchange, government financial/ deposit assistance schemes available, and affordable home ownership products available Ensure gas, electric and water readings are recorded upon date of completion and recorded in line with company process. Prepare competitor analysis as and when required Where instructed, liaise with the Sales and Marketing Co-ordinator to ensure documentation such as price lists and brochures, and marketing campaigns via email and text are accurate for all developments. Skills & Experience Required Experience in a similar house building sales position within an established house building organisation. Experience of dealing with customers and delivering open market sale developments. Knowledge of relevant legislation and government regulations. Experience and knowledge of NHQB requirements is essential. High sales acumen with the ability to work at pace. Excellent communication and influencing skills with a strong customer focus. Results driven with the ability to manage conflicting stakeholder priorities. Proactive approach with the capability to work flexibly and adapt to particular situations. Benefits In return for your skills the client are offering a basic salary of 33,000, plot commission, 25 days holidays, bonus on extras, mileage, pension scheme and additional company benefits. How to apply If you are interested in the Senior Sales Executive role and would like to apply, please contact Deena at Fawkes & Reece or alternatively apply via the link below.
Additional Resources
Mortgage Advisor
Additional Resources Whiteley, Hampshire
An exciting opportunity has arisen for a Mortgage Advisor to join a well-established mortgage brokerage helping contractors, locums, and self-employed professionals secure tailored mortgage and protection solutions. As a Mortgage Advisor, you will be advising clients on mortgage options and providing personalised financial guidance to help them achieve their homeownership goals. This full-time role offers a salary range of £26,000 - £36,000, OTE £70,000 - £80,000 and benefits. You will be responsible for: Conducting client consultations to understand individual financial circumstances. Assessing eligibility for various mortgage products and protection plans. Preparing and submitting mortgage applications while ensuring compliance with industry regulations. Maintaining ongoing relationships with clients to support their evolving financial needs. Collaborating with internal teams to identify and secure the best mortgage solutions. What we are looking for Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Consultant, Mortgage Broker, Mortgage Specialist or in a similar role. Possess CeMAP qualification or equivalent. Knowledge of the mortgage industry, mortgage products, and lending processes. Have experience working in finance and customer service Commitment to staying current with regulatory changes and industry developments. This is a fantastic opportunity to join an ambitious organisation where you can make a real difference in clients lives. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Apr 23, 2026
Full time
An exciting opportunity has arisen for a Mortgage Advisor to join a well-established mortgage brokerage helping contractors, locums, and self-employed professionals secure tailored mortgage and protection solutions. As a Mortgage Advisor, you will be advising clients on mortgage options and providing personalised financial guidance to help them achieve their homeownership goals. This full-time role offers a salary range of £26,000 - £36,000, OTE £70,000 - £80,000 and benefits. You will be responsible for: Conducting client consultations to understand individual financial circumstances. Assessing eligibility for various mortgage products and protection plans. Preparing and submitting mortgage applications while ensuring compliance with industry regulations. Maintaining ongoing relationships with clients to support their evolving financial needs. Collaborating with internal teams to identify and secure the best mortgage solutions. What we are looking for Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Consultant, Mortgage Broker, Mortgage Specialist or in a similar role. Possess CeMAP qualification or equivalent. Knowledge of the mortgage industry, mortgage products, and lending processes. Have experience working in finance and customer service Commitment to staying current with regulatory changes and industry developments. This is a fantastic opportunity to join an ambitious organisation where you can make a real difference in clients lives. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Pontoon
Customer Service Adviser
Pontoon City, Edinburgh
Job Title : Customer Service Assistant Location : Edinburgh City Centre (EH12) Contract : Temporary Start Date : 8th June 2026 Working Pattern : Full-time, Monday to Friday, Rotation Shifts of 8am - 4pm, 9am-5pm, 9.30am-5.30pm and 10am-6pm Pay Rate : 14.40 per hour Office based 5 days per week, for initial 6 months, then 3 days a week from home (subject to eligibility and manager sign off). About the Opportunity: Do you have a curious attitude and a passion for being part of a successful team? If so, we would love to hear from you! Lloyds Banking Group are recruiting now for Customer Service Assistants to join their team! Based in or contact centre, the nature of this role to provide an enhanced service to our customers on a range of mortgage products over the phone. The core purpose of the role is to support our customer journey of 'Help me own a Home'. As part of the team, you will be taking incoming calls from our valued customer base and providing the highest level of service through a breadth of decision-making across multiple brands. Full training will be given through a mix of classroom based sessions, online learning, shadowing and buddy systems. You will be supported every step of the way while you learn about our wide range of lending products and brands. Key Responsibilities: Acting as first point of contact via phone to a large customer base. Using your judgment to make complex decisions. Building strong relationships with brokers. Deliver a positive customer experience in colleague and customer interactions by phone, email or letter. Accurately calculate affordable lending checks Support affordability requests. About our client: Lloyds Banking Group is focused on ensuring inclusivity and building an organisation that reflects modern society and celebrates diversity in all its forms. With great colleagues and a multitude of career opportunities, you'll find a supportive and inclusive environment where you can thrive. Requirements: Able to adapt to new challenges Highly curious and enjoys exploring beyond the original question to unearth customer insights and identify improvements. Ability to work at pace and can successfully deliver against targets. Strong Customer Service skills as well as excellent verbal communication when sharing ideas and proposals for improvements. Benefits: Location close to public transport links First-class support and training for all colleagues Opportunity for growth within the company Comprehensive training and ongoing support to ensure your success A vibrant and supportive team environment Opportunities to develop your skills in the financial services industry Weekly Pay Online payslips Dedicated aftercare team Annual leave allowance of 31 days per year Employee Assistance Programme Access to Able Futures Eyecare vouchers Access to Boost benefits such as discounted shopping vouchers, services, attraction tickets and more Smart Spending App Workplace Pension scheme At our client's organisation, we are committed to fostering an inclusive and diverse workplace. We celebrate individuals from all backgrounds, cultures, and identities, and welcome applications from under-represented groups. We are disability confident and can make reasonable adjustments to our recruitment processes upon request. If you are excited about the opportunity to join our client's team as a Mortgage Consultant and make a difference in the lives of our customers, we want to hear from you. Apply now and take the next step in your career! Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicity, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Apr 23, 2026
Seasonal
Job Title : Customer Service Assistant Location : Edinburgh City Centre (EH12) Contract : Temporary Start Date : 8th June 2026 Working Pattern : Full-time, Monday to Friday, Rotation Shifts of 8am - 4pm, 9am-5pm, 9.30am-5.30pm and 10am-6pm Pay Rate : 14.40 per hour Office based 5 days per week, for initial 6 months, then 3 days a week from home (subject to eligibility and manager sign off). About the Opportunity: Do you have a curious attitude and a passion for being part of a successful team? If so, we would love to hear from you! Lloyds Banking Group are recruiting now for Customer Service Assistants to join their team! Based in or contact centre, the nature of this role to provide an enhanced service to our customers on a range of mortgage products over the phone. The core purpose of the role is to support our customer journey of 'Help me own a Home'. As part of the team, you will be taking incoming calls from our valued customer base and providing the highest level of service through a breadth of decision-making across multiple brands. Full training will be given through a mix of classroom based sessions, online learning, shadowing and buddy systems. You will be supported every step of the way while you learn about our wide range of lending products and brands. Key Responsibilities: Acting as first point of contact via phone to a large customer base. Using your judgment to make complex decisions. Building strong relationships with brokers. Deliver a positive customer experience in colleague and customer interactions by phone, email or letter. Accurately calculate affordable lending checks Support affordability requests. About our client: Lloyds Banking Group is focused on ensuring inclusivity and building an organisation that reflects modern society and celebrates diversity in all its forms. With great colleagues and a multitude of career opportunities, you'll find a supportive and inclusive environment where you can thrive. Requirements: Able to adapt to new challenges Highly curious and enjoys exploring beyond the original question to unearth customer insights and identify improvements. Ability to work at pace and can successfully deliver against targets. Strong Customer Service skills as well as excellent verbal communication when sharing ideas and proposals for improvements. Benefits: Location close to public transport links First-class support and training for all colleagues Opportunity for growth within the company Comprehensive training and ongoing support to ensure your success A vibrant and supportive team environment Opportunities to develop your skills in the financial services industry Weekly Pay Online payslips Dedicated aftercare team Annual leave allowance of 31 days per year Employee Assistance Programme Access to Able Futures Eyecare vouchers Access to Boost benefits such as discounted shopping vouchers, services, attraction tickets and more Smart Spending App Workplace Pension scheme At our client's organisation, we are committed to fostering an inclusive and diverse workplace. We celebrate individuals from all backgrounds, cultures, and identities, and welcome applications from under-represented groups. We are disability confident and can make reasonable adjustments to our recruitment processes upon request. If you are excited about the opportunity to join our client's team as a Mortgage Consultant and make a difference in the lives of our customers, we want to hear from you. Apply now and take the next step in your career! Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicity, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Key Group
Head of Group Lending Legal Team
Key Group Penwortham, Lancashire
More2Life, part of the Key Group of companies, has been a pioneering force in the Equity Release market since its launch in 2008. Our mission is to help over 55's live their later life with freedom and peace of mind. We're committed to achieving this mission by providing innovative, customer-focused lending solutions that meet the unique needs of those aged 55 or over and their families. We are looking for a qualified Solicitor to lead and develop our Group Lending Legal Team. The legal team supports the lending function of our Group providing expert property legal advice, strategic guidance, and operational support across the full end-to-end lifecycle of lifetime mortgage products. The Head of Group Lending Legal Team is a senior leadership role with primary responsibility for overseeing the property and conveyancing related legal aspects of lifetime mortgage lending within more2life, together with the provision of legal oversight on key contracts and commercial arrangements. The role plays a key strategic role in shaping lending policies, managing legal risk and providing oversight and direction on conveyancing related legal issues arising from secured lending activity. The successful candidate will act as the senior legal authority for our lending division, ensuring regulatory compliance, legal risk management, operational excellence, and high-quality technical legal support to the wider business. Main role & responsibilities: As well as leading, mentoring and developing the legal team you will play a key role in providing legal leadership across the full lifetime mortgage cycle. Working closely with Underwriting, Risk, Compliance and Operations teams, you will provide expert legal oversight and strategic support across the business. Origination & Conveyancing Provide senior legal oversight of all legal property conveyancing related aspects of lifetime mortgage lending, Provide expert advice on complex conveyancing matters, including leasehold, title defects, estate rent charges and non-standard property issues, ensure processes align with regulatory requirements, lender policies, and industry standards. Post Completion Support the Servicing team on post completion activity including transfers of equity, part sale of land and service charge arrears Instructing and managing external legal advisors on repossession litigation, providing clear advice to senior stakeholders on risk, progress and outcomes Contract Support Drafting, reviewing and advising on a range of commercial contracts supporting the lending business, with a particular focus on supplier agreements. Providing legal advice on contractual risk, negotiating terms and ensuring agreements align with internal policies and commercial objectives Working with Operations and the Head of Supplier Relationships to support effective supplier onboarding and ongoing contract management Legal Risk & Governance Identify, assess, and mitigate legal risks across the lending lifecycle. Ensure compliance with relevant legislation, regulation, and best practice Contribute to governance frameworks, internal policies, and audit responses. Provide clear and pragmatic legal advice to senior stakeholders. Advise the business on legal risk, policy changes, and legislative developments affecting conveyancing and lifetime mortgage products Stakeholder Engagement Act as a trusted legal adviser to senior leadership and key business stakeholders. Work collaboratively with Compliance, Risk, Operations, and Customer teams. Represent the legal function in internal forums, projects, and change initiatives. Continuous Improvement Drive process improvements and efficiencies within the legal function. Embed consistent standards, strong controls, and high-quality legal outcomes. Support transformation initiatives and growth of the lending business. Ideally, we will be looking for: Qualified Solicitor (England & Wales) with a minimum of 7 years PQE in Residential Property gained either in house or in private practice Experience of drafting and negotiating commercial contracts Ability to identify and communicate legal issues to a non legal audience Strong technical knowledge of conveyancing and mortgage-related legal work. Experience managing or leading legal teams. Strong commercial awareness and ability to provide pragmatic business-focused advice. Experience within lifetime mortgages, equity release or specialist lending is desirable Most of all we look for people who display and work around the core values of our business: Ambitious - to break ground to help our customers enjoy a better retirement. Supportive - relationships are key to everything we do. Personal - going above and beyond to offer exceptional service. Integrity - honest, true and transparent in all of our relationships. Responsive - whatever the challenge we'll deliver the right result. Expert - experts in our field, our thirst for knowledge never stops Benefits: 25 days holiday, plus bank holidays. Rising to 28 days based on length of service Additional holiday purchase scheme 1 charity day, 1 wellbeing day Pension 5% Employee and 8% Employer Simply Health cashback plan or AXA Exec Healthcare Life Assurance Plus so much more!
Apr 23, 2026
Full time
More2Life, part of the Key Group of companies, has been a pioneering force in the Equity Release market since its launch in 2008. Our mission is to help over 55's live their later life with freedom and peace of mind. We're committed to achieving this mission by providing innovative, customer-focused lending solutions that meet the unique needs of those aged 55 or over and their families. We are looking for a qualified Solicitor to lead and develop our Group Lending Legal Team. The legal team supports the lending function of our Group providing expert property legal advice, strategic guidance, and operational support across the full end-to-end lifecycle of lifetime mortgage products. The Head of Group Lending Legal Team is a senior leadership role with primary responsibility for overseeing the property and conveyancing related legal aspects of lifetime mortgage lending within more2life, together with the provision of legal oversight on key contracts and commercial arrangements. The role plays a key strategic role in shaping lending policies, managing legal risk and providing oversight and direction on conveyancing related legal issues arising from secured lending activity. The successful candidate will act as the senior legal authority for our lending division, ensuring regulatory compliance, legal risk management, operational excellence, and high-quality technical legal support to the wider business. Main role & responsibilities: As well as leading, mentoring and developing the legal team you will play a key role in providing legal leadership across the full lifetime mortgage cycle. Working closely with Underwriting, Risk, Compliance and Operations teams, you will provide expert legal oversight and strategic support across the business. Origination & Conveyancing Provide senior legal oversight of all legal property conveyancing related aspects of lifetime mortgage lending, Provide expert advice on complex conveyancing matters, including leasehold, title defects, estate rent charges and non-standard property issues, ensure processes align with regulatory requirements, lender policies, and industry standards. Post Completion Support the Servicing team on post completion activity including transfers of equity, part sale of land and service charge arrears Instructing and managing external legal advisors on repossession litigation, providing clear advice to senior stakeholders on risk, progress and outcomes Contract Support Drafting, reviewing and advising on a range of commercial contracts supporting the lending business, with a particular focus on supplier agreements. Providing legal advice on contractual risk, negotiating terms and ensuring agreements align with internal policies and commercial objectives Working with Operations and the Head of Supplier Relationships to support effective supplier onboarding and ongoing contract management Legal Risk & Governance Identify, assess, and mitigate legal risks across the lending lifecycle. Ensure compliance with relevant legislation, regulation, and best practice Contribute to governance frameworks, internal policies, and audit responses. Provide clear and pragmatic legal advice to senior stakeholders. Advise the business on legal risk, policy changes, and legislative developments affecting conveyancing and lifetime mortgage products Stakeholder Engagement Act as a trusted legal adviser to senior leadership and key business stakeholders. Work collaboratively with Compliance, Risk, Operations, and Customer teams. Represent the legal function in internal forums, projects, and change initiatives. Continuous Improvement Drive process improvements and efficiencies within the legal function. Embed consistent standards, strong controls, and high-quality legal outcomes. Support transformation initiatives and growth of the lending business. Ideally, we will be looking for: Qualified Solicitor (England & Wales) with a minimum of 7 years PQE in Residential Property gained either in house or in private practice Experience of drafting and negotiating commercial contracts Ability to identify and communicate legal issues to a non legal audience Strong technical knowledge of conveyancing and mortgage-related legal work. Experience managing or leading legal teams. Strong commercial awareness and ability to provide pragmatic business-focused advice. Experience within lifetime mortgages, equity release or specialist lending is desirable Most of all we look for people who display and work around the core values of our business: Ambitious - to break ground to help our customers enjoy a better retirement. Supportive - relationships are key to everything we do. Personal - going above and beyond to offer exceptional service. Integrity - honest, true and transparent in all of our relationships. Responsive - whatever the challenge we'll deliver the right result. Expert - experts in our field, our thirst for knowledge never stops Benefits: 25 days holiday, plus bank holidays. Rising to 28 days based on length of service Additional holiday purchase scheme 1 charity day, 1 wellbeing day Pension 5% Employee and 8% Employer Simply Health cashback plan or AXA Exec Healthcare Life Assurance Plus so much more!
Customer Service Adviser (12 month FTC) - Wokingham
Newbury Building Society Wokingham, Berkshire
Monday to Friday, 8:45am to 5:15pm (37.5 hours per week) Alternate Saturdays 8:45am to 12:15pm Interview Process 90 minute competency based interview held in our Wokingham branch. We aim to interview successful applicants within 1 week. Feedback will be provided regardless of outcome. We reserve the right to close this vacancy at any point. Newbury Building Society is a trusted partner for savings and mortgages, as well as a multi award winning employer. If you are ready for a change and a new challenge, why not apply to join one of our branch teams as a Customer Service Adviser? Do you enjoy variety and working with a wide range of customers and colleagues? Do you want to build or develop your current skills and knowledge? This could be the role for you. You will welcome, support, and advise customers on their savings accounts through a variety of methods. This role is varied and interesting and no two days will be the same. Your focus will be on providing excellent customer service through cashiering, actioning admin tasks, and a whole lot more. Essential Skills and Experience Some experience of working with internal and/or external customers to ensure the highest quality service experience. Evidence of excellent written and verbal communication skills. Desirable Skills and Experience Microsoft Office - Word, Excel, Outlook and Office365. We want to Help You Develop We are accredited by the Financial Services National College for the quality of our learning and development practices. No matter your role, there will be opportunities to take on new responsibilities and be involved in projects to further your career. We want to Look After and Reward You You will receive a generous holiday allowance, contributory stakeholder pension scheme, access to wellbeing programmes, and your birthday off. We Care About Our Communities As well as providing financial services, we get involved in supporting local charities and people. This means regular opportunities to volunteer, fundraise, and help with community events and activities. All employees also receive two paid days of volunteering every year to help causes they feel passionately about. The salary offered is dependent on evidence of key competencies and skills you currently have. Newbury Building Society pride themselves on recruiting for potential so if you do not meet all of the criteria in terms of knowledge, experience and skills, you will benefit from learning and development opportunities to enable you to work towards the top of the salary range. This will be via ongoing feedback from your line manager and assessment of your progression against all the criteria. Explore what it's like to work here, including the perks and benefits that our people enjoy.
Apr 22, 2026
Full time
Monday to Friday, 8:45am to 5:15pm (37.5 hours per week) Alternate Saturdays 8:45am to 12:15pm Interview Process 90 minute competency based interview held in our Wokingham branch. We aim to interview successful applicants within 1 week. Feedback will be provided regardless of outcome. We reserve the right to close this vacancy at any point. Newbury Building Society is a trusted partner for savings and mortgages, as well as a multi award winning employer. If you are ready for a change and a new challenge, why not apply to join one of our branch teams as a Customer Service Adviser? Do you enjoy variety and working with a wide range of customers and colleagues? Do you want to build or develop your current skills and knowledge? This could be the role for you. You will welcome, support, and advise customers on their savings accounts through a variety of methods. This role is varied and interesting and no two days will be the same. Your focus will be on providing excellent customer service through cashiering, actioning admin tasks, and a whole lot more. Essential Skills and Experience Some experience of working with internal and/or external customers to ensure the highest quality service experience. Evidence of excellent written and verbal communication skills. Desirable Skills and Experience Microsoft Office - Word, Excel, Outlook and Office365. We want to Help You Develop We are accredited by the Financial Services National College for the quality of our learning and development practices. No matter your role, there will be opportunities to take on new responsibilities and be involved in projects to further your career. We want to Look After and Reward You You will receive a generous holiday allowance, contributory stakeholder pension scheme, access to wellbeing programmes, and your birthday off. We Care About Our Communities As well as providing financial services, we get involved in supporting local charities and people. This means regular opportunities to volunteer, fundraise, and help with community events and activities. All employees also receive two paid days of volunteering every year to help causes they feel passionately about. The salary offered is dependent on evidence of key competencies and skills you currently have. Newbury Building Society pride themselves on recruiting for potential so if you do not meet all of the criteria in terms of knowledge, experience and skills, you will benefit from learning and development opportunities to enable you to work towards the top of the salary range. This will be via ongoing feedback from your line manager and assessment of your progression against all the criteria. Explore what it's like to work here, including the perks and benefits that our people enjoy.
Clark James recruitment
PROTECTION ADVISER
Clark James recruitment Ferndown, Dorset
Clark James Recruitment are working with a highly professional firm of Mortgage Brokers. Due to continued growth within the business our client are looking to recruit an experienced Protection Adviser to join their team. Role Full-time, office-based Protection Adviser vacancy. Sole Protection Adviser within the business. Receiving quality Protection leads from the team of Mortgage Brokers. Working closely with clients providing regular communication and updates. Full time, office based. Candidate Professional, well spoken and confident. Excellent telephone manner. Well presented. Previous Protection experience is essential. Role would suit a Protection Adviser or Mortgage Broker looking to work solely within Protection. Excellent attention to detail. Ability to liaise at all levels. Package Excellent basic salary. Excellent levels of commission. Additional company benefits. Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. At Clark James Recruitment we are committed to Diversity, Equality and Inclusion within our teams, our clients and our candidates
Apr 22, 2026
Full time
Clark James Recruitment are working with a highly professional firm of Mortgage Brokers. Due to continued growth within the business our client are looking to recruit an experienced Protection Adviser to join their team. Role Full-time, office-based Protection Adviser vacancy. Sole Protection Adviser within the business. Receiving quality Protection leads from the team of Mortgage Brokers. Working closely with clients providing regular communication and updates. Full time, office based. Candidate Professional, well spoken and confident. Excellent telephone manner. Well presented. Previous Protection experience is essential. Role would suit a Protection Adviser or Mortgage Broker looking to work solely within Protection. Excellent attention to detail. Ability to liaise at all levels. Package Excellent basic salary. Excellent levels of commission. Additional company benefits. Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. At Clark James Recruitment we are committed to Diversity, Equality and Inclusion within our teams, our clients and our candidates
Key Group
Customer Service Administrator
Key Group Gloucester, Gloucestershire
Air Group, part of the Key Group of companies is the largest community of its kind in the later life lending market with over 8,000 members across the UK. Specifically designed to help advisers and brokers to develop their business, with the tools and infrastructure to compete with large sector specialists. Air Sourcing, our technology solution which allows advisers to source all later life lending products in real time, allowing them to select a suitable product for their clients' needs As a Customer Service Assistant, you will be involved in processing administration requests and queries from mortgage advisers via our Sourcing platform, online chat, email and over the phone. The ideal candidate will show initiative to get the job done in a timely manner and have an enthusiastic attitude with a genuine passion for providing professional customer service. We are looking for a team player who can prioritise, multi-task, and manage their time effectively. The ability to think fast and work in a fast-paced environment is key to being successful in this role. In return you will be part of a fantastic team and organisation who invest in their employees. Responsibilities: To demonstrate and continuously embed the company values in every aspect of the role. Provide customer service support via the telephone, online chat and email. Process KFI requests as they are received. To build knowledge of the Equity Release market. Become a competent user of the Air Sourcing system. Process Air Mortgage Club registrations. Skills & experience: Previous administration and customer service experience is essential, however full training in the market will be given. Excellent interpersonal and communication skills and confidence to liaise with all levels of an organisation; both internal and external. Ability to work well in a busy and ever-changing environment. Strong organisational skills. Ability to process tasks coming in from a variety of sources at one time. Meticulous attention to detail. Most of all we look for people who display and work around the core values of our business: Ambitious - to break ground to help our customers enjoy a better retirement. Supportive - relationships are key to everything we do. Personal - going above and beyond to offer exceptional service. Integrity - honest, true and transparent in all of our relationships. Responsive - whatever the challenge we'll deliver the right result. Expert - experts in our field, our thirst for knowledge never stops Benefits: 23 days holiday, plus bank holidays. Rising to 28 days based on length of service. Additional holiday purchase scheme 1 charity day Tier 1 pension (Employee 5%, Employer 8% Simply Health cashback plan Life Assurance
Apr 22, 2026
Full time
Air Group, part of the Key Group of companies is the largest community of its kind in the later life lending market with over 8,000 members across the UK. Specifically designed to help advisers and brokers to develop their business, with the tools and infrastructure to compete with large sector specialists. Air Sourcing, our technology solution which allows advisers to source all later life lending products in real time, allowing them to select a suitable product for their clients' needs As a Customer Service Assistant, you will be involved in processing administration requests and queries from mortgage advisers via our Sourcing platform, online chat, email and over the phone. The ideal candidate will show initiative to get the job done in a timely manner and have an enthusiastic attitude with a genuine passion for providing professional customer service. We are looking for a team player who can prioritise, multi-task, and manage their time effectively. The ability to think fast and work in a fast-paced environment is key to being successful in this role. In return you will be part of a fantastic team and organisation who invest in their employees. Responsibilities: To demonstrate and continuously embed the company values in every aspect of the role. Provide customer service support via the telephone, online chat and email. Process KFI requests as they are received. To build knowledge of the Equity Release market. Become a competent user of the Air Sourcing system. Process Air Mortgage Club registrations. Skills & experience: Previous administration and customer service experience is essential, however full training in the market will be given. Excellent interpersonal and communication skills and confidence to liaise with all levels of an organisation; both internal and external. Ability to work well in a busy and ever-changing environment. Strong organisational skills. Ability to process tasks coming in from a variety of sources at one time. Meticulous attention to detail. Most of all we look for people who display and work around the core values of our business: Ambitious - to break ground to help our customers enjoy a better retirement. Supportive - relationships are key to everything we do. Personal - going above and beyond to offer exceptional service. Integrity - honest, true and transparent in all of our relationships. Responsive - whatever the challenge we'll deliver the right result. Expert - experts in our field, our thirst for knowledge never stops Benefits: 23 days holiday, plus bank holidays. Rising to 28 days based on length of service. Additional holiday purchase scheme 1 charity day Tier 1 pension (Employee 5%, Employer 8% Simply Health cashback plan Life Assurance

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