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mortgage protection adviser
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.
May 04, 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
May 04, 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
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.
May 03, 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.
Anthony Alexandra
Mortgage Advisor
Anthony Alexandra
About the Company Our client is a well-established, independent mortgage advisory firm based in North London, offering tailored mortgage advice and protection planning. With over 30 years of experience, they have built a loyal, long-standing client base. The team is known for delivering clear, client-focused guidance and access to whole-of-market mortgage solutions. Role Overview As a Mortgage Broker/Adviser, you will work closely with clients to understand their financial circumstances and property objectives. You ll recommend suitable mortgage products from across the market and provide an outstanding level of service throughout. Most clients are referred through strong recommendations and are already motivated to proceed. In many cases, the sale is effectively pre-qualified, allowing you to focus on advising and progressing applications rather than generating new business. There is no expectation to self-generate leads, bring an existing client base, or work from cold leads. You ll join a friendly, supportive dedidcated administrative team assisting clients with residential purchases, remortgages, buy-to-let, and other lending needs, enabling you to manage a high volume of cases efficiently. Key Responsibilities Conduct detailed fact-find interviews to assess clients financial situations, borrowing needs, and objectives Deliver clear, compliant advice and explain recommendations in a client-friendly manner Maintain accurate and compliant client records in line with FCA regulations. Build long-term client relationships with a focus on service quality and retention. Collaborate with colleagues to support team targets and overall business growth Skills & Qualification s Fully qualified to provide mortgage advice (CeMAP, CII, or equivalent) essential. Proven experience in mortgage broking. Stable employment history Strong knowledge of residential and buy-to-let mortgage markets. Experience with life / protection products (preferred). High standards of professionalism and strong compliance awareness. Benefits Competitive salary with uncapped commission structure. Starting basic salary of £35,000 £40,000, plus commission and bonuses. Ongoing training and development with clear career progression opportunities. Supportive, team-oriented working environment.
May 02, 2026
Full time
About the Company Our client is a well-established, independent mortgage advisory firm based in North London, offering tailored mortgage advice and protection planning. With over 30 years of experience, they have built a loyal, long-standing client base. The team is known for delivering clear, client-focused guidance and access to whole-of-market mortgage solutions. Role Overview As a Mortgage Broker/Adviser, you will work closely with clients to understand their financial circumstances and property objectives. You ll recommend suitable mortgage products from across the market and provide an outstanding level of service throughout. Most clients are referred through strong recommendations and are already motivated to proceed. In many cases, the sale is effectively pre-qualified, allowing you to focus on advising and progressing applications rather than generating new business. There is no expectation to self-generate leads, bring an existing client base, or work from cold leads. You ll join a friendly, supportive dedidcated administrative team assisting clients with residential purchases, remortgages, buy-to-let, and other lending needs, enabling you to manage a high volume of cases efficiently. Key Responsibilities Conduct detailed fact-find interviews to assess clients financial situations, borrowing needs, and objectives Deliver clear, compliant advice and explain recommendations in a client-friendly manner Maintain accurate and compliant client records in line with FCA regulations. Build long-term client relationships with a focus on service quality and retention. Collaborate with colleagues to support team targets and overall business growth Skills & Qualification s Fully qualified to provide mortgage advice (CeMAP, CII, or equivalent) essential. Proven experience in mortgage broking. Stable employment history Strong knowledge of residential and buy-to-let mortgage markets. Experience with life / protection products (preferred). High standards of professionalism and strong compliance awareness. Benefits Competitive salary with uncapped commission structure. Starting basic salary of £35,000 £40,000, plus commission and bonuses. Ongoing training and development with clear career progression opportunities. Supportive, team-oriented working environment.
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.
May 01, 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 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.
Self Employed Protection Insurance Adviser
ecruit
Self Employed Protection Insurance Adviser (Trainees welcome) Location: Hammersmith - FT Office-based Capricorn is London's largest independent mortgage brokerage and one of the UK's fastest-growing financial consultancies. With offices in Hong Kong, Singapore, and Shanghai , we operate in high-value property finance and protection markets - and we're looking for exceptional people to own and grow ou click apply for full job details
May 01, 2026
Full time
Self Employed Protection Insurance Adviser (Trainees welcome) Location: Hammersmith - FT Office-based Capricorn is London's largest independent mortgage brokerage and one of the UK's fastest-growing financial consultancies. With offices in Hong Kong, Singapore, and Shanghai , we operate in high-value property finance and protection markets - and we're looking for exceptional people to own and grow ou click apply for full job details
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 30, 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.
michael usher mortgage services
Protection Advisor
michael usher mortgage services Frimley, Surrey
Company Description Michael Usher Mortgage Services is a financial services company headquartered in Frimley, Surrey, and serves clients across the United Kingdom. Specialising in personalised mortgage and protection advice, the company is committed to simplifying the mortgage process for its clients. With a focus on tailored solutions, Michael Usher Mortgage Services has established itself as a trusted partner in helping individuals and families secure the best financial options for their needs. Role Description This is a full-time, on-site role in Frimley for a Protection Adviser. The main purpose of this role is to advise clients (both personal and business) over the phone, online and face to face, recommending suitable protection solutions based on their needs and circumstances. The Protection Adviser will be responsible for delivering high-quality financial advice focused on protection products and services, maintaining a strong emphasis on client engagement and relationship management. This is a permanent employed position with a basic salary plus commission. OTE £50-65k in year one. Key Deliverables & Responsibilities Maintain and build relationships with Mortgage Advisers, Commercial Advisers and introducers. Convert leads into written business, achieving sales and conversion targets. Complete thorough Fact Finds, including business structures and liabilities where necessary. Advise on personal and business products, such as: Life insurance, critical illness cover, income protection, family income benefit, executive income protection, relevant life, key person and shareholder protection. Research products across a range of providers. Explain complex protection arrangements clearly. Complete medical underwriting requirements. Submit applications via provider and CRM systems. Prepare rational for recommendation reports. Pass compliant cases to admin. Maintain up-to-date market knowledge, maintaining minimum CPD requirements.
Apr 30, 2026
Full time
Company Description Michael Usher Mortgage Services is a financial services company headquartered in Frimley, Surrey, and serves clients across the United Kingdom. Specialising in personalised mortgage and protection advice, the company is committed to simplifying the mortgage process for its clients. With a focus on tailored solutions, Michael Usher Mortgage Services has established itself as a trusted partner in helping individuals and families secure the best financial options for their needs. Role Description This is a full-time, on-site role in Frimley for a Protection Adviser. The main purpose of this role is to advise clients (both personal and business) over the phone, online and face to face, recommending suitable protection solutions based on their needs and circumstances. The Protection Adviser will be responsible for delivering high-quality financial advice focused on protection products and services, maintaining a strong emphasis on client engagement and relationship management. This is a permanent employed position with a basic salary plus commission. OTE £50-65k in year one. Key Deliverables & Responsibilities Maintain and build relationships with Mortgage Advisers, Commercial Advisers and introducers. Convert leads into written business, achieving sales and conversion targets. Complete thorough Fact Finds, including business structures and liabilities where necessary. Advise on personal and business products, such as: Life insurance, critical illness cover, income protection, family income benefit, executive income protection, relevant life, key person and shareholder protection. Research products across a range of providers. Explain complex protection arrangements clearly. Complete medical underwriting requirements. Submit applications via provider and CRM systems. Prepare rational for recommendation reports. Pass compliant cases to admin. Maintain up-to-date market knowledge, maintaining minimum CPD requirements.
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 30, 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
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
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
Financial Divisions
Wealth Administrator
Financial Divisions Horsham, Sussex
Senior Wealth Administrator Boutique financial advice firm - Horsham offices Supporting established advisers £30k - £40k plus bonuses and benefits The Business My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with. The Role The Managing Director is creating a brand-new role for a Financial Administrator who will be responsible for the end to end administration with all their exiting clients and all the new business coming in. The team are incredibly busy and need someone who doesn't need training and knows the end to end process with financial admin within a wealth planning practice. This will include but is not limited to: creating meeting packs, onboarding new clients, prepping for annual reviews, managing the back office systems, being a point of contact for all clients and providers and ad hoc support to the advisers to ensure the smooth running of the business. If this role sounds of interest or any other roles I am working on please get in touch.
Oct 08, 2025
Full time
Senior Wealth Administrator Boutique financial advice firm - Horsham offices Supporting established advisers £30k - £40k plus bonuses and benefits The Business My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with. The Role The Managing Director is creating a brand-new role for a Financial Administrator who will be responsible for the end to end administration with all their exiting clients and all the new business coming in. The team are incredibly busy and need someone who doesn't need training and knows the end to end process with financial admin within a wealth planning practice. This will include but is not limited to: creating meeting packs, onboarding new clients, prepping for annual reviews, managing the back office systems, being a point of contact for all clients and providers and ad hoc support to the advisers to ensure the smooth running of the business. If this role sounds of interest or any other roles I am working on please get in touch.
AMG Search
Desk Based Financial Adviser
AMG Search Edinburgh, Midlothian
Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK. As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK You will provide a service to these clients to retain them and develop their business and do annual reviews You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner Outstanding development and support will be given to you Following induction, a hybrid working home/office working arrangement will be available To be considered for this outstanding Associate Financial Planner opportunity you will need the following skills and experience: You will be at least Level 4 Diploma qualified You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients Desk-based/Telephony Financial Planners and Associate Financial Planners Locations Main hubs are Leeds, Bristol and Edinburgh Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits 2 different divisions: Client Bank Management Work with these clients to retain them and their assets and do annual reviews Ideal for people in the early stage of their career in Financial Services Specialist Protection Providing annuity and/or protection advice Complex cases Ideal for someone coming from a life and protection background Someone with a passion for Protection
Oct 07, 2025
Full time
Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK. As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK You will provide a service to these clients to retain them and develop their business and do annual reviews You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner Outstanding development and support will be given to you Following induction, a hybrid working home/office working arrangement will be available To be considered for this outstanding Associate Financial Planner opportunity you will need the following skills and experience: You will be at least Level 4 Diploma qualified You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients Desk-based/Telephony Financial Planners and Associate Financial Planners Locations Main hubs are Leeds, Bristol and Edinburgh Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits 2 different divisions: Client Bank Management Work with these clients to retain them and their assets and do annual reviews Ideal for people in the early stage of their career in Financial Services Specialist Protection Providing annuity and/or protection advice Complex cases Ideal for someone coming from a life and protection background Someone with a passion for Protection
Honeypot People Ltd
Mortgage Sales Manager
Honeypot People Ltd Guildford, Surrey
Our client is a leading Mortgage Brokerage who have built up successful contracts with various estate agency brands. They are looking to recruit a Sales/Account Manager to look after one of their large accounts, with branches in Hampshire and Surrey. You will have previous experience as a successful mortgage adviser and also have experience of managing mortgage advisers/managing introducer relationships. The role is a hybrid role, and you will be expected to travel to branches within the account twice per week. Basic salary is £45-55k depending on experience, with additional bonus package based on account performance. OTE £80K Accountabilities: Accountable for delivering the agreed performance and standards for the accounts designated to them - including branch presence and attendance of daily branch meetings, branch coverage, conversion, protection penetration, fee penetration, average case size, written targets and banked conversion. Accountable for building strong and effective relationships with the accounts designated to them, including producing timely reporting and MI for the Introducers. Accountable for ensuring sales team build effective relationships with their branches and are held accountable for their own part of the account targets. Accountable for managing resource effectively and for succession planning to ensure the Introducers always have sufficient adviser coverage. Accountable for the performance and development of the advisers allocated to them including conversion, protection penetration, fee penetration, average case size, written targets and banked conversion. Accountable for the adherence to MAB processes of the advisers allocated to them. Accountable for own performance and adherence to compliance guidelines, where appropriate. General responsibilities Follow the sales management weekly operating rhythm including, weekly documented 1-1s, team meetings, sales management meetings. Weekly 1-1 check-ins with the advisers to check trackers, take a business pledge, review protection appointments, review protection declines and NTUs and any other process/performance issues. Weekly team meeting to motivate, excite and challenge the team's performance. Daily updates to the team on performance, to ensure that the pledge (including protection and fees) is delivered, and targets achieved. Encourage an environment of celebrating success within the team. Manage and develop advisers individually to meet their minimum business expectations Supporting admin with the oversight of the company's processes. Training and supporting new advisers. Recruiting for attrition and performance management. Regular checking and monitoring of company processes to ensure that all advisers are following the requirements. Working closely with the Sales Development Manager to ensure that new trainees are supported and their progress is discussed. Account Manager/Sales Manager to work with new trainees on branch relationships and activities. Working closely with the Protection Support Manager on all areas of Protection for both M&P advisers and Protection Advisers, and gaining assistance with call monitoring and coaching. Provide accurate and timely MI/reporting to the Introducers. Build relationships with key individuals within the Introducers to ensure mutual accountability for success. Visits to introducer branches to support and develop the advisers in their introducer relationships, and ensure they are effective and challenging. Manage resources effectively to ensure leads are dealt with in a timely manner, and branches have sufficient adviser coverage. Ensure that advisers within the account attend the branch as agreed and participate in branch meetings, coaching and development, to maximise lead quantity and quality. Please note we regret that due to the high volume of CVs received we cannot give individual feedback to candidates. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion. Honeypot People Ltd, is a UK-based agency providing specialist solutions within the Sales and Marketing Sector. We operate an equal opportunities policy of treating all employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age, marital or civil partnership status or disability.
Oct 07, 2025
Full time
Our client is a leading Mortgage Brokerage who have built up successful contracts with various estate agency brands. They are looking to recruit a Sales/Account Manager to look after one of their large accounts, with branches in Hampshire and Surrey. You will have previous experience as a successful mortgage adviser and also have experience of managing mortgage advisers/managing introducer relationships. The role is a hybrid role, and you will be expected to travel to branches within the account twice per week. Basic salary is £45-55k depending on experience, with additional bonus package based on account performance. OTE £80K Accountabilities: Accountable for delivering the agreed performance and standards for the accounts designated to them - including branch presence and attendance of daily branch meetings, branch coverage, conversion, protection penetration, fee penetration, average case size, written targets and banked conversion. Accountable for building strong and effective relationships with the accounts designated to them, including producing timely reporting and MI for the Introducers. Accountable for ensuring sales team build effective relationships with their branches and are held accountable for their own part of the account targets. Accountable for managing resource effectively and for succession planning to ensure the Introducers always have sufficient adviser coverage. Accountable for the performance and development of the advisers allocated to them including conversion, protection penetration, fee penetration, average case size, written targets and banked conversion. Accountable for the adherence to MAB processes of the advisers allocated to them. Accountable for own performance and adherence to compliance guidelines, where appropriate. General responsibilities Follow the sales management weekly operating rhythm including, weekly documented 1-1s, team meetings, sales management meetings. Weekly 1-1 check-ins with the advisers to check trackers, take a business pledge, review protection appointments, review protection declines and NTUs and any other process/performance issues. Weekly team meeting to motivate, excite and challenge the team's performance. Daily updates to the team on performance, to ensure that the pledge (including protection and fees) is delivered, and targets achieved. Encourage an environment of celebrating success within the team. Manage and develop advisers individually to meet their minimum business expectations Supporting admin with the oversight of the company's processes. Training and supporting new advisers. Recruiting for attrition and performance management. Regular checking and monitoring of company processes to ensure that all advisers are following the requirements. Working closely with the Sales Development Manager to ensure that new trainees are supported and their progress is discussed. Account Manager/Sales Manager to work with new trainees on branch relationships and activities. Working closely with the Protection Support Manager on all areas of Protection for both M&P advisers and Protection Advisers, and gaining assistance with call monitoring and coaching. Provide accurate and timely MI/reporting to the Introducers. Build relationships with key individuals within the Introducers to ensure mutual accountability for success. Visits to introducer branches to support and develop the advisers in their introducer relationships, and ensure they are effective and challenging. Manage resources effectively to ensure leads are dealt with in a timely manner, and branches have sufficient adviser coverage. Ensure that advisers within the account attend the branch as agreed and participate in branch meetings, coaching and development, to maximise lead quantity and quality. Please note we regret that due to the high volume of CVs received we cannot give individual feedback to candidates. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion. Honeypot People Ltd, is a UK-based agency providing specialist solutions within the Sales and Marketing Sector. We operate an equal opportunities policy of treating all employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age, marital or civil partnership status or disability.
Just Mortgages
Trainee Mortgage Advisor
Just Mortgages Luton, Bedfordshire
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of:Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
Oct 07, 2025
Full time
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of:Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
Just Mortgages
Mortgage Advisor
Just Mortgages Luton, Bedfordshire
Experienced Mortgage and Protection Adviser - Luton / Leagrave - To be considered for this role, you must hold CeMAP qualification or equivalent. What's on offer to you as a Mortgage and Protection Adviser? On target earnings of £40000 to £60000+ per year Fully uncapped commission scheme £22,000 - £28,000 Basic salary ( dependent on experience ) Guaranteed monthly payments whilst building a pipeline, for up to 6 months Company car, OR £250 monthly car allowance Company laptop Bespoke digital marketing package Dedicated training and coaching to support your ongoing development and progression A chance to build on your career, with a set, clear career path Employee 24/7 Assistance Programme What do you need to be good at? Engaging with people from all walks of life. You're able to hold conversations to establish their needs and wants. You communicate effectively through email, phone, face to face and on videos for our social channels Spinning a lot of plates, you've mastered multitasking and excel at managing numerous responsibilities and tasks Maintaining relationships through regular contact with vendors, buyers and developers to capitalise on all opportunities whilst ensuring a high level of customer service and engagement is sustained Collaborating with your peers within your branch to build relationships to assist in identifying opportunities for referrals Taking accountability for your KPIs through proactively seeking new opportunities whilst maintaining existing relationships Strong presence in front of a camera where you appeal to and engage with your audience to maximize your reach Your responsibilities as a Mortgage and Protection Adviser Generate and maintain your own client relationships and business, maximise in-branch opportunities and thrive within a challenging yet stimulating environment Follow up on in-branch leads generated by the Estate Agency team and maximise value from each client Generate your own leads and business Work in tandem with the Estate Agency team, Admin team, Training and Development team, Compliance team and Divisional Sales Director to ensure as efficient a process as possible for the client. Provide exceptional client care and experience from beginning to end, going above and beyond to provide the highest possible level of customer service. Working Hours This role is full time office based Monday - Friday 08:30 - 18:00 Alternate Saturdays 09:00 - 17:00 Day off in lieu when working a Saturday The finer details: It is essential that you currently hold CeMAP qualification, or an industry equivalent qualification. Experience of Mortgage and Protection Advising is essential. We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate We will also need Proof of Address National Insurance Full UK Driving Licence Subject to passing probationary period Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website
Oct 07, 2025
Full time
Experienced Mortgage and Protection Adviser - Luton / Leagrave - To be considered for this role, you must hold CeMAP qualification or equivalent. What's on offer to you as a Mortgage and Protection Adviser? On target earnings of £40000 to £60000+ per year Fully uncapped commission scheme £22,000 - £28,000 Basic salary ( dependent on experience ) Guaranteed monthly payments whilst building a pipeline, for up to 6 months Company car, OR £250 monthly car allowance Company laptop Bespoke digital marketing package Dedicated training and coaching to support your ongoing development and progression A chance to build on your career, with a set, clear career path Employee 24/7 Assistance Programme What do you need to be good at? Engaging with people from all walks of life. You're able to hold conversations to establish their needs and wants. You communicate effectively through email, phone, face to face and on videos for our social channels Spinning a lot of plates, you've mastered multitasking and excel at managing numerous responsibilities and tasks Maintaining relationships through regular contact with vendors, buyers and developers to capitalise on all opportunities whilst ensuring a high level of customer service and engagement is sustained Collaborating with your peers within your branch to build relationships to assist in identifying opportunities for referrals Taking accountability for your KPIs through proactively seeking new opportunities whilst maintaining existing relationships Strong presence in front of a camera where you appeal to and engage with your audience to maximize your reach Your responsibilities as a Mortgage and Protection Adviser Generate and maintain your own client relationships and business, maximise in-branch opportunities and thrive within a challenging yet stimulating environment Follow up on in-branch leads generated by the Estate Agency team and maximise value from each client Generate your own leads and business Work in tandem with the Estate Agency team, Admin team, Training and Development team, Compliance team and Divisional Sales Director to ensure as efficient a process as possible for the client. Provide exceptional client care and experience from beginning to end, going above and beyond to provide the highest possible level of customer service. Working Hours This role is full time office based Monday - Friday 08:30 - 18:00 Alternate Saturdays 09:00 - 17:00 Day off in lieu when working a Saturday The finer details: It is essential that you currently hold CeMAP qualification, or an industry equivalent qualification. Experience of Mortgage and Protection Advising is essential. We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate We will also need Proof of Address National Insurance Full UK Driving Licence Subject to passing probationary period Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals
Mortgage Advisor
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Canvey Island, Essex
Mortgage Advisor - Overview: £30,000 Basic Salary. £60,000 - £80,000+ uncapped and realistic On Target Earings. Very robust and lucrative lead source. All admin and sales progression is conducted for you, so you can simply focus on writing business! 5 day working week, including Saturdays with a day off in lieu. Suitable for qualified and experienced advisors only. Own vehicle and driving licence essential for this role. Our clients are looking to add to their team of high performing Mortgage Advisors. You will supported on your career journey every step of the way and they will help you become the very best you can be! There will be warm leads readily available from their front end sales team so you will never be short of business to write. Full administrative back up is also provided so this allows you to get on with what you do best and that is deal with customers! Mortgage Advisor - Scope of Role: Our clients are an award-winning and forward thinking operation who are seeking an experienced Mortgage and Protection Advisor to take advantage and maximise sales opportunities from a steadily increasing lead source. Their partner firm are a well-respected local business with a very lucrative lead source as well as a large client bank with incredible amounts of referrals and returning customers. Due to the continuing success of this dynamic, they are now keen expand their family further, with the addition of an experienced Mortgage Advisor . My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the right Mortgage Advisor an excellent opportunity to get into the lucrative career they have been looking for. The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Apply today for an exciting and challenging career with outstanding earning potential. Are you ready for a new, exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Oct 07, 2025
Full time
Mortgage Advisor - Overview: £30,000 Basic Salary. £60,000 - £80,000+ uncapped and realistic On Target Earings. Very robust and lucrative lead source. All admin and sales progression is conducted for you, so you can simply focus on writing business! 5 day working week, including Saturdays with a day off in lieu. Suitable for qualified and experienced advisors only. Own vehicle and driving licence essential for this role. Our clients are looking to add to their team of high performing Mortgage Advisors. You will supported on your career journey every step of the way and they will help you become the very best you can be! There will be warm leads readily available from their front end sales team so you will never be short of business to write. Full administrative back up is also provided so this allows you to get on with what you do best and that is deal with customers! Mortgage Advisor - Scope of Role: Our clients are an award-winning and forward thinking operation who are seeking an experienced Mortgage and Protection Advisor to take advantage and maximise sales opportunities from a steadily increasing lead source. Their partner firm are a well-respected local business with a very lucrative lead source as well as a large client bank with incredible amounts of referrals and returning customers. Due to the continuing success of this dynamic, they are now keen expand their family further, with the addition of an experienced Mortgage Advisor . My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the right Mortgage Advisor an excellent opportunity to get into the lucrative career they have been looking for. The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Apply today for an exciting and challenging career with outstanding earning potential. Are you ready for a new, exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
The New Homes Group
Trainee Mortgage Adviser
The New Homes Group Woolston, Warrington
Fast Track Mortgage Adviser Academy (12 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary of: £25,500K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 16 weeks of training at our Academy Centre on Oxford Street in Manchester but once qualified, home working will be available. You will however need to live within a 1-hour 30 minute commute of Manchester for easier travel in the initial training stages. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate interviews with a start date of November 2025 Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction & training coupled with an outstanding development program. 34 Days paid holiday, (25 days holiday plus 8 bank holidays and your birthday off). Unrivalled opportunities for progression, promotion, and personal development in an expanding and market leading business. Contributory workplace pension. Generous staff referral bonus scheme. Outstanding commission earnings (our top performers earn in excess of £65K PA). 24-hour Employee Wellbeing Support service available. Defined promotional tiers with significant basic salary and commission rate uplifts for achievement of targets. Home based working once training completed. Please be aware that you are required to attend 16 weeks of office-based training in Manchester and this is mandatory for all applicants, please be aware that holiday will not be permitted during the training period. APPLY NOW or if you have any questions then feel free to call our Internal recruitment team on (phone number removed) for more information! Subject to (T&C s)
Oct 07, 2025
Full time
Fast Track Mortgage Adviser Academy (12 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary of: £25,500K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 16 weeks of training at our Academy Centre on Oxford Street in Manchester but once qualified, home working will be available. You will however need to live within a 1-hour 30 minute commute of Manchester for easier travel in the initial training stages. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate interviews with a start date of November 2025 Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction & training coupled with an outstanding development program. 34 Days paid holiday, (25 days holiday plus 8 bank holidays and your birthday off). Unrivalled opportunities for progression, promotion, and personal development in an expanding and market leading business. Contributory workplace pension. Generous staff referral bonus scheme. Outstanding commission earnings (our top performers earn in excess of £65K PA). 24-hour Employee Wellbeing Support service available. Defined promotional tiers with significant basic salary and commission rate uplifts for achievement of targets. Home based working once training completed. Please be aware that you are required to attend 16 weeks of office-based training in Manchester and this is mandatory for all applicants, please be aware that holiday will not be permitted during the training period. APPLY NOW or if you have any questions then feel free to call our Internal recruitment team on (phone number removed) for more information! Subject to (T&C s)
Kings Permanent Recruitment Ltd
Mortgage Advisor
Kings Permanent Recruitment Ltd
Description: Mortgage Advisor - Employed or Self Employed - Overview: Employed: 25,000 - 30,000 Basic Salary, commensurate with experience and evidence of banking performanceYear 1 OTE: 50,000 - 55,000+ uncapped On Target EarningsYear 2+ OTE: 60,000 - 75,000 uncapped On Target Earnings Self-Employed: Year 1 OTE: 60,000 - 70,000+ uncapped On Target EarningsYear 2+ OTE: 80,000+ uncapped On Target Earnings Are you seeking a Mortgage Advisor role that treats you like an adult and offers you flexibility to conduct your role? Are you fed up of being a number and spending your precious time in meetings, 1-2-1's and appraisals? Do you just want to crack on and write business? If so, read on, as this may be the opportunity for you! Our clients are an independent mortgage brokerage who are exceptionally busy at present and they are seeking a talented Mortgage Advisor to join their flourishing operation. They are flexible with regards to fitting the right candidate into the right role dynamic. Ultimately, the role can be put together on an individual and bespoke basis, commensurate with experience. Mortgage Advisor - Employed or Self Employed - Scope of Role: Our clients are a forward thinking operation who are seeking an experienced Mortgage Advisor to take advantage and maximise sales opportunities from a steadily increasing lead source. My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the right mortgage professional an excellent opportunity to get into the lucrative career they have been looking for. The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Apply today for an exciting and challenging career with outstanding earning potential. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Oct 07, 2025
Full time
Description: Mortgage Advisor - Employed or Self Employed - Overview: Employed: 25,000 - 30,000 Basic Salary, commensurate with experience and evidence of banking performanceYear 1 OTE: 50,000 - 55,000+ uncapped On Target EarningsYear 2+ OTE: 60,000 - 75,000 uncapped On Target Earnings Self-Employed: Year 1 OTE: 60,000 - 70,000+ uncapped On Target EarningsYear 2+ OTE: 80,000+ uncapped On Target Earnings Are you seeking a Mortgage Advisor role that treats you like an adult and offers you flexibility to conduct your role? Are you fed up of being a number and spending your precious time in meetings, 1-2-1's and appraisals? Do you just want to crack on and write business? If so, read on, as this may be the opportunity for you! Our clients are an independent mortgage brokerage who are exceptionally busy at present and they are seeking a talented Mortgage Advisor to join their flourishing operation. They are flexible with regards to fitting the right candidate into the right role dynamic. Ultimately, the role can be put together on an individual and bespoke basis, commensurate with experience. Mortgage Advisor - Employed or Self Employed - Scope of Role: Our clients are a forward thinking operation who are seeking an experienced Mortgage Advisor to take advantage and maximise sales opportunities from a steadily increasing lead source. My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the right mortgage professional an excellent opportunity to get into the lucrative career they have been looking for. The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Apply today for an exciting and challenging career with outstanding earning potential. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Get Staffed Online Recruitment Limited
IT Support Assistant
Get Staffed Online Recruitment Limited Leicester, Leicestershire
IT Support Assistant Job Type: Full-time, Permanent Pay: £23,000 - £24,000 per annum Our client is the largest privately-owned mortgage network in the UK. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Due to continued growth, they are looking to establish a new team providing first line IT support to the business. This is an office-based role working 35 hours a week, Monday to Friday. The Role: Getting the right outcome for customers is at the heart of what they do. The main aim of the role is to support the business providing first line IT support for internal and third-party systems. Working mainly on the phone, or over Teams, you could be dealing with queries about anything IT related, so they are looking for someone with outstanding customer service and communication skills. Therefore, experience of working under pressure, prioritising, and working to deadlines is essential. IT qualification preferred but not essential. Other Key Tasks include: Logging and resolving ongoing Incidents, Service Requests and Problems that affect business operations. Proactive and accurate resolution of queries by liaising across departments where required. Support new internal joiners and external members with outbound contact and system set up. Manage multiple workloads across inboxes, phone contact, and Teams meetings. Capacity to educate others on current systems when required. Provide full support to all staff in relation to IT hardware and software issues. Ensure new starter process is followed within agreed SLA. Ensure the asset log is maintained and kept up to date. Ordering replacement or new equipment. Installing, removing, or upgrading new or existing software. Experience: Experience with Office 365 and Sharepoint. Knowledge of systems of control and able to follow clearly defined procedures. Experience of working under pressure, prioritising workloads, and working to tight deadlines. Benefits: Company pension Health and wellbeing programme Sick pay As our client is a non-sponsoring company, you must already have the right to work in the UK.
Oct 04, 2025
Full time
IT Support Assistant Job Type: Full-time, Permanent Pay: £23,000 - £24,000 per annum Our client is the largest privately-owned mortgage network in the UK. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Due to continued growth, they are looking to establish a new team providing first line IT support to the business. This is an office-based role working 35 hours a week, Monday to Friday. The Role: Getting the right outcome for customers is at the heart of what they do. The main aim of the role is to support the business providing first line IT support for internal and third-party systems. Working mainly on the phone, or over Teams, you could be dealing with queries about anything IT related, so they are looking for someone with outstanding customer service and communication skills. Therefore, experience of working under pressure, prioritising, and working to deadlines is essential. IT qualification preferred but not essential. Other Key Tasks include: Logging and resolving ongoing Incidents, Service Requests and Problems that affect business operations. Proactive and accurate resolution of queries by liaising across departments where required. Support new internal joiners and external members with outbound contact and system set up. Manage multiple workloads across inboxes, phone contact, and Teams meetings. Capacity to educate others on current systems when required. Provide full support to all staff in relation to IT hardware and software issues. Ensure new starter process is followed within agreed SLA. Ensure the asset log is maintained and kept up to date. Ordering replacement or new equipment. Installing, removing, or upgrading new or existing software. Experience: Experience with Office 365 and Sharepoint. Knowledge of systems of control and able to follow clearly defined procedures. Experience of working under pressure, prioritising workloads, and working to tight deadlines. Benefits: Company pension Health and wellbeing programme Sick pay As our client is a non-sponsoring company, you must already have the right to work in the UK.

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