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CoreCom Consulting
Associate Technology Consultant
CoreCom Consulting City, Belfast
Associate Technology Consultant Do you have an inquisitive mindset, enjoy problem solving, and have an interest in tech? Our Technology Academy provides you with the opportunity to learn everything you need to build a successful career in IT, across a range of roles, without any previous experience or a specific degree. In fact, if you don't have a degree we definitely want to hear from you! Why choose CTA? We are an inclusive and diverse technology academy committed to creating equitable opportunities for those looking to work in tech. Our academy pays a competitive salary, above the National Living Wage from day one while you train, before finding the ideal client project for you to work on using the skills you've gained. About the role It all starts with our introductory training courses, covering everything you need to know to get started in the world of consulting. Our in-depth training is full time and is delivered on a hybrid learning basis (classroom & and remote). You'll learn a lot quite quickly - it will be fast-paced, but enjoyable and highly engaging! After the training period you'll have the opportunity to gain industry experience by working with our clients on their projects. For this specific role you'll be working as part of a global consultancy's specialist team who are involved in the end-to-end design and implementation of solutions that the business and technology teams use to manage work, products and programmes! After a period of training you'll have the opportunity to gain industry experience by working with one or more of our clients as a Test & Quality Engineer. While doing this you'll get continued support from us and the client you work with. What does our Academy offer? - A route into the industry as a qualified Test & Quality Engineer - A structured career path and ongoing progression opportunities within the first years of employment - Training in a range of technologies and tools vital in the tech industry - Agile / Scrum, databases, SQL, websites, Web Services / APIs, programming, software testing, test automation - A role with one of our industry leading clients on one or more projects so you can explore where you want your career to go - Ongoing learning and development opportunities, including on the job training and ongoing support from our experienced trainers and consultants - Access to a range of certifications covering various roles and technologies - including ISTQB, AWS, Azure, Scrum and more About you - A passion for technology and a willingness to learn - A strong work ethic - you're up for the challenge and ready to work hard for it - Loves working in teams - Strong communication skills - Good organisational skills, both personally and as part of a team - You have a degree, but it doesn't have to be in CompSci or a STEM degree - You don't have a degree, but you have some recent work experience or you've been doing some upskilling in technology recently What's in it for you? - Competitive salary - above the UK Living Wage as part of our commitment to the Living Wage Foundation - 25 days holidays , plus bank holidays. - 5% matched employer pension contributions. - Access to Mintago, our financial wellbeing partner - Connect with a personal financial advisor for support with planning, mortgages, pension, and more! - Virtual GP and Online Prescriptions - Say goodbye to long NHS wait times! (Your partners/kids can also access this). - Employee Assistance Programming - Including 6 counselling sessions per life event with a BACP-accredited counsellor. - Cycle to Work scheme - Purchase a bike through Bike2Work and spread the purchase across 12 months. - Retail discounts - Save at 200+ UK brands, including supermarkets, cinemas, and restaurants. and more! What Happens Next? Apply - Submit your most recent CV below. You'll be asked to answer a couple of our screening questions - but don't worry! You don't need any specific tech background to apply. Short Video Interview - We'll invite you to a 30-minute Teams video call to learn about you, discuss the role, and ask a few competency-based questions on problem-solving and time management. Technical Aptitude test - You'll be sent a short, online technical aptitude test - We don't believe you should spend hours completing tasks or learning things before you start! In-Person Assessment Centre - It's your time to shine! Successful candidates will be invited to our in-person assessment centre with the client. This assessment will take approximately 2 hours. Offer - Both happy things are a good fit? We'll offer you a place and send you joining instructions with course details, start date, and other important information. At Corecom Technology Academy, we don't just accept differences, we celebrate them and thrive on them for the benefit of our employees, our clients and our candidates. Internally, we thrive from our differences and want our employees to be proud to be themselves and proud to be CTA. Externally, we utilise those differences to help our clients and candidates strive for a more diverse and inclusive world.
Jun 13, 2026
Full time
Associate Technology Consultant Do you have an inquisitive mindset, enjoy problem solving, and have an interest in tech? Our Technology Academy provides you with the opportunity to learn everything you need to build a successful career in IT, across a range of roles, without any previous experience or a specific degree. In fact, if you don't have a degree we definitely want to hear from you! Why choose CTA? We are an inclusive and diverse technology academy committed to creating equitable opportunities for those looking to work in tech. Our academy pays a competitive salary, above the National Living Wage from day one while you train, before finding the ideal client project for you to work on using the skills you've gained. About the role It all starts with our introductory training courses, covering everything you need to know to get started in the world of consulting. Our in-depth training is full time and is delivered on a hybrid learning basis (classroom & and remote). You'll learn a lot quite quickly - it will be fast-paced, but enjoyable and highly engaging! After the training period you'll have the opportunity to gain industry experience by working with our clients on their projects. For this specific role you'll be working as part of a global consultancy's specialist team who are involved in the end-to-end design and implementation of solutions that the business and technology teams use to manage work, products and programmes! After a period of training you'll have the opportunity to gain industry experience by working with one or more of our clients as a Test & Quality Engineer. While doing this you'll get continued support from us and the client you work with. What does our Academy offer? - A route into the industry as a qualified Test & Quality Engineer - A structured career path and ongoing progression opportunities within the first years of employment - Training in a range of technologies and tools vital in the tech industry - Agile / Scrum, databases, SQL, websites, Web Services / APIs, programming, software testing, test automation - A role with one of our industry leading clients on one or more projects so you can explore where you want your career to go - Ongoing learning and development opportunities, including on the job training and ongoing support from our experienced trainers and consultants - Access to a range of certifications covering various roles and technologies - including ISTQB, AWS, Azure, Scrum and more About you - A passion for technology and a willingness to learn - A strong work ethic - you're up for the challenge and ready to work hard for it - Loves working in teams - Strong communication skills - Good organisational skills, both personally and as part of a team - You have a degree, but it doesn't have to be in CompSci or a STEM degree - You don't have a degree, but you have some recent work experience or you've been doing some upskilling in technology recently What's in it for you? - Competitive salary - above the UK Living Wage as part of our commitment to the Living Wage Foundation - 25 days holidays , plus bank holidays. - 5% matched employer pension contributions. - Access to Mintago, our financial wellbeing partner - Connect with a personal financial advisor for support with planning, mortgages, pension, and more! - Virtual GP and Online Prescriptions - Say goodbye to long NHS wait times! (Your partners/kids can also access this). - Employee Assistance Programming - Including 6 counselling sessions per life event with a BACP-accredited counsellor. - Cycle to Work scheme - Purchase a bike through Bike2Work and spread the purchase across 12 months. - Retail discounts - Save at 200+ UK brands, including supermarkets, cinemas, and restaurants. and more! What Happens Next? Apply - Submit your most recent CV below. You'll be asked to answer a couple of our screening questions - but don't worry! You don't need any specific tech background to apply. Short Video Interview - We'll invite you to a 30-minute Teams video call to learn about you, discuss the role, and ask a few competency-based questions on problem-solving and time management. Technical Aptitude test - You'll be sent a short, online technical aptitude test - We don't believe you should spend hours completing tasks or learning things before you start! In-Person Assessment Centre - It's your time to shine! Successful candidates will be invited to our in-person assessment centre with the client. This assessment will take approximately 2 hours. Offer - Both happy things are a good fit? We'll offer you a place and send you joining instructions with course details, start date, and other important information. At Corecom Technology Academy, we don't just accept differences, we celebrate them and thrive on them for the benefit of our employees, our clients and our candidates. Internally, we thrive from our differences and want our employees to be proud to be themselves and proud to be CTA. Externally, we utilise those differences to help our clients and candidates strive for a more diverse and inclusive world.
Purely Recruitment Solutions
Mortgage Advisor
Purely Recruitment Solutions Corsham, Wiltshire
Mortgage Advisor Corsham Full Time - Permanent Salary is dependent on experience We are currently recruiting for a Mortgage Advisor to join our client based in Corsham. Mortgage Sales Advise clients on the mortgage process by finding them the best deal. Actively take new leads by answering the phone and contacting Future Prospect's Conduct a thorough first call and fact find with clients Ensure all technical jargon and choice explained to line in line with FCA regulation Research the Market Place for the best product for your client in accordance with their needs Give best advice on the most appropriate deal for the client Perform a recommendation (second) call with the client within 2-4 hours of first call Request documentation from the client in line with process Perform a full check that the documents are correct and abide by ML, FCA and Company process' Write, complete, and send suitability letter to client within 24 hours of an application being submitted Actively chase all clients through to application Submit Mortgage Applications in a timely fashion In-House Referrals Actively introduce the services of the company in line with process Spot opportunity and introduce the services of the company as and when required Third Party Referrals Actively introduce third party services of Solicitors, Wills, Trust and Financial Advice. Compliance & Other Send clients all regulatory disclosures and paperwork as required, in line with company procedures Follow company policies and procedures and keep abreast of any changes that are communicated to you from the Compliance department via email. Lead to recommendation conversions to be minimum 80% Lead to application conversions to be minimum 50% Aim to answer the phone within 3 rings Minimum Qualifications and Skills List Qualifications Full CeMap level 3 CAS within 12 months of start date Communication Skills Communicate clearly and concisely, orally and in writing with clients, colleagues, and business contacts Technical Skills Good working knowledge of IT systems relevant to job role Excellent product / industry knowledge Adhere to company standards and procedures at all times including compliance regulations Sufficient depth of technical knowledge to operate efficiently with a low level of supervision A full understanding of the Mortgage & Protection Markets Personal Responsibility and Drive Prioritises effectively Deadlines are met, and work is regularly error free Make confident, effective decisions within scope of job role Portrays a professional image at all times Working with Others Actively participates and co-operates with others Builds effective relationships and contributes to team spirit Negotiates effectively with colleagues and outside agencies Excellent interpersonal skills By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
Jun 13, 2026
Full time
Mortgage Advisor Corsham Full Time - Permanent Salary is dependent on experience We are currently recruiting for a Mortgage Advisor to join our client based in Corsham. Mortgage Sales Advise clients on the mortgage process by finding them the best deal. Actively take new leads by answering the phone and contacting Future Prospect's Conduct a thorough first call and fact find with clients Ensure all technical jargon and choice explained to line in line with FCA regulation Research the Market Place for the best product for your client in accordance with their needs Give best advice on the most appropriate deal for the client Perform a recommendation (second) call with the client within 2-4 hours of first call Request documentation from the client in line with process Perform a full check that the documents are correct and abide by ML, FCA and Company process' Write, complete, and send suitability letter to client within 24 hours of an application being submitted Actively chase all clients through to application Submit Mortgage Applications in a timely fashion In-House Referrals Actively introduce the services of the company in line with process Spot opportunity and introduce the services of the company as and when required Third Party Referrals Actively introduce third party services of Solicitors, Wills, Trust and Financial Advice. Compliance & Other Send clients all regulatory disclosures and paperwork as required, in line with company procedures Follow company policies and procedures and keep abreast of any changes that are communicated to you from the Compliance department via email. Lead to recommendation conversions to be minimum 80% Lead to application conversions to be minimum 50% Aim to answer the phone within 3 rings Minimum Qualifications and Skills List Qualifications Full CeMap level 3 CAS within 12 months of start date Communication Skills Communicate clearly and concisely, orally and in writing with clients, colleagues, and business contacts Technical Skills Good working knowledge of IT systems relevant to job role Excellent product / industry knowledge Adhere to company standards and procedures at all times including compliance regulations Sufficient depth of technical knowledge to operate efficiently with a low level of supervision A full understanding of the Mortgage & Protection Markets Personal Responsibility and Drive Prioritises effectively Deadlines are met, and work is regularly error free Make confident, effective decisions within scope of job role Portrays a professional image at all times Working with Others Actively participates and co-operates with others Builds effective relationships and contributes to team spirit Negotiates effectively with colleagues and outside agencies Excellent interpersonal skills By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
Finlink Ltd
Client Proposition Supervisor
Finlink Ltd Cardiff, South Glamorgan
Client Proposition Supervisor Cardiff Hybrid Competitive Salary This opportunity is ideal for an experienced financial services compliance professional who enjoys working closely with firms to help them structure, explain and maintain their client propositions in a compliant and commercially practical way. The role would suit someone with a strong understanding of financial advice compliance, Consumer Duty and client facing communications, who can balance regulatory expectations with what works in practice for advisory firms. The Business We're working with a well established and growing financial services group that supports a network of financial advisers, mortgage brokers and support professionals across the UK. The business has built a strong reputation for delivering high quality support, modern systems and a collaborative environment where individuals are encouraged to develop and progress. With continued growth, the business is now looking to appoint a Client Proposition Supervisor to support firms with the development, maintenance and communication of their advice propositions. The Role Working as part of the compliance support function, you will play an important role in helping firms structure and clearly communicate their advice offering, charging models and client propositions. A key part of the role will involve providing practical guidance to firms on advice propositions, adviser charging structures, governance and client suitability considerations. You will help firms ensure their proposition is clear, compliant and commercially workable. You will also review how firms present their services, fees and propositions to clients, including through websites, client facing documents and marketing materials. The role will involve acting as a point of contact for proposition related questions from existing members, as well as supporting early stage firm engagement and onboarding conversations where proposition guidance is required. This is a role that would suit someone who is technically strong, commercially aware and confident communicating with financial advice firms in a practical and constructive way. Benefits Competitive salary Death in service cover Income protection Private medical cover and dental cover Online GP service and Employee Assistance Programme Employer pension scheme Hybrid working, 3 days in the office and 2 days at home Training and development provided Desired Experience Strong understanding of financial advice compliance and regulatory expectations Good understanding of Consumer Duty requirements Experience supporting or reviewing advice propositions, charging structures or client facing communications Ability to balance regulatory requirements with practical commercial outcomes Strong written communication skills Comfortable reviewing websites, marketing materials and client communications Organised and able to manage multiple firm queries at the same time Experience within an IFA network, compliance consultancy or financial planning environment would be beneficial Good understanding of financial services marketing compliance would also be beneficial Applying If this role sounds of interest, please apply below and we will be in touch as soon as possible to discuss further. Synonyms Compliance consultant, compliance officer, compliance supervisor, client proposition consultant, proposition supervisor, financial planning compliance, IFA compliance, network compliance, financial services compliance
Jun 13, 2026
Full time
Client Proposition Supervisor Cardiff Hybrid Competitive Salary This opportunity is ideal for an experienced financial services compliance professional who enjoys working closely with firms to help them structure, explain and maintain their client propositions in a compliant and commercially practical way. The role would suit someone with a strong understanding of financial advice compliance, Consumer Duty and client facing communications, who can balance regulatory expectations with what works in practice for advisory firms. The Business We're working with a well established and growing financial services group that supports a network of financial advisers, mortgage brokers and support professionals across the UK. The business has built a strong reputation for delivering high quality support, modern systems and a collaborative environment where individuals are encouraged to develop and progress. With continued growth, the business is now looking to appoint a Client Proposition Supervisor to support firms with the development, maintenance and communication of their advice propositions. The Role Working as part of the compliance support function, you will play an important role in helping firms structure and clearly communicate their advice offering, charging models and client propositions. A key part of the role will involve providing practical guidance to firms on advice propositions, adviser charging structures, governance and client suitability considerations. You will help firms ensure their proposition is clear, compliant and commercially workable. You will also review how firms present their services, fees and propositions to clients, including through websites, client facing documents and marketing materials. The role will involve acting as a point of contact for proposition related questions from existing members, as well as supporting early stage firm engagement and onboarding conversations where proposition guidance is required. This is a role that would suit someone who is technically strong, commercially aware and confident communicating with financial advice firms in a practical and constructive way. Benefits Competitive salary Death in service cover Income protection Private medical cover and dental cover Online GP service and Employee Assistance Programme Employer pension scheme Hybrid working, 3 days in the office and 2 days at home Training and development provided Desired Experience Strong understanding of financial advice compliance and regulatory expectations Good understanding of Consumer Duty requirements Experience supporting or reviewing advice propositions, charging structures or client facing communications Ability to balance regulatory requirements with practical commercial outcomes Strong written communication skills Comfortable reviewing websites, marketing materials and client communications Organised and able to manage multiple firm queries at the same time Experience within an IFA network, compliance consultancy or financial planning environment would be beneficial Good understanding of financial services marketing compliance would also be beneficial Applying If this role sounds of interest, please apply below and we will be in touch as soon as possible to discuss further. Synonyms Compliance consultant, compliance officer, compliance supervisor, client proposition consultant, proposition supervisor, financial planning compliance, IFA compliance, network compliance, financial services compliance
Finlink Ltd
Mortgage Advisor
Finlink Ltd
Mortgage Advisor Self-Employed London (Remote) This is an opportunity for an experienced self-employed mortgage adviser who wants to operate in the HNW and UHNW client space. The role sits within a mortgage brokerage that works with high value clients through established professional introducer relationships, including accountants, tax advisers, law firms and asset management firms. This is not a typical high volume mortgage advice role. A lot of the cases are more complex, advice led and centred around clients with higher value borrowing requirements. Because of the nature of the clients the business works with, the advice is often about far more than simply putting a case through a sourcing system and finding the cheapest product. The Business The company is a smaller-sized mortgage brokerage that works with HNW and UHNW clients. The directors set up the firm after successful careers in senior industry positions and have built strong relationships with professional introducers over many years. The business deals with personal mortgages, private banking cases and some development finance opportunities. While they can work with high street lenders, much of the value comes from their experience in the private banking world and their ability to support more complex client situations. A key strength of the business is the quality of its introducer relationships. These include accountants, tax advisers, law firms and asset management firms, which creates access to high value clients and more advice-led mortgage work. The Role As a self-employed mortgage adviser, you will work with clients who often have larger and more complex borrowing needs. Typical cases can involve higher value mortgages, more detailed client circumstances and a more consultative advice process. This is likely to suit someone who enjoys dealing with more complex client situations, wants more autonomy and would like access to higher value work. The business has administration support in place and can provide access to company introduced opportunities. However, the main attraction of this role is not endless lead volume. It is the quality of the clients, the value of the cases and the ability to build long-term professional introducer relationships. You will be able to service your own existing clients, develop new introducer relationships and also work with opportunities provided through the business. Earnings and Fee Structure The business charges a 1.1% client fee on all deals. When this is combined with the size of the loans they work with, the earning potential can be significant. The commission structure is: 70% in your favour on your own introduced business 50% on company provided business There are advisers within the business earning in excess of £500,000. This is not guaranteed and will depend on the individual, their performance, their client relationships and the level of business written. However, it does show the level of opportunity available because of the type and value of clients the firm works with. Benefits 70% commission on self-generated business 50% commission on company provided business Access to HNW and UHNW clients Established professional introducer relationships Relationships with accountants, tax advisers, law firms and asset management firms 1.1% client fee charged on all deals High value and more complex mortgage cases Full administration support Support from experienced directors Opportunity to develop your own introducer relationships Autonomy within a specialist self-employed mortgage advice role Who This Would Suit This role is likely to suit an experienced mortgage adviser who wants to move away from a purely volume-based advice role and focus on higher value clients. It may suit someone who: Is already self-employed or wants to move into a self-employed role Has experience advising clients with more complex mortgage needs Enjoys relationship-led advice rather than transactional mortgage work Wants access to HNW and UHNW clients Would value professional introducer relationships Wants strong earning potential linked to higher value cases Likes the idea of more autonomy, while still having support around them This is a strong opportunity for a mortgage adviser who wants to operate in a more advice-led, higher value part of the market. Synonyms: mortgage broker, mortgage adviser, mortgage consultant, self-employed mortgage broker, HNW mortgage broker Apply Apply now and we can help you with the rest.
Jun 13, 2026
Full time
Mortgage Advisor Self-Employed London (Remote) This is an opportunity for an experienced self-employed mortgage adviser who wants to operate in the HNW and UHNW client space. The role sits within a mortgage brokerage that works with high value clients through established professional introducer relationships, including accountants, tax advisers, law firms and asset management firms. This is not a typical high volume mortgage advice role. A lot of the cases are more complex, advice led and centred around clients with higher value borrowing requirements. Because of the nature of the clients the business works with, the advice is often about far more than simply putting a case through a sourcing system and finding the cheapest product. The Business The company is a smaller-sized mortgage brokerage that works with HNW and UHNW clients. The directors set up the firm after successful careers in senior industry positions and have built strong relationships with professional introducers over many years. The business deals with personal mortgages, private banking cases and some development finance opportunities. While they can work with high street lenders, much of the value comes from their experience in the private banking world and their ability to support more complex client situations. A key strength of the business is the quality of its introducer relationships. These include accountants, tax advisers, law firms and asset management firms, which creates access to high value clients and more advice-led mortgage work. The Role As a self-employed mortgage adviser, you will work with clients who often have larger and more complex borrowing needs. Typical cases can involve higher value mortgages, more detailed client circumstances and a more consultative advice process. This is likely to suit someone who enjoys dealing with more complex client situations, wants more autonomy and would like access to higher value work. The business has administration support in place and can provide access to company introduced opportunities. However, the main attraction of this role is not endless lead volume. It is the quality of the clients, the value of the cases and the ability to build long-term professional introducer relationships. You will be able to service your own existing clients, develop new introducer relationships and also work with opportunities provided through the business. Earnings and Fee Structure The business charges a 1.1% client fee on all deals. When this is combined with the size of the loans they work with, the earning potential can be significant. The commission structure is: 70% in your favour on your own introduced business 50% on company provided business There are advisers within the business earning in excess of £500,000. This is not guaranteed and will depend on the individual, their performance, their client relationships and the level of business written. However, it does show the level of opportunity available because of the type and value of clients the firm works with. Benefits 70% commission on self-generated business 50% commission on company provided business Access to HNW and UHNW clients Established professional introducer relationships Relationships with accountants, tax advisers, law firms and asset management firms 1.1% client fee charged on all deals High value and more complex mortgage cases Full administration support Support from experienced directors Opportunity to develop your own introducer relationships Autonomy within a specialist self-employed mortgage advice role Who This Would Suit This role is likely to suit an experienced mortgage adviser who wants to move away from a purely volume-based advice role and focus on higher value clients. It may suit someone who: Is already self-employed or wants to move into a self-employed role Has experience advising clients with more complex mortgage needs Enjoys relationship-led advice rather than transactional mortgage work Wants access to HNW and UHNW clients Would value professional introducer relationships Wants strong earning potential linked to higher value cases Likes the idea of more autonomy, while still having support around them This is a strong opportunity for a mortgage adviser who wants to operate in a more advice-led, higher value part of the market. Synonyms: mortgage broker, mortgage adviser, mortgage consultant, self-employed mortgage broker, HNW mortgage broker Apply Apply now and we can help you with the rest.
Premier Jobs UK Limited
Mortgage Advisor
Premier Jobs UK Limited
Are you an experienced Mortgage Advisor looking for a flexible, self employed Mortgage Advisor job where you can grow your earnings while supporting others? This Mortgage Advisor job offers a unique opportunity to combine advising with mentoring, within a collaborative and supportive environment. In this Mortgage Advisor job, you will play a key role in helping a growing financial services firm expand its mortgage offering, while supporting trainee advisers as they work towards full competency. Your responsibilities in this Mortgage Advisor role will include: • Advising clients on suitable mortgage solutions and managing cases from enquiry through to completion • Supervising and mentoring trainee advisers, allowing them to observe meetings and develop their skills • Generating your own business, whilst also benefiting from company provided leads and joint marketing activities • Collaborating with other advisers through events and shared business opportunities This Mortgage Advisor job offers excellent long term potential, with the opportunity to become a key figure in a growing advisory team and help shape the future of the business. Mortgage Advisor Requirements • CAS status as a Mortgage Advisor is essential • Proven experience writing mortgage business independently • Ability to generate own leads alongside company support • Experience mentoring or supporting junior advisers is desirable • Level 3 CeMAP (or equivalent) qualification required The Company This is a growing and ambitious financial services firm, offering mortgage and protection advice. They are building a diverse and collaborative team, with a strong focus on supporting advisers to succeed and grow together. Mortgage Advisor Benefits • Self employed Mortgage Advisor role with high commission splits • Circa 75 to 80% on self generated business and strong splits on company leads • Additional £500 per month for mentoring responsibilities • Ongoing earning potential through leads, events and referrals • Remote working with flexible schedule • Regular team events and optional meet ups • Opportunity to be part of a growing business with long term progression Location This Mortgage Broker job is fully remote, with applicants considered from across the UK. Occasional travel for team events may be beneficial. If you are an experienced Mortgage Broker seeking a flexible and rewarding Mortgage Broker job, apply today to explore this opportunity further. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Jun 13, 2026
Full time
Are you an experienced Mortgage Advisor looking for a flexible, self employed Mortgage Advisor job where you can grow your earnings while supporting others? This Mortgage Advisor job offers a unique opportunity to combine advising with mentoring, within a collaborative and supportive environment. In this Mortgage Advisor job, you will play a key role in helping a growing financial services firm expand its mortgage offering, while supporting trainee advisers as they work towards full competency. Your responsibilities in this Mortgage Advisor role will include: • Advising clients on suitable mortgage solutions and managing cases from enquiry through to completion • Supervising and mentoring trainee advisers, allowing them to observe meetings and develop their skills • Generating your own business, whilst also benefiting from company provided leads and joint marketing activities • Collaborating with other advisers through events and shared business opportunities This Mortgage Advisor job offers excellent long term potential, with the opportunity to become a key figure in a growing advisory team and help shape the future of the business. Mortgage Advisor Requirements • CAS status as a Mortgage Advisor is essential • Proven experience writing mortgage business independently • Ability to generate own leads alongside company support • Experience mentoring or supporting junior advisers is desirable • Level 3 CeMAP (or equivalent) qualification required The Company This is a growing and ambitious financial services firm, offering mortgage and protection advice. They are building a diverse and collaborative team, with a strong focus on supporting advisers to succeed and grow together. Mortgage Advisor Benefits • Self employed Mortgage Advisor role with high commission splits • Circa 75 to 80% on self generated business and strong splits on company leads • Additional £500 per month for mentoring responsibilities • Ongoing earning potential through leads, events and referrals • Remote working with flexible schedule • Regular team events and optional meet ups • Opportunity to be part of a growing business with long term progression Location This Mortgage Broker job is fully remote, with applicants considered from across the UK. Occasional travel for team events may be beneficial. If you are an experienced Mortgage Broker seeking a flexible and rewarding Mortgage Broker job, apply today to explore this opportunity further. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Financial Divisions
Paraplanner - Route to Adviser - Wealth Management, North West London Up to £50,000
Financial Divisions
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Jun 13, 2026
Full time
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Financial Divisions
Financial Adviser (IFA) /Paraplanner to Adviser role North West London Up to £50,000 basic
Financial Divisions
Up to £50,000 basic + x2 validation + annual bonus An established and growing independent financial advisory firm based in Northwest London is seeking an experienced Independent Financial Adviser to join its supportive and collaborative team. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement, Wills and Inheritance Tax Planning, with a strong focus on quality advice and long-term relationships. The role offers: Basic salary up to £60,000 x2 validation Annual bonus on target achievement Supportive team culture and positive working environment Independent, whole-of-market advice The ideal candidate will have: Level 4 Diploma qualification Experience providing holistic financial advice A client-focused, ethical approach Strong communication skills and a team-oriented mindset This is an excellent opportunity for an IFA looking to join a firm where culture, support, and quality advice are genuinely valued. To apply please contact Sam at Financial Divisions.
Jun 13, 2026
Full time
Up to £50,000 basic + x2 validation + annual bonus An established and growing independent financial advisory firm based in Northwest London is seeking an experienced Independent Financial Adviser to join its supportive and collaborative team. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement, Wills and Inheritance Tax Planning, with a strong focus on quality advice and long-term relationships. The role offers: Basic salary up to £60,000 x2 validation Annual bonus on target achievement Supportive team culture and positive working environment Independent, whole-of-market advice The ideal candidate will have: Level 4 Diploma qualification Experience providing holistic financial advice A client-focused, ethical approach Strong communication skills and a team-oriented mindset This is an excellent opportunity for an IFA looking to join a firm where culture, support, and quality advice are genuinely valued. To apply please contact Sam at Financial Divisions.
Financial Divisions
Junior Financial Adviser / Paraplanner to Adviser, North West London Up to £50,000
Financial Divisions
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Jun 13, 2026
Full time
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Bradford and Marsh Consulting
Case Manager - Second Charge Mortgages
Bradford and Marsh Consulting Warrington, Cheshire
Second Charge Case Manager Location: Warrington Basic salary: £30,000 OTE: £45,000 (uncapped) Hours: Full time, Monday to Friday Please read before applying: this role is only open to candidates currently working in second charge / secured loans . We are not able to consider applicants from first charge mortgage, bridging or other lending backgrounds for this position. If your current role is not second charge, please do not apply. The opportunity We are working with an established secured loan and second charge specialist in Warrington who are growing their case management team. They work a wide panel of UK secured lenders and have a strong reputation for service, and they are looking for an experienced second charge case manager who wants to own their cases properly. This is a role for someone who already lives and breathes second charge. You will sit alongside the advisors, taking each case from agreement in principle through to completion, packaging it to the right lender and keeping it moving so nothing stalls and nothing slips. The OTE is uncapped and tied to your completions, so the more cases you convert and complete, the more you earn. What you will be doing Managing a pipeline of second charge and secured loan cases end to end, from sale and DIP through to offer and completion Packaging cases to the right lender on the panel, presenting them cleanly against criteria the first time Keeping customers updated throughout, setting clear expectations on timescales and chasing outstanding items proactively Reviewing supporting documentation, including payslips, bank statements, proof of ID and residency, existing mortgage statements, credit reports and affordability evidence Ordering and reviewing valuations (AVM, drive by and full) and resolving anything that comes back Liaising with lenders, underwriters, valuers and solicitors to keep every case moving and clear sticking points quickly Working cases to completion within agreed SLAs and protecting the customer experience the whole way through Keeping accurate, up to date records on the case management system Working within FCA and CONC requirements, treating customers fairly, and handling vulnerable customers appropriately What we are looking for Currently working in a second charge or secured loan case management, processing or support role (this is essential, not a nice to have) A strong understanding of the second charge process and what a clean, well packaged case looks like Working knowledge of secured lender criteria, affordability and the basics of underwriting Excellent communication skills and the confidence to keep customers and lenders moving Highly organised, able to run a busy and varied pipeline without dropping cases A proactive mindset, someone who picks up the phone and gets the answer rather than waiting on email CeMAP, or working towards it, is desirable but not essential What is on offer £30,000 basic with a genuine, uncapped route to £45,000 OTE A commission structure tied to your own completions, with real headroom A growing, well regarded business where there is room to progress Standard company benefits and a supportive, experienced team around you
Jun 13, 2026
Full time
Second Charge Case Manager Location: Warrington Basic salary: £30,000 OTE: £45,000 (uncapped) Hours: Full time, Monday to Friday Please read before applying: this role is only open to candidates currently working in second charge / secured loans . We are not able to consider applicants from first charge mortgage, bridging or other lending backgrounds for this position. If your current role is not second charge, please do not apply. The opportunity We are working with an established secured loan and second charge specialist in Warrington who are growing their case management team. They work a wide panel of UK secured lenders and have a strong reputation for service, and they are looking for an experienced second charge case manager who wants to own their cases properly. This is a role for someone who already lives and breathes second charge. You will sit alongside the advisors, taking each case from agreement in principle through to completion, packaging it to the right lender and keeping it moving so nothing stalls and nothing slips. The OTE is uncapped and tied to your completions, so the more cases you convert and complete, the more you earn. What you will be doing Managing a pipeline of second charge and secured loan cases end to end, from sale and DIP through to offer and completion Packaging cases to the right lender on the panel, presenting them cleanly against criteria the first time Keeping customers updated throughout, setting clear expectations on timescales and chasing outstanding items proactively Reviewing supporting documentation, including payslips, bank statements, proof of ID and residency, existing mortgage statements, credit reports and affordability evidence Ordering and reviewing valuations (AVM, drive by and full) and resolving anything that comes back Liaising with lenders, underwriters, valuers and solicitors to keep every case moving and clear sticking points quickly Working cases to completion within agreed SLAs and protecting the customer experience the whole way through Keeping accurate, up to date records on the case management system Working within FCA and CONC requirements, treating customers fairly, and handling vulnerable customers appropriately What we are looking for Currently working in a second charge or secured loan case management, processing or support role (this is essential, not a nice to have) A strong understanding of the second charge process and what a clean, well packaged case looks like Working knowledge of secured lender criteria, affordability and the basics of underwriting Excellent communication skills and the confidence to keep customers and lenders moving Highly organised, able to run a busy and varied pipeline without dropping cases A proactive mindset, someone who picks up the phone and gets the answer rather than waiting on email CeMAP, or working towards it, is desirable but not essential What is on offer £30,000 basic with a genuine, uncapped route to £45,000 OTE A commission structure tied to your own completions, with real headroom A growing, well regarded business where there is room to progress Standard company benefits and a supportive, experienced team around you
Primis Mortgage Network
Area Compliance Manager
Primis Mortgage Network Guildford, Surrey
Area Compliance / Supervision Manager - Field Based - Guildford, Portsmouth, or Bournemouth PRIMIS Mortgage Network are the largest Mortgage Network in the UK and form part of the LSL Property Services plc group. We are recruiting for a home working / field-based AREA COMPLIANCE / SUPERVISION MANAGER to join our 50 + strong Area Supervision team across the UK that support 3000+ regulated advisors & appointed representatives throughout our network. The region to be covered is the Guildford, Portsmouth, or Bournemouth geography. This is an excellent opportunity for an existing Mortgage Compliance individual with a proven track record in Mortgage & Protection compliance / supervision to join a truly fast paced people business. Candidates will only be considered if they have relevant supervisory experience within the Mortgage Industry. Duties to include - To ensure compliance with both in house and regulators' compliance procedures for appointed representatives To ensure appropriate standards/procedures are followed by authorised appointed representatives Instruct, coach, and monitor individuals, producing reports and individual training/development plans ensuring all outstanding actions are completed within agreed timescales Identifying areas where Advisors can improve their standards and associated risk ratings Conduct and evaluate assessments of Advisors, as part of an on-going regulatory regime including audit of defined procedures, competence requirements Identify areas of improvement, ensuring an appropriate report or action plan is communicated with responses monitored to ensure deadlines are timely and achievable Facilitate in the delivery of appropriate training, liaising with the PRIMIS training team where necessary Demonstrate a suitable level of industry knowledge and experience to conduct the role Ensuring that appropriate needs are identified and where appropriate facilitate delivery of additional support to ensure needs are being met Supervise individual Advisors in accordance with the approved training and competence scheme Salary is between £38,000 and £42,000 per annum DOE negotiable The salary stated includes the car allowance offered with this role. A full UK driving license is essential. The full CeMAP or equivalent qualification is a requirement of the role and ideally an Equity Release qualification also. Apply today for an exciting and challenging career with the largest Mortgage and Protection Network in the UK. Applications in confidence to James McNee of PRIMIS / LSL's internal recruitment function We are an equal opportunity and Disability Confident employer, dedicated to building a diverse and inclusive workplace. We welcome applications from people of all abilities and backgrounds, and we do not discriminate based on disability or individual needs. If you require any reasonable adjustments during the recruitment process, please let us know. LSL Property Services are dedicated to protecting your data - our Recruitment Privacy Notice can be viewed on the LSL Careers website
Jun 13, 2026
Full time
Area Compliance / Supervision Manager - Field Based - Guildford, Portsmouth, or Bournemouth PRIMIS Mortgage Network are the largest Mortgage Network in the UK and form part of the LSL Property Services plc group. We are recruiting for a home working / field-based AREA COMPLIANCE / SUPERVISION MANAGER to join our 50 + strong Area Supervision team across the UK that support 3000+ regulated advisors & appointed representatives throughout our network. The region to be covered is the Guildford, Portsmouth, or Bournemouth geography. This is an excellent opportunity for an existing Mortgage Compliance individual with a proven track record in Mortgage & Protection compliance / supervision to join a truly fast paced people business. Candidates will only be considered if they have relevant supervisory experience within the Mortgage Industry. Duties to include - To ensure compliance with both in house and regulators' compliance procedures for appointed representatives To ensure appropriate standards/procedures are followed by authorised appointed representatives Instruct, coach, and monitor individuals, producing reports and individual training/development plans ensuring all outstanding actions are completed within agreed timescales Identifying areas where Advisors can improve their standards and associated risk ratings Conduct and evaluate assessments of Advisors, as part of an on-going regulatory regime including audit of defined procedures, competence requirements Identify areas of improvement, ensuring an appropriate report or action plan is communicated with responses monitored to ensure deadlines are timely and achievable Facilitate in the delivery of appropriate training, liaising with the PRIMIS training team where necessary Demonstrate a suitable level of industry knowledge and experience to conduct the role Ensuring that appropriate needs are identified and where appropriate facilitate delivery of additional support to ensure needs are being met Supervise individual Advisors in accordance with the approved training and competence scheme Salary is between £38,000 and £42,000 per annum DOE negotiable The salary stated includes the car allowance offered with this role. A full UK driving license is essential. The full CeMAP or equivalent qualification is a requirement of the role and ideally an Equity Release qualification also. Apply today for an exciting and challenging career with the largest Mortgage and Protection Network in the UK. Applications in confidence to James McNee of PRIMIS / LSL's internal recruitment function We are an equal opportunity and Disability Confident employer, dedicated to building a diverse and inclusive workplace. We welcome applications from people of all abilities and backgrounds, and we do not discriminate based on disability or individual needs. If you require any reasonable adjustments during the recruitment process, please let us know. LSL Property Services are dedicated to protecting your data - our Recruitment Privacy Notice can be viewed on the LSL Careers website
Your Mortgage Recruiter Ltd
Mortgage and Protection Administrator
Your Mortgage Recruiter Ltd Stanmore, Middlesex
My client is a very well established, thriving, directly authorised, independent Mortgage and Protection Brokerage. The company's main aim is to provide the best, most impartial and tailored advice available to its clientele.The company are currently keen to recruit an additional employed Mortgage and Protection Administrator to join their established team based within Stanmore, Middlesex. Within this position you will primarily handle Residential and BTL mortgage cases, plus associated protection business. However, you will also have the opportunity to progress your knowledge into the Commercial Mortgage, Bridging Finance and Development Finance sectors. This role is based within a Stanmore, Middlesex office with great public transport links, whilst there is also free car parking available on-site. The working hours within this role are Monday to Friday from 8:30am to 5pm (including a 1 hour lunch break each day). In addition to the large existing base of established clients that the company have, they also gain numerous new client referrals/recommendations and enquiries each week. In addition to this, the company regularly gain additional new business from third party client introducer businesses and also as a result of their marketing campaigns. Several of the businesses client leads are of a HNW nature. Within this employed position, key role features include; You will liaise between the companies Mortgage and Protection Advisor's, Mortgage Lenders, Protection Providers, Solicitors and the company's clients to assist with progressing mortgage and protection cases through from application stage to completion. You will provide excellent levels of service to clients. You will use your strong administrative skills to ensure that records are thorough and up to date. You will use various lenders online platforms/portals to submit Residential & BTL mortgage cases suitably. You will use various protection providers online platforms/portals to submit insurance cases suitably. You will write suitability letters. Gathering original documents from clients, as required by the lenders. Ensuring all work meets the required FCA compliance standards. You will work within a dynamic, growing business, which has a professional environment, and you will join a successful, friendly and helpful team. The company will support you with further career development opportunities in the future including training to additionally administer Commercial Mortgage, Bridging Finance and Development Finance cases and the possibility of becoming a Team Leader/Team Manager there. Key candidate attributes: Strong Mortgage Administration experience. Great organisation and planning skills. Excellent communication skills, both written and verbal. Must demonstrate technical ability and be confident with mortgage case terminology. Must be able to demonstrate initiative and ability to time manage and prioritise cases through to completion. Enjoy working within a team. Desire to progress in a professional and growing business. The successful candidate will receive a competitive starting basic salary, likely to range between £28,000 and £35,000 (dependent upon your level of experience). Employee benefits include a pension and private medical insurance. If you are interested within this vacancy and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
Jun 12, 2026
Full time
My client is a very well established, thriving, directly authorised, independent Mortgage and Protection Brokerage. The company's main aim is to provide the best, most impartial and tailored advice available to its clientele.The company are currently keen to recruit an additional employed Mortgage and Protection Administrator to join their established team based within Stanmore, Middlesex. Within this position you will primarily handle Residential and BTL mortgage cases, plus associated protection business. However, you will also have the opportunity to progress your knowledge into the Commercial Mortgage, Bridging Finance and Development Finance sectors. This role is based within a Stanmore, Middlesex office with great public transport links, whilst there is also free car parking available on-site. The working hours within this role are Monday to Friday from 8:30am to 5pm (including a 1 hour lunch break each day). In addition to the large existing base of established clients that the company have, they also gain numerous new client referrals/recommendations and enquiries each week. In addition to this, the company regularly gain additional new business from third party client introducer businesses and also as a result of their marketing campaigns. Several of the businesses client leads are of a HNW nature. Within this employed position, key role features include; You will liaise between the companies Mortgage and Protection Advisor's, Mortgage Lenders, Protection Providers, Solicitors and the company's clients to assist with progressing mortgage and protection cases through from application stage to completion. You will provide excellent levels of service to clients. You will use your strong administrative skills to ensure that records are thorough and up to date. You will use various lenders online platforms/portals to submit Residential & BTL mortgage cases suitably. You will use various protection providers online platforms/portals to submit insurance cases suitably. You will write suitability letters. Gathering original documents from clients, as required by the lenders. Ensuring all work meets the required FCA compliance standards. You will work within a dynamic, growing business, which has a professional environment, and you will join a successful, friendly and helpful team. The company will support you with further career development opportunities in the future including training to additionally administer Commercial Mortgage, Bridging Finance and Development Finance cases and the possibility of becoming a Team Leader/Team Manager there. Key candidate attributes: Strong Mortgage Administration experience. Great organisation and planning skills. Excellent communication skills, both written and verbal. Must demonstrate technical ability and be confident with mortgage case terminology. Must be able to demonstrate initiative and ability to time manage and prioritise cases through to completion. Enjoy working within a team. Desire to progress in a professional and growing business. The successful candidate will receive a competitive starting basic salary, likely to range between £28,000 and £35,000 (dependent upon your level of experience). Employee benefits include a pension and private medical insurance. If you are interested within this vacancy and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
Purely Recruitment Solutions
Mortgage Case Manager
Purely Recruitment Solutions Corsham, Wiltshire
Mortgage Case Manager Corsham Full Time Permanent Monday Friday 37.5hrs per week Salary is dependent on experience We are currently recruiting for a Mortgage Case Manager to join our client based in their Corsham Branch. Job Purpose To manage mortgage applications from submission through to completion, ensuring excellent client service and efficient communication with lenders, while also supporting advisers, office operations, and third-party referrals. Act as the first point of contact for clients on mortgage applications. Contact clients within 24 hours of application submission. Progress applications through workflow stages in the system. Obtain regular updates from lenders/providers and promptly request outstanding information from clients. Aim to secure offers within 10 days of application submission. Proactively resolve issues (e.g. valuation access). Engage lender BDMs where appropriate and challenge decisions or timelines when necessary. Stay up to date on lender requirements and timescales, sharing updates with advisers. Maintain regular client contact (By phone in the first instance, followed by email/message if unavailable). Ensure accurate, complete, and up-to-date client records on Mortgage Keeper. Keep advisers informed of case progress and issues. Review and check mortgage offers thoroughly before notifying brokers. Liaise with introducers as required Office Management and Sales Support Upload and allocate client documents to the CRM, notifying advisers as appropriate. Handle correspondence from lenders/providers, directing it to relevant teams. Support directors with ad hoc administrative tasks. Monitor and manage stationery, office supplies, and equipment (including printers and first aid kit). Maintain accurate records of posted mail and reconcile with company postal bills. Support brokers to facilitate sales growth by ensuring effective communication and smooth processes Third-Party Referrals Refer clients to trusted third parties for additional services where appropriate. Other Duties Undertake any other reasonable ad hoc tasks. Collaborate with colleagues to ensure workloads are completed efficiently. Comply with FCA and Money Laundering regulations. Act as a customer service champion, upholding company standards and promoting a positive office culture Contribute ideas to improve back-office processes and business operations. Escalate staff complaints to directors and client ML concerns to the MLO/FCA in line with regulations. Required Qualifications 5 GCSEs grade 5 / C and above. Experience Minimum 2 years working in a Financial Advisory firm. Knowledge, Skills and Abilities Excellent communication, negotiation and interpersonal skills. Proficient in relevant IT systems. Highly organised with effective prioritisation and time management. Able to work independently. Strong team player with relationship-building and negotiation skills. Committed to ongoing professional development. By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
Jun 12, 2026
Full time
Mortgage Case Manager Corsham Full Time Permanent Monday Friday 37.5hrs per week Salary is dependent on experience We are currently recruiting for a Mortgage Case Manager to join our client based in their Corsham Branch. Job Purpose To manage mortgage applications from submission through to completion, ensuring excellent client service and efficient communication with lenders, while also supporting advisers, office operations, and third-party referrals. Act as the first point of contact for clients on mortgage applications. Contact clients within 24 hours of application submission. Progress applications through workflow stages in the system. Obtain regular updates from lenders/providers and promptly request outstanding information from clients. Aim to secure offers within 10 days of application submission. Proactively resolve issues (e.g. valuation access). Engage lender BDMs where appropriate and challenge decisions or timelines when necessary. Stay up to date on lender requirements and timescales, sharing updates with advisers. Maintain regular client contact (By phone in the first instance, followed by email/message if unavailable). Ensure accurate, complete, and up-to-date client records on Mortgage Keeper. Keep advisers informed of case progress and issues. Review and check mortgage offers thoroughly before notifying brokers. Liaise with introducers as required Office Management and Sales Support Upload and allocate client documents to the CRM, notifying advisers as appropriate. Handle correspondence from lenders/providers, directing it to relevant teams. Support directors with ad hoc administrative tasks. Monitor and manage stationery, office supplies, and equipment (including printers and first aid kit). Maintain accurate records of posted mail and reconcile with company postal bills. Support brokers to facilitate sales growth by ensuring effective communication and smooth processes Third-Party Referrals Refer clients to trusted third parties for additional services where appropriate. Other Duties Undertake any other reasonable ad hoc tasks. Collaborate with colleagues to ensure workloads are completed efficiently. Comply with FCA and Money Laundering regulations. Act as a customer service champion, upholding company standards and promoting a positive office culture Contribute ideas to improve back-office processes and business operations. Escalate staff complaints to directors and client ML concerns to the MLO/FCA in line with regulations. Required Qualifications 5 GCSEs grade 5 / C and above. Experience Minimum 2 years working in a Financial Advisory firm. Knowledge, Skills and Abilities Excellent communication, negotiation and interpersonal skills. Proficient in relevant IT systems. Highly organised with effective prioritisation and time management. Able to work independently. Strong team player with relationship-building and negotiation skills. Committed to ongoing professional development. By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
Spider
Part-time Mortgage Administrator
Spider Ipswich, Suffolk
Part-time Mortgage Administrator Spider is advertising on behalf of a growing and successful mortgage advisory business that is looking to recruit a Mortgage Administrator to join their team based in Ipswich, Suffolk on a part-time basis, working 14 hours per week. Fantastic company benefits include: Competitive Salary:£13.50 - £15.00 per hour, depending on experience Holiday: 10 days annual leave Additional: Flexible working hours to suit the right candidate, with the potential for additional hours in the future as the business continues to grow About the role As a Mortgage Administrator, you will play a key role in supporting Mortgage Brokers throughout the mortgage application process, from initial enquiry through to completion. This is an excellent opportunity to join a supportive and expanding business where your contribution will make a real difference to both the team and clients. The role offers flexibility around working hours and would suit an organised, proactive individual who enjoys working in a fast-paced environment. Main Duties & Responsibilities will include: Manage and maintain accurate borrower, loan, and application records, ensuring all documentation is up to date and compliant Provide administrative support throughout the mortgage process, including preparing correspondence, emails, and documentation Liaise with solicitors, lenders, valuers, financial advisers, and other third parties to progress applications through to completion Respond to enquiries and build strong relationships with clients and professional stakeholders, delivering excellent customer service Support compliance requirements and ensure mortgage applications are processed efficiently and in line with industry regulations About you: The ideal candidate will have previous administration or customer service experience and a genuine interest in the financial services sector. You will be highly organised, with excellent attention to detail and the ability to manage multiple tasks effectively. As a Mortgage Administrator, you will be a confident communicator with strong interpersonal skills and enjoy building positive working relationships with clients and professional contacts alike. A proactive approach, willingness to learn, and the ability to adapt to changing priorities are essential. Most importantly, you'll be a positive team player who enjoys contributing to a supportive and collaborative working environment. About them: They pride themselves on maintaining a supportive, team-focused culture where colleagues work collaboratively, support one another, and enjoy what they do. It's an environment where people work hard to deliver excellent results for clients while maintaining a positive, friendly, and enjoyable workplace. If you have the relevant skills and experience for this part-time Mortgage Administrator role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you. They are an equal opportunity employer and welcomes applicants from all backgrounds. If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments. Please check your email inbox and spam/junk mail folder for any email correspondence for this role. This vacancy is being advertised and handled through Spider. We take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text, or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.
Jun 12, 2026
Full time
Part-time Mortgage Administrator Spider is advertising on behalf of a growing and successful mortgage advisory business that is looking to recruit a Mortgage Administrator to join their team based in Ipswich, Suffolk on a part-time basis, working 14 hours per week. Fantastic company benefits include: Competitive Salary:£13.50 - £15.00 per hour, depending on experience Holiday: 10 days annual leave Additional: Flexible working hours to suit the right candidate, with the potential for additional hours in the future as the business continues to grow About the role As a Mortgage Administrator, you will play a key role in supporting Mortgage Brokers throughout the mortgage application process, from initial enquiry through to completion. This is an excellent opportunity to join a supportive and expanding business where your contribution will make a real difference to both the team and clients. The role offers flexibility around working hours and would suit an organised, proactive individual who enjoys working in a fast-paced environment. Main Duties & Responsibilities will include: Manage and maintain accurate borrower, loan, and application records, ensuring all documentation is up to date and compliant Provide administrative support throughout the mortgage process, including preparing correspondence, emails, and documentation Liaise with solicitors, lenders, valuers, financial advisers, and other third parties to progress applications through to completion Respond to enquiries and build strong relationships with clients and professional stakeholders, delivering excellent customer service Support compliance requirements and ensure mortgage applications are processed efficiently and in line with industry regulations About you: The ideal candidate will have previous administration or customer service experience and a genuine interest in the financial services sector. You will be highly organised, with excellent attention to detail and the ability to manage multiple tasks effectively. As a Mortgage Administrator, you will be a confident communicator with strong interpersonal skills and enjoy building positive working relationships with clients and professional contacts alike. A proactive approach, willingness to learn, and the ability to adapt to changing priorities are essential. Most importantly, you'll be a positive team player who enjoys contributing to a supportive and collaborative working environment. About them: They pride themselves on maintaining a supportive, team-focused culture where colleagues work collaboratively, support one another, and enjoy what they do. It's an environment where people work hard to deliver excellent results for clients while maintaining a positive, friendly, and enjoyable workplace. If you have the relevant skills and experience for this part-time Mortgage Administrator role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you. They are an equal opportunity employer and welcomes applicants from all backgrounds. If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments. Please check your email inbox and spam/junk mail folder for any email correspondence for this role. This vacancy is being advertised and handled through Spider. We take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text, or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.
First Mortgage
Mortgage, Protection & Homebuying Advisor
First Mortgage Bath, Somerset
Mortgage, Protection & Homebuying Advisor Location: Hybrid / Office-based Salary: Up to £42,500 basic + uncapped commission Contract: Full-Time, Permanent Specialist routes available: Already a Mortgage Adviser We'll upskill you in Protection and Homebuying advice Experienced in Protection Dedicated Protection-only roles are also available What you'll get: A brand and culture built around your succes. . click apply for full job details
Jun 12, 2026
Full time
Mortgage, Protection & Homebuying Advisor Location: Hybrid / Office-based Salary: Up to £42,500 basic + uncapped commission Contract: Full-Time, Permanent Specialist routes available: Already a Mortgage Adviser We'll upskill you in Protection and Homebuying advice Experienced in Protection Dedicated Protection-only roles are also available What you'll get: A brand and culture built around your succes. . click apply for full job details
Alban Recruitment Solutions
Mortgage Advisor
Alban Recruitment Solutions St. Albans, Hertfordshire
My client is seeking a Mortgage Advisor with at least two years experience to join a small team in St. Albans. The successful candidate will provide high-quality mortgage advice, guiding clients through the entire mortgage process and recommending suitable products based on individual needs and financial circumstances. Key Responsibilities Provide professional, compliant mortgage advice tailored to c click apply for full job details
Jun 12, 2026
Full time
My client is seeking a Mortgage Advisor with at least two years experience to join a small team in St. Albans. The successful candidate will provide high-quality mortgage advice, guiding clients through the entire mortgage process and recommending suitable products based on individual needs and financial circumstances. Key Responsibilities Provide professional, compliant mortgage advice tailored to c click apply for full job details
Premier Jobs UK Limited
Mortgage Advisor
Premier Jobs UK Limited Brighton, Sussex
This Mortgage Adviser job in Brighton offers a rare opportunity to join a growing, purpose led mortgage brokerage that is already generating client demand in the local area and is now looking to build a dedicated adviser presence. You will be joining a business that has grown through repeat clients, referrals and carefully invested lead generation rather than high volume sales click apply for full job details
Jun 12, 2026
Full time
This Mortgage Adviser job in Brighton offers a rare opportunity to join a growing, purpose led mortgage brokerage that is already generating client demand in the local area and is now looking to build a dedicated adviser presence. You will be joining a business that has grown through repeat clients, referrals and carefully invested lead generation rather than high volume sales click apply for full job details
Qualified Mortgage and Protection Advisor
ecruit
Qualified Mortgage and Protection Advisor Academy Programme Remote / UK-wide Self-employed Commission-based High earning potential Are you ambitious, entrepreneurial, and serious about building a long-term career in Mortgage and Protection advice? Cooper & Parks is looking for driven individuals to join them as a Mortgage and Protection Adviser click apply for full job details
Jun 12, 2026
Full time
Qualified Mortgage and Protection Advisor Academy Programme Remote / UK-wide Self-employed Commission-based High earning potential Are you ambitious, entrepreneurial, and serious about building a long-term career in Mortgage and Protection advice? Cooper & Parks is looking for driven individuals to join them as a Mortgage and Protection Adviser click apply for full job details
Experienced Mortgage Advisor High Earning Potential
Anderson Recruitment Gloucester, Gloucestershire
Due to continued growth, we are working with a highly successful, award-winning estate agency in the search for experienced and ambitious Mortgage Advisors to join their highly successful and ever-growing team. With established offices in both Gloucester and Stroud, this is an exciting opportunity to join a business that truly invests in its people and delivers outstanding results click apply for full job details
Jun 12, 2026
Full time
Due to continued growth, we are working with a highly successful, award-winning estate agency in the search for experienced and ambitious Mortgage Advisors to join their highly successful and ever-growing team. With established offices in both Gloucester and Stroud, this is an exciting opportunity to join a business that truly invests in its people and delivers outstanding results click apply for full job details
Kings Permanent Recruitment Ltd
Tenancy Administrator
Kings Permanent Recruitment Ltd Chelmsford, Essex
Tenancy Administrator • Monday to Friday 8.30am to 5.30pm (no weekends). • Hybrid working will only become effective upon completion of initial probationary period normally 6 months so you must be able to travel to Chelmsford during the probation period. Thereafter, hybrid working will commence working 3 days at home one week and 2 days the next. A total of 10 days at home every 4 weeks. • A fantastic opportunity for an experienced Tenancy Administrator to join a Lettings Department to provide vital support to our Tenancy team. Tenancy Administrator • Liaise with Lettings Branch Managers to obtain and assess rent review recommendations. • Manage the landlord rent review correspondence via DocuSign. • Download and process landlord instructions for the coordinators to action. • Prepare figures and supporting data for rent review recommendations and tribunal cases. • Assist with the preparation and management of rent review tribunal cases • Process general enquiries from landlords and tenants. • Maintain accurate and up-to-date property records on the internal CRM system. • Provide administrative support to the team. • Process and manage rent review data between Microsoft Excel and the CRM system. • Assist with the preparation of tenancy notices. Tenancy Administrator • Previous experience within Residential Lettings. • Proactive can do attitude, with exceptional organisational skills and able to prioritise effectively. • Excellent communication skills, both written and verbal. • You will be a personable, team player, with a professional approach. • Retain a strong attention to detail. • IT proficient, you will be familiar with MS Office packages and able to learn quickly. Tenancy Administrator • Hours of work Monday to Friday 8.30am to 5.30pm (no weekends). Hybrid - 3 days at home one week and 2 days the next. • A total of 10 days at home per every 4 weeks. • Hybrid working will become effective upon completion of initial probationary period (normally 6 months). • All candidates will work 5 days a week in Chelmsford up until this point. Tenancy Administrator • Basic salary circa £26,000 to £28,000 depending on relevant experience and will increase over time with progression. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positionswithin the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Jun 12, 2026
Full time
Tenancy Administrator • Monday to Friday 8.30am to 5.30pm (no weekends). • Hybrid working will only become effective upon completion of initial probationary period normally 6 months so you must be able to travel to Chelmsford during the probation period. Thereafter, hybrid working will commence working 3 days at home one week and 2 days the next. A total of 10 days at home every 4 weeks. • A fantastic opportunity for an experienced Tenancy Administrator to join a Lettings Department to provide vital support to our Tenancy team. Tenancy Administrator • Liaise with Lettings Branch Managers to obtain and assess rent review recommendations. • Manage the landlord rent review correspondence via DocuSign. • Download and process landlord instructions for the coordinators to action. • Prepare figures and supporting data for rent review recommendations and tribunal cases. • Assist with the preparation and management of rent review tribunal cases • Process general enquiries from landlords and tenants. • Maintain accurate and up-to-date property records on the internal CRM system. • Provide administrative support to the team. • Process and manage rent review data between Microsoft Excel and the CRM system. • Assist with the preparation of tenancy notices. Tenancy Administrator • Previous experience within Residential Lettings. • Proactive can do attitude, with exceptional organisational skills and able to prioritise effectively. • Excellent communication skills, both written and verbal. • You will be a personable, team player, with a professional approach. • Retain a strong attention to detail. • IT proficient, you will be familiar with MS Office packages and able to learn quickly. Tenancy Administrator • Hours of work Monday to Friday 8.30am to 5.30pm (no weekends). Hybrid - 3 days at home one week and 2 days the next. • A total of 10 days at home per every 4 weeks. • Hybrid working will become effective upon completion of initial probationary period (normally 6 months). • All candidates will work 5 days a week in Chelmsford up until this point. Tenancy Administrator • Basic salary circa £26,000 to £28,000 depending on relevant experience and will increase over time with progression. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positionswithin the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Mortgages & Insurers
Self-Employed Financial Advisor
Mortgages & Insurers
Self-Employed Financial Advisor Remote/ Hybrid with access to London offices. The Role Are you an experienced adviser who enjoys building long-term client relationships and helping people plan for a stronger financial future? Looking for the freedom of self-employment, but with warm client opportunities, brand support and a respected business behind you? Mortgages & Insurers Solutions is growing, and this is an exciting opportunity for a Self-Employed Financial Adviser / Wealth Adviser to help shape a new wealth advice offering within an already successful mortgage and protection business. You will provide tailored financial advice across pensions, investments, retirement planning and wider wealth management. You will work with clients who already trust the business through mortgage and protection services, giving you access to strong referral opportunities and an established customer base from day one. This is not a cold-start role. You will be joining a business with ambitious plans, a strong reputation and genuine long-term growth potential. The role offers flexibility to work remotely or from modern London offices, while giving you the independence to grow your own income and client bank. If you are an experienced Financial Adviser / Wealth Adviser looking for flexibility, warm client opportunities and the chance to help build something exciting, we would love to hear from you today. Key Responsibilities: Provide high-quality financial advice in line with FCA regulations Support clients with pensions, investments and retirement planning Build trusted and lasting client relationships Work closely with the mortgage and protection team to identify suitable advice opportunities Help develop and grow the company s wealth planning proposition Maintain accurate and compliant client records Generate repeat business and referrals Represent the business professionally across meetings, events and marketing activity The Company Mortgages & Insurers Solutions is an award-winning mortgage and insurance advice firm with a strong presence across the UK. The business has built an excellent reputation for helping clients with first-time buyer mortgages, remortgaging, buy-to-let, protection and complex lending cases. With access to more than 80 lenders, the team is known for making the process simple and stress-free. The Benefits Access to an established client base with strong wealth planning potential Flexible remote and hybrid working options High-quality office space in London Support from an experienced mortgage and protection team Strong brand reputation and 5-star client reviews Marketing and social media support Weekly finance podcast exposure opportunities Self-employed freedom with excellent earning potential Opportunity to shape and grow a new advice division The Person We are looking for someone who is professional, client-focused and motivated by building long-term relationships. You will ideally have: Level 4 Diploma qualification or above Experience within financial advice, pensions, investments or wealth planning Confidence working on a self-employed basis Strong communication and relationship-building skills A professional and ethical approach The ability to work independently while being part of a supportive wider team Experience within The Openwork Partnership network would be an advantage, but is not essential.
Jun 12, 2026
Full time
Self-Employed Financial Advisor Remote/ Hybrid with access to London offices. The Role Are you an experienced adviser who enjoys building long-term client relationships and helping people plan for a stronger financial future? Looking for the freedom of self-employment, but with warm client opportunities, brand support and a respected business behind you? Mortgages & Insurers Solutions is growing, and this is an exciting opportunity for a Self-Employed Financial Adviser / Wealth Adviser to help shape a new wealth advice offering within an already successful mortgage and protection business. You will provide tailored financial advice across pensions, investments, retirement planning and wider wealth management. You will work with clients who already trust the business through mortgage and protection services, giving you access to strong referral opportunities and an established customer base from day one. This is not a cold-start role. You will be joining a business with ambitious plans, a strong reputation and genuine long-term growth potential. The role offers flexibility to work remotely or from modern London offices, while giving you the independence to grow your own income and client bank. If you are an experienced Financial Adviser / Wealth Adviser looking for flexibility, warm client opportunities and the chance to help build something exciting, we would love to hear from you today. Key Responsibilities: Provide high-quality financial advice in line with FCA regulations Support clients with pensions, investments and retirement planning Build trusted and lasting client relationships Work closely with the mortgage and protection team to identify suitable advice opportunities Help develop and grow the company s wealth planning proposition Maintain accurate and compliant client records Generate repeat business and referrals Represent the business professionally across meetings, events and marketing activity The Company Mortgages & Insurers Solutions is an award-winning mortgage and insurance advice firm with a strong presence across the UK. The business has built an excellent reputation for helping clients with first-time buyer mortgages, remortgaging, buy-to-let, protection and complex lending cases. With access to more than 80 lenders, the team is known for making the process simple and stress-free. The Benefits Access to an established client base with strong wealth planning potential Flexible remote and hybrid working options High-quality office space in London Support from an experienced mortgage and protection team Strong brand reputation and 5-star client reviews Marketing and social media support Weekly finance podcast exposure opportunities Self-employed freedom with excellent earning potential Opportunity to shape and grow a new advice division The Person We are looking for someone who is professional, client-focused and motivated by building long-term relationships. You will ideally have: Level 4 Diploma qualification or above Experience within financial advice, pensions, investments or wealth planning Confidence working on a self-employed basis Strong communication and relationship-building skills A professional and ethical approach The ability to work independently while being part of a supportive wider team Experience within The Openwork Partnership network would be an advantage, but is not essential.

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