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
Trainee Mortgage & Protection Advisor We are looking for individuals with or without Cemap who want to start a career as a mortgage and/or protection advisor. This Trainee Mortgage & Protection Advisor role is fully remote! We are full training and the opportunity to earn while you learn. Gain cemap and experience of how to be an advisor in financial services Part time (continue existing role) or full time Trainee Mortgage & Protection Advisor roles available Intially self employed for 3 months then with a option for employed is you wish. During this trainee period, you will learn how to be an advisor, how to do fact finds, presentations, recommendations etc. We focus on estate planning for the first month only, then protection is added and then mortgages if qualified. Trainee advisors will be working during this period speaking to clients and OTE is around £800 per client sold and we would expect one client a week. We pay for all training including CEMAP , membership fees and software costs etc. Free leads provided.
Oct 08, 2025
Full time
Trainee Mortgage & Protection Advisor We are looking for individuals with or without Cemap who want to start a career as a mortgage and/or protection advisor. This Trainee Mortgage & Protection Advisor role is fully remote! We are full training and the opportunity to earn while you learn. Gain cemap and experience of how to be an advisor in financial services Part time (continue existing role) or full time Trainee Mortgage & Protection Advisor roles available Intially self employed for 3 months then with a option for employed is you wish. During this trainee period, you will learn how to be an advisor, how to do fact finds, presentations, recommendations etc. We focus on estate planning for the first month only, then protection is added and then mortgages if qualified. Trainee advisors will be working during this period speaking to clients and OTE is around £800 per client sold and we would expect one client a week. We pay for all training including CEMAP , membership fees and software costs etc. Free leads provided.
We are currently looking for a Trainee or experienced Mortgage Advisor to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Stafford. The position will be based in the Stafford office, with leads provided from the Estate Agency team with a minimum CeMap 1 qualification or above required. The successful Mortgage Advisor will be offered: Basic Salary £22,000 - £28,000 Strong Commission structure OTE £50,000 - £70,000 Car allowance Great Progression Opportunities Guarantee Working hours: Full Time Monday - Friday and alternate Saturdays (with a lieu day provided) Mortgage Advisor requirements: Driven to achieve targets and ability to offer excellent customer service. Ability to deal with 1st appointments and subsequent sign-ups. Minimum CeMap 1 qualification Full UK Driving license. Responsibilities for the role of Mortgage Advisor: Liaising with Estate Agency staff to ensure effective referrals. Giving face-to-face advice to potential buyers in the branch Chasing potential leads and generating new business Providing a high level of service in line with compliance
Oct 08, 2025
Full time
We are currently looking for a Trainee or experienced Mortgage Advisor to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Stafford. The position will be based in the Stafford office, with leads provided from the Estate Agency team with a minimum CeMap 1 qualification or above required. The successful Mortgage Advisor will be offered: Basic Salary £22,000 - £28,000 Strong Commission structure OTE £50,000 - £70,000 Car allowance Great Progression Opportunities Guarantee Working hours: Full Time Monday - Friday and alternate Saturdays (with a lieu day provided) Mortgage Advisor requirements: Driven to achieve targets and ability to offer excellent customer service. Ability to deal with 1st appointments and subsequent sign-ups. Minimum CeMap 1 qualification Full UK Driving license. Responsibilities for the role of Mortgage Advisor: Liaising with Estate Agency staff to ensure effective referrals. Giving face-to-face advice to potential buyers in the branch Chasing potential leads and generating new business Providing a high level of service in line with compliance
Job Title: Trainee Mortgage Advisor Location: Aberdeen Salary: Starting at 24,000 (OTE 26,500) - with salary increases upon completion of exams Hours: Full-time, Monday to Friday, 9am-5pm Work Arrangement: Office-based Training: Full training provided Progression: Clear career development and progression opportunities available About the Role This is an exciting opportunity for a motivated individual to begin their career in financial services as a Trainee Mortgage Advisor. You'll be joining a dynamic team in Aberdeen, where you'll receive full training and support to become a qualified mortgage advisor. As you progress and pass industry exams, you'll gain access to further career development opportunities as well as salary reviews. Department Overview You'll be part of a team that supports clients through their mortgage journey, from initial enquiry to advisor appointment. The department handles inbound and outbound communications, qualifying leads, and ensuring clients receive expert whole-of-market mortgage advice. Key Responsibilities Handle inbound mortgage and protection enquiries professionally and efficiently Qualify clients by gathering relevant financial and personal information Book appointments with mortgage advisors for eligible clients Make outbound calls to existing clients to generate new mortgage appointments Nurture clients in the early stages of their mortgage journey Liaise with internal stakeholders including mortgage advisors, property staff, and senior managers Maintain accurate records and update CRM systems Request and review credit files for clients with credit issues Identify opportunities for referrals to other departments (e.g. legal, estate agency, investments) Skills & Experience Essential: Confident communicator with a professional telephone manner Organised and detail-oriented Self-motivated and driven to succeed Sales-oriented with a keen eye for spotting opportunities Strong written communication skills Comfortable with basic calculations and numeracy IT literate - proficient in Microsoft Excel, Word, and Outlook Why Join Us? Full training and exam support provided Salary increases as you progress and qualify Supportive team environment Clear career path into mortgage advising and beyond Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Oct 07, 2025
Full time
Job Title: Trainee Mortgage Advisor Location: Aberdeen Salary: Starting at 24,000 (OTE 26,500) - with salary increases upon completion of exams Hours: Full-time, Monday to Friday, 9am-5pm Work Arrangement: Office-based Training: Full training provided Progression: Clear career development and progression opportunities available About the Role This is an exciting opportunity for a motivated individual to begin their career in financial services as a Trainee Mortgage Advisor. You'll be joining a dynamic team in Aberdeen, where you'll receive full training and support to become a qualified mortgage advisor. As you progress and pass industry exams, you'll gain access to further career development opportunities as well as salary reviews. Department Overview You'll be part of a team that supports clients through their mortgage journey, from initial enquiry to advisor appointment. The department handles inbound and outbound communications, qualifying leads, and ensuring clients receive expert whole-of-market mortgage advice. Key Responsibilities Handle inbound mortgage and protection enquiries professionally and efficiently Qualify clients by gathering relevant financial and personal information Book appointments with mortgage advisors for eligible clients Make outbound calls to existing clients to generate new mortgage appointments Nurture clients in the early stages of their mortgage journey Liaise with internal stakeholders including mortgage advisors, property staff, and senior managers Maintain accurate records and update CRM systems Request and review credit files for clients with credit issues Identify opportunities for referrals to other departments (e.g. legal, estate agency, investments) Skills & Experience Essential: Confident communicator with a professional telephone manner Organised and detail-oriented Self-motivated and driven to succeed Sales-oriented with a keen eye for spotting opportunities Strong written communication skills Comfortable with basic calculations and numeracy IT literate - proficient in Microsoft Excel, Word, and Outlook Why Join Us? Full training and exam support provided Salary increases as you progress and qualify Supportive team environment Clear career path into mortgage advising and beyond Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of:Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
Oct 07, 2025
Full time
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of:Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
Are you a target-driven individual looking to excel in your career as a Mortgage Advisor? Red Recruitment is looking for sales-focused professionals to join our client, an established and successful, award-winning mortgage brokerage. Ideally, you will have previous sales experience or have a degree in either business or finance and you must be willing to study and work towards gaining your CeMAP qualification. After the training period, the salary does increase and will continue to increase as you develop your career. Benefits and Package for a Trainee Mortgage Advisor: Salary: 27,000 per annum OTE of 30,000 Hours: Monday - Friday, 9am - 5.30pm and 11am - 7.30pm and 1 in 4 Saturday's 9am - 1pm Contract Type: Permanent Location: Fareham, Hampshire (you must live within a 30 minute commute of PO15) Once you are a qualified Mortgage Advisor, your commission structure increases (the average OTE is 65,000) Continued learning and development Free onsite parking Access to Employee Assistance Programme Key Responsibilities of a Trainee Mortgage Advisor: Outbound calling prospective customers Calling warm leads through a dialer system (customers looking at mortgage rates) Passing customers through to speak to a fully qualified mortgage advisor Acting in accordance with regulatory procedures Responding to customer enquiries and identifying customer needs Key Skills and Experience of a Trainee Mortgage Advisor: You should have a strong track record in generating sales or be target-driven You should have sales experiences and have a degree You need to be willing to study for your CeMAP qualification if you are not already studying for this (some studying time is provided during working hours) Previous telephone-based experience is preferred Being proactive with the ability to use your own initiative is required Being organised with the ability to manage your own workload is required If you are interested in this position and have the relevant skills and experience required, please apply now! Red Recruitment (Agency)
Oct 02, 2025
Full time
Are you a target-driven individual looking to excel in your career as a Mortgage Advisor? Red Recruitment is looking for sales-focused professionals to join our client, an established and successful, award-winning mortgage brokerage. Ideally, you will have previous sales experience or have a degree in either business or finance and you must be willing to study and work towards gaining your CeMAP qualification. After the training period, the salary does increase and will continue to increase as you develop your career. Benefits and Package for a Trainee Mortgage Advisor: Salary: 27,000 per annum OTE of 30,000 Hours: Monday - Friday, 9am - 5.30pm and 11am - 7.30pm and 1 in 4 Saturday's 9am - 1pm Contract Type: Permanent Location: Fareham, Hampshire (you must live within a 30 minute commute of PO15) Once you are a qualified Mortgage Advisor, your commission structure increases (the average OTE is 65,000) Continued learning and development Free onsite parking Access to Employee Assistance Programme Key Responsibilities of a Trainee Mortgage Advisor: Outbound calling prospective customers Calling warm leads through a dialer system (customers looking at mortgage rates) Passing customers through to speak to a fully qualified mortgage advisor Acting in accordance with regulatory procedures Responding to customer enquiries and identifying customer needs Key Skills and Experience of a Trainee Mortgage Advisor: You should have a strong track record in generating sales or be target-driven You should have sales experiences and have a degree You need to be willing to study for your CeMAP qualification if you are not already studying for this (some studying time is provided during working hours) Previous telephone-based experience is preferred Being proactive with the ability to use your own initiative is required Being organised with the ability to manage your own workload is required If you are interested in this position and have the relevant skills and experience required, please apply now! Red Recruitment (Agency)
Are you a target-driven individual looking to excel in your career as a Mortgage Advisor? Red Recruitment is looking for sales-focused professionals to join our client, an established and successful, award-winning mortgage brokerage. Ideally, you will have previous sales experience or have a degree in either business or finance and you must be willing to study and work towards gaining your CeMAP qualification. After the training period, the salary does increase and will continue to increase as you develop your career. Benefits and Package for a Trainee Mortgage Advisor: Salary: £27,000 per annum OTE of £30,000 Hours: Monday - Friday, 9am - 5.30pm and 11am - 7.30pm and 1 in 4 Saturday's 9am - 1pm Contract Type: Permanent Location: Fareham, Hampshire (you must live within a 30 minute commute of PO15) Once you are a qualified Mortgage Advisor, your commission structure increases (the average OTE is £65,000) Continued learning and development Free onsite parking Access to Employee Assistance Programme Key Responsibilities of a Trainee Mortgage Advisor: Outbound calling prospective customers Calling warm leads through a dialer system (customers looking at mortgage rates) Passing customers through to speak to a fully qualified mortgage advisor Acting in accordance with regulatory procedures Responding to customer enquiries and identifying customer needs Key Skills and Experience of a Trainee Mortgage Advisor: You should have a strong track record in generating sales or be target-driven You should have sales experiences and have a degree You need to be willing to study for your CeMAP qualification if you are not already studying for this (some studying time is provided during working hours) Previous telephone-based experience is preferred Being proactive with the ability to use your own initiative is required Being organised with the ability to manage your own workload is required If you are interested in this position and have the relevant skills and experience required, please apply now! Red Recruitment (Agency)
Oct 02, 2025
Full time
Are you a target-driven individual looking to excel in your career as a Mortgage Advisor? Red Recruitment is looking for sales-focused professionals to join our client, an established and successful, award-winning mortgage brokerage. Ideally, you will have previous sales experience or have a degree in either business or finance and you must be willing to study and work towards gaining your CeMAP qualification. After the training period, the salary does increase and will continue to increase as you develop your career. Benefits and Package for a Trainee Mortgage Advisor: Salary: £27,000 per annum OTE of £30,000 Hours: Monday - Friday, 9am - 5.30pm and 11am - 7.30pm and 1 in 4 Saturday's 9am - 1pm Contract Type: Permanent Location: Fareham, Hampshire (you must live within a 30 minute commute of PO15) Once you are a qualified Mortgage Advisor, your commission structure increases (the average OTE is £65,000) Continued learning and development Free onsite parking Access to Employee Assistance Programme Key Responsibilities of a Trainee Mortgage Advisor: Outbound calling prospective customers Calling warm leads through a dialer system (customers looking at mortgage rates) Passing customers through to speak to a fully qualified mortgage advisor Acting in accordance with regulatory procedures Responding to customer enquiries and identifying customer needs Key Skills and Experience of a Trainee Mortgage Advisor: You should have a strong track record in generating sales or be target-driven You should have sales experiences and have a degree You need to be willing to study for your CeMAP qualification if you are not already studying for this (some studying time is provided during working hours) Previous telephone-based experience is preferred Being proactive with the ability to use your own initiative is required Being organised with the ability to manage your own workload is required If you are interested in this position and have the relevant skills and experience required, please apply now! Red Recruitment (Agency)
Regional Director - Financial Planning Drive Innovation Join a forward-thinking, values-led IFA firm at the forefront of providing Financial Planning within the NHS sector. They are transforming the way wealth planning services are delivered to NHS professionals and organisations. With a proud track record of innovation, ethical advice, and client-first values, They are now entering an exciting phase of growth and cultural transformation. You'll play a central role in developing financial planning for NHS clients, working with a collaborative, high-performance culture that encourages open dialogue, curiosity, and continuous improvement. Salary range up to £120,000, + Bonus on performance The Opportunity As Regional Director, you will lead a dynamic team of Financial Planners and Mortgage professionals as they expand and adapt to a fast-evolving NHS advisory landscape. You'll champion client experience, foster strategic partnerships with NHS bodies, and spearhead internal cultural evolution to ensure we deliver bespoke, values-driven wealth advice that aligns with needs of professional within the NHS This is more than a leadership role - it's a chance to be part of meaningful change. Key Responsibilities Leadership & People Development Coach and develop Financial Planners and the Head of Mortgages to achieve personal and team growth. Lead performance management, development reviews, and succession planning. Deliver business plans in alignment with NHS-specific financial needs and challenges. Collaborate on NHS-focused projects that enhance efficiency and client outcomes. Represent Commercial in organisation-wide change initiatives, driving integration and innovation. Lead relationship and performance management with key NHS introducers and decision-makers. Embed a referral strategy to connect NHS clients with full-spectrum financial services. Deliver against strategic KPIs and financial targets, ensuring profitability with purpose. Develop and implement a tailored trainee scheme for future financial planners in the NHS space. Requirements Track record of leading successful, compliant, and client-centric financial planning teams. Strong knowledge of NHS Pensions Commercial acumen and excellent influencing skills. Collaborative, coaching-oriented leadership style. Transparent, inclusive communication approach. High emotional intelligence and cultural awareness.
Sep 24, 2025
Full time
Regional Director - Financial Planning Drive Innovation Join a forward-thinking, values-led IFA firm at the forefront of providing Financial Planning within the NHS sector. They are transforming the way wealth planning services are delivered to NHS professionals and organisations. With a proud track record of innovation, ethical advice, and client-first values, They are now entering an exciting phase of growth and cultural transformation. You'll play a central role in developing financial planning for NHS clients, working with a collaborative, high-performance culture that encourages open dialogue, curiosity, and continuous improvement. Salary range up to £120,000, + Bonus on performance The Opportunity As Regional Director, you will lead a dynamic team of Financial Planners and Mortgage professionals as they expand and adapt to a fast-evolving NHS advisory landscape. You'll champion client experience, foster strategic partnerships with NHS bodies, and spearhead internal cultural evolution to ensure we deliver bespoke, values-driven wealth advice that aligns with needs of professional within the NHS This is more than a leadership role - it's a chance to be part of meaningful change. Key Responsibilities Leadership & People Development Coach and develop Financial Planners and the Head of Mortgages to achieve personal and team growth. Lead performance management, development reviews, and succession planning. Deliver business plans in alignment with NHS-specific financial needs and challenges. Collaborate on NHS-focused projects that enhance efficiency and client outcomes. Represent Commercial in organisation-wide change initiatives, driving integration and innovation. Lead relationship and performance management with key NHS introducers and decision-makers. Embed a referral strategy to connect NHS clients with full-spectrum financial services. Deliver against strategic KPIs and financial targets, ensuring profitability with purpose. Develop and implement a tailored trainee scheme for future financial planners in the NHS space. Requirements Track record of leading successful, compliant, and client-centric financial planning teams. Strong knowledge of NHS Pensions Commercial acumen and excellent influencing skills. Collaborative, coaching-oriented leadership style. Transparent, inclusive communication approach. High emotional intelligence and cultural awareness.
Job Title: Trainee Mortgage Advisor Location: Aberdeen Salary: Starting at 24,000 (OTE 26,500) - with salary increases upon completion of exams Hours: Full-time, Monday to Friday, 9am-5pm Work Arrangement: Office-based Training: Full training provided Progression: Clear career development and progression opportunities available About the Role This is an exciting opportunity for a motivated individual to begin their career in financial services as a Trainee Mortgage Advisor. You'll be joining a dynamic team in Aberdeen, where you'll receive full training and support to become a qualified mortgage advisor. As you progress and pass industry exams, you'll gain access to further career development opportunities as well as salary reviews. Department Overview You'll be part of a team that supports clients through their mortgage journey, from initial enquiry to advisor appointment. The department handles inbound and outbound communications, qualifying leads, and ensuring clients receive expert whole-of-market mortgage advice. Key Responsibilities Handle inbound mortgage and protection enquiries professionally and efficiently Qualify clients by gathering relevant financial and personal information Book appointments with mortgage advisors for eligible clients Make outbound calls to existing clients to generate new mortgage appointments Nurture clients in the early stages of their mortgage journey Liaise with internal stakeholders including mortgage advisors, property staff, and senior managers Maintain accurate records and update CRM systems Request and review credit files for clients with credit issues Identify opportunities for referrals to other departments (e.g. legal, estate agency, investments) Skills & Experience Essential: Confident communicator with a professional telephone manner Organised and detail-oriented Self-motivated and driven to succeed Sales-oriented with a keen eye for spotting opportunities Strong written communication skills Comfortable with basic calculations and numeracy IT literate - proficient in Microsoft Excel, Word, and Outlook Why Join Us? Full training and exam support provided Salary increases as you progress and qualify Supportive team environment Clear career path into mortgage advising and beyond Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Sep 21, 2025
Full time
Job Title: Trainee Mortgage Advisor Location: Aberdeen Salary: Starting at 24,000 (OTE 26,500) - with salary increases upon completion of exams Hours: Full-time, Monday to Friday, 9am-5pm Work Arrangement: Office-based Training: Full training provided Progression: Clear career development and progression opportunities available About the Role This is an exciting opportunity for a motivated individual to begin their career in financial services as a Trainee Mortgage Advisor. You'll be joining a dynamic team in Aberdeen, where you'll receive full training and support to become a qualified mortgage advisor. As you progress and pass industry exams, you'll gain access to further career development opportunities as well as salary reviews. Department Overview You'll be part of a team that supports clients through their mortgage journey, from initial enquiry to advisor appointment. The department handles inbound and outbound communications, qualifying leads, and ensuring clients receive expert whole-of-market mortgage advice. Key Responsibilities Handle inbound mortgage and protection enquiries professionally and efficiently Qualify clients by gathering relevant financial and personal information Book appointments with mortgage advisors for eligible clients Make outbound calls to existing clients to generate new mortgage appointments Nurture clients in the early stages of their mortgage journey Liaise with internal stakeholders including mortgage advisors, property staff, and senior managers Maintain accurate records and update CRM systems Request and review credit files for clients with credit issues Identify opportunities for referrals to other departments (e.g. legal, estate agency, investments) Skills & Experience Essential: Confident communicator with a professional telephone manner Organised and detail-oriented Self-motivated and driven to succeed Sales-oriented with a keen eye for spotting opportunities Strong written communication skills Comfortable with basic calculations and numeracy IT literate - proficient in Microsoft Excel, Word, and Outlook Why Join Us? Full training and exam support provided Salary increases as you progress and qualify Supportive team environment Clear career path into mortgage advising and beyond Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
