Sales Support Officer / Client Onboarding Officer / Birmingham (3 days office / 2 days remote) / £30,000 to £35,000 We are partnering with a growing and ambitious financial services organisation seeking a proactive and commercially minded Sales Support Officer to join their expanding commercial team. This is an excellent opportunity for someone who enjoys relationship management, sales coordination, data analysis and operational support within a fast-paced, customer-focused environment. The position offers strong long-term development potential into broader commercial, business development or strategy-focused roles. The Opportunity Working closely with senior commercial leadership, you will play a key role in supporting intermediary and broker relationships, ensuring high service standards, producing meaningful sales insight, and helping drive commercial growth. This role would suit someone who is highly organised, analytically minded and confident managing multiple priorities while building strong professional relationships. Key Responsibilities Broker & Relationship Support Act as a first point of contact for broker and intermediary enquiries. Support broker onboarding and annual review processes. Build and maintain strong working relationships with intermediary partners. Ensure queries and service issues are resolved efficiently and professionally. Sales Support & Coordination Support the commercial team in achieving volume, conversion and service targets. Assist with pipeline management, case tracking and follow-up activity. Coordinate broker communications and engagement initiatives. Prepare meeting packs, presentations and sales materials. Reporting & Sales Analysis Produce regular management information and sales reporting. Analyse trends, broker performance and conversion activity. Provide insight and recommendations to senior stakeholders. Maintain accurate CRM records and reporting systems. Operational Improvement Identify opportunities to improve internal processes and customer journeys. Support operational and sales improvement initiatives. Ensure compliance with regulatory standards and internal policies. Maintain high standards of data quality and record keeping. About You We are looking for someone with: Previous experience in a sales support, broker support, intermediary support or customer relationship role. Strong organisational and administrative skills. Excellent attention to detail and communication skills. Experience producing reports and analysing sales data. A proactive, solutions-focused approach. The ability to manage competing priorities in a fast-moving environment. Strong Microsoft Office skills, particularly Excel and PowerPoint. Desirable Experience Financial services, banking, lending, mortgage or fintech experience. Knowledge of intermediary or broker distribution channels. Experience using CRM systems and sales reporting tools. Understanding of UK regulatory frameworks and Consumer Duty principles. Working Pattern Hybrid working model: 3 days office-based in Birmingham / 2 days remote. Monday to Friday, standard office hours. Flexibility may occasionally be required to support business needs. If you are looking to join a collaborative and growing organisation where you can develop your commercial career and make a genuine impact, we would love to hear from you.
Jun 22, 2026
Full time
Sales Support Officer / Client Onboarding Officer / Birmingham (3 days office / 2 days remote) / £30,000 to £35,000 We are partnering with a growing and ambitious financial services organisation seeking a proactive and commercially minded Sales Support Officer to join their expanding commercial team. This is an excellent opportunity for someone who enjoys relationship management, sales coordination, data analysis and operational support within a fast-paced, customer-focused environment. The position offers strong long-term development potential into broader commercial, business development or strategy-focused roles. The Opportunity Working closely with senior commercial leadership, you will play a key role in supporting intermediary and broker relationships, ensuring high service standards, producing meaningful sales insight, and helping drive commercial growth. This role would suit someone who is highly organised, analytically minded and confident managing multiple priorities while building strong professional relationships. Key Responsibilities Broker & Relationship Support Act as a first point of contact for broker and intermediary enquiries. Support broker onboarding and annual review processes. Build and maintain strong working relationships with intermediary partners. Ensure queries and service issues are resolved efficiently and professionally. Sales Support & Coordination Support the commercial team in achieving volume, conversion and service targets. Assist with pipeline management, case tracking and follow-up activity. Coordinate broker communications and engagement initiatives. Prepare meeting packs, presentations and sales materials. Reporting & Sales Analysis Produce regular management information and sales reporting. Analyse trends, broker performance and conversion activity. Provide insight and recommendations to senior stakeholders. Maintain accurate CRM records and reporting systems. Operational Improvement Identify opportunities to improve internal processes and customer journeys. Support operational and sales improvement initiatives. Ensure compliance with regulatory standards and internal policies. Maintain high standards of data quality and record keeping. About You We are looking for someone with: Previous experience in a sales support, broker support, intermediary support or customer relationship role. Strong organisational and administrative skills. Excellent attention to detail and communication skills. Experience producing reports and analysing sales data. A proactive, solutions-focused approach. The ability to manage competing priorities in a fast-moving environment. Strong Microsoft Office skills, particularly Excel and PowerPoint. Desirable Experience Financial services, banking, lending, mortgage or fintech experience. Knowledge of intermediary or broker distribution channels. Experience using CRM systems and sales reporting tools. Understanding of UK regulatory frameworks and Consumer Duty principles. Working Pattern Hybrid working model: 3 days office-based in Birmingham / 2 days remote. Monday to Friday, standard office hours. Flexibility may occasionally be required to support business needs. If you are looking to join a collaborative and growing organisation where you can develop your commercial career and make a genuine impact, we would love to hear from you.
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 20, 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.
Morgan Jones Recruitment Consultants
Manston, Kent
Applications are welcomed from experienced New Homes Sales Managers, Senior Sales Negotiators and Valuers looking to progress into their first management role. New Homes Sales Manager Manston, Kent Competitive Salary (DOE) Permanent Full Time About the Role An exciting opportunity has arisen for an experienced property professional to join a successful and growing residential developer as a New Homes Sales Manager. This role will be responsible for driving sales performance across multiple developments, supporting site sales teams, implementing effective sales strategies, and ensuring an exceptional customer journey from initial enquiry through to completion. We are keen to speak with experienced New Homes Sales Managers, as well as ambitious Senior Sales Negotiators or Valuers who are looking to take the next step in their career. Key Responsibilities Drive sales performance across multiple new homes developments Support, coach and develop site-based sales teams Monitor sales activity, reservations, exchanges and completions Assist with recruitment, training and ongoing development of sales staff Review market activity and competitor developments to help inform pricing and sales strategy Work closely with senior management to maximise revenue and sales performance Ensure a consistently high standard of customer service throughout the sales process Support with sales forecasting and reporting Build and maintain strong relationships with estate agents, mortgage brokers, solicitors and other key stakeholders Attend customer appointments and assist with negotiations where required Identify opportunities to improve processes and increase sales conversion rates About You Previous experience within new homes sales, estate agency or residential property sales Experience as a New Homes Sales Manager, Sales Manager, Senior Sales Negotiator, Valuer or similar Strong understanding of the residential property market Experience carrying out market appraisals and property valuations would be advantageous Commercially aware with a strong focus on achieving results Excellent communication and relationship-building skills Able to motivate and influence others Highly organised with strong attention to detail Full UK Driving Licence Why Apply? Join a well-established and growing residential developer Opportunity to play a key role within the sales function Genuine career progression opportunities Supportive and collaborative working environment Competitive salary and benefits package Morgan Jones is committed to equality, diversity, and inclusion. We welcome applications from all backgrounds and ensure fair treatment throughout the recruitment process. About Morgan Jones Morgan Jones Limited acts as an employment agency. By applying, you accept the Terms & Conditions as well as the Privacy, Cookie, and Data Retention Policy which can be found on our website. Due to the high volume of applicants we receive, if you have not heard from us within 72 hours, please assume that you have been unsuccessful on this occasion.
Jun 20, 2026
Full time
Applications are welcomed from experienced New Homes Sales Managers, Senior Sales Negotiators and Valuers looking to progress into their first management role. New Homes Sales Manager Manston, Kent Competitive Salary (DOE) Permanent Full Time About the Role An exciting opportunity has arisen for an experienced property professional to join a successful and growing residential developer as a New Homes Sales Manager. This role will be responsible for driving sales performance across multiple developments, supporting site sales teams, implementing effective sales strategies, and ensuring an exceptional customer journey from initial enquiry through to completion. We are keen to speak with experienced New Homes Sales Managers, as well as ambitious Senior Sales Negotiators or Valuers who are looking to take the next step in their career. Key Responsibilities Drive sales performance across multiple new homes developments Support, coach and develop site-based sales teams Monitor sales activity, reservations, exchanges and completions Assist with recruitment, training and ongoing development of sales staff Review market activity and competitor developments to help inform pricing and sales strategy Work closely with senior management to maximise revenue and sales performance Ensure a consistently high standard of customer service throughout the sales process Support with sales forecasting and reporting Build and maintain strong relationships with estate agents, mortgage brokers, solicitors and other key stakeholders Attend customer appointments and assist with negotiations where required Identify opportunities to improve processes and increase sales conversion rates About You Previous experience within new homes sales, estate agency or residential property sales Experience as a New Homes Sales Manager, Sales Manager, Senior Sales Negotiator, Valuer or similar Strong understanding of the residential property market Experience carrying out market appraisals and property valuations would be advantageous Commercially aware with a strong focus on achieving results Excellent communication and relationship-building skills Able to motivate and influence others Highly organised with strong attention to detail Full UK Driving Licence Why Apply? Join a well-established and growing residential developer Opportunity to play a key role within the sales function Genuine career progression opportunities Supportive and collaborative working environment Competitive salary and benefits package Morgan Jones is committed to equality, diversity, and inclusion. We welcome applications from all backgrounds and ensure fair treatment throughout the recruitment process. About Morgan Jones Morgan Jones Limited acts as an employment agency. By applying, you accept the Terms & Conditions as well as the Privacy, Cookie, and Data Retention Policy which can be found on our website. Due to the high volume of applicants we receive, if you have not heard from us within 72 hours, please assume that you have been unsuccessful on this occasion.
KFS Recruitment
Newcastle Upon Tyne, Tyne And Wear
Senior Business Development Manager Bridging Finance NE England We are pleased to be working with a well established lender of Short Term property finance. The business is built on providing an exceptional customer service working closely with financial intermediaries and property professionals throughout the UK. Your key role will be to promote and increase awareness of the products and ensure an exceptional customer service to clients. We are looking for a candidate who can cover the North East. Responsibilities: Identify and developing relationships with financial intermediaries, property investors and property developers throughout the UK Developing new business, identifying and optimising funding opportunities through our established large database of financial intermediaries and Property investors Managing relationships ensuring an exceptional customer service at all times Full management of a funding application from application to completion Ensuring award winning service levels are maintained Skills and Experience Minimum of 2 years sales experience within a secured lending or residential mortgage market Knowledge of the bridging finance market Strong communication and presentation skills Professional telephone manner A passion for property Proven Experience of working with and managing client and broker relationships
Jun 19, 2026
Full time
Senior Business Development Manager Bridging Finance NE England We are pleased to be working with a well established lender of Short Term property finance. The business is built on providing an exceptional customer service working closely with financial intermediaries and property professionals throughout the UK. Your key role will be to promote and increase awareness of the products and ensure an exceptional customer service to clients. We are looking for a candidate who can cover the North East. Responsibilities: Identify and developing relationships with financial intermediaries, property investors and property developers throughout the UK Developing new business, identifying and optimising funding opportunities through our established large database of financial intermediaries and Property investors Managing relationships ensuring an exceptional customer service at all times Full management of a funding application from application to completion Ensuring award winning service levels are maintained Skills and Experience Minimum of 2 years sales experience within a secured lending or residential mortgage market Knowledge of the bridging finance market Strong communication and presentation skills Professional telephone manner A passion for property Proven Experience of working with and managing client and broker relationships
Regional Mortgage Intermediary Business Development Manager - South East of England A well-established mortgage lender with a strong reputation, extensive UK track record and over 100 years of heritage is looking to appoint an experienced Business Development Manager to support the continued growth of its intermediary channel across the South East. The business has a well-proven model in its home market and is now focused on building market share within England following a year of record lending. The role This is a field-based position focused on: • Developing and deepening relationships with mortgage intermediaries and key partners • Building a defined territory and growing broker engagement • Influencing senior stakeholders within intermediary firms • Driving a consistent, high-quality flow of mortgage applications • Representing a strong, service-led lender proposition in a commercial and compliant way The opportunity You will play a key part in a lender that is actively expanding within England, offering a range of mortgage solutions, including: • House purchase • Remortgage • Self-build • Buy to renovate Supported by a competitive intermediary proposition designed to help brokers deliver strong outcomes for their clients. About you To be considered, you will have: • Experience within the mortgage intermediary market • A background in a field-based BDM or similar role • A proven track record of growing broker relationships within a region • Strong commercial awareness and ability to influence at a senior level Highly desirable: • BDM Experience within a bank or building society organisation • CeMAP qualified • CRM and intermediary platform experience Why apply This is a strong opportunity for a commercially minded relationship builder looking to: • Join a lender with genuine heritage and credibility • Be part of a clear growth strategy within England • Take ownership of a defined territory and build something long-term • Work with a business that values relationships, quality and sustainable growth If you are an experienced intermediary BDM ready to take on a high-impact regional role, I would be keen to speak.
Jun 18, 2026
Full time
Regional Mortgage Intermediary Business Development Manager - South East of England A well-established mortgage lender with a strong reputation, extensive UK track record and over 100 years of heritage is looking to appoint an experienced Business Development Manager to support the continued growth of its intermediary channel across the South East. The business has a well-proven model in its home market and is now focused on building market share within England following a year of record lending. The role This is a field-based position focused on: • Developing and deepening relationships with mortgage intermediaries and key partners • Building a defined territory and growing broker engagement • Influencing senior stakeholders within intermediary firms • Driving a consistent, high-quality flow of mortgage applications • Representing a strong, service-led lender proposition in a commercial and compliant way The opportunity You will play a key part in a lender that is actively expanding within England, offering a range of mortgage solutions, including: • House purchase • Remortgage • Self-build • Buy to renovate Supported by a competitive intermediary proposition designed to help brokers deliver strong outcomes for their clients. About you To be considered, you will have: • Experience within the mortgage intermediary market • A background in a field-based BDM or similar role • A proven track record of growing broker relationships within a region • Strong commercial awareness and ability to influence at a senior level Highly desirable: • BDM Experience within a bank or building society organisation • CeMAP qualified • CRM and intermediary platform experience Why apply This is a strong opportunity for a commercially minded relationship builder looking to: • Join a lender with genuine heritage and credibility • Be part of a clear growth strategy within England • Take ownership of a defined territory and build something long-term • Work with a business that values relationships, quality and sustainable growth If you are an experienced intermediary BDM ready to take on a high-impact regional role, I would be keen to speak.
Bridging Finance Underwriter Salary: Up to £55,000 + Bonus Location: Altrincham Office Based: Monday to Friday Bridging Finance Underwriter Are you an experienced Bridging Finance Underwriter looking for more autonomy, greater exposure to complex cases and the opportunity to work closely with brokers from application through to completion? We're working with an established specialist lender seeking a Bridging Finance Underwriter to join their growing underwriting team in Altrincham. This is an excellent opportunity for an underwriter who enjoys assessing deals, making lending decisions and working in a fast-paced environment where no two cases are the same. The Role As a Bridging Finance Underwriter , you will be responsible for managing loan applications from initial assessment through to credit approval and completion. Working closely with brokers, valuers, solicitors and internal stakeholders, you'll assess the strength of each proposal, identify risks and structure deals that meet both customer needs and lending policy. Key Responsibilities Underwrite bridging finance applications from initial review through to completion. Assess borrower suitability, exit strategies, security properties and overall deal viability. Analyse credit reports, valuations, bank statements and supporting documentation. Structure lending proposals and make informed lending recommendations. Liaise directly with brokers to discuss cases and obtain additional information where required. Work closely with solicitors, valuers and third parties to progress applications efficiently. Ensure all lending decisions are compliant with company policy and regulatory requirements. Identify and escalate higher-risk cases where appropriate. Maintain accurate records and case notes throughout the underwriting process. Support the business in delivering excellent service levels and turnaround times. About You To be considered for this Bridging Finance Underwriter position, you'll ideally have: Experience underwriting bridging finance cases. A strong understanding of property-backed lending. Experience assessing complex transactions and exit strategies. The ability to analyse financial information and identify key lending risks. Strong communication skills and confidence speaking with brokers and introducers. Excellent organisational skills and attention to detail. A commercial mindset with the ability to balance risk and opportunity. Candidates with experience as a: Bridging Finance Underwriter Senior Underwriter Mortgage Underwriter Property Finance Underwriter Specialist Lending Underwriter Development Finance Underwriter will all be considered. What's On Offer? Salary up to £55,000 Performance-related bonus Career progression opportunities Exposure to a wide variety of lending scenarios Supportive and collaborative team environment Growing specialist lender with ambitious plans Modern offices in Altrincham About the Company Our client is a well-established specialist property lender with a strong reputation for service, speed and common-sense underwriting. With a growing loan book and ambitious plans for the future, they offer a fantastic opportunity for an experienced Bridging Finance Underwriter to join a successful team and play a key role in the next stage of their growth.
Jun 18, 2026
Full time
Bridging Finance Underwriter Salary: Up to £55,000 + Bonus Location: Altrincham Office Based: Monday to Friday Bridging Finance Underwriter Are you an experienced Bridging Finance Underwriter looking for more autonomy, greater exposure to complex cases and the opportunity to work closely with brokers from application through to completion? We're working with an established specialist lender seeking a Bridging Finance Underwriter to join their growing underwriting team in Altrincham. This is an excellent opportunity for an underwriter who enjoys assessing deals, making lending decisions and working in a fast-paced environment where no two cases are the same. The Role As a Bridging Finance Underwriter , you will be responsible for managing loan applications from initial assessment through to credit approval and completion. Working closely with brokers, valuers, solicitors and internal stakeholders, you'll assess the strength of each proposal, identify risks and structure deals that meet both customer needs and lending policy. Key Responsibilities Underwrite bridging finance applications from initial review through to completion. Assess borrower suitability, exit strategies, security properties and overall deal viability. Analyse credit reports, valuations, bank statements and supporting documentation. Structure lending proposals and make informed lending recommendations. Liaise directly with brokers to discuss cases and obtain additional information where required. Work closely with solicitors, valuers and third parties to progress applications efficiently. Ensure all lending decisions are compliant with company policy and regulatory requirements. Identify and escalate higher-risk cases where appropriate. Maintain accurate records and case notes throughout the underwriting process. Support the business in delivering excellent service levels and turnaround times. About You To be considered for this Bridging Finance Underwriter position, you'll ideally have: Experience underwriting bridging finance cases. A strong understanding of property-backed lending. Experience assessing complex transactions and exit strategies. The ability to analyse financial information and identify key lending risks. Strong communication skills and confidence speaking with brokers and introducers. Excellent organisational skills and attention to detail. A commercial mindset with the ability to balance risk and opportunity. Candidates with experience as a: Bridging Finance Underwriter Senior Underwriter Mortgage Underwriter Property Finance Underwriter Specialist Lending Underwriter Development Finance Underwriter will all be considered. What's On Offer? Salary up to £55,000 Performance-related bonus Career progression opportunities Exposure to a wide variety of lending scenarios Supportive and collaborative team environment Growing specialist lender with ambitious plans Modern offices in Altrincham About the Company Our client is a well-established specialist property lender with a strong reputation for service, speed and common-sense underwriting. With a growing loan book and ambitious plans for the future, they offer a fantastic opportunity for an experienced Bridging Finance Underwriter to join a successful team and play a key role in the next stage of their growth.
Underwriting Team Leader Are you an experienced Senior Underwriter, Underwriting Team Leader or Mortgage Underwriting Manager looking for the next step in your career? We're recruiting for an Underwriting Team Leader to join an award-winning specialist lender. This is an opportunity to combine hands-on underwriting with leadership responsibility, managing a team of underwriters and mortgage processors whilst helping to drive performance, service excellence and operational improvement. The successful Underwriting Team Leader will play a key role in supporting business growth, developing team members and ensuring lending decisions are made in line with company policy, regulatory requirements and customer outcomes. The Role As an Underwriting Team Leader, you will lead the underwriting and mortgage processing functions, overseeing workflow management, team performance and underwriting quality. Alongside your leadership responsibilities, you will remain actively involved in underwriting, carrying out mandate reviews and supporting complex lending decisions. Key Responsibilities Lead, coach and develop the underwriting and mortgage processing teams. Conduct regular one-to-one meetings, performance reviews and development planning. Manage team workloads and resource allocation to ensure service levels are achieved. Act as a senior underwriter, approving mortgage applications within mandate. Complete second reviews on cases underwritten by team members. Support and maintain underwriting processes, procedures and operational controls. Work closely with compliance teams to ensure good customer outcomes and regulatory adherence. Handle post-offer queries and provide guidance on complex cases. Analyse and interpret management information to identify trends and opportunities for improvement. Build strong relationships with internal and external stakeholders. Support the implementation of new systems, processes and operational initiatives. Represent the underwriting function within business projects and stakeholder meetings. Contribute to ongoing business improvement and operational efficiency initiatives. Underwriting Responsibilities Underwrite specialist mortgage applications from initial assessment through to completion. Assess borrower affordability, creditworthiness and overall lending suitability. Review supporting documentation including credit reports, valuations and financial information. Ensure all lending decisions comply with credit policy and underwriting standards. Deliver excellent service to brokers, introducers and key stakeholders throughout the application process. Maintain accurate records and case notes. Support colleagues across underwriting and case management functions. About You To be considered for this Underwriting Team Leader position, you should have: Previous experience as a Senior Underwriter, Underwriting Team Leader, Underwriting Manager or Mortgage Underwriter. Experience working within specialist lending, buy-to-let mortgages, residential mortgages or specialist finance. Strong people management, coaching or mentoring experience. Excellent understanding of mortgage underwriting principles and credit risk assessment. Experience working within an FCA-regulated environment. Strong communication and stakeholder management skills. A proactive approach to continuous improvement and operational excellence. What's on Offer? Bonus scheme of up to 10% Hybrid working (3 days from home) Vitality Private Medical Insurance Life Assurance (4x salary) Pension Scheme 25 days annual leave plus bank holidays Additional paid leave over the Christmas period Ongoing training and professional development Career progression opportunities Wellbeing support initiatives Supportive and collaborative team culture About the Company Our client is an award-winning specialist lender with an excellent reputation for service, innovation and customer outcomes. Having been recognised as one of the mortgage industry's leading employers, they continue to invest heavily in their people, technology and future growth. This is a fantastic opportunity for an experienced Underwriting Team Leader to join a successful business where your expertise will be valued and your career can continue to develop.
Jun 17, 2026
Full time
Underwriting Team Leader Are you an experienced Senior Underwriter, Underwriting Team Leader or Mortgage Underwriting Manager looking for the next step in your career? We're recruiting for an Underwriting Team Leader to join an award-winning specialist lender. This is an opportunity to combine hands-on underwriting with leadership responsibility, managing a team of underwriters and mortgage processors whilst helping to drive performance, service excellence and operational improvement. The successful Underwriting Team Leader will play a key role in supporting business growth, developing team members and ensuring lending decisions are made in line with company policy, regulatory requirements and customer outcomes. The Role As an Underwriting Team Leader, you will lead the underwriting and mortgage processing functions, overseeing workflow management, team performance and underwriting quality. Alongside your leadership responsibilities, you will remain actively involved in underwriting, carrying out mandate reviews and supporting complex lending decisions. Key Responsibilities Lead, coach and develop the underwriting and mortgage processing teams. Conduct regular one-to-one meetings, performance reviews and development planning. Manage team workloads and resource allocation to ensure service levels are achieved. Act as a senior underwriter, approving mortgage applications within mandate. Complete second reviews on cases underwritten by team members. Support and maintain underwriting processes, procedures and operational controls. Work closely with compliance teams to ensure good customer outcomes and regulatory adherence. Handle post-offer queries and provide guidance on complex cases. Analyse and interpret management information to identify trends and opportunities for improvement. Build strong relationships with internal and external stakeholders. Support the implementation of new systems, processes and operational initiatives. Represent the underwriting function within business projects and stakeholder meetings. Contribute to ongoing business improvement and operational efficiency initiatives. Underwriting Responsibilities Underwrite specialist mortgage applications from initial assessment through to completion. Assess borrower affordability, creditworthiness and overall lending suitability. Review supporting documentation including credit reports, valuations and financial information. Ensure all lending decisions comply with credit policy and underwriting standards. Deliver excellent service to brokers, introducers and key stakeholders throughout the application process. Maintain accurate records and case notes. Support colleagues across underwriting and case management functions. About You To be considered for this Underwriting Team Leader position, you should have: Previous experience as a Senior Underwriter, Underwriting Team Leader, Underwriting Manager or Mortgage Underwriter. Experience working within specialist lending, buy-to-let mortgages, residential mortgages or specialist finance. Strong people management, coaching or mentoring experience. Excellent understanding of mortgage underwriting principles and credit risk assessment. Experience working within an FCA-regulated environment. Strong communication and stakeholder management skills. A proactive approach to continuous improvement and operational excellence. What's on Offer? Bonus scheme of up to 10% Hybrid working (3 days from home) Vitality Private Medical Insurance Life Assurance (4x salary) Pension Scheme 25 days annual leave plus bank holidays Additional paid leave over the Christmas period Ongoing training and professional development Career progression opportunities Wellbeing support initiatives Supportive and collaborative team culture About the Company Our client is an award-winning specialist lender with an excellent reputation for service, innovation and customer outcomes. Having been recognised as one of the mortgage industry's leading employers, they continue to invest heavily in their people, technology and future growth. This is a fantastic opportunity for an experienced Underwriting Team Leader to join a successful business where your expertise will be valued and your career can continue to develop.
Elizabeth Michael Associates Ltd
Swillington Common, Leeds
Finance Administrator LS25, Leeds £26,000 - £28,000 Mon Thurs 9am 5pm / Fri 9am 4pm Looking for someone to start asap Job Purpose We are seeking a highly organised and motivated Finance Administrator looking to build a long term career within the finance sector. This is an excellent opportunity for an ambitious individual with strong administrative and numerical skills to gain experience across commercial mortgages, business lending and specialist finance products. The successful candidate will have experience working in a fast paced environment, handling high volumes of financial transactions, invoices or documentation with strong accuracy and attention to detail. You will be highly organised, able to manage multiple priorities and proactive in supporting clients and stakeholders throughout the finance application process. Working closely with advisers, lenders, solicitors and clients to ensure applications are progressed efficiently while maintaining compliance with regulatory requirements. This role offers strong scope for development and career progression within financial services. Job Responsibilities Managed commercial mortgage, bridging finance, development finance and business loan applications from initial enquiry through to completion Maintained accurate client records, financial information and case notes using CRM and internal systems Collected, reviewed, and verified supporting documentation including bank statements, accounts, identification, proof of income and business financial records Prepared comprehensive lender application packs and submitted finance proposals to a panel of lenders Liaised with clients, lenders, solicitors, valuers, surveyors and brokers to ensure smooth progression of finance applications Monitored case pipelines, tracked application milestones and followed up on outstanding documentation to meet deadlines Conducted Anti-Money Laundering (AML), Know Your Customer (KYC), and compliance checks in accordance with FCA regulations and company procedures Assisted advisers and brokers with researching suitable lending solutions for commercial and residential finance cases Prepared financial summaries, client reports, affordability assessments and funding illustrations for review by senior advisers Processed invoices, lender commissions, procurement fees and maintained accurate financial records Reconciled payments, commissions and administrative fees while supporting month end reporting activities Responded promptly to client enquiries via telephone, email and face-to-face communication, providing regular updates throughout the application process Built and maintained strong professional relationships with clients, lenders, solicitors and third-party service providers Ensured all client files were complete, compliant and audit-ready in line with company standards and regulatory requirements Assisted with the preparation of management reports, case tracking reports and business performance data Supported senior management with administrative tasks, diary management, document preparation and meeting coordination Identified opportunities to improve processes and contributed to the efficient operation of the finance administration function Maintained strict confidentiality when handling sensitive financial and personal client information Delivered excellent customer service while managing multiple cases and priorities in a fast-paced financial services environment Key skills required Experience using Xero (invoicing, reconciliations, financial records) High-volume invoice and commission processing Document verification (bank statements, accounts, proof of income) Strong organisation and ability to manage multiple priorities High attention to detail in fast-paced environments Customer service and professional communication EMA25
Jun 17, 2026
Full time
Finance Administrator LS25, Leeds £26,000 - £28,000 Mon Thurs 9am 5pm / Fri 9am 4pm Looking for someone to start asap Job Purpose We are seeking a highly organised and motivated Finance Administrator looking to build a long term career within the finance sector. This is an excellent opportunity for an ambitious individual with strong administrative and numerical skills to gain experience across commercial mortgages, business lending and specialist finance products. The successful candidate will have experience working in a fast paced environment, handling high volumes of financial transactions, invoices or documentation with strong accuracy and attention to detail. You will be highly organised, able to manage multiple priorities and proactive in supporting clients and stakeholders throughout the finance application process. Working closely with advisers, lenders, solicitors and clients to ensure applications are progressed efficiently while maintaining compliance with regulatory requirements. This role offers strong scope for development and career progression within financial services. Job Responsibilities Managed commercial mortgage, bridging finance, development finance and business loan applications from initial enquiry through to completion Maintained accurate client records, financial information and case notes using CRM and internal systems Collected, reviewed, and verified supporting documentation including bank statements, accounts, identification, proof of income and business financial records Prepared comprehensive lender application packs and submitted finance proposals to a panel of lenders Liaised with clients, lenders, solicitors, valuers, surveyors and brokers to ensure smooth progression of finance applications Monitored case pipelines, tracked application milestones and followed up on outstanding documentation to meet deadlines Conducted Anti-Money Laundering (AML), Know Your Customer (KYC), and compliance checks in accordance with FCA regulations and company procedures Assisted advisers and brokers with researching suitable lending solutions for commercial and residential finance cases Prepared financial summaries, client reports, affordability assessments and funding illustrations for review by senior advisers Processed invoices, lender commissions, procurement fees and maintained accurate financial records Reconciled payments, commissions and administrative fees while supporting month end reporting activities Responded promptly to client enquiries via telephone, email and face-to-face communication, providing regular updates throughout the application process Built and maintained strong professional relationships with clients, lenders, solicitors and third-party service providers Ensured all client files were complete, compliant and audit-ready in line with company standards and regulatory requirements Assisted with the preparation of management reports, case tracking reports and business performance data Supported senior management with administrative tasks, diary management, document preparation and meeting coordination Identified opportunities to improve processes and contributed to the efficient operation of the finance administration function Maintained strict confidentiality when handling sensitive financial and personal client information Delivered excellent customer service while managing multiple cases and priorities in a fast-paced financial services environment Key skills required Experience using Xero (invoicing, reconciliations, financial records) High-volume invoice and commission processing Document verification (bank statements, accounts, proof of income) Strong organisation and ability to manage multiple priorities High attention to detail in fast-paced environments Customer service and professional communication EMA25
Lead Mortgage Broker / Team Leader - Birmingham Are you a top-performing Mortgage Broker ready to take the next step into management? Do you want a career, not just a job? Are you skilled at building and maximising introducer relationships? Our client, an award-winning financial services provider, is seeking an ambitious Senior Mortgage Broker to play a "hands on" business writing role for 6-12 months and then build out team of HNW Mortgage Brokers in Birmingham. This is a rare opportunity for an experienced Mortgage Broker who wants to continue advising HNW clients while also taking on leadership responsibilities within a successful, entrepreneurial, and non-corporate environment. Key Points: Work with a fantastic lead source Monday-Friday role (no weekends) Uncapped earning potential with realistic OTE £150K+ Clear career progression in a growing business Represent an award-winning brand What We're Looking For: Full CeMAP (or equivalent) qualification Minimum 5 years' mortgage advisory experience Experience dealing with HNW clientele (preferred) Proven success working with estate agency introducers Entrepreneurial, driven, and enthusiastic personality Strong relationship-building skills at all levels The Package: Highly competitive basic salary Car / travel allowance Uncapped commission structure Guarantee available for proven performers Genuine opportunity to earn £150K+ If you're a driven Mortgage Broker ready to combine client advisory work with team leadership, we'd love to hear from you.
Jun 17, 2026
Full time
Lead Mortgage Broker / Team Leader - Birmingham Are you a top-performing Mortgage Broker ready to take the next step into management? Do you want a career, not just a job? Are you skilled at building and maximising introducer relationships? Our client, an award-winning financial services provider, is seeking an ambitious Senior Mortgage Broker to play a "hands on" business writing role for 6-12 months and then build out team of HNW Mortgage Brokers in Birmingham. This is a rare opportunity for an experienced Mortgage Broker who wants to continue advising HNW clients while also taking on leadership responsibilities within a successful, entrepreneurial, and non-corporate environment. Key Points: Work with a fantastic lead source Monday-Friday role (no weekends) Uncapped earning potential with realistic OTE £150K+ Clear career progression in a growing business Represent an award-winning brand What We're Looking For: Full CeMAP (or equivalent) qualification Minimum 5 years' mortgage advisory experience Experience dealing with HNW clientele (preferred) Proven success working with estate agency introducers Entrepreneurial, driven, and enthusiastic personality Strong relationship-building skills at all levels The Package: Highly competitive basic salary Car / travel allowance Uncapped commission structure Guarantee available for proven performers Genuine opportunity to earn £150K+ If you're a driven Mortgage Broker ready to combine client advisory work with team leadership, we'd love to hear from you.
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals
Gillingham, Kent
Senior Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a Senior Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £31,000 Basic Salary Company Car or Car Allowance £70,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Work Pattern: 5 days a week (including Saturdays, with 2 Saturdays off per month), Monday-Friday: 08.30-17.30, Saturday: 09.00-17.00, Option to work from home 1 day a week! As a Senior Mortgage Advisor, you'll be there for our customers, drawing on your wisdom and knowledge to make sure they get the best advice and support to achieve their dreams! With your Area Mortgage Manager by your side, you'll have all the support you need to be the best you can be! You'll receive warm leads from our amazing sales teams, and with full administrative backup, you can focus on what you do best: helping customers get the best deals! Senior Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Senior Mortgage Advisor - Requirements: You must have use of a valid UK driving licence and at least 12 months experience as a Mortgage Advisor You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for an exciting and lucrative career as a Senior Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 16, 2026
Full time
Senior Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a Senior Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £31,000 Basic Salary Company Car or Car Allowance £70,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Work Pattern: 5 days a week (including Saturdays, with 2 Saturdays off per month), Monday-Friday: 08.30-17.30, Saturday: 09.00-17.00, Option to work from home 1 day a week! As a Senior Mortgage Advisor, you'll be there for our customers, drawing on your wisdom and knowledge to make sure they get the best advice and support to achieve their dreams! With your Area Mortgage Manager by your side, you'll have all the support you need to be the best you can be! You'll receive warm leads from our amazing sales teams, and with full administrative backup, you can focus on what you do best: helping customers get the best deals! Senior Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Senior Mortgage Advisor - Requirements: You must have use of a valid UK driving licence and at least 12 months experience as a Mortgage Advisor You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for an exciting and lucrative career as a Senior Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Senior Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a qualified and experienced Senior Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £31,000 Basic Salary Car Allowance £70,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Senior Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Senior Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready to take things to the next level, progress your skills as well as your earnings in a new and exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 16, 2026
Full time
Senior Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a qualified and experienced Senior Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £31,000 Basic Salary Car Allowance £70,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Senior Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Senior Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready to take things to the next level, progress your skills as well as your earnings in a new and exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Senior Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a qualified and experienced Senior Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £31,000 Basic Salary Car Allowance £70,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Senior Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Senior Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready to take things to the next level, progress your skills as well as your earnings in a new and exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 16, 2026
Full time
Senior Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a qualified and experienced Senior Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £31,000 Basic Salary Car Allowance £70,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Senior Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Senior Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready to take things to the next level, progress your skills as well as your earnings in a new and exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Senior Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a qualified and experienced Senior Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £31,000 Basic Salary Car Allowance £70,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Senior Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Senior Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready to take things to the next level, progress your skills as well as your earnings in a new and exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 16, 2026
Full time
Senior Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a qualified and experienced Senior Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £31,000 Basic Salary Car Allowance £70,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Senior Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Senior Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready to take things to the next level, progress your skills as well as your earnings in a new and exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Senior Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a qualified and experienced Senior Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £31,000 Basic Salary Car Allowance £70,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Senior Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Senior Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready to take things to the next level, progress your skills as well as your earnings in a new and exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 16, 2026
Full time
Senior Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a qualified and experienced Senior Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £31,000 Basic Salary Car Allowance £70,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Senior Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Senior Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready to take things to the next level, progress your skills as well as your earnings in a new and exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals
Dartford, Kent
Senior Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a Senior Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £31,000 Basic Salary Company Car or Car Allowance £70,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Work Pattern: 5 days a week (including Saturdays, with 2 Saturdays off per month), Monday-Friday: 08.30-17.30, Saturday: 09.00-17.00, Option to work from home 1 day a week! As a Senior Mortgage Advisor, you'll be there for our customers, drawing on your wisdom and knowledge to make sure they get the best advice and support to achieve their dreams! With your Area Mortgage Manager by your side, you'll have all the support you need to be the best you can be! You'll receive warm leads from our amazing sales teams, and with full administrative backup, you can focus on what you do best: helping customers get the best deals! Senior Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Senior Mortgage Advisor - Requirements: You must have use of a valid UK driving licence and at least 12 months experience as a Mortgage Advisor You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for an exciting and lucrative career as a Senior Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 16, 2026
Full time
Senior Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a Senior Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £31,000 Basic Salary Company Car or Car Allowance £70,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Work Pattern: 5 days a week (including Saturdays, with 2 Saturdays off per month), Monday-Friday: 08.30-17.30, Saturday: 09.00-17.00, Option to work from home 1 day a week! As a Senior Mortgage Advisor, you'll be there for our customers, drawing on your wisdom and knowledge to make sure they get the best advice and support to achieve their dreams! With your Area Mortgage Manager by your side, you'll have all the support you need to be the best you can be! You'll receive warm leads from our amazing sales teams, and with full administrative backup, you can focus on what you do best: helping customers get the best deals! Senior Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Senior Mortgage Advisor - Requirements: You must have use of a valid UK driving licence and at least 12 months experience as a Mortgage Advisor You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for an exciting and lucrative career as a Senior Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
We are seeking a mortgage and protection administrator to join a small financial services firm based in Hove. You will work closely with the mortgage adviser to support the Company's existing client bank and assist in the process of taking on new clients. The Role You will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across mortgages and protection. Client Services Provide a high level of support to all clients from initial contact to mortgage completion; Manage client liaison via access to mortgage adviser's diary; Support the advisers with lender research as required; Generate recommendation spreadsheets for the adviser; Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications; Draft suitability reports for the adviser to review; Overview all case requirements and associated compliance for each case; Provide ongoing review service by managing pipeline of ongoing rolling business. Data Processing Key all mortgage applications; Input and update client information into the CRM; Develop CRM processes to improve general efficiency; Process all broker fees via the WorldPay portal; Claim all procuration fees from the mortgage clubs; Monitor all monies received; Create and manage income profiles for the Finance Department; Conduct all protection research for each application; Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web. Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; • Sit in on provider meetings; • Interaction with mortgage and protection business development managers to keep in line with industry changes and up-to-date products; • Complete Management Information (MI); • Internal and external file checks. Submit files to review from the advisers to the compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; • Use compliance help desk to keep up to date with any regulation; • Monitor the mortgage back book; The Candidate Essential experience and qualifications: A degree-level education or previous work experience in a similar role Ideally completed R01 and CF6 but not essential We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner A people person, who can clearly communicate to all stakeholders Time management and the ability to multitask is essential Being adaptable as the role demands change frequently A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player Please submit your CV to Sam at Artemis Recruitment.
Sep 22, 2025
Full time
We are seeking a mortgage and protection administrator to join a small financial services firm based in Hove. You will work closely with the mortgage adviser to support the Company's existing client bank and assist in the process of taking on new clients. The Role You will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across mortgages and protection. Client Services Provide a high level of support to all clients from initial contact to mortgage completion; Manage client liaison via access to mortgage adviser's diary; Support the advisers with lender research as required; Generate recommendation spreadsheets for the adviser; Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications; Draft suitability reports for the adviser to review; Overview all case requirements and associated compliance for each case; Provide ongoing review service by managing pipeline of ongoing rolling business. Data Processing Key all mortgage applications; Input and update client information into the CRM; Develop CRM processes to improve general efficiency; Process all broker fees via the WorldPay portal; Claim all procuration fees from the mortgage clubs; Monitor all monies received; Create and manage income profiles for the Finance Department; Conduct all protection research for each application; Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web. Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; • Sit in on provider meetings; • Interaction with mortgage and protection business development managers to keep in line with industry changes and up-to-date products; • Complete Management Information (MI); • Internal and external file checks. Submit files to review from the advisers to the compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; • Use compliance help desk to keep up to date with any regulation; • Monitor the mortgage back book; The Candidate Essential experience and qualifications: A degree-level education or previous work experience in a similar role Ideally completed R01 and CF6 but not essential We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner A people person, who can clearly communicate to all stakeholders Time management and the ability to multitask is essential Being adaptable as the role demands change frequently A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player Please submit your CV to Sam at Artemis Recruitment.
