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mortgage and protection adviser
AWD online
Mortgage Advisor / Life & Protection Financial Adviser
AWD online Sandbach, Cheshire
Mortgage Advisor / Life & Protection Financial Adviser An exciting opportunity for a CeMAP qualified Mortgage Advisor / Life & Protection Financial Adviser to provide expert mortgage advice, protection solutions and financial services support through strong estate agency leads in a hybrid role. If youve also worked in the following roles, wed also like to hear from you: Mortgage Advisor, Protection click apply for full job details
Apr 03, 2026
Full time
Mortgage Advisor / Life & Protection Financial Adviser An exciting opportunity for a CeMAP qualified Mortgage Advisor / Life & Protection Financial Adviser to provide expert mortgage advice, protection solutions and financial services support through strong estate agency leads in a hybrid role. If youve also worked in the following roles, wed also like to hear from you: Mortgage Advisor, Protection click apply for full job details
First Mortgage
Mortgage & Protection Advisor
First Mortgage City, Manchester
Mortgage Advisor-(Piccadilly, Manchester) Salary: £33,000 + Uncapped Commission (OTE £70,000-£80,000) First Mortgage is a leading UK fee-free mortgage broker , known for its customer-first approach and excellent service. As part of Mortgage Advice Bureau (MAB), advisors benefit from access to a wide lender panel, strong support, and a modern, forward-thinking environment. Are you an ambitious, CeMAP-qualified Mortgage Advisor looking to take your career to the next level? This opportunity is for you! As a family-run business and part of Mortgage Advice Bureau (MAB), we combine a supportive, people-first culture with industry-leading resources, giving you everything you need to succeed in a high-performing environment. The Opportunity We re looking for an experienced Mortgage Advisor to join our thriving Manchester City Centre (Piccadilly) branch. This is a fast-paced, high-achieving office where success is recognised and rewarded. You ll benefit from a consistent flow of warm, qualified leads-allowing you to focus on what you do best: delivering expert advice, building relationships, and closing deals. What You ll Be Doing Providing tailored mortgage and protection advice to meet clients financial and protection needs Supporting clients throughout the application process from enquiry to completion Recommending suitable protection products to safeguard clients and their families Conducting detailed mortgage assessments Liaising with lenders to secure the best possible outcomes Working alongside a dedicated Client Relationship Manager for seamless case management What We re Looking For Fully CeMAP qualified (essential) Proven experience as a Mortgage Advisor/Broker Strong track record in sales and target achievement Experience providing protection advice Self-motivated with the ability to work independently Highly organised with the ability to manage multiple clients A team player who thrives in a high-performance environment What You ll Get Competitive base salary of £33,000 Uncapped commission with OTE of £70,000-£80,000 Warm , pre-qualified leads provided Dedicated Client Relationship Manager support Access to a wide lender panel via MAB A high-performing , supportive team culture Full academy training and ongoing support Benefits & Perks Private medical insurance Pension scheme & group life insurance Gym membership Modern office with breakout spaces Regular social events Wellbeing support initiatives Working Hours Monday to Friday: 9:00am - 5:30pm Alternate Saturdays: 10:00am - 4:00pm (with a day off in lieu) Ready to Apply? If you re driven, ambitious, and ready to maximise your earning potential in a supportive, high-performing environment, apply today . Other suitable skills and experience include, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, CeMAP Mortgage Advisor, Protection Advisor.
Apr 01, 2026
Full time
Mortgage Advisor-(Piccadilly, Manchester) Salary: £33,000 + Uncapped Commission (OTE £70,000-£80,000) First Mortgage is a leading UK fee-free mortgage broker , known for its customer-first approach and excellent service. As part of Mortgage Advice Bureau (MAB), advisors benefit from access to a wide lender panel, strong support, and a modern, forward-thinking environment. Are you an ambitious, CeMAP-qualified Mortgage Advisor looking to take your career to the next level? This opportunity is for you! As a family-run business and part of Mortgage Advice Bureau (MAB), we combine a supportive, people-first culture with industry-leading resources, giving you everything you need to succeed in a high-performing environment. The Opportunity We re looking for an experienced Mortgage Advisor to join our thriving Manchester City Centre (Piccadilly) branch. This is a fast-paced, high-achieving office where success is recognised and rewarded. You ll benefit from a consistent flow of warm, qualified leads-allowing you to focus on what you do best: delivering expert advice, building relationships, and closing deals. What You ll Be Doing Providing tailored mortgage and protection advice to meet clients financial and protection needs Supporting clients throughout the application process from enquiry to completion Recommending suitable protection products to safeguard clients and their families Conducting detailed mortgage assessments Liaising with lenders to secure the best possible outcomes Working alongside a dedicated Client Relationship Manager for seamless case management What We re Looking For Fully CeMAP qualified (essential) Proven experience as a Mortgage Advisor/Broker Strong track record in sales and target achievement Experience providing protection advice Self-motivated with the ability to work independently Highly organised with the ability to manage multiple clients A team player who thrives in a high-performance environment What You ll Get Competitive base salary of £33,000 Uncapped commission with OTE of £70,000-£80,000 Warm , pre-qualified leads provided Dedicated Client Relationship Manager support Access to a wide lender panel via MAB A high-performing , supportive team culture Full academy training and ongoing support Benefits & Perks Private medical insurance Pension scheme & group life insurance Gym membership Modern office with breakout spaces Regular social events Wellbeing support initiatives Working Hours Monday to Friday: 9:00am - 5:30pm Alternate Saturdays: 10:00am - 4:00pm (with a day off in lieu) Ready to Apply? If you re driven, ambitious, and ready to maximise your earning potential in a supportive, high-performing environment, apply today . Other suitable skills and experience include, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, CeMAP Mortgage Advisor, Protection Advisor.
Operations Coordinator
Kyrann Financial Recruitment Ltd City, London
Are you looking for your next move in operations and a role that can take your experience to the next level? Do you want to work for a business that truly puts its people first? Are you the person who keeps everything running behind the scenes but sometimes feels your contribution isn t fully recognised? If so, this could be the opportunity you ve been looking for. A growing financial services firm is looking for an Operations Coordinator to support the day-to-day running of the business across mortgages, protection and wealth advice. Reporting to the Operations Manager (Head of Operations), you will play a key role in ensuring operational processes run smoothly while supporting advisers and the wider team. Key Responsibilities • Arranging adviser and internal meetings • Booking meeting rooms and managing logistics • Supporting adviser joiner and leaver processes • Preparing onboarding documentation • Acting as the link between the firm and the network • Providing day-to-day operational support to advisers What We re Looking For • Administration or operations experience (financial services beneficial) • Highly organised with strong attention to detail • Strong communication and organisational skills • Someone who enjoys working in a fast-paced environment Why Join? • Join a growing financial services business • Work across mortgages, protection and wealth advice • Opportunity to develop your career within operations
Apr 01, 2026
Full time
Are you looking for your next move in operations and a role that can take your experience to the next level? Do you want to work for a business that truly puts its people first? Are you the person who keeps everything running behind the scenes but sometimes feels your contribution isn t fully recognised? If so, this could be the opportunity you ve been looking for. A growing financial services firm is looking for an Operations Coordinator to support the day-to-day running of the business across mortgages, protection and wealth advice. Reporting to the Operations Manager (Head of Operations), you will play a key role in ensuring operational processes run smoothly while supporting advisers and the wider team. Key Responsibilities • Arranging adviser and internal meetings • Booking meeting rooms and managing logistics • Supporting adviser joiner and leaver processes • Preparing onboarding documentation • Acting as the link between the firm and the network • Providing day-to-day operational support to advisers What We re Looking For • Administration or operations experience (financial services beneficial) • Highly organised with strong attention to detail • Strong communication and organisational skills • Someone who enjoys working in a fast-paced environment Why Join? • Join a growing financial services business • Work across mortgages, protection and wealth advice • Opportunity to develop your career within operations
Yellow Brick Mortgages
Mortgage Advisor
Yellow Brick Mortgages City, Manchester
Self-employed Mortgage & Protection Consultant Ready for More? Join Yellow Brick Mortgages Where Your Ambition is Matched with Real Opportunity. Are you an experienced Mortgage & Protection Consultant who's great at what you do but feeling like there s more out there for you? At Yellow Brick Mortgages, we re not just another brokerage. We re a multi-award-winning, whole-of-market firm built around people, passion, and purpose. Our mission is simple: give clients outstanding service and give our advisers the tools, support, and freedom to thrive. Why Our Advisers Love It Here: Uncapped earnings realistic £80k+ OTE in Year 1 A steady stream of quality leads no cold calling Start-up packages & top-tier commission splits Admin support so you can focus on advice, not paperwork Total flexibility work remotely, your hours, your way Cutting-edge tech & full lender panel And best of all you re valued No micromanaging. No KPIs. Just a team that believes in trust, transparency, and giving you what you need to succeed. As a self-employed Mortgage & Protection Consultant, you'll: Deliver expert, whole-of-market mortgage advice Guide clients through one of life s biggest decisions Build relationships that last with clients and referral partners Provide a service that s personal, professional, and exceptional We re Looking For: 3+ years experience in mortgage & protection advice CeMAP-qualified (or equivalent) Someone who s driven, ethical, and puts the client first Great communicator, natural problem solver, positive mindset Ready to build something better? If you want to be part of a company that genuinely supports your success, values your time, and gives you room to grow this is your sign. We would love to hear from you. Regards Linda Trett Business Development and Recrutiment Manager
Apr 01, 2026
Full time
Self-employed Mortgage & Protection Consultant Ready for More? Join Yellow Brick Mortgages Where Your Ambition is Matched with Real Opportunity. Are you an experienced Mortgage & Protection Consultant who's great at what you do but feeling like there s more out there for you? At Yellow Brick Mortgages, we re not just another brokerage. We re a multi-award-winning, whole-of-market firm built around people, passion, and purpose. Our mission is simple: give clients outstanding service and give our advisers the tools, support, and freedom to thrive. Why Our Advisers Love It Here: Uncapped earnings realistic £80k+ OTE in Year 1 A steady stream of quality leads no cold calling Start-up packages & top-tier commission splits Admin support so you can focus on advice, not paperwork Total flexibility work remotely, your hours, your way Cutting-edge tech & full lender panel And best of all you re valued No micromanaging. No KPIs. Just a team that believes in trust, transparency, and giving you what you need to succeed. As a self-employed Mortgage & Protection Consultant, you'll: Deliver expert, whole-of-market mortgage advice Guide clients through one of life s biggest decisions Build relationships that last with clients and referral partners Provide a service that s personal, professional, and exceptional We re Looking For: 3+ years experience in mortgage & protection advice CeMAP-qualified (or equivalent) Someone who s driven, ethical, and puts the client first Great communicator, natural problem solver, positive mindset Ready to build something better? If you want to be part of a company that genuinely supports your success, values your time, and gives you room to grow this is your sign. We would love to hear from you. Regards Linda Trett Business Development and Recrutiment Manager
North Oak Recruitment
Mortgage & Protection Case Manager
North Oak Recruitment
Mortgage and Protection Case Manager Leicester (ref AL1408) Salary up to £28,000 (£26k basic + up to £2k bonus pa) + benefits My client is an award-winning Mortgage Broker specialising in new build mortgages. They have been helping customers buy their dream homes for over 25 years and now have an exciting new opportunity for an individual to join their Leicester based team as a Mortgage and Protection Case Manager. Purpose of the role is to: Provide effective communication with all stakeholders (advisers, customer, builders, surveyors, lenders and Insurers) to ensure all cases move to offer stage in a timely manner Keep all stakeholders abreast of case progress including collation of missing documents and information Support, as appropriate, cases from lender/Insurer submission through to exchange / completion, liaising with key stakeholders throughout the process (Inc. solicitors) Ensuring relevant protection policies are placed on risk at the correct time Maintain compliance and business standards to ensure effective management of key business risks and achievement of our regulatory responsibilities Check and update reports for weekly introducer updates Manage a minimum pipeline of 45 cases Ensure application to offer timescales are within 14 days Provide additional administration support to relevant Departments. Skills required: Have good PC skills, Microsoft Office package Organisational and time-management skills, prioritising and multi-tasking your workload Demonstrate good written and verbal communication and customer service skills Ability to work without supervision & be self-motivating while also being a team player Demonstrate good work ethics in line with reinforcing the company values Ability to keep industry knowledge up to date with the latest criteria / regulations etc. Having strong attention to detail, and working in a methodical & thorough way Able to adapt, quickly and flexibly, to requirements Have experience of An administrative function preferably within financial services (Mortgages & Insurance) Working with both internal and external stakeholders If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Mar 31, 2026
Full time
Mortgage and Protection Case Manager Leicester (ref AL1408) Salary up to £28,000 (£26k basic + up to £2k bonus pa) + benefits My client is an award-winning Mortgage Broker specialising in new build mortgages. They have been helping customers buy their dream homes for over 25 years and now have an exciting new opportunity for an individual to join their Leicester based team as a Mortgage and Protection Case Manager. Purpose of the role is to: Provide effective communication with all stakeholders (advisers, customer, builders, surveyors, lenders and Insurers) to ensure all cases move to offer stage in a timely manner Keep all stakeholders abreast of case progress including collation of missing documents and information Support, as appropriate, cases from lender/Insurer submission through to exchange / completion, liaising with key stakeholders throughout the process (Inc. solicitors) Ensuring relevant protection policies are placed on risk at the correct time Maintain compliance and business standards to ensure effective management of key business risks and achievement of our regulatory responsibilities Check and update reports for weekly introducer updates Manage a minimum pipeline of 45 cases Ensure application to offer timescales are within 14 days Provide additional administration support to relevant Departments. Skills required: Have good PC skills, Microsoft Office package Organisational and time-management skills, prioritising and multi-tasking your workload Demonstrate good written and verbal communication and customer service skills Ability to work without supervision & be self-motivating while also being a team player Demonstrate good work ethics in line with reinforcing the company values Ability to keep industry knowledge up to date with the latest criteria / regulations etc. Having strong attention to detail, and working in a methodical & thorough way Able to adapt, quickly and flexibly, to requirements Have experience of An administrative function preferably within financial services (Mortgages & Insurance) Working with both internal and external stakeholders If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Anderson Recruitment Ltd
Senior IFA Administrator
Anderson Recruitment Ltd Cheltenham, Gloucestershire
Our client who provide specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for ambitious and conscientious individuals to join their team. This will be on a full time, permanent basis from their bright and welcoming offices in Cheltenham. You will provide support to the independent financial advisers within the company to ensure that their clients are given a high level of continuing service. This is a varied and fast-paced position so you must be willing to get stuck in and work as part of a team to support the advisors as necessary. They have excellent growth plans for the future and are looking for individuals to grow alongside this. A full structured training programme will be provided however, you must have prior understanding of Mortgages, Protection, Investments and Pensions. Our client provides rewarding progression opportunities and support with industry specific qualifications, which will enable you to further your career. Responsibilities: -Processing applications via different provider platforms -Maintaining and updating database with relevant policy information -Corresponding with providers across the market (in relation to investment, pension, protection and mortgage products) -Issuing documents to clients -Producing and updating client reports -Drafting suitability reports for advisers -Ensuring all records are kept up to date and compliant -Handling incoming queries and outgoing calls to other providers and clients Candidate Attributes: -Experience working within a similar IFA support role -Excellent administration skills -Strong attention to detail -Ability to work solely or as part of a team -Good time management skills Hours: Monday Friday, 9am 5pm Salary: Up to £30,000 per annum, depending on experience
Mar 31, 2026
Full time
Our client who provide specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for ambitious and conscientious individuals to join their team. This will be on a full time, permanent basis from their bright and welcoming offices in Cheltenham. You will provide support to the independent financial advisers within the company to ensure that their clients are given a high level of continuing service. This is a varied and fast-paced position so you must be willing to get stuck in and work as part of a team to support the advisors as necessary. They have excellent growth plans for the future and are looking for individuals to grow alongside this. A full structured training programme will be provided however, you must have prior understanding of Mortgages, Protection, Investments and Pensions. Our client provides rewarding progression opportunities and support with industry specific qualifications, which will enable you to further your career. Responsibilities: -Processing applications via different provider platforms -Maintaining and updating database with relevant policy information -Corresponding with providers across the market (in relation to investment, pension, protection and mortgage products) -Issuing documents to clients -Producing and updating client reports -Drafting suitability reports for advisers -Ensuring all records are kept up to date and compliant -Handling incoming queries and outgoing calls to other providers and clients Candidate Attributes: -Experience working within a similar IFA support role -Excellent administration skills -Strong attention to detail -Ability to work solely or as part of a team -Good time management skills Hours: Monday Friday, 9am 5pm Salary: Up to £30,000 per annum, depending on experience
The New Homes Group
Sales Administrator
The New Homes Group Wrenthorpe, Yorkshire
Job Title: Sales Support Administrator/Junior Mortgage Specialist. We now have opportunities to join the UK S leading new homes mortgage provider to become a Sales Support Administrator. Location: You will be based full time at our offices in Wakefield WF2 0XG. You must be within 45 minutes via public transport, or have access to your own vehicle and driving license. Target: Candidates looking to start a career within the financial services arena, ideally with experience in a customer service or administrative position. Salary: £26,600 per annum Working hours: Working a rotating rota including early (9:00am - 6:00pm) and late (11:00am - 8:00pm) starts, working every other weekend (10:00am - 7:00pm). Please ensure you can commit to these hours prior to applying. Starting: ASAP, however we are able to work around notice periods. The New Homes Group: The New Homes Group is the UK S leading New Homes Specialist and as a Sales Support Assistant you will be working for the UK'S leading new homes Mortgage Provider. This role would be ideal for someone starting out in their career and wanting exciting progression, alternatively someone already with administration experience wanting a change of scenery. You will be part of the administration team, working in a fast paced and vibrant environment. The duties include keying agreement in principles, checking customers financial documents, supporting our phone lines during busy periods. You will be key support to our Mortgage Specialists who are the front end of the business. They financially assess our potential purchasers for mortgage affordability and arrange appointments with our Specialist New Build Mortgage and Protection Advisers. The role involves full training, where you will get an insight into the exciting world of a new build purchase, with the opportunity to progress into multiple roles including a Trainee Mortgage Adviser. Required Knowledge, skills and qualifications: Detail orientated with a knack for office-based administration. Organised, and adopts a disciplined and structured approach to work. Competent user of IT and a Microsoft Office user, including Excel, Word and Outlook. Benefits : Permanent Full Time Role. Unrivalled opportunities for progression, promotion and personal development in an expanding and market leading business. 28 days paid holiday including Bank Holidays. (Plus get your birthday off once passed probation). Contributory workplace pension. 24-hour Wellbeing Employee Assistance Programme Death in service cover. Access to discounts platform, Perks at Work. Access to self-funded Health Care plan. Discounted medical assessment Health Screening. Discounts on estate agency, mortgage and surveying services. Salary Sacrifice Personal Car Leasing Scheme available. If this role sounds of interest, please forward your CV by clicking Apply Now, or feel free to call Amelia Jenkins on (phone number removed) for a confidential chat.
Mar 31, 2026
Full time
Job Title: Sales Support Administrator/Junior Mortgage Specialist. We now have opportunities to join the UK S leading new homes mortgage provider to become a Sales Support Administrator. Location: You will be based full time at our offices in Wakefield WF2 0XG. You must be within 45 minutes via public transport, or have access to your own vehicle and driving license. Target: Candidates looking to start a career within the financial services arena, ideally with experience in a customer service or administrative position. Salary: £26,600 per annum Working hours: Working a rotating rota including early (9:00am - 6:00pm) and late (11:00am - 8:00pm) starts, working every other weekend (10:00am - 7:00pm). Please ensure you can commit to these hours prior to applying. Starting: ASAP, however we are able to work around notice periods. The New Homes Group: The New Homes Group is the UK S leading New Homes Specialist and as a Sales Support Assistant you will be working for the UK'S leading new homes Mortgage Provider. This role would be ideal for someone starting out in their career and wanting exciting progression, alternatively someone already with administration experience wanting a change of scenery. You will be part of the administration team, working in a fast paced and vibrant environment. The duties include keying agreement in principles, checking customers financial documents, supporting our phone lines during busy periods. You will be key support to our Mortgage Specialists who are the front end of the business. They financially assess our potential purchasers for mortgage affordability and arrange appointments with our Specialist New Build Mortgage and Protection Advisers. The role involves full training, where you will get an insight into the exciting world of a new build purchase, with the opportunity to progress into multiple roles including a Trainee Mortgage Adviser. Required Knowledge, skills and qualifications: Detail orientated with a knack for office-based administration. Organised, and adopts a disciplined and structured approach to work. Competent user of IT and a Microsoft Office user, including Excel, Word and Outlook. Benefits : Permanent Full Time Role. Unrivalled opportunities for progression, promotion and personal development in an expanding and market leading business. 28 days paid holiday including Bank Holidays. (Plus get your birthday off once passed probation). Contributory workplace pension. 24-hour Wellbeing Employee Assistance Programme Death in service cover. Access to discounts platform, Perks at Work. Access to self-funded Health Care plan. Discounted medical assessment Health Screening. Discounts on estate agency, mortgage and surveying services. Salary Sacrifice Personal Car Leasing Scheme available. If this role sounds of interest, please forward your CV by clicking Apply Now, or feel free to call Amelia Jenkins on (phone number removed) for a confidential chat.
Ellis James Partners Ltd
Mortgage Administrator
Ellis James Partners Ltd Taunton, Somerset
Client Relationship Manager Mortgages Taunton (phone number removed) + bonus Full-time, Permanent Join a highly respected mortgage advisory firm as a Client Relationship Manager within their Taunton office. Available for trainee or experienced candidates. This is a brilliant opportunity to build your career in financial services, with long-term potential to progress, including support to pursue mortgage qualifications and eventually step into an advisory role. In this position, you ll be a key point of contact for clients, supporting Mortgage Advisers and helping ensure each stage of the client journey runs smoothly. Key Responsibilities Client Experience: Act as the first point of contact for client enquiries, delivering a professional and personable experience. Case Management: Support clients and advisers throughout the mortgage process, managing cases proactively and efficiently. Liaison & Coordination: Communicate with lenders, insurers, and solicitors to provide seamless support across all stages of the application. Compliance & Accuracy: Ensure client records and case files meet FCA and data protection standards. Operational Support: Work with the Head of Client Relations to implement effective procedures and help streamline office operations. Team Support: Provide admin support to the advisory team, manage post, coordinate meetings, and handle general office duties. What You ll Need to Succeed A genuine desire to start or grow your career in the mortgage or financial services space. Strong interpersonal skills, with a passion for building trusted relationships. Excellent organisational and multitasking abilities. A positive, solutions-focused attitude with a commitment to client service. Willingness to work towards professional qualifications and grow within the firm. What s on Offer? Career Development & Benefits: Annual bonus scheme. 30 days holiday plus bank holidays (with additional leave for Christmas shutdown). Study support, including funded exams and study time. Pension scheme and sick pay. BUPA Employee Assistance Program and access to an onsite commercial gym. Birthday day off and regular company events. Opportunities to support the firm s charitable foundation. A collaborative, forward-thinking culture with long-term career growth in mind. Why Apply? If you re looking to join a company that puts client service and employee development at the heart of what it does, this is an excellent opportunity to take the next step in your career.
Mar 31, 2026
Full time
Client Relationship Manager Mortgages Taunton (phone number removed) + bonus Full-time, Permanent Join a highly respected mortgage advisory firm as a Client Relationship Manager within their Taunton office. Available for trainee or experienced candidates. This is a brilliant opportunity to build your career in financial services, with long-term potential to progress, including support to pursue mortgage qualifications and eventually step into an advisory role. In this position, you ll be a key point of contact for clients, supporting Mortgage Advisers and helping ensure each stage of the client journey runs smoothly. Key Responsibilities Client Experience: Act as the first point of contact for client enquiries, delivering a professional and personable experience. Case Management: Support clients and advisers throughout the mortgage process, managing cases proactively and efficiently. Liaison & Coordination: Communicate with lenders, insurers, and solicitors to provide seamless support across all stages of the application. Compliance & Accuracy: Ensure client records and case files meet FCA and data protection standards. Operational Support: Work with the Head of Client Relations to implement effective procedures and help streamline office operations. Team Support: Provide admin support to the advisory team, manage post, coordinate meetings, and handle general office duties. What You ll Need to Succeed A genuine desire to start or grow your career in the mortgage or financial services space. Strong interpersonal skills, with a passion for building trusted relationships. Excellent organisational and multitasking abilities. A positive, solutions-focused attitude with a commitment to client service. Willingness to work towards professional qualifications and grow within the firm. What s on Offer? Career Development & Benefits: Annual bonus scheme. 30 days holiday plus bank holidays (with additional leave for Christmas shutdown). Study support, including funded exams and study time. Pension scheme and sick pay. BUPA Employee Assistance Program and access to an onsite commercial gym. Birthday day off and regular company events. Opportunities to support the firm s charitable foundation. A collaborative, forward-thinking culture with long-term career growth in mind. Why Apply? If you re looking to join a company that puts client service and employee development at the heart of what it does, this is an excellent opportunity to take the next step in your career.
Financial Divisions
Wealth Administrator
Financial Divisions Horsham, Sussex
Senior Wealth Administrator Boutique financial advice firm - Horsham offices Supporting established advisers £30k - £40k plus bonuses and benefits The Business My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with. The Role The Managing Director is creating a brand-new role for a Financial Administrator who will be responsible for the end to end administration with all their exiting clients and all the new business coming in. The team are incredibly busy and need someone who doesn't need training and knows the end to end process with financial admin within a wealth planning practice. This will include but is not limited to: creating meeting packs, onboarding new clients, prepping for annual reviews, managing the back office systems, being a point of contact for all clients and providers and ad hoc support to the advisers to ensure the smooth running of the business. If this role sounds of interest or any other roles I am working on please get in touch.
Oct 08, 2025
Full time
Senior Wealth Administrator Boutique financial advice firm - Horsham offices Supporting established advisers £30k - £40k plus bonuses and benefits The Business My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with. The Role The Managing Director is creating a brand-new role for a Financial Administrator who will be responsible for the end to end administration with all their exiting clients and all the new business coming in. The team are incredibly busy and need someone who doesn't need training and knows the end to end process with financial admin within a wealth planning practice. This will include but is not limited to: creating meeting packs, onboarding new clients, prepping for annual reviews, managing the back office systems, being a point of contact for all clients and providers and ad hoc support to the advisers to ensure the smooth running of the business. If this role sounds of interest or any other roles I am working on please get in touch.
AMG Search
Desk Based Financial Adviser
AMG Search Edinburgh, Midlothian
Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK. As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK You will provide a service to these clients to retain them and develop their business and do annual reviews You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner Outstanding development and support will be given to you Following induction, a hybrid working home/office working arrangement will be available To be considered for this outstanding Associate Financial Planner opportunity you will need the following skills and experience: You will be at least Level 4 Diploma qualified You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients Desk-based/Telephony Financial Planners and Associate Financial Planners Locations Main hubs are Leeds, Bristol and Edinburgh Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits 2 different divisions: Client Bank Management Work with these clients to retain them and their assets and do annual reviews Ideal for people in the early stage of their career in Financial Services Specialist Protection Providing annuity and/or protection advice Complex cases Ideal for someone coming from a life and protection background Someone with a passion for Protection
Oct 07, 2025
Full time
Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK. As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK You will provide a service to these clients to retain them and develop their business and do annual reviews You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner Outstanding development and support will be given to you Following induction, a hybrid working home/office working arrangement will be available To be considered for this outstanding Associate Financial Planner opportunity you will need the following skills and experience: You will be at least Level 4 Diploma qualified You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients Desk-based/Telephony Financial Planners and Associate Financial Planners Locations Main hubs are Leeds, Bristol and Edinburgh Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits 2 different divisions: Client Bank Management Work with these clients to retain them and their assets and do annual reviews Ideal for people in the early stage of their career in Financial Services Specialist Protection Providing annuity and/or protection advice Complex cases Ideal for someone coming from a life and protection background Someone with a passion for Protection
Honeypot People Ltd
Mortgage Sales Manager
Honeypot People Ltd Guildford, Surrey
Our client is a leading Mortgage Brokerage who have built up successful contracts with various estate agency brands. They are looking to recruit a Sales/Account Manager to look after one of their large accounts, with branches in Hampshire and Surrey. You will have previous experience as a successful mortgage adviser and also have experience of managing mortgage advisers/managing introducer relationships. The role is a hybrid role, and you will be expected to travel to branches within the account twice per week. Basic salary is £45-55k depending on experience, with additional bonus package based on account performance. OTE £80K Accountabilities: Accountable for delivering the agreed performance and standards for the accounts designated to them - including branch presence and attendance of daily branch meetings, branch coverage, conversion, protection penetration, fee penetration, average case size, written targets and banked conversion. Accountable for building strong and effective relationships with the accounts designated to them, including producing timely reporting and MI for the Introducers. Accountable for ensuring sales team build effective relationships with their branches and are held accountable for their own part of the account targets. Accountable for managing resource effectively and for succession planning to ensure the Introducers always have sufficient adviser coverage. Accountable for the performance and development of the advisers allocated to them including conversion, protection penetration, fee penetration, average case size, written targets and banked conversion. Accountable for the adherence to MAB processes of the advisers allocated to them. Accountable for own performance and adherence to compliance guidelines, where appropriate. General responsibilities Follow the sales management weekly operating rhythm including, weekly documented 1-1s, team meetings, sales management meetings. Weekly 1-1 check-ins with the advisers to check trackers, take a business pledge, review protection appointments, review protection declines and NTUs and any other process/performance issues. Weekly team meeting to motivate, excite and challenge the team's performance. Daily updates to the team on performance, to ensure that the pledge (including protection and fees) is delivered, and targets achieved. Encourage an environment of celebrating success within the team. Manage and develop advisers individually to meet their minimum business expectations Supporting admin with the oversight of the company's processes. Training and supporting new advisers. Recruiting for attrition and performance management. Regular checking and monitoring of company processes to ensure that all advisers are following the requirements. Working closely with the Sales Development Manager to ensure that new trainees are supported and their progress is discussed. Account Manager/Sales Manager to work with new trainees on branch relationships and activities. Working closely with the Protection Support Manager on all areas of Protection for both M&P advisers and Protection Advisers, and gaining assistance with call monitoring and coaching. Provide accurate and timely MI/reporting to the Introducers. Build relationships with key individuals within the Introducers to ensure mutual accountability for success. Visits to introducer branches to support and develop the advisers in their introducer relationships, and ensure they are effective and challenging. Manage resources effectively to ensure leads are dealt with in a timely manner, and branches have sufficient adviser coverage. Ensure that advisers within the account attend the branch as agreed and participate in branch meetings, coaching and development, to maximise lead quantity and quality. Please note we regret that due to the high volume of CVs received we cannot give individual feedback to candidates. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion. Honeypot People Ltd, is a UK-based agency providing specialist solutions within the Sales and Marketing Sector. We operate an equal opportunities policy of treating all employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age, marital or civil partnership status or disability.
Oct 07, 2025
Full time
Our client is a leading Mortgage Brokerage who have built up successful contracts with various estate agency brands. They are looking to recruit a Sales/Account Manager to look after one of their large accounts, with branches in Hampshire and Surrey. You will have previous experience as a successful mortgage adviser and also have experience of managing mortgage advisers/managing introducer relationships. The role is a hybrid role, and you will be expected to travel to branches within the account twice per week. Basic salary is £45-55k depending on experience, with additional bonus package based on account performance. OTE £80K Accountabilities: Accountable for delivering the agreed performance and standards for the accounts designated to them - including branch presence and attendance of daily branch meetings, branch coverage, conversion, protection penetration, fee penetration, average case size, written targets and banked conversion. Accountable for building strong and effective relationships with the accounts designated to them, including producing timely reporting and MI for the Introducers. Accountable for ensuring sales team build effective relationships with their branches and are held accountable for their own part of the account targets. Accountable for managing resource effectively and for succession planning to ensure the Introducers always have sufficient adviser coverage. Accountable for the performance and development of the advisers allocated to them including conversion, protection penetration, fee penetration, average case size, written targets and banked conversion. Accountable for the adherence to MAB processes of the advisers allocated to them. Accountable for own performance and adherence to compliance guidelines, where appropriate. General responsibilities Follow the sales management weekly operating rhythm including, weekly documented 1-1s, team meetings, sales management meetings. Weekly 1-1 check-ins with the advisers to check trackers, take a business pledge, review protection appointments, review protection declines and NTUs and any other process/performance issues. Weekly team meeting to motivate, excite and challenge the team's performance. Daily updates to the team on performance, to ensure that the pledge (including protection and fees) is delivered, and targets achieved. Encourage an environment of celebrating success within the team. Manage and develop advisers individually to meet their minimum business expectations Supporting admin with the oversight of the company's processes. Training and supporting new advisers. Recruiting for attrition and performance management. Regular checking and monitoring of company processes to ensure that all advisers are following the requirements. Working closely with the Sales Development Manager to ensure that new trainees are supported and their progress is discussed. Account Manager/Sales Manager to work with new trainees on branch relationships and activities. Working closely with the Protection Support Manager on all areas of Protection for both M&P advisers and Protection Advisers, and gaining assistance with call monitoring and coaching. Provide accurate and timely MI/reporting to the Introducers. Build relationships with key individuals within the Introducers to ensure mutual accountability for success. Visits to introducer branches to support and develop the advisers in their introducer relationships, and ensure they are effective and challenging. Manage resources effectively to ensure leads are dealt with in a timely manner, and branches have sufficient adviser coverage. Ensure that advisers within the account attend the branch as agreed and participate in branch meetings, coaching and development, to maximise lead quantity and quality. Please note we regret that due to the high volume of CVs received we cannot give individual feedback to candidates. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion. Honeypot People Ltd, is a UK-based agency providing specialist solutions within the Sales and Marketing Sector. We operate an equal opportunities policy of treating all employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age, marital or civil partnership status or disability.
Just Mortgages
Trainee Mortgage Advisor
Just Mortgages Luton, Bedfordshire
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of:Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
Oct 07, 2025
Full time
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of:Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
Just Mortgages
Mortgage Advisor
Just Mortgages Luton, Bedfordshire
Experienced Mortgage and Protection Adviser - Luton / Leagrave - To be considered for this role, you must hold CeMAP qualification or equivalent. What's on offer to you as a Mortgage and Protection Adviser? On target earnings of £40000 to £60000+ per year Fully uncapped commission scheme £22,000 - £28,000 Basic salary ( dependent on experience ) Guaranteed monthly payments whilst building a pipeline, for up to 6 months Company car, OR £250 monthly car allowance Company laptop Bespoke digital marketing package Dedicated training and coaching to support your ongoing development and progression A chance to build on your career, with a set, clear career path Employee 24/7 Assistance Programme What do you need to be good at? Engaging with people from all walks of life. You're able to hold conversations to establish their needs and wants. You communicate effectively through email, phone, face to face and on videos for our social channels Spinning a lot of plates, you've mastered multitasking and excel at managing numerous responsibilities and tasks Maintaining relationships through regular contact with vendors, buyers and developers to capitalise on all opportunities whilst ensuring a high level of customer service and engagement is sustained Collaborating with your peers within your branch to build relationships to assist in identifying opportunities for referrals Taking accountability for your KPIs through proactively seeking new opportunities whilst maintaining existing relationships Strong presence in front of a camera where you appeal to and engage with your audience to maximize your reach Your responsibilities as a Mortgage and Protection Adviser Generate and maintain your own client relationships and business, maximise in-branch opportunities and thrive within a challenging yet stimulating environment Follow up on in-branch leads generated by the Estate Agency team and maximise value from each client Generate your own leads and business Work in tandem with the Estate Agency team, Admin team, Training and Development team, Compliance team and Divisional Sales Director to ensure as efficient a process as possible for the client. Provide exceptional client care and experience from beginning to end, going above and beyond to provide the highest possible level of customer service. Working Hours This role is full time office based Monday - Friday 08:30 - 18:00 Alternate Saturdays 09:00 - 17:00 Day off in lieu when working a Saturday The finer details: It is essential that you currently hold CeMAP qualification, or an industry equivalent qualification. Experience of Mortgage and Protection Advising is essential. We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate We will also need Proof of Address National Insurance Full UK Driving Licence Subject to passing probationary period Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website
Oct 07, 2025
Full time
Experienced Mortgage and Protection Adviser - Luton / Leagrave - To be considered for this role, you must hold CeMAP qualification or equivalent. What's on offer to you as a Mortgage and Protection Adviser? On target earnings of £40000 to £60000+ per year Fully uncapped commission scheme £22,000 - £28,000 Basic salary ( dependent on experience ) Guaranteed monthly payments whilst building a pipeline, for up to 6 months Company car, OR £250 monthly car allowance Company laptop Bespoke digital marketing package Dedicated training and coaching to support your ongoing development and progression A chance to build on your career, with a set, clear career path Employee 24/7 Assistance Programme What do you need to be good at? Engaging with people from all walks of life. You're able to hold conversations to establish their needs and wants. You communicate effectively through email, phone, face to face and on videos for our social channels Spinning a lot of plates, you've mastered multitasking and excel at managing numerous responsibilities and tasks Maintaining relationships through regular contact with vendors, buyers and developers to capitalise on all opportunities whilst ensuring a high level of customer service and engagement is sustained Collaborating with your peers within your branch to build relationships to assist in identifying opportunities for referrals Taking accountability for your KPIs through proactively seeking new opportunities whilst maintaining existing relationships Strong presence in front of a camera where you appeal to and engage with your audience to maximize your reach Your responsibilities as a Mortgage and Protection Adviser Generate and maintain your own client relationships and business, maximise in-branch opportunities and thrive within a challenging yet stimulating environment Follow up on in-branch leads generated by the Estate Agency team and maximise value from each client Generate your own leads and business Work in tandem with the Estate Agency team, Admin team, Training and Development team, Compliance team and Divisional Sales Director to ensure as efficient a process as possible for the client. Provide exceptional client care and experience from beginning to end, going above and beyond to provide the highest possible level of customer service. Working Hours This role is full time office based Monday - Friday 08:30 - 18:00 Alternate Saturdays 09:00 - 17:00 Day off in lieu when working a Saturday The finer details: It is essential that you currently hold CeMAP qualification, or an industry equivalent qualification. Experience of Mortgage and Protection Advising is essential. We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate We will also need Proof of Address National Insurance Full UK Driving Licence Subject to passing probationary period Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals
Mortgage Advisor
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Canvey Island, Essex
Mortgage Advisor - Overview: £30,000 Basic Salary. £60,000 - £80,000+ uncapped and realistic On Target Earings. Very robust and lucrative lead source. All admin and sales progression is conducted for you, so you can simply focus on writing business! 5 day working week, including Saturdays with a day off in lieu. Suitable for qualified and experienced advisors only. Own vehicle and driving licence essential for this role. Our clients are looking to add to their team of high performing Mortgage Advisors. You will supported on your career journey every step of the way and they will help you become the very best you can be! There will be warm leads readily available from their front end sales team so you will never be short of business to write. Full administrative back up is also provided so this allows you to get on with what you do best and that is deal with customers! Mortgage Advisor - Scope of Role: Our clients are an award-winning and forward thinking operation who are seeking an experienced Mortgage and Protection Advisor to take advantage and maximise sales opportunities from a steadily increasing lead source. Their partner firm are a well-respected local business with a very lucrative lead source as well as a large client bank with incredible amounts of referrals and returning customers. Due to the continuing success of this dynamic, they are now keen expand their family further, with the addition of an experienced Mortgage Advisor . My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the right Mortgage Advisor an excellent opportunity to get into the lucrative career they have been looking for. The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Apply today for an exciting and challenging career with outstanding earning potential. Are you ready for a new, exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Oct 07, 2025
Full time
Mortgage Advisor - Overview: £30,000 Basic Salary. £60,000 - £80,000+ uncapped and realistic On Target Earings. Very robust and lucrative lead source. All admin and sales progression is conducted for you, so you can simply focus on writing business! 5 day working week, including Saturdays with a day off in lieu. Suitable for qualified and experienced advisors only. Own vehicle and driving licence essential for this role. Our clients are looking to add to their team of high performing Mortgage Advisors. You will supported on your career journey every step of the way and they will help you become the very best you can be! There will be warm leads readily available from their front end sales team so you will never be short of business to write. Full administrative back up is also provided so this allows you to get on with what you do best and that is deal with customers! Mortgage Advisor - Scope of Role: Our clients are an award-winning and forward thinking operation who are seeking an experienced Mortgage and Protection Advisor to take advantage and maximise sales opportunities from a steadily increasing lead source. Their partner firm are a well-respected local business with a very lucrative lead source as well as a large client bank with incredible amounts of referrals and returning customers. Due to the continuing success of this dynamic, they are now keen expand their family further, with the addition of an experienced Mortgage Advisor . My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the right Mortgage Advisor an excellent opportunity to get into the lucrative career they have been looking for. The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Apply today for an exciting and challenging career with outstanding earning potential. Are you ready for a new, exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
The New Homes Group
Trainee Mortgage Adviser
The New Homes Group Woolston, Warrington
Fast Track Mortgage Adviser Academy (12 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary of: £25,500K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 16 weeks of training at our Academy Centre on Oxford Street in Manchester but once qualified, home working will be available. You will however need to live within a 1-hour 30 minute commute of Manchester for easier travel in the initial training stages. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate interviews with a start date of November 2025 Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction & training coupled with an outstanding development program. 34 Days paid holiday, (25 days holiday plus 8 bank holidays and your birthday off). Unrivalled opportunities for progression, promotion, and personal development in an expanding and market leading business. Contributory workplace pension. Generous staff referral bonus scheme. Outstanding commission earnings (our top performers earn in excess of £65K PA). 24-hour Employee Wellbeing Support service available. Defined promotional tiers with significant basic salary and commission rate uplifts for achievement of targets. Home based working once training completed. Please be aware that you are required to attend 16 weeks of office-based training in Manchester and this is mandatory for all applicants, please be aware that holiday will not be permitted during the training period. APPLY NOW or if you have any questions then feel free to call our Internal recruitment team on (phone number removed) for more information! Subject to (T&C s)
Oct 07, 2025
Full time
Fast Track Mortgage Adviser Academy (12 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary of: £25,500K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 16 weeks of training at our Academy Centre on Oxford Street in Manchester but once qualified, home working will be available. You will however need to live within a 1-hour 30 minute commute of Manchester for easier travel in the initial training stages. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate interviews with a start date of November 2025 Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction & training coupled with an outstanding development program. 34 Days paid holiday, (25 days holiday plus 8 bank holidays and your birthday off). Unrivalled opportunities for progression, promotion, and personal development in an expanding and market leading business. Contributory workplace pension. Generous staff referral bonus scheme. Outstanding commission earnings (our top performers earn in excess of £65K PA). 24-hour Employee Wellbeing Support service available. Defined promotional tiers with significant basic salary and commission rate uplifts for achievement of targets. Home based working once training completed. Please be aware that you are required to attend 16 weeks of office-based training in Manchester and this is mandatory for all applicants, please be aware that holiday will not be permitted during the training period. APPLY NOW or if you have any questions then feel free to call our Internal recruitment team on (phone number removed) for more information! Subject to (T&C s)
Kings Permanent Recruitment Ltd
Mortgage Advisor
Kings Permanent Recruitment Ltd
Description: Mortgage Advisor - Employed or Self Employed - Overview: Employed: 25,000 - 30,000 Basic Salary, commensurate with experience and evidence of banking performanceYear 1 OTE: 50,000 - 55,000+ uncapped On Target EarningsYear 2+ OTE: 60,000 - 75,000 uncapped On Target Earnings Self-Employed: Year 1 OTE: 60,000 - 70,000+ uncapped On Target EarningsYear 2+ OTE: 80,000+ uncapped On Target Earnings Are you seeking a Mortgage Advisor role that treats you like an adult and offers you flexibility to conduct your role? Are you fed up of being a number and spending your precious time in meetings, 1-2-1's and appraisals? Do you just want to crack on and write business? If so, read on, as this may be the opportunity for you! Our clients are an independent mortgage brokerage who are exceptionally busy at present and they are seeking a talented Mortgage Advisor to join their flourishing operation. They are flexible with regards to fitting the right candidate into the right role dynamic. Ultimately, the role can be put together on an individual and bespoke basis, commensurate with experience. Mortgage Advisor - Employed or Self Employed - Scope of Role: Our clients are a forward thinking operation who are seeking an experienced Mortgage Advisor to take advantage and maximise sales opportunities from a steadily increasing lead source. My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the right mortgage professional an excellent opportunity to get into the lucrative career they have been looking for. The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Apply today for an exciting and challenging career with outstanding earning potential. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Oct 07, 2025
Full time
Description: Mortgage Advisor - Employed or Self Employed - Overview: Employed: 25,000 - 30,000 Basic Salary, commensurate with experience and evidence of banking performanceYear 1 OTE: 50,000 - 55,000+ uncapped On Target EarningsYear 2+ OTE: 60,000 - 75,000 uncapped On Target Earnings Self-Employed: Year 1 OTE: 60,000 - 70,000+ uncapped On Target EarningsYear 2+ OTE: 80,000+ uncapped On Target Earnings Are you seeking a Mortgage Advisor role that treats you like an adult and offers you flexibility to conduct your role? Are you fed up of being a number and spending your precious time in meetings, 1-2-1's and appraisals? Do you just want to crack on and write business? If so, read on, as this may be the opportunity for you! Our clients are an independent mortgage brokerage who are exceptionally busy at present and they are seeking a talented Mortgage Advisor to join their flourishing operation. They are flexible with regards to fitting the right candidate into the right role dynamic. Ultimately, the role can be put together on an individual and bespoke basis, commensurate with experience. Mortgage Advisor - Employed or Self Employed - Scope of Role: Our clients are a forward thinking operation who are seeking an experienced Mortgage Advisor to take advantage and maximise sales opportunities from a steadily increasing lead source. My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the right mortgage professional an excellent opportunity to get into the lucrative career they have been looking for. The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Apply today for an exciting and challenging career with outstanding earning potential. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Get Staffed Online Recruitment Limited
IT Support Assistant
Get Staffed Online Recruitment Limited Leicester, Leicestershire
IT Support Assistant Job Type: Full-time, Permanent Pay: £23,000 - £24,000 per annum Our client is the largest privately-owned mortgage network in the UK. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Due to continued growth, they are looking to establish a new team providing first line IT support to the business. This is an office-based role working 35 hours a week, Monday to Friday. The Role: Getting the right outcome for customers is at the heart of what they do. The main aim of the role is to support the business providing first line IT support for internal and third-party systems. Working mainly on the phone, or over Teams, you could be dealing with queries about anything IT related, so they are looking for someone with outstanding customer service and communication skills. Therefore, experience of working under pressure, prioritising, and working to deadlines is essential. IT qualification preferred but not essential. Other Key Tasks include: Logging and resolving ongoing Incidents, Service Requests and Problems that affect business operations. Proactive and accurate resolution of queries by liaising across departments where required. Support new internal joiners and external members with outbound contact and system set up. Manage multiple workloads across inboxes, phone contact, and Teams meetings. Capacity to educate others on current systems when required. Provide full support to all staff in relation to IT hardware and software issues. Ensure new starter process is followed within agreed SLA. Ensure the asset log is maintained and kept up to date. Ordering replacement or new equipment. Installing, removing, or upgrading new or existing software. Experience: Experience with Office 365 and Sharepoint. Knowledge of systems of control and able to follow clearly defined procedures. Experience of working under pressure, prioritising workloads, and working to tight deadlines. Benefits: Company pension Health and wellbeing programme Sick pay As our client is a non-sponsoring company, you must already have the right to work in the UK.
Oct 04, 2025
Full time
IT Support Assistant Job Type: Full-time, Permanent Pay: £23,000 - £24,000 per annum Our client is the largest privately-owned mortgage network in the UK. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Due to continued growth, they are looking to establish a new team providing first line IT support to the business. This is an office-based role working 35 hours a week, Monday to Friday. The Role: Getting the right outcome for customers is at the heart of what they do. The main aim of the role is to support the business providing first line IT support for internal and third-party systems. Working mainly on the phone, or over Teams, you could be dealing with queries about anything IT related, so they are looking for someone with outstanding customer service and communication skills. Therefore, experience of working under pressure, prioritising, and working to deadlines is essential. IT qualification preferred but not essential. Other Key Tasks include: Logging and resolving ongoing Incidents, Service Requests and Problems that affect business operations. Proactive and accurate resolution of queries by liaising across departments where required. Support new internal joiners and external members with outbound contact and system set up. Manage multiple workloads across inboxes, phone contact, and Teams meetings. Capacity to educate others on current systems when required. Provide full support to all staff in relation to IT hardware and software issues. Ensure new starter process is followed within agreed SLA. Ensure the asset log is maintained and kept up to date. Ordering replacement or new equipment. Installing, removing, or upgrading new or existing software. Experience: Experience with Office 365 and Sharepoint. Knowledge of systems of control and able to follow clearly defined procedures. Experience of working under pressure, prioritising workloads, and working to tight deadlines. Benefits: Company pension Health and wellbeing programme Sick pay As our client is a non-sponsoring company, you must already have the right to work in the UK.
HL Partnership
IT Support Assistant
HL Partnership Braunstone, Leicestershire
IT Support Assistant Job Type: Full-time, Permanent Pay: £23,000 - £24,000 per annum HLP is the largest privately-owned mortgage network in the UK. Our goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Due to continued growth, we are looking to establish a new team providing first line IT support to the business. This is an office-based role working 35 hours a week, Monday to Friday. The Role: Getting the right outcome for customers is at the heart of what we do. The main aim of the role is to support the business providing first line IT support for internal and third-party systems. Working mainly on the phone, or over Teams, you could be dealing with queries about anything IT related, so we are looking for someone with outstanding customer service and communication skills. Therefore, experience of working under pressure, prioritising, and working to deadlines is essential. IT qualification preferred but not essential. Other Key Tasks include: Logging and resolving ongoing Incidents, Service Requests and Problems that affect business operations. Proactive and accurate resolution of queries by liaising across departments where required. Support new internal joiners and external members with outbound contact and system set up. Manage multiple workloads across inboxes, phone contact, and Teams meetings. Capacity to educate others on current systems when required. Provide full support to all staff in relation to IT hardware and software issues. Ensure new starter process is followed within agreed SLA. Ensure the asset log is maintained and kept up to date. Ordering replacement or new equipment. Installing, removing, or upgrading new or existing software. Experience: Experience with Office 365 and Sharepoint. Knowledge of systems of control and able to follow clearly defined procedures. Experience of working under pressure, prioritising workloads, and working to tight deadlines. Benefits: Company pension Health and wellbeing programme Sick pay As we are a non-sponsoring company, you must already have the right to work in the UK
Oct 03, 2025
Full time
IT Support Assistant Job Type: Full-time, Permanent Pay: £23,000 - £24,000 per annum HLP is the largest privately-owned mortgage network in the UK. Our goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Due to continued growth, we are looking to establish a new team providing first line IT support to the business. This is an office-based role working 35 hours a week, Monday to Friday. The Role: Getting the right outcome for customers is at the heart of what we do. The main aim of the role is to support the business providing first line IT support for internal and third-party systems. Working mainly on the phone, or over Teams, you could be dealing with queries about anything IT related, so we are looking for someone with outstanding customer service and communication skills. Therefore, experience of working under pressure, prioritising, and working to deadlines is essential. IT qualification preferred but not essential. Other Key Tasks include: Logging and resolving ongoing Incidents, Service Requests and Problems that affect business operations. Proactive and accurate resolution of queries by liaising across departments where required. Support new internal joiners and external members with outbound contact and system set up. Manage multiple workloads across inboxes, phone contact, and Teams meetings. Capacity to educate others on current systems when required. Provide full support to all staff in relation to IT hardware and software issues. Ensure new starter process is followed within agreed SLA. Ensure the asset log is maintained and kept up to date. Ordering replacement or new equipment. Installing, removing, or upgrading new or existing software. Experience: Experience with Office 365 and Sharepoint. Knowledge of systems of control and able to follow clearly defined procedures. Experience of working under pressure, prioritising workloads, and working to tight deadlines. Benefits: Company pension Health and wellbeing programme Sick pay As we are a non-sponsoring company, you must already have the right to work in the UK
Brook Street
Training and Competence Manager- Financial Services
Brook Street
Training & Competence Manager Location: Ideally Northern Ireland (Belfast-based), but UK-wide applicants considered Salary: £45,000 - £55,000 + bonus + benefits Reporting to: Regional Manager Are you an experienced T&C professional passionate about adviser development, regulatory standards, and business growth? Our client is currently is seeking a dedicated Training & Competence Manager to lead the implementation of Openwork's T&C scheme across their adviser network. This is a high-impact role focused on ensuring advisers are fully competent, compliant, and aligned with both regulatory requirements and internal sales processes. The successful candidate will support adviser on boarding, deliver training, and supervise activity in line with FCA expectations - particularly around Consumer Duty. Key Responsibilities: Design and deliver training programmes across on boarding, CPD, sales process, and advice quality Supervise a national adviser population, ensuring compliance with T&C and KPI frameworks Lead regulatory training including Consumer Duty, vulnerable clients, and file quality Oversee adviser on-boarding and integration with operational and compliance functions Maintain MI and reporting on adviser competency, CPD, risk ratings, and supervision standards Criteria Proven experience in adviser supervision, training, or T&C management in financial services Strong understanding of FCA regulations and T&C schemes (Openwork experience a plus) Excellent communication, coaching, and facilitation skills Level 4 diploma (with knowledge across mortgage, protection, and wealth advice) Tech-savvy with a detail-oriented approach to MI and reporting This is a fantastic opportunity to shape adviser performance and compliance standards across a growing network. Remote/hybrid options available for the right candidate.Please send CV via the apply link to Colleen Farquharson Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 01, 2025
Full time
Training & Competence Manager Location: Ideally Northern Ireland (Belfast-based), but UK-wide applicants considered Salary: £45,000 - £55,000 + bonus + benefits Reporting to: Regional Manager Are you an experienced T&C professional passionate about adviser development, regulatory standards, and business growth? Our client is currently is seeking a dedicated Training & Competence Manager to lead the implementation of Openwork's T&C scheme across their adviser network. This is a high-impact role focused on ensuring advisers are fully competent, compliant, and aligned with both regulatory requirements and internal sales processes. The successful candidate will support adviser on boarding, deliver training, and supervise activity in line with FCA expectations - particularly around Consumer Duty. Key Responsibilities: Design and deliver training programmes across on boarding, CPD, sales process, and advice quality Supervise a national adviser population, ensuring compliance with T&C and KPI frameworks Lead regulatory training including Consumer Duty, vulnerable clients, and file quality Oversee adviser on-boarding and integration with operational and compliance functions Maintain MI and reporting on adviser competency, CPD, risk ratings, and supervision standards Criteria Proven experience in adviser supervision, training, or T&C management in financial services Strong understanding of FCA regulations and T&C schemes (Openwork experience a plus) Excellent communication, coaching, and facilitation skills Level 4 diploma (with knowledge across mortgage, protection, and wealth advice) Tech-savvy with a detail-oriented approach to MI and reporting This is a fantastic opportunity to shape adviser performance and compliance standards across a growing network. Remote/hybrid options available for the right candidate.Please send CV via the apply link to Colleen Farquharson Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
KFS Recruitment
Mortgage and Insurance Administrator
KFS Recruitment
Mortgage & Insurance Administrator City Ideally up to £32,000 This is a fantastic opportunity to join a busy, successful firm. Duties include: Working alongside the Mortgage & Insurance Advisers dealing with sales support administration for mortgages, protection and general insurance business Preparing files and submitting cases Drafting suitability reports Compliance administration Ensuring the applications run smoothly, dealing with enquiries Liaising with clients, lenders, insurance companies Updating CRM system, ensuring all necessary documents are on file Using Google Suite/ Smartr365/ 27 Tec/ iPipeline Managing the annual renewal process for various insurance products Experience/Skills required: A team player who is professional, hardworking and diligent Strong IT skills, familiar with Google Suite/Office Mortgage or Insurance (or both) administration experience, from a broker background, au fait with different lenders (mostly residential) and insurers Friendly, motivated outlook Additional information: Monday to Friday, 9-5.30 Training provided Office based, London, City Salary: £28-32,000 (may consider higher for the right candidate) 20 days holiday birthday, rising to 25 days Cashplan/workplace pension Great career opportunity - this role is likely to progress into a Mortgage Paraplanner role
Sep 26, 2025
Full time
Mortgage & Insurance Administrator City Ideally up to £32,000 This is a fantastic opportunity to join a busy, successful firm. Duties include: Working alongside the Mortgage & Insurance Advisers dealing with sales support administration for mortgages, protection and general insurance business Preparing files and submitting cases Drafting suitability reports Compliance administration Ensuring the applications run smoothly, dealing with enquiries Liaising with clients, lenders, insurance companies Updating CRM system, ensuring all necessary documents are on file Using Google Suite/ Smartr365/ 27 Tec/ iPipeline Managing the annual renewal process for various insurance products Experience/Skills required: A team player who is professional, hardworking and diligent Strong IT skills, familiar with Google Suite/Office Mortgage or Insurance (or both) administration experience, from a broker background, au fait with different lenders (mostly residential) and insurers Friendly, motivated outlook Additional information: Monday to Friday, 9-5.30 Training provided Office based, London, City Salary: £28-32,000 (may consider higher for the right candidate) 20 days holiday birthday, rising to 25 days Cashplan/workplace pension Great career opportunity - this role is likely to progress into a Mortgage Paraplanner role

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