IT Software Tester Financial Services West Malling, Kent £28-£30,000 An exciting opportunity has arisen at a Kent based Buy to Let mortgage Lender, for a highly motivated individual with exceptional analytical and written communication skills to join our IT team. The successful candidate will be responsible for ensuring that the quality of software developed meets the business's needs and functions as expected. The ideal candidate will have experience in manual testing and creating test plans, be an effective communicator and a team player, possess a natural curiosity with the ability to work independently, be ambitious for personal development and learning, be proactive and efficient, and have strong interpersonal skills. This role is predominantly office-based, with one day working from home per week after probation. Key Responsibilities Reading and understanding User Stories and Technical Design Documents. Identify the test scope, create test plans and test cases. Execute test cases, document defects and liaise with developers. Liaise with the Line Manager, escalating any specific areas for discussion or resolution, and making suggestions for improvement. Use clear communication to liaise with colleagues to understand the specifics surrounding identified issues. Have meticulous attention to detail with an ability to work methodically. Work closely with Developers, Business Analysts, and Stakeholders to ensure high-quality on-time delivery. Identify areas where process and service improvements can be made and develop recommendations. Answering queries raised during User Acceptance Testing. Ensure that project administration is carried out to a high standard to ensure projects are always kept up to date. Out of hours implementation testing is expected once a week. Out of hours' time is recorded and given back. Answering IT support requests for both external/internal customers, training will be provided. General IT support for our offices Aiding in the creation of technical specification documents for suggested system changes.
Sep 02, 2025
Full time
IT Software Tester Financial Services West Malling, Kent £28-£30,000 An exciting opportunity has arisen at a Kent based Buy to Let mortgage Lender, for a highly motivated individual with exceptional analytical and written communication skills to join our IT team. The successful candidate will be responsible for ensuring that the quality of software developed meets the business's needs and functions as expected. The ideal candidate will have experience in manual testing and creating test plans, be an effective communicator and a team player, possess a natural curiosity with the ability to work independently, be ambitious for personal development and learning, be proactive and efficient, and have strong interpersonal skills. This role is predominantly office-based, with one day working from home per week after probation. Key Responsibilities Reading and understanding User Stories and Technical Design Documents. Identify the test scope, create test plans and test cases. Execute test cases, document defects and liaise with developers. Liaise with the Line Manager, escalating any specific areas for discussion or resolution, and making suggestions for improvement. Use clear communication to liaise with colleagues to understand the specifics surrounding identified issues. Have meticulous attention to detail with an ability to work methodically. Work closely with Developers, Business Analysts, and Stakeholders to ensure high-quality on-time delivery. Identify areas where process and service improvements can be made and develop recommendations. Answering queries raised during User Acceptance Testing. Ensure that project administration is carried out to a high standard to ensure projects are always kept up to date. Out of hours implementation testing is expected once a week. Out of hours' time is recorded and given back. Answering IT support requests for both external/internal customers, training will be provided. General IT support for our offices Aiding in the creation of technical specification documents for suggested system changes.
Case Manager Bridging Finance London Hybrid £35-£37k We are looking for a Case Manager, for an Award Winning Bridging Lender, based in the West End. The role is focused on providing assistance to the underwriting team, supporting the underwriters with day-today processing of loan applications from application stage through to completion. Responsibilities: Managing a pipeline of cases pro-actively to ensure swift completion of applications Ensure timely, accurate and appropriate responses to telephone calls/enquiries or correspondence Running various security and KYC checks on borrowers. Reviewing application forms and loan documentation Dealing with queries from introducers direct clients and third parties Obtaining and chasing quotes from third parties Organising and maintaining internal digital filing systems Accurate Data entry and continual updating of internal CRM systems Proactively identify process improvements/issues before they impact service Work effectively and collaboratively as part of a team and wider stakeholders of the business. Manage the handover of the loan once complete to the servicing team. Skills and experience: Minimum of 2 years mortgage case management experience Previous experience of working at a bridging/specialist lender is advantageous Strong communication skills Strong attention to detail and high standards Organisation and prioritisation of workload Ability to multi-task and work on your own initiative with a flexible approach to work
Sep 01, 2025
Full time
Case Manager Bridging Finance London Hybrid £35-£37k We are looking for a Case Manager, for an Award Winning Bridging Lender, based in the West End. The role is focused on providing assistance to the underwriting team, supporting the underwriters with day-today processing of loan applications from application stage through to completion. Responsibilities: Managing a pipeline of cases pro-actively to ensure swift completion of applications Ensure timely, accurate and appropriate responses to telephone calls/enquiries or correspondence Running various security and KYC checks on borrowers. Reviewing application forms and loan documentation Dealing with queries from introducers direct clients and third parties Obtaining and chasing quotes from third parties Organising and maintaining internal digital filing systems Accurate Data entry and continual updating of internal CRM systems Proactively identify process improvements/issues before they impact service Work effectively and collaboratively as part of a team and wider stakeholders of the business. Manage the handover of the loan once complete to the servicing team. Skills and experience: Minimum of 2 years mortgage case management experience Previous experience of working at a bridging/specialist lender is advantageous Strong communication skills Strong attention to detail and high standards Organisation and prioritisation of workload Ability to multi-task and work on your own initiative with a flexible approach to work
Trainee Mortgage Advisor Full Time Office based The role Join an awarding winning specialist finance brokerage as a Trainee Mortgage Adviser, where you'll be integral to our growth plans and be a part of an industry leading business. Enjoy the benefits of pre-qualified leads generated for you, alongside the opportunity to contribute with your own leads. This position comes with attractive bonus and commission terms, rewarding your hard work and success. What We Offer: Continuous learning opportunities in a supportive environment. A mix of provided pre-qualified leads and the chance to add your own. An attractive bonus scheme rewarding both company-generated and self-generated leads. Duties: Conduct an extensive fact-find appointment with clients to discuss and gain a thorough understanding of their mortgage needs and financial position. Effectively evaluate clients' financial information to determine their eligibility for mortgage products. Provide professional, high quality advice and a recommend suitable a mortgage product(s) that meet their needs Rationalise and document product choice and reasons for recommendation. Collaborate with third party lenders and internal Case Managers to ensure timely and accurate processing of mortgage applications. Liaise with internal Quality Assurance staff to ensure compliance and continual development. Stay up-to-date with industry regulations and changes in mortgage products and services. Build and maintain relationships with clients, lenders and other industry professionals. Skills: Strong knowledge of financial services, particularly in the mortgage and specialist finance industry. Excellent communication and interpersonal skills to effectively interact with clients and stakeholders. Ability to analyse financial information and carry out any required mathematical calculations. Problem solving and the ability to assess and identify products for clients across different lender propositions from a broad panel. Detail-oriented with strong organizational skills to manage multiple tasks and deadlines Proficient in using mortgage software and technology tools for application processing.
Sep 01, 2025
Full time
Trainee Mortgage Advisor Full Time Office based The role Join an awarding winning specialist finance brokerage as a Trainee Mortgage Adviser, where you'll be integral to our growth plans and be a part of an industry leading business. Enjoy the benefits of pre-qualified leads generated for you, alongside the opportunity to contribute with your own leads. This position comes with attractive bonus and commission terms, rewarding your hard work and success. What We Offer: Continuous learning opportunities in a supportive environment. A mix of provided pre-qualified leads and the chance to add your own. An attractive bonus scheme rewarding both company-generated and self-generated leads. Duties: Conduct an extensive fact-find appointment with clients to discuss and gain a thorough understanding of their mortgage needs and financial position. Effectively evaluate clients' financial information to determine their eligibility for mortgage products. Provide professional, high quality advice and a recommend suitable a mortgage product(s) that meet their needs Rationalise and document product choice and reasons for recommendation. Collaborate with third party lenders and internal Case Managers to ensure timely and accurate processing of mortgage applications. Liaise with internal Quality Assurance staff to ensure compliance and continual development. Stay up-to-date with industry regulations and changes in mortgage products and services. Build and maintain relationships with clients, lenders and other industry professionals. Skills: Strong knowledge of financial services, particularly in the mortgage and specialist finance industry. Excellent communication and interpersonal skills to effectively interact with clients and stakeholders. Ability to analyse financial information and carry out any required mathematical calculations. Problem solving and the ability to assess and identify products for clients across different lender propositions from a broad panel. Detail-oriented with strong organizational skills to manage multiple tasks and deadlines Proficient in using mortgage software and technology tools for application processing.
Mortgage Administrator Farnham £28-30,000 Well established IFA business is looking for an additional staff member due to continued growth. The company requires an experienced Mortgage Administrator (Mortgage Paraplanner) to assist 2-3 advisers who give first class mortgage and protection advice to a range of clients The firm would like somebody to be a proactive Mortgage Administrator to support the business with making the client journey as smooth as possible. Key Responsibilities : Application Processing: Handle mortgage applications from initial submission to completion. Client Support: Liaise with clients, lenders, solicitors, and estate agents to provide updates and request necessary documentation. Document Management: Verify and organise client documents, ensuring all required paperwork is completed and stored securely. Compliance & Regulation: Ensure you adhere to internal compliance procedures. Communication: Provide excellent customer service, responding to enquiries promptly and professionally. Administrative Support: Assist mortgage advisors with appointment scheduling, data entry, and general administrative tasks. System Management: Maintain and update CRM systems and databases with accurate client information. The role will be to support two well-established Advisers and a newly qualified adviser Skills, Knowledge, Qualifications and Experience: Experience within the mortgage sector, working for an intermediary or lender Extensive experience of submitting cases and managing pipeline business Knowledge of life and protection products Outstanding customer service, communication and administrative skills The ability to respect confidential information A friendly, approachable attitude High attention to detail Pro-active attitude A good level of IT skills Additional Information: Circa £28-30,000 9-5.30 Monday to Friday Office based - 1 day working from home after probation Training/prospects/genuine career path
Sep 01, 2025
Full time
Mortgage Administrator Farnham £28-30,000 Well established IFA business is looking for an additional staff member due to continued growth. The company requires an experienced Mortgage Administrator (Mortgage Paraplanner) to assist 2-3 advisers who give first class mortgage and protection advice to a range of clients The firm would like somebody to be a proactive Mortgage Administrator to support the business with making the client journey as smooth as possible. Key Responsibilities : Application Processing: Handle mortgage applications from initial submission to completion. Client Support: Liaise with clients, lenders, solicitors, and estate agents to provide updates and request necessary documentation. Document Management: Verify and organise client documents, ensuring all required paperwork is completed and stored securely. Compliance & Regulation: Ensure you adhere to internal compliance procedures. Communication: Provide excellent customer service, responding to enquiries promptly and professionally. Administrative Support: Assist mortgage advisors with appointment scheduling, data entry, and general administrative tasks. System Management: Maintain and update CRM systems and databases with accurate client information. The role will be to support two well-established Advisers and a newly qualified adviser Skills, Knowledge, Qualifications and Experience: Experience within the mortgage sector, working for an intermediary or lender Extensive experience of submitting cases and managing pipeline business Knowledge of life and protection products Outstanding customer service, communication and administrative skills The ability to respect confidential information A friendly, approachable attitude High attention to detail Pro-active attitude A good level of IT skills Additional Information: Circa £28-30,000 9-5.30 Monday to Friday Office based - 1 day working from home after probation Training/prospects/genuine career path
Well established, highly professional IFA practice is looking to grow their team of Paraplanners who contribute to the creation of detailed financial plans and reports that assist clients in navigating their financial futures. Expert analytical skills and attention to detail play a vital role in our excellence of client service. Key responsibilities include:- • Conducting in-depth research and analysis;• Preparing suitability reports and plans;• Supporting Advisers with client meetings;• Imparting expert knowledge on technical queries• Maintaining and managing compliance and regulatory requirements. This organisation strongly believes in investing in their people. They offer a supportive and dynamic work environment where skills and expertise are valued and rewarded. Being a valued part of the team means you will benefit not just from a career development plan bespoke to you, but you will also enjoy many quality company benefits including: - • Hybrid working arrangements• 4% matched pension;• Death in Service;• Income Protection;• Health Cash Plan;• Cycle to Work Scheme;• Employee Assistance Programmes;• Optional Influenza Vaccination• 25 days holiday (rising by one day each year following five complete years of service, until 30 days holiday is achieved).• Additional Birthday Day Off• Discounted Health Testing
Sep 01, 2025
Full time
Well established, highly professional IFA practice is looking to grow their team of Paraplanners who contribute to the creation of detailed financial plans and reports that assist clients in navigating their financial futures. Expert analytical skills and attention to detail play a vital role in our excellence of client service. Key responsibilities include:- • Conducting in-depth research and analysis;• Preparing suitability reports and plans;• Supporting Advisers with client meetings;• Imparting expert knowledge on technical queries• Maintaining and managing compliance and regulatory requirements. This organisation strongly believes in investing in their people. They offer a supportive and dynamic work environment where skills and expertise are valued and rewarded. Being a valued part of the team means you will benefit not just from a career development plan bespoke to you, but you will also enjoy many quality company benefits including: - • Hybrid working arrangements• 4% matched pension;• Death in Service;• Income Protection;• Health Cash Plan;• Cycle to Work Scheme;• Employee Assistance Programmes;• Optional Influenza Vaccination• 25 days holiday (rising by one day each year following five complete years of service, until 30 days holiday is achieved).• Additional Birthday Day Off• Discounted Health Testing
Specialist Mortgage Advisor Full Time Office based The role Join an awarding winning specialist finance brokerage as a Mortgage Adviser, where you'll be integral to our growth plans and be a part of an industry leading business. Enjoy the benefits of pre-qualified leads generated for you, alongside the opportunity to contribute with your own leads. This position comes with attractive bonus and commission terms, rewarding your hard work and success. Your primary focus will be regulated mortgage contracts, but you will also need to be experienced in identifying and dealing with specialist finance opportunities, including buy-to-key, commercial and bridging. What We Offer: Continuous learning opportunities in a supportive environment. A mix of provided pre-qualified leads and the chance to add your own. An attractive bonus scheme rewarding both company-generated and self-generated leads. Duties: Conduct an extensive fact-find appointment with clients to discuss and gain a thorough understanding of their mortgage needs and financial position. Effectively evaluate clients' financial information to determine their eligibility for mortgage products. Provide professional, high quality advice and a recommend suitable a mortgage product(s) that meet their needs Rationalise and document product choice and reasons for recommendation. Collaborate with third party lenders and internal Case Managers to ensure timely and accurate processing of mortgage applications. Liaise with internal Quality Assurance staff to ensure compliance and continual development. Stay up-to-date with industry regulations and changes in mortgage products and services. Build and maintain relationships with clients, lenders and other industry professionals. Skills: Strong knowledge of financial services, particularly in the mortgage and specialist finance industry. Excellent communication and interpersonal skills to effectively interact with clients and stakeholders. Ability to analyse financial information and carry out any required mathematical calculations. Problem solving and the ability to assess and identify products for clients across different lender propositions from a broad panel. Detail-oriented with strong organizational skills to manage multiple tasks and deadlines Proficient in using mortgage software and technology tools for application processing. Requirements: 2+ years in mortgage advising, skilled in various loan types. CeMap or equivalent qualification. Proven success in lead conversion and client advising.
Sep 01, 2025
Full time
Specialist Mortgage Advisor Full Time Office based The role Join an awarding winning specialist finance brokerage as a Mortgage Adviser, where you'll be integral to our growth plans and be a part of an industry leading business. Enjoy the benefits of pre-qualified leads generated for you, alongside the opportunity to contribute with your own leads. This position comes with attractive bonus and commission terms, rewarding your hard work and success. Your primary focus will be regulated mortgage contracts, but you will also need to be experienced in identifying and dealing with specialist finance opportunities, including buy-to-key, commercial and bridging. What We Offer: Continuous learning opportunities in a supportive environment. A mix of provided pre-qualified leads and the chance to add your own. An attractive bonus scheme rewarding both company-generated and self-generated leads. Duties: Conduct an extensive fact-find appointment with clients to discuss and gain a thorough understanding of their mortgage needs and financial position. Effectively evaluate clients' financial information to determine their eligibility for mortgage products. Provide professional, high quality advice and a recommend suitable a mortgage product(s) that meet their needs Rationalise and document product choice and reasons for recommendation. Collaborate with third party lenders and internal Case Managers to ensure timely and accurate processing of mortgage applications. Liaise with internal Quality Assurance staff to ensure compliance and continual development. Stay up-to-date with industry regulations and changes in mortgage products and services. Build and maintain relationships with clients, lenders and other industry professionals. Skills: Strong knowledge of financial services, particularly in the mortgage and specialist finance industry. Excellent communication and interpersonal skills to effectively interact with clients and stakeholders. Ability to analyse financial information and carry out any required mathematical calculations. Problem solving and the ability to assess and identify products for clients across different lender propositions from a broad panel. Detail-oriented with strong organizational skills to manage multiple tasks and deadlines Proficient in using mortgage software and technology tools for application processing. Requirements: 2+ years in mortgage advising, skilled in various loan types. CeMap or equivalent qualification. Proven success in lead conversion and client advising.
Paraplanner Harrow £40-45,000 Well established IFA practice with an exciting growth plan in place is looking for an additional experienced Paraplanner to join their team Duties include: Working closely alongside 3 advisers taking responsibility for preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cash flow forecasts) and ongoing reviews Undertaking necessary research Creating and reporting technical suitability reports in line with recommendations Establish and build strong relationships with clients, attending client meetings when required Provide a friendly and professional point of contact for clients and providers Responding to client enquires Ensure competing of client file and data gathering Liaising with the administrators (team of 4) Technical calculations Keep up to date with compliance changes and update templates Using Intelligent Office Candidate requirements: Ideally level 4 qualified An experienced Paraplanner with experience of a variety of products and clients Confident, articulate team player - able to liaise well at all levels Comfortable attending client meetings with Adviser when required Strong relationship management skills Additional information: Office based - Harrow Starting salary: Likely to be starting at £40-45,000 - this is a guideline only - salary is dependent on experience, qualifications and current remuneration - out client will also consider candidates that are not yet qualified (perhaps 1-2 exams away) - this will also be reflected in the salary offered Support with acquiring relevant industry qualifications - bonus given on each exam that is passed Parking on site/close to train/tube station Monday - Thursday 9am-6pm, Friday 9-5pm Workplace pension Great opportunity for career progression
Sep 01, 2025
Full time
Paraplanner Harrow £40-45,000 Well established IFA practice with an exciting growth plan in place is looking for an additional experienced Paraplanner to join their team Duties include: Working closely alongside 3 advisers taking responsibility for preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cash flow forecasts) and ongoing reviews Undertaking necessary research Creating and reporting technical suitability reports in line with recommendations Establish and build strong relationships with clients, attending client meetings when required Provide a friendly and professional point of contact for clients and providers Responding to client enquires Ensure competing of client file and data gathering Liaising with the administrators (team of 4) Technical calculations Keep up to date with compliance changes and update templates Using Intelligent Office Candidate requirements: Ideally level 4 qualified An experienced Paraplanner with experience of a variety of products and clients Confident, articulate team player - able to liaise well at all levels Comfortable attending client meetings with Adviser when required Strong relationship management skills Additional information: Office based - Harrow Starting salary: Likely to be starting at £40-45,000 - this is a guideline only - salary is dependent on experience, qualifications and current remuneration - out client will also consider candidates that are not yet qualified (perhaps 1-2 exams away) - this will also be reflected in the salary offered Support with acquiring relevant industry qualifications - bonus given on each exam that is passed Parking on site/close to train/tube station Monday - Thursday 9am-6pm, Friday 9-5pm Workplace pension Great opportunity for career progression
Head of Loan Management Bridging and Buy to Let Mortgages London £70k-£80k We are working with a leading independent bridging finance provider based in the United Kingdom. With a strong presence in the market, they specialise in offering fast and flexible bridging loans and buy-to-let mortgages. The Head of Loan Management will be responsible for overseeing the loan origination and portfolio management processes, ensuring the efficient and profitable operation of lending activities. This position requires a deep understanding of lending principles, strong leadership skills, and the ability to make sound credit decisions. Key Responsibilities: Loan Origination & Underwriting Loan Portfolio Management Team Leadership and Development Relationship Management Process Improvement and Risk Mitigation Role overview: Evaluate the creditworthiness of borrowers, analyzing financial statements, credit reports, and other relevant information. Make informed lending decisions, balancing risk and profitability considerations. Oversee the management and administration of the loan portfolio, ensuring compliance with internal policies and regulatory requirements. Monitor loan performance, review portfolio quality, and develop strategies to minimize credit risk. Implement strategies for loan collections and delinquency management. Conduct periodic portfolio reviews and make recommendations for portfolio adjustments as necessary. Provide leadership and guidance to the loan origination and portfolio management teams. Set performance targets and provide ongoing coaching and feedback to team members. Foster a positive and collaborative team environment, promoting continuous learning and professional development. Participate in recruitment and selection processes to build a high-performing team. Cultivate and maintain relationships with borrowers, ensuring excellent customer service and addressing their financing needs. Collaborate with internal stakeholders, such as credit analysts, legal, and compliance teams, to facilitate efficient loan processing and closing. Engage with external stakeholders, such as regulators and auditors, as required. Identify opportunities for process improvements and automation to enhance operational efficiency. Develop and implement risk mitigation strategies, including credit policies and procedures. Stay updated on industry trends, regulatory changes, and best practices in lending. Skills and Experience: Proven experience in loan origination, credit analysis, and portfolio management, preferably in a senior or leadership role. Strong knowledge of lending principles, credit analysis techniques, and regulatory requirements. Excellent analytical and problem-solving skills, with the ability to assess complex credit situations and make informed decisions. Demonstrated leadership abilities, with experience in managing and developing a team. Solid understanding of financial statements, cash flow analysis, and risk assessment. Strong negotiation and relationship-building skills. Ability to work effectively under pressure and meet deadlines in a fast-paced environment. Proficient in using loan management software and MS Office Suite. Excellent communication skills, both written and verbal, with the ability to communicate complex concepts effectively.
Sep 01, 2025
Full time
Head of Loan Management Bridging and Buy to Let Mortgages London £70k-£80k We are working with a leading independent bridging finance provider based in the United Kingdom. With a strong presence in the market, they specialise in offering fast and flexible bridging loans and buy-to-let mortgages. The Head of Loan Management will be responsible for overseeing the loan origination and portfolio management processes, ensuring the efficient and profitable operation of lending activities. This position requires a deep understanding of lending principles, strong leadership skills, and the ability to make sound credit decisions. Key Responsibilities: Loan Origination & Underwriting Loan Portfolio Management Team Leadership and Development Relationship Management Process Improvement and Risk Mitigation Role overview: Evaluate the creditworthiness of borrowers, analyzing financial statements, credit reports, and other relevant information. Make informed lending decisions, balancing risk and profitability considerations. Oversee the management and administration of the loan portfolio, ensuring compliance with internal policies and regulatory requirements. Monitor loan performance, review portfolio quality, and develop strategies to minimize credit risk. Implement strategies for loan collections and delinquency management. Conduct periodic portfolio reviews and make recommendations for portfolio adjustments as necessary. Provide leadership and guidance to the loan origination and portfolio management teams. Set performance targets and provide ongoing coaching and feedback to team members. Foster a positive and collaborative team environment, promoting continuous learning and professional development. Participate in recruitment and selection processes to build a high-performing team. Cultivate and maintain relationships with borrowers, ensuring excellent customer service and addressing their financing needs. Collaborate with internal stakeholders, such as credit analysts, legal, and compliance teams, to facilitate efficient loan processing and closing. Engage with external stakeholders, such as regulators and auditors, as required. Identify opportunities for process improvements and automation to enhance operational efficiency. Develop and implement risk mitigation strategies, including credit policies and procedures. Stay updated on industry trends, regulatory changes, and best practices in lending. Skills and Experience: Proven experience in loan origination, credit analysis, and portfolio management, preferably in a senior or leadership role. Strong knowledge of lending principles, credit analysis techniques, and regulatory requirements. Excellent analytical and problem-solving skills, with the ability to assess complex credit situations and make informed decisions. Demonstrated leadership abilities, with experience in managing and developing a team. Solid understanding of financial statements, cash flow analysis, and risk assessment. Strong negotiation and relationship-building skills. Ability to work effectively under pressure and meet deadlines in a fast-paced environment. Proficient in using loan management software and MS Office Suite. Excellent communication skills, both written and verbal, with the ability to communicate complex concepts effectively.
