Mortgage Administrator Hybrid / Remote Full-Time Mon-Fri, 9:00am-5:30pm £24,000 per annum + Truly Uncapped Commission (Realistic OTE: £30,000+) Want to earn more without working weekends? This is your opportunity. At Scout, we're not just offering a job-we're offering a real chance to earn big and build your career in the fast-moving world of Fintech and financial services. We are on a mission to become a leading player in the UK mortgage sector. We aim to be the trusted broker of choice, helping customers achieve their property goals by proudly providing a lifetime of financial advice. We believe that our success is built on the foundation of our culture and underpinned by our shared company values: Care deeply, do the right thing, execute with excellence and be frank and fearless. With a base salary starting at £24,000, the real earning potential lies in our uncapped commission structure . Top performers regularly exceed £30k+ OTE, and with no ceiling on what you can earn, the only limit is your own ambition . What You'll Be Doing: As a Mortgage Administrator, you'll play a key role in supporting our expert mortgage brokers-helping clients move from application to completion with ease and confidence. Alongside the core admin duties, you'll have multiple income streams to maximise your commission : Selling Buildings & Contents (B&C) insurance Booking in protection reviews for future sales Referring clients for surveys and solicitors Securing Trustpilot 5-star reviews that lead to referral incentives All of these are fully commissionable and directly boost your take-home pay. No caps. No quotas. Just real reward for real results. Your Day-to-Day: Manage mortgage applications from submission through to completion Liaise with lenders, brokers, customers, estate agents, and solicitors Update clients on progress and provide an exceptional service experience Handle online payments for valuations or broker fees Accurately update client records and case notes Drive additional income by offering B&C cover and other bolt-on services We're Looking For Someone Who Is: A strong communicator, both verbal and written Exceptionally organised, with a sharp eye for detail Target-driven and confident in a sales environment A natural multitasker with excellent time management skills Ideally familiar with mortgage application processes (multi-lender or MAB experience is a plus!) Life at Scout. Uncapped commission - the only limit is your own potential. Structured career development - with a pathway to becoming a Mortgage Broker for eligible employees Onboarding & training - we'll set you up for success Mental health & wellbeing support Hybrid/remote working for flexibility Regular socials and performance bonuses Generous holiday allowance to help you relax and recharge ️ Retail, food and travel discounts Refer-a-friend bonus scheme Want to take control of your earnings, work in a fast-paced, high-reward environment, and develop a career in financial services? Apply now and unlock your potential at Scout.
Sep 04, 2025
Full time
Mortgage Administrator Hybrid / Remote Full-Time Mon-Fri, 9:00am-5:30pm £24,000 per annum + Truly Uncapped Commission (Realistic OTE: £30,000+) Want to earn more without working weekends? This is your opportunity. At Scout, we're not just offering a job-we're offering a real chance to earn big and build your career in the fast-moving world of Fintech and financial services. We are on a mission to become a leading player in the UK mortgage sector. We aim to be the trusted broker of choice, helping customers achieve their property goals by proudly providing a lifetime of financial advice. We believe that our success is built on the foundation of our culture and underpinned by our shared company values: Care deeply, do the right thing, execute with excellence and be frank and fearless. With a base salary starting at £24,000, the real earning potential lies in our uncapped commission structure . Top performers regularly exceed £30k+ OTE, and with no ceiling on what you can earn, the only limit is your own ambition . What You'll Be Doing: As a Mortgage Administrator, you'll play a key role in supporting our expert mortgage brokers-helping clients move from application to completion with ease and confidence. Alongside the core admin duties, you'll have multiple income streams to maximise your commission : Selling Buildings & Contents (B&C) insurance Booking in protection reviews for future sales Referring clients for surveys and solicitors Securing Trustpilot 5-star reviews that lead to referral incentives All of these are fully commissionable and directly boost your take-home pay. No caps. No quotas. Just real reward for real results. Your Day-to-Day: Manage mortgage applications from submission through to completion Liaise with lenders, brokers, customers, estate agents, and solicitors Update clients on progress and provide an exceptional service experience Handle online payments for valuations or broker fees Accurately update client records and case notes Drive additional income by offering B&C cover and other bolt-on services We're Looking For Someone Who Is: A strong communicator, both verbal and written Exceptionally organised, with a sharp eye for detail Target-driven and confident in a sales environment A natural multitasker with excellent time management skills Ideally familiar with mortgage application processes (multi-lender or MAB experience is a plus!) Life at Scout. Uncapped commission - the only limit is your own potential. Structured career development - with a pathway to becoming a Mortgage Broker for eligible employees Onboarding & training - we'll set you up for success Mental health & wellbeing support Hybrid/remote working for flexibility Regular socials and performance bonuses Generous holiday allowance to help you relax and recharge ️ Retail, food and travel discounts Refer-a-friend bonus scheme Want to take control of your earnings, work in a fast-paced, high-reward environment, and develop a career in financial services? Apply now and unlock your potential at Scout.
Job Title : Primary Servicing Specialist Location: Watford Salary: Between 26,000 and 32,000 depending on experience Hours: Monday to Friday 9am to 5:30 pm Benefits: Private Medical Healthcare Dental Scheme Additional half-day annual leave on your Birthday Annual leave purchase scheme Pension Scheme Perk box Free eye tests Christmas and Summer Social Events Top Performers Dinner each quarter Fresh fruit in the office 25 days holiday plus public and bank holidays About the Primary Servicing Specialist: Are you currently working in Primary Servicing and would like to join a business where there is scope to develop and progress, this is the opportunity for you. Joining a specialist team, we have a new vacancy in the primary servicing team, servicing residential mortgage customers. Responsibilities of Primary Servicing Specialist: Manage calls, posts and emails within SLAs Check new account uploads Submit Bacs files and action any unpaid direct debits or payments Deal with cash allocation, ensuring funds are applied to the appropriate account Deal with servicing team banking, including card/cash allocation, redemption, part settlement etc Scan title updates to files Action and apply redemptions and capital reduction funds to loans to redemption/completion Action all deeds of postponement and easement requests to completion Dealing with E-DS1 uploads, payment holiday overpayments exit and refunds - credit arrears report Deal with solicitors missing title registration Deal with CRA returns (CAIS) Check and action accounts in credit at month-end Action the monthly consolidation refunds from the finance team Dealing with any exceptions between Phoebus and Fusion Action on any Bank of England base rate changes or complaints Take calls from third parties to assist with the administration of their loans or queries Experience required for Primary Servicing Specialist: Experience in servicing residential mortgages is essential from primary servicing or specialist servicing environment Well organised Able to work under pressure Good telephone skills and attention to detail Trusting Stellar Select: At Stellar Select, our commitment goes beyond recruitment; it's about crafting experiences that elevate your career journey. We take pride in delivering excellent services to our candidates and always going the extra mile to ensure your success. Our foundation is built on openness and transparency. We believe in clear communication with everyone we work with, fostering an environment of trust, honesty and fairness. Embark on your career journey with confidence, knowing that our services are designed with your success in mind. Here's what our complimentary service includes: Expert Consultants: We are your allies, dedicated to understanding your goals and guiding you toward Industry Expertise: Benefit from our in-depth knowledge of the industry, providing you with insights that set you apart in your career. 1-2-1 Experience Discussion: Your experiences Engage in personalised discussions about your journey and how it aligns with the job role. Interview Preparation: Step into interviews with We provide thorough preparation to ensure you shine in every interaction. Negotiation of Job Offers: We'll manage the negotiations on your behalf, aiming for offers that align with your Market Insights: Stay informed with the financial market insights that empower you to make informed career Recruitment Process Updates: No more We keep you in the loop with regular updates on your recruitment process. Matching to Other Roles: Your journey doesn't end with one We explore matches to other roles based on your experience and interests. Referral Programs: Spread the word and be For more information regarding the role of Primary Servicing Specialist please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC
Sep 03, 2025
Full time
Job Title : Primary Servicing Specialist Location: Watford Salary: Between 26,000 and 32,000 depending on experience Hours: Monday to Friday 9am to 5:30 pm Benefits: Private Medical Healthcare Dental Scheme Additional half-day annual leave on your Birthday Annual leave purchase scheme Pension Scheme Perk box Free eye tests Christmas and Summer Social Events Top Performers Dinner each quarter Fresh fruit in the office 25 days holiday plus public and bank holidays About the Primary Servicing Specialist: Are you currently working in Primary Servicing and would like to join a business where there is scope to develop and progress, this is the opportunity for you. Joining a specialist team, we have a new vacancy in the primary servicing team, servicing residential mortgage customers. Responsibilities of Primary Servicing Specialist: Manage calls, posts and emails within SLAs Check new account uploads Submit Bacs files and action any unpaid direct debits or payments Deal with cash allocation, ensuring funds are applied to the appropriate account Deal with servicing team banking, including card/cash allocation, redemption, part settlement etc Scan title updates to files Action and apply redemptions and capital reduction funds to loans to redemption/completion Action all deeds of postponement and easement requests to completion Dealing with E-DS1 uploads, payment holiday overpayments exit and refunds - credit arrears report Deal with solicitors missing title registration Deal with CRA returns (CAIS) Check and action accounts in credit at month-end Action the monthly consolidation refunds from the finance team Dealing with any exceptions between Phoebus and Fusion Action on any Bank of England base rate changes or complaints Take calls from third parties to assist with the administration of their loans or queries Experience required for Primary Servicing Specialist: Experience in servicing residential mortgages is essential from primary servicing or specialist servicing environment Well organised Able to work under pressure Good telephone skills and attention to detail Trusting Stellar Select: At Stellar Select, our commitment goes beyond recruitment; it's about crafting experiences that elevate your career journey. We take pride in delivering excellent services to our candidates and always going the extra mile to ensure your success. Our foundation is built on openness and transparency. We believe in clear communication with everyone we work with, fostering an environment of trust, honesty and fairness. Embark on your career journey with confidence, knowing that our services are designed with your success in mind. Here's what our complimentary service includes: Expert Consultants: We are your allies, dedicated to understanding your goals and guiding you toward Industry Expertise: Benefit from our in-depth knowledge of the industry, providing you with insights that set you apart in your career. 1-2-1 Experience Discussion: Your experiences Engage in personalised discussions about your journey and how it aligns with the job role. Interview Preparation: Step into interviews with We provide thorough preparation to ensure you shine in every interaction. Negotiation of Job Offers: We'll manage the negotiations on your behalf, aiming for offers that align with your Market Insights: Stay informed with the financial market insights that empower you to make informed career Recruitment Process Updates: No more We keep you in the loop with regular updates on your recruitment process. Matching to Other Roles: Your journey doesn't end with one We explore matches to other roles based on your experience and interests. Referral Programs: Spread the word and be For more information regarding the role of Primary Servicing Specialist please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC
Job Title/Location: Mortgage Administrator & Principal PA, London Salary: To £39,000 bonus c.£3,000 Requirements: Solid mortgage administration experience is key, ideally with a background in submitting applications and case managing to completion. Role Snapshot: Varied role, lots of scope. Submit DIP's, chase Lenders/Solicitors, research, submitting applications, suitability letters, inbox & calendar management for the company Principal, obtaining protection quotes & more. The Company: A well established brokerage that produces impressive levels of business and is looking to expand the team. A very supportive team, open to people who ultimately want to go down the Paraplanner or Advisor route. Affiliated to the UK's largest mortgage clubs, working with all the major lenders. The Role: This Mortgage Administrator & Principal PA role is all about ensuring client expectations are managed throughout the process and their outcome is a positive experience. Key tasks will include: Working on client Fact Finds and chasing clients for outstanding documents Submitting DIP's and sending out client certificates Liaising with a wide range of Lenders & Solicitors Researching, drafting initial recommendation emails for purchases, remortgages & product transfers Check rate reductions, checking offers, comparing them to applications Draft suitability letters Review home buyer surveys, provide feedback & recommendations to clients. GI PMI renewals and research Obtain quotes for Protection & GI and ultimately submit applications General PA work for the Principal, mainly inbox & calendar management Skills / Experience Required: For this Mortgage Administrator & Principal PA vacancy, our client is looking for people with solid mortgage administration experience, ideally with experience in submitting applications and case managing to completion. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring attention to detail. A hard-working, positive, professional attitude is really important. Additional Information: The Mortgage Administrator & Principal PA salary is to £39,000 bonus c.£3,000. In addition, there is a Health CashPlan and 20 days holiday, rising to 26 with service. This role is all about working for an expanding brokerage, with the opportunity to develop and progress in a great working environment. Please apply below. The Mortgage Administrator & Principal PA role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
Sep 03, 2025
Full time
Job Title/Location: Mortgage Administrator & Principal PA, London Salary: To £39,000 bonus c.£3,000 Requirements: Solid mortgage administration experience is key, ideally with a background in submitting applications and case managing to completion. Role Snapshot: Varied role, lots of scope. Submit DIP's, chase Lenders/Solicitors, research, submitting applications, suitability letters, inbox & calendar management for the company Principal, obtaining protection quotes & more. The Company: A well established brokerage that produces impressive levels of business and is looking to expand the team. A very supportive team, open to people who ultimately want to go down the Paraplanner or Advisor route. Affiliated to the UK's largest mortgage clubs, working with all the major lenders. The Role: This Mortgage Administrator & Principal PA role is all about ensuring client expectations are managed throughout the process and their outcome is a positive experience. Key tasks will include: Working on client Fact Finds and chasing clients for outstanding documents Submitting DIP's and sending out client certificates Liaising with a wide range of Lenders & Solicitors Researching, drafting initial recommendation emails for purchases, remortgages & product transfers Check rate reductions, checking offers, comparing them to applications Draft suitability letters Review home buyer surveys, provide feedback & recommendations to clients. GI PMI renewals and research Obtain quotes for Protection & GI and ultimately submit applications General PA work for the Principal, mainly inbox & calendar management Skills / Experience Required: For this Mortgage Administrator & Principal PA vacancy, our client is looking for people with solid mortgage administration experience, ideally with experience in submitting applications and case managing to completion. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring attention to detail. A hard-working, positive, professional attitude is really important. Additional Information: The Mortgage Administrator & Principal PA salary is to £39,000 bonus c.£3,000. In addition, there is a Health CashPlan and 20 days holiday, rising to 26 with service. This role is all about working for an expanding brokerage, with the opportunity to develop and progress in a great working environment. Please apply below. The Mortgage Administrator & Principal PA role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
AMR - Specialist Property Recruiters
Sutton Coldfield, West Midlands
Mortgage & Protection Administrator - Full Time Sector: Financial Services An exciting opportunity for a highly organised and detail-focused Mortgage & Protection Administrator to join a successful and well-established Financial Services team. Key Duties: Support Mortgage Advisers with admin and compliance Liaise with clients, lenders, insurers, and solicitors Collate and verify documentation Submit insurance policies and monitor case progression Maintain accurate case notes and ensure FCA/network compliance Requirements: Experience in mortgage/protection admin preferred Excellent communication and time management skills Confident using Microsoft Office and CRM systems Strong attention to detail and a proactive team player We like to speak to every application, but due to the current climate this is not always possible. To ensure your application is not overlooked it is important that you emphasize any skills or work experience relevant to this position. If you have not heard from us within 5 working days please assume that you have been unsuccessful in this instance, we will also therefore not hold your data.
Sep 03, 2025
Full time
Mortgage & Protection Administrator - Full Time Sector: Financial Services An exciting opportunity for a highly organised and detail-focused Mortgage & Protection Administrator to join a successful and well-established Financial Services team. Key Duties: Support Mortgage Advisers with admin and compliance Liaise with clients, lenders, insurers, and solicitors Collate and verify documentation Submit insurance policies and monitor case progression Maintain accurate case notes and ensure FCA/network compliance Requirements: Experience in mortgage/protection admin preferred Excellent communication and time management skills Confident using Microsoft Office and CRM systems Strong attention to detail and a proactive team player We like to speak to every application, but due to the current climate this is not always possible. To ensure your application is not overlooked it is important that you emphasize any skills or work experience relevant to this position. If you have not heard from us within 5 working days please assume that you have been unsuccessful in this instance, we will also therefore not hold your data.
Senior Legal Cashier for a boutique law firm near Bank Station, hybrid, SAR compliance focus. Your new company A well-established law firm located in the heart of the City, near Bank Station, is seeking a highly experienced Senior Legal Cashier to join their close-knit finance team. The firm prides itself on delivering high-quality legal services with a personal touch, and offers a collaborative and supportive working environment. You will be working in their recently renovated offices near Bank station. Your new role As the Senior Legal Cashier, you will be responsible for managing the firm's day-to-day financial operations, ensuring full compliance with the Solicitors Accounts Rules (SAR), and supporting the wider team with financial reporting and controls. You'll play a pivotal role in maintaining the integrity of the firm's financial systems and will be a key point of contact for both internal stakeholders and external auditors. Oversee all day-to-day cashiering duties in compliance with the Solicitors Accounts Rules (SAR)Manage client and office account transactions, including bank reconciliationsProcess payments, receipts, and transfers accurately and efficientlyMonitor and maintain compliance with SAR and internal financial controlsPrepare month-end and year-end financial reports for management and auditorsLiaise with fee earners and support staff to resolve financial queriesAssist with VAT returns and other statutory filingsSupport the implementation and maintenance of financial systems and proceduresProvide guidance and mentoring to junior finance staff (if applicable) What you'll need to succeed Proven experience as a Legal Cashier within a law firm (8+ years preferred)Strong understanding of Solicitors Accounts Rules (SAR)Available to start within a month is desirable. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Sep 03, 2025
Full time
Senior Legal Cashier for a boutique law firm near Bank Station, hybrid, SAR compliance focus. Your new company A well-established law firm located in the heart of the City, near Bank Station, is seeking a highly experienced Senior Legal Cashier to join their close-knit finance team. The firm prides itself on delivering high-quality legal services with a personal touch, and offers a collaborative and supportive working environment. You will be working in their recently renovated offices near Bank station. Your new role As the Senior Legal Cashier, you will be responsible for managing the firm's day-to-day financial operations, ensuring full compliance with the Solicitors Accounts Rules (SAR), and supporting the wider team with financial reporting and controls. You'll play a pivotal role in maintaining the integrity of the firm's financial systems and will be a key point of contact for both internal stakeholders and external auditors. Oversee all day-to-day cashiering duties in compliance with the Solicitors Accounts Rules (SAR)Manage client and office account transactions, including bank reconciliationsProcess payments, receipts, and transfers accurately and efficientlyMonitor and maintain compliance with SAR and internal financial controlsPrepare month-end and year-end financial reports for management and auditorsLiaise with fee earners and support staff to resolve financial queriesAssist with VAT returns and other statutory filingsSupport the implementation and maintenance of financial systems and proceduresProvide guidance and mentoring to junior finance staff (if applicable) What you'll need to succeed Proven experience as a Legal Cashier within a law firm (8+ years preferred)Strong understanding of Solicitors Accounts Rules (SAR)Available to start within a month is desirable. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Home-Based HNW Mortgage Advisor / Mortgage Broker - High Earnings - North London Job Title: Home-Based HNW Mortgage Advisor / Mortgage Broker Location: North London - Home-Based (covering Islington, Hampstead, Highgate, Finchley, Barnet & surrounding areas) Salary: OTE £80,000 - £100,000 Recruiter: Cameron James Professional Recruitment Employment Type: Full-Time, Permanent Are you an experienced Mortgage Advisor or Mortgage Broker looking to break into the lucrative high-net-worth market while working from home? Do you want to enjoy high earnings , elite leads, and full administrative support in a prestigious environment? This home-based HNW Mortgage Advisor role could be the perfect step forward in your financial services career. About the Opportunity Cameron James Professional Recruitment is proud to partner with an elite, directly authorised mortgage brokerage firm based in Islington, offering an exceptional home-based Mortgage Advisor opportunity. Specialising in the HNW and UHNW client space , this role involves advising on complex, high-value mortgage cases ranging from £500k to £3.5m+. You'll be joining a well-established, high-performing team of Mortgage Brokers who work with a strong and consistent pipeline of pre-qualified leads from private banks, solicitors, accountants, and online platforms. Advisors working in this team typically bank £15,000 per month , with many achieving £20,000+ in monthly written business . Key Responsibilities: Deliver whole-of-market mortgage advice to a diverse and elite client base, including HNW individuals, foreign nationals, expatriates, and overseas investors. Manage complex mortgage applications and tailor bespoke solutions for clients with unique financial circumstances. Work with 5-7 high-quality, pre-qualified HNW mortgage leads weekly , generated through longstanding introducer relationships and online channels. Build and nurture long-term client relationships to drive repeat and referral business . Operate fully remotely , with optional weekly office visits in North London. Collaborate closely with in-house mortgage admin support to allow full focus on advising and closing. Work towards personal and business targets in a professional, ethical, and client-first environment. Ideal Candidate Profile: Qualifications: Fully CeMAP qualified (or equivalent) - Essential Clean credit file and no CCJs - Essential Experience & Skills: Minimum 2 years' experience as a Mortgage Advisor or Mortgage Broker - ideally within a high-value or specialist lending environment. Proven track record of advising on and closing high-value and complex mortgage cases . In-depth understanding of UK and international lending criteria. Strong knowledge of protection advice , with the ability to cross-sell and upsell effectively. Excellent interpersonal, negotiation, and communication skills. Professional, proactive, and confident when dealing with HNW clients . Strong organisational skills and ability to manage multiple cases under pressure. What's On Offer: High earnings potential : £80,000 - £100,000+ OTE Home-based role covering affluent North London areas (Islington, Hampstead, Highgate, Finchley, Barnet, Enfield, etc.) 5-7 qualified HNW leads per week Full admin support , so your time is focused on clients - not paperwork Supportive, collaborative team culture within a prestigious, highly respected brand Opportunity to establish yourself in the HNW mortgage market , enhancing your earning potential and reputation Transparent and competitive commission structure Why This Role Stands Out: This position is tailored for a driven and qualified Mortgage Advisor or Mortgage Broker who wants to work from home , access high earnings , and build a reputation in the HNW mortgage market . You'll receive ongoing support , full access to premium mortgage leads , and an excellent opportunity to grow your income and career in a structured, stable environment. If you are a Mortgage Advisor or Mortgage Broker who thrives in a client-facing role and enjoys working with high-value cases , this role offers the perfect blend of autonomy , support , and high earnings potential . How to Apply: For more information or to apply for this exclusive home-based Mortgage Advisor opportunity, contact: Bryn McMillan Financial Services Recruitment Director
Sep 02, 2025
Full time
Home-Based HNW Mortgage Advisor / Mortgage Broker - High Earnings - North London Job Title: Home-Based HNW Mortgage Advisor / Mortgage Broker Location: North London - Home-Based (covering Islington, Hampstead, Highgate, Finchley, Barnet & surrounding areas) Salary: OTE £80,000 - £100,000 Recruiter: Cameron James Professional Recruitment Employment Type: Full-Time, Permanent Are you an experienced Mortgage Advisor or Mortgage Broker looking to break into the lucrative high-net-worth market while working from home? Do you want to enjoy high earnings , elite leads, and full administrative support in a prestigious environment? This home-based HNW Mortgage Advisor role could be the perfect step forward in your financial services career. About the Opportunity Cameron James Professional Recruitment is proud to partner with an elite, directly authorised mortgage brokerage firm based in Islington, offering an exceptional home-based Mortgage Advisor opportunity. Specialising in the HNW and UHNW client space , this role involves advising on complex, high-value mortgage cases ranging from £500k to £3.5m+. You'll be joining a well-established, high-performing team of Mortgage Brokers who work with a strong and consistent pipeline of pre-qualified leads from private banks, solicitors, accountants, and online platforms. Advisors working in this team typically bank £15,000 per month , with many achieving £20,000+ in monthly written business . Key Responsibilities: Deliver whole-of-market mortgage advice to a diverse and elite client base, including HNW individuals, foreign nationals, expatriates, and overseas investors. Manage complex mortgage applications and tailor bespoke solutions for clients with unique financial circumstances. Work with 5-7 high-quality, pre-qualified HNW mortgage leads weekly , generated through longstanding introducer relationships and online channels. Build and nurture long-term client relationships to drive repeat and referral business . Operate fully remotely , with optional weekly office visits in North London. Collaborate closely with in-house mortgage admin support to allow full focus on advising and closing. Work towards personal and business targets in a professional, ethical, and client-first environment. Ideal Candidate Profile: Qualifications: Fully CeMAP qualified (or equivalent) - Essential Clean credit file and no CCJs - Essential Experience & Skills: Minimum 2 years' experience as a Mortgage Advisor or Mortgage Broker - ideally within a high-value or specialist lending environment. Proven track record of advising on and closing high-value and complex mortgage cases . In-depth understanding of UK and international lending criteria. Strong knowledge of protection advice , with the ability to cross-sell and upsell effectively. Excellent interpersonal, negotiation, and communication skills. Professional, proactive, and confident when dealing with HNW clients . Strong organisational skills and ability to manage multiple cases under pressure. What's On Offer: High earnings potential : £80,000 - £100,000+ OTE Home-based role covering affluent North London areas (Islington, Hampstead, Highgate, Finchley, Barnet, Enfield, etc.) 5-7 qualified HNW leads per week Full admin support , so your time is focused on clients - not paperwork Supportive, collaborative team culture within a prestigious, highly respected brand Opportunity to establish yourself in the HNW mortgage market , enhancing your earning potential and reputation Transparent and competitive commission structure Why This Role Stands Out: This position is tailored for a driven and qualified Mortgage Advisor or Mortgage Broker who wants to work from home , access high earnings , and build a reputation in the HNW mortgage market . You'll receive ongoing support , full access to premium mortgage leads , and an excellent opportunity to grow your income and career in a structured, stable environment. If you are a Mortgage Advisor or Mortgage Broker who thrives in a client-facing role and enjoys working with high-value cases , this role offers the perfect blend of autonomy , support , and high earnings potential . How to Apply: For more information or to apply for this exclusive home-based Mortgage Advisor opportunity, contact: Bryn McMillan Financial Services Recruitment Director
Trainee Mortgage Advisor / Trainee Mortgage Broker - Sandbach CeMAP 1 Required High Earnings Location: Sandbach Job Type: Full-Time, Permanent Salary: £25,000 basic (inc. car allowance) Guarantee: £500/month for 6 months OTE: £45,000 Year 1 £65,000+ Year 2 Recruiter: Cameron James Professional Recruitment Launch Your Mortgage Career in Sandbach with Huge Potential Are you CeMAP 1-qualified and eager to embark on a rewarding career as a Trainee Mortgage Advisor or Trainee Mortgage Broker ? This exceptional role in Sandbach offers structured progression, expert mentorship, and a clear path toward becoming a qualified advisor-with high earnings right from the start. Embrace a professional development journey where every day, every client, and every lead brings you closer to achieving those high earnings and building a sustainable mortgage advisory career. What You'll Do as a Trainee Mortgage Advisor / Trainee Mortgage Broker As a Trainee Mortgage Advisor , you'll guide clients in Sandbach through the mortgage journey-from fact-finds to application submission. You'll learn to navigate whole-of-market products, build trusted relationships with lenders and solicitors, and master compliance and accuracy. As a Trainee Mortgage Broker , you'll offer bespoke advice, assess client needs, and tailor protection solutions-all while steadily progressing through your CeMAP levels, aiming for full qualification and access to sustained, high earnings . Who We're Looking For CeMAP 1 (minimum) - essential to qualify as a Trainee Mortgage Advisor or Trainee Mortgage Broker . Strong customer service, sales, or property-related experience. Driven, organised, and resilient, with a desire for high earnings and professional growth. Hold a full UK driving license and live near Sandbach for easy daily commute. Ideal candidates view this role as their gateway to a successful mortgage advisor or broker career. Rewards & Career Progression £25,000 basic salary , includes car allowance. Income guarantee : secure around £31,000 earning in your first 6 months. Uncapped commission for realistic OTE of £45,000 in Year 1 , rising to £65,000+ in Year 2 . Full support to achieve CeMAP levels and evolve from Trainee Mortgage Advisor to Trainee Mortgage Broker and beyond. Competitive benefits: pension, life assurance, training, and bonus schemes. Join a collaborative and thriving mortgage team driving success in Sandbach and beyond. Why Choose This Role in Sandbach? Work in vibrant Sandbach , a picturesque Cheshire market town with excellent commuter links to Manchester and Crewe, and a growing financial services hub. Spaces & Places Enjoy hands-on training and mentorship, designed to elevate you from Trainee Mortgage Advisor to fully qualified advisor with high earnings . Benefit from guaranteed pay , structured commission, and a clear growth path tailored to your ambition. Be appreciated for your progress and rewarded for performance-with no ceiling on your high earnings potential. Ready to Launch Your Mortgage Career in Sandbach? If you're CeMAP 1-qualified, driven, and seeking a career as a Trainee Mortgage Advisor or Trainee Mortgage Broker with outstanding earning potential in Sandbach , we'd love to hear from you. Contact: Bryn McMillan Financial Services Recruitment Director, Cameron James Professional Recruitment
Sep 02, 2025
Full time
Trainee Mortgage Advisor / Trainee Mortgage Broker - Sandbach CeMAP 1 Required High Earnings Location: Sandbach Job Type: Full-Time, Permanent Salary: £25,000 basic (inc. car allowance) Guarantee: £500/month for 6 months OTE: £45,000 Year 1 £65,000+ Year 2 Recruiter: Cameron James Professional Recruitment Launch Your Mortgage Career in Sandbach with Huge Potential Are you CeMAP 1-qualified and eager to embark on a rewarding career as a Trainee Mortgage Advisor or Trainee Mortgage Broker ? This exceptional role in Sandbach offers structured progression, expert mentorship, and a clear path toward becoming a qualified advisor-with high earnings right from the start. Embrace a professional development journey where every day, every client, and every lead brings you closer to achieving those high earnings and building a sustainable mortgage advisory career. What You'll Do as a Trainee Mortgage Advisor / Trainee Mortgage Broker As a Trainee Mortgage Advisor , you'll guide clients in Sandbach through the mortgage journey-from fact-finds to application submission. You'll learn to navigate whole-of-market products, build trusted relationships with lenders and solicitors, and master compliance and accuracy. As a Trainee Mortgage Broker , you'll offer bespoke advice, assess client needs, and tailor protection solutions-all while steadily progressing through your CeMAP levels, aiming for full qualification and access to sustained, high earnings . Who We're Looking For CeMAP 1 (minimum) - essential to qualify as a Trainee Mortgage Advisor or Trainee Mortgage Broker . Strong customer service, sales, or property-related experience. Driven, organised, and resilient, with a desire for high earnings and professional growth. Hold a full UK driving license and live near Sandbach for easy daily commute. Ideal candidates view this role as their gateway to a successful mortgage advisor or broker career. Rewards & Career Progression £25,000 basic salary , includes car allowance. Income guarantee : secure around £31,000 earning in your first 6 months. Uncapped commission for realistic OTE of £45,000 in Year 1 , rising to £65,000+ in Year 2 . Full support to achieve CeMAP levels and evolve from Trainee Mortgage Advisor to Trainee Mortgage Broker and beyond. Competitive benefits: pension, life assurance, training, and bonus schemes. Join a collaborative and thriving mortgage team driving success in Sandbach and beyond. Why Choose This Role in Sandbach? Work in vibrant Sandbach , a picturesque Cheshire market town with excellent commuter links to Manchester and Crewe, and a growing financial services hub. Spaces & Places Enjoy hands-on training and mentorship, designed to elevate you from Trainee Mortgage Advisor to fully qualified advisor with high earnings . Benefit from guaranteed pay , structured commission, and a clear growth path tailored to your ambition. Be appreciated for your progress and rewarded for performance-with no ceiling on your high earnings potential. Ready to Launch Your Mortgage Career in Sandbach? If you're CeMAP 1-qualified, driven, and seeking a career as a Trainee Mortgage Advisor or Trainee Mortgage Broker with outstanding earning potential in Sandbach , we'd love to hear from you. Contact: Bryn McMillan Financial Services Recruitment Director, Cameron James Professional Recruitment
Trainee Mortgage Advisor / Trainee Mortgage Broker - Crewe Location: Crewe Salary: £25,000 Basic inc Car Allowance Financial Guarantees of £500 per month for 6 months, Commission OTE £45,000 - £65,000+ Full Time, Permanent Are you ready to launch a financially rewarding career in mortgage advisory with unlimited potential? Do you hold a CeMAP 1 qualification and want to become a fully qualified Trainee Mortgage Advisor or Trainee Mortgage Broker in Crewe? This is your chance to earn high earnings while making a real difference in people's lives! About Us - Cameron James Professional Recruitment Cameron James Professional Recruitment is a leading, specialist recruitment consultancy connecting talented professionals with high-growth employers across the UK. We're proud to partner with one of the region's most respected mortgage brokerages, now hiring for their Crewe branch due to rapid expansion. This opportunity is ideal for ambitious individuals with a CeMAP 1 qualification, who are eager to build a rewarding career as a Trainee Mortgage Advisor or Trainee Mortgage Broker in Crewe , supported by exceptional training, mentorship, and a clear route to achieving high earnings . The Role - Trainee Mortgage Advisor / Broker - Based in Crewe Join a vibrant and supportive team in Crewe where your role as a Trainee Mortgage Advisor or Trainee Mortgage Broker will involve: Assisting clients in Crewe and surrounding areas in navigating the full mortgage journey. Conducting fact-finds and financial assessments to match clients with the most suitable mortgage products. Researching a wide panel of lenders to provide whole-of-market advice. Preparing and submitting applications with attention to compliance, accuracy, and client needs. Managing relationships with lenders, solicitors, and estate agents. Keeping clients in Crewe updated at every stage of the mortgage process. Consistently achieving sales targets, contributing to the ongoing success of the Crewe team. Taking part in ongoing training to grow into a fully qualified Mortgage Advisor or Mortgage Broker. What We're Looking For We're seeking motivated, professional individuals who meet the following criteria: CeMAP 1 qualification (minimum) is essential. Proven experience in a customer service, sales, financial services, or property-related role. Full UK driving licence and ability to commute daily to our Crewe office. Strong interpersonal skills with the ability to build trust and rapport with clients. Resilient, target-driven, and highly organised. A genuine desire to become a successful Trainee Mortgage Advisor or Trainee Mortgage Broker . Salary, Benefits & High Earnings Potential We reward talent and ambition. As a Trainee Mortgage Advisor / Broker in Crewe , you will benefit from: Basic Salary : £25,000 inc. Car Allowance Initial Financial Guarantee : Earnings of £31,000 in the first 6 months (pro-rata) Uncapped Commission : Realistic OTE £45,000 Year 1 , £65,000+ Year 2 Career Progression : Full support to achieve CeMAP 2 & 3 and become a fully-fledged Mortgage Advisor Benefits Package : Pension scheme, life assurance, bonus scheme, and more A collaborative and supportive team culture at the heart of our Crewe operations Why Choose This Role in Crewe? A genuine career path into financial services with no limits on your high earnings potential. Opportunity to learn from highly experienced advisors while developing your own client base in Crewe . Exposure to whole-of-market products with access to all major lenders. Training, mentoring, and coaching from day one to help you thrive as a Trainee Mortgage Broker or Trainee Mortgage Advisor in Crewe . Ready to Apply? If you're looking for a new challenge in Crewe and want to build a high-income, future-proof career as a Trainee Mortgage Advisor or Trainee Mortgage Broker , we want to hear from you. Submit your CV today and take the first step toward a high-earning future in mortgage advisory with Cameron James Professional Recruitment. Contact: Bryn McMillan Financial Services Recruitment Director Cameron James Professional Recruitment
Sep 02, 2025
Full time
Trainee Mortgage Advisor / Trainee Mortgage Broker - Crewe Location: Crewe Salary: £25,000 Basic inc Car Allowance Financial Guarantees of £500 per month for 6 months, Commission OTE £45,000 - £65,000+ Full Time, Permanent Are you ready to launch a financially rewarding career in mortgage advisory with unlimited potential? Do you hold a CeMAP 1 qualification and want to become a fully qualified Trainee Mortgage Advisor or Trainee Mortgage Broker in Crewe? This is your chance to earn high earnings while making a real difference in people's lives! About Us - Cameron James Professional Recruitment Cameron James Professional Recruitment is a leading, specialist recruitment consultancy connecting talented professionals with high-growth employers across the UK. We're proud to partner with one of the region's most respected mortgage brokerages, now hiring for their Crewe branch due to rapid expansion. This opportunity is ideal for ambitious individuals with a CeMAP 1 qualification, who are eager to build a rewarding career as a Trainee Mortgage Advisor or Trainee Mortgage Broker in Crewe , supported by exceptional training, mentorship, and a clear route to achieving high earnings . The Role - Trainee Mortgage Advisor / Broker - Based in Crewe Join a vibrant and supportive team in Crewe where your role as a Trainee Mortgage Advisor or Trainee Mortgage Broker will involve: Assisting clients in Crewe and surrounding areas in navigating the full mortgage journey. Conducting fact-finds and financial assessments to match clients with the most suitable mortgage products. Researching a wide panel of lenders to provide whole-of-market advice. Preparing and submitting applications with attention to compliance, accuracy, and client needs. Managing relationships with lenders, solicitors, and estate agents. Keeping clients in Crewe updated at every stage of the mortgage process. Consistently achieving sales targets, contributing to the ongoing success of the Crewe team. Taking part in ongoing training to grow into a fully qualified Mortgage Advisor or Mortgage Broker. What We're Looking For We're seeking motivated, professional individuals who meet the following criteria: CeMAP 1 qualification (minimum) is essential. Proven experience in a customer service, sales, financial services, or property-related role. Full UK driving licence and ability to commute daily to our Crewe office. Strong interpersonal skills with the ability to build trust and rapport with clients. Resilient, target-driven, and highly organised. A genuine desire to become a successful Trainee Mortgage Advisor or Trainee Mortgage Broker . Salary, Benefits & High Earnings Potential We reward talent and ambition. As a Trainee Mortgage Advisor / Broker in Crewe , you will benefit from: Basic Salary : £25,000 inc. Car Allowance Initial Financial Guarantee : Earnings of £31,000 in the first 6 months (pro-rata) Uncapped Commission : Realistic OTE £45,000 Year 1 , £65,000+ Year 2 Career Progression : Full support to achieve CeMAP 2 & 3 and become a fully-fledged Mortgage Advisor Benefits Package : Pension scheme, life assurance, bonus scheme, and more A collaborative and supportive team culture at the heart of our Crewe operations Why Choose This Role in Crewe? A genuine career path into financial services with no limits on your high earnings potential. Opportunity to learn from highly experienced advisors while developing your own client base in Crewe . Exposure to whole-of-market products with access to all major lenders. Training, mentoring, and coaching from day one to help you thrive as a Trainee Mortgage Broker or Trainee Mortgage Advisor in Crewe . Ready to Apply? If you're looking for a new challenge in Crewe and want to build a high-income, future-proof career as a Trainee Mortgage Advisor or Trainee Mortgage Broker , we want to hear from you. Submit your CV today and take the first step toward a high-earning future in mortgage advisory with Cameron James Professional Recruitment. Contact: Bryn McMillan Financial Services Recruitment Director Cameron James Professional Recruitment
Join a top global law firm as a Legal Cashier (12m FTC) - hybrid, 2 days in the London Bridge office. Your new company I have partnered with a global law firm with over 40 offices and 7,000 employees worldwide. They provide leading corporations and financial institutions with a full business law service across the globe. The closest station is London Bridge, a short 5-minute walk to their London office, which overlooks the River Thames and Tower Bridge. You will be required to travel to the office 2 days per week. The UK Cashiering team sits within our Europe, Middle East and Asia (EMEA) Treasury function, reporting into the Cashier Team Leader. The UK Cashiering team has the Cashier Team Leader and two Legal Cashiers. Your new role Cashiers are responsible for managing the UK's cash receipting processes in accordance with the SRA Accounts Rules with some coverage provided for NRF's non-UK EMEA offices. The Legal Cashier - Office (this role) is responsible for the day-to-day handling of the UK office bank accounts with cover provided for the Client accounts and supporting the Cashier Team Leader with other ad hoc activities. Ensure client money is handled appropriately and in accordance with the Solicitors Accounts RulesAccurately allocate office and client receivables to the correct nominal or client matter codeAccurately perform bill reversals and reallocationsIdentify and resolve any discrepancies in financial recordsUpdate the breach log with any breaches of the Solicitor Accounts Rules and NRF's SRA policies.Ensure all payment instructions are signed offProcess large value, urgent CHAPS, international payments, cash transfers and other payment typesPrepare daily and month-end bank reconciliations of office and client bank accounts, ensuring they are signed off in accordance with the Solicitor Account Rules.Review and analyse client accounts to identify residual client balancesFollow company policy and procedures to ensure residual client balances are returned promptly.Ensure all client cash, including cheque receipts, is banked promptlyMaintain good record-keeping processes and carrying out general filingAssist Cashier Team Leader with any ad-hoc tasks as required What you'll need to succeed Have a thorough understanding of the Solicitors Accounts Rules (Essential)At least 3 years' experience working in legal cashiering (Essential)Be able to start a new role within 1 month (Short notice)Worked with an SAP financial system (beneficial) What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Sep 02, 2025
Full time
Join a top global law firm as a Legal Cashier (12m FTC) - hybrid, 2 days in the London Bridge office. Your new company I have partnered with a global law firm with over 40 offices and 7,000 employees worldwide. They provide leading corporations and financial institutions with a full business law service across the globe. The closest station is London Bridge, a short 5-minute walk to their London office, which overlooks the River Thames and Tower Bridge. You will be required to travel to the office 2 days per week. The UK Cashiering team sits within our Europe, Middle East and Asia (EMEA) Treasury function, reporting into the Cashier Team Leader. The UK Cashiering team has the Cashier Team Leader and two Legal Cashiers. Your new role Cashiers are responsible for managing the UK's cash receipting processes in accordance with the SRA Accounts Rules with some coverage provided for NRF's non-UK EMEA offices. The Legal Cashier - Office (this role) is responsible for the day-to-day handling of the UK office bank accounts with cover provided for the Client accounts and supporting the Cashier Team Leader with other ad hoc activities. Ensure client money is handled appropriately and in accordance with the Solicitors Accounts RulesAccurately allocate office and client receivables to the correct nominal or client matter codeAccurately perform bill reversals and reallocationsIdentify and resolve any discrepancies in financial recordsUpdate the breach log with any breaches of the Solicitor Accounts Rules and NRF's SRA policies.Ensure all payment instructions are signed offProcess large value, urgent CHAPS, international payments, cash transfers and other payment typesPrepare daily and month-end bank reconciliations of office and client bank accounts, ensuring they are signed off in accordance with the Solicitor Account Rules.Review and analyse client accounts to identify residual client balancesFollow company policy and procedures to ensure residual client balances are returned promptly.Ensure all client cash, including cheque receipts, is banked promptlyMaintain good record-keeping processes and carrying out general filingAssist Cashier Team Leader with any ad-hoc tasks as required What you'll need to succeed Have a thorough understanding of the Solicitors Accounts Rules (Essential)At least 3 years' experience working in legal cashiering (Essential)Be able to start a new role within 1 month (Short notice)Worked with an SAP financial system (beneficial) What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Our client, a well-established Property maintenance company based in an amazing office in Borehamwood requires an Administrator to join their team. Key Responsibilities Banking cheques/verifying batches BACS payments Dealing with all genres of calls in regards Dealing with complaints via letter/email Direct debit process - set up/cancellations/queries/collection Liaising with solicitors Taking payments over the phone Liaising with mortgage companies re breaches of leases Arranging payment plans with leaseholders. Referral files to solicitors for further arrears recovery. Preparing ground rent conveyancing packs Fees letters & emails Any other work as assigned by the manager About You A good working knowledge of all Microsoft packages Previous experience within a similar role and environment Have a background in administration/customer service Due to a very high number of applications we are unable to come back to every candidate with feedback. If you do not hear from us within 48 hours please assume that you have been unsuccessful on this occasion. Your CV will be registered with us and we will keep you updated with any other positions that may be of interest. However please keep checking our website as new roles will be updated daily, Nouvo Recruitment London wishes you the best of luck in your job search. Nouvo Recruitment London Ltd operate as an independent recruitment agency with over 20 years of experience supporting clients and candidates nationally across the UK.
Sep 02, 2025
Full time
Our client, a well-established Property maintenance company based in an amazing office in Borehamwood requires an Administrator to join their team. Key Responsibilities Banking cheques/verifying batches BACS payments Dealing with all genres of calls in regards Dealing with complaints via letter/email Direct debit process - set up/cancellations/queries/collection Liaising with solicitors Taking payments over the phone Liaising with mortgage companies re breaches of leases Arranging payment plans with leaseholders. Referral files to solicitors for further arrears recovery. Preparing ground rent conveyancing packs Fees letters & emails Any other work as assigned by the manager About You A good working knowledge of all Microsoft packages Previous experience within a similar role and environment Have a background in administration/customer service Due to a very high number of applications we are unable to come back to every candidate with feedback. If you do not hear from us within 48 hours please assume that you have been unsuccessful on this occasion. Your CV will be registered with us and we will keep you updated with any other positions that may be of interest. However please keep checking our website as new roles will be updated daily, Nouvo Recruitment London wishes you the best of luck in your job search. Nouvo Recruitment London Ltd operate as an independent recruitment agency with over 20 years of experience supporting clients and candidates nationally across the UK.
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Wakefield. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Sep 02, 2025
Full time
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Wakefield. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Cambridge. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Sep 02, 2025
Full time
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Cambridge. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Plymouth. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Sep 02, 2025
Full time
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Plymouth. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Dundee. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Sep 02, 2025
Full time
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Dundee. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Payroll Compliance Specialist - 9 Month FTC supporting Payroll Operations in a busy Shared Service team Your new company Our client is the UK's leading facilities management and professional services company. With a strong track record and a commitment to excellence, the company partners with organisations across the public and private sectors to achieve strategic goals and create remarkable environments. Your new role This role will support the retained in-house Compliance activities as well as support the business by ensuring that all the Payroll Compliance services provided by the offshore team are fit for purpose and meet business requirements. As a Shared Services expert, this role will act as a conduit between the business and the offshore team. This role will review the service levels provided and work to ensure the services are at the right level. Supporting with escalations and designing new processes, this role will shape the service that is delivered to the business. This role will drive manager education and engagement with processes across the function and will partner with the business to deliver initiatives and projects. What are the main responsibilities? You will be a subject-matter expert (SME) on all offshore and retained Compliance services supporting the delivery of any retained Compliance and Pensions Administration service activities, including but not limited to: Oversight of overpayment recovery process, instruction to solicitors for further action, providing breakdown of overpayment calculations Escalations from the Offshore team in complex cases All Pensions-related administration Overseeing Benefits and P11D processing Reconciliation and resolution of historic PAYE schemes Overseeing HMRC reconciliations and checking correct allocations of HMRC payments Overseeing third party reconciliation and payment raising Investigating any payroll data compliance failures and liaising with an offshore team to resolve SAO-related compliance checking Management of offshore payrolls, including payment arrangements Overseeing and managing any audits from 3rd Parties, instructing the offshore provider to collate documentation, but reviewing and signing off prior to release Dealing with the distribution of any physical documentation, post etc. Approving banking requests Act as the point of contact for the offshore partner to support with escalations or queries Audit the work of the offshore team and track performance Act as a point of escalation for the offshore teams for Compliance processes Audit Compliance-related data entry and ensure that offshore teams are sufficiently trained to correctly maintain this data Provide training to both line managers and offshore teams as necessary on process documentation and procedures What you'll need to succeed You will hold a strong background in payroll processing and understand compliance disciplines, ideally working within a Shared Service or Outsourcing environment. Ideally, you will hold or be working towards a Chartered Institute of Payroll Professionals (CIPP) Payroll Technician Certificate, and/or CIPP Certificate in Pensions Administration. You will also: Stakeholder management skills Experience of organising the activities of others or Line Management (preferred) Strong ability in process review and re-engineering using LEAN methodology (preferred) A self-starter with a drive to identify and implement process improvements Ability to think outside the box and challenge the status quo Excellent customer service focus Very well-organised, with the ability to work to tight deadlines and varying and sometimes conflicting priorities Experience of working with outsourced service provisions (preferred) Ability to work well in a team and to work on my own initiative Ability to manage the expectations of business stakeholders Strong understanding and respect for confidentiality Excellent attention to detail and accuracy What you'll get in return In return, you will earn a salary of up to £30,000 (pro rata) plus a wide variety of benefits including paid sick leave, private pension, a share save scheme, discounts on a number of high street shops as well as lots more. Our client has a leading Learning and Development team who are dedicated to growing all individuals and supporting on a positive future. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Sep 02, 2025
Full time
Payroll Compliance Specialist - 9 Month FTC supporting Payroll Operations in a busy Shared Service team Your new company Our client is the UK's leading facilities management and professional services company. With a strong track record and a commitment to excellence, the company partners with organisations across the public and private sectors to achieve strategic goals and create remarkable environments. Your new role This role will support the retained in-house Compliance activities as well as support the business by ensuring that all the Payroll Compliance services provided by the offshore team are fit for purpose and meet business requirements. As a Shared Services expert, this role will act as a conduit between the business and the offshore team. This role will review the service levels provided and work to ensure the services are at the right level. Supporting with escalations and designing new processes, this role will shape the service that is delivered to the business. This role will drive manager education and engagement with processes across the function and will partner with the business to deliver initiatives and projects. What are the main responsibilities? You will be a subject-matter expert (SME) on all offshore and retained Compliance services supporting the delivery of any retained Compliance and Pensions Administration service activities, including but not limited to: Oversight of overpayment recovery process, instruction to solicitors for further action, providing breakdown of overpayment calculations Escalations from the Offshore team in complex cases All Pensions-related administration Overseeing Benefits and P11D processing Reconciliation and resolution of historic PAYE schemes Overseeing HMRC reconciliations and checking correct allocations of HMRC payments Overseeing third party reconciliation and payment raising Investigating any payroll data compliance failures and liaising with an offshore team to resolve SAO-related compliance checking Management of offshore payrolls, including payment arrangements Overseeing and managing any audits from 3rd Parties, instructing the offshore provider to collate documentation, but reviewing and signing off prior to release Dealing with the distribution of any physical documentation, post etc. Approving banking requests Act as the point of contact for the offshore partner to support with escalations or queries Audit the work of the offshore team and track performance Act as a point of escalation for the offshore teams for Compliance processes Audit Compliance-related data entry and ensure that offshore teams are sufficiently trained to correctly maintain this data Provide training to both line managers and offshore teams as necessary on process documentation and procedures What you'll need to succeed You will hold a strong background in payroll processing and understand compliance disciplines, ideally working within a Shared Service or Outsourcing environment. Ideally, you will hold or be working towards a Chartered Institute of Payroll Professionals (CIPP) Payroll Technician Certificate, and/or CIPP Certificate in Pensions Administration. You will also: Stakeholder management skills Experience of organising the activities of others or Line Management (preferred) Strong ability in process review and re-engineering using LEAN methodology (preferred) A self-starter with a drive to identify and implement process improvements Ability to think outside the box and challenge the status quo Excellent customer service focus Very well-organised, with the ability to work to tight deadlines and varying and sometimes conflicting priorities Experience of working with outsourced service provisions (preferred) Ability to work well in a team and to work on my own initiative Ability to manage the expectations of business stakeholders Strong understanding and respect for confidentiality Excellent attention to detail and accuracy What you'll get in return In return, you will earn a salary of up to £30,000 (pro rata) plus a wide variety of benefits including paid sick leave, private pension, a share save scheme, discounts on a number of high street shops as well as lots more. Our client has a leading Learning and Development team who are dedicated to growing all individuals and supporting on a positive future. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Legal Cashier Liverpool Up to £35K Legal Cashier £30,000 to £35,000 Liverpool City Centre Full-Time Office-Based We're working with a well-established solicitor's firm in Liverpool, currently seeking a Legal Cashier to join their close-knit team. This is a fantastic opportunity for someone with a few years of legal cashiering experience who's looking for a stable, long-term role in a supportive and professional environment. About the Firm: 5 fee earners and 4 support staff Long-standing, loyal client base Low staff turnover and a steady workflow Areas of law: Property Conveyancing, Tax, Probate, Litigation (Property Disputes & Debt Recovery) No Legal Aid, Personal Injury, Divorce, or Crime Strong referral network with other local and national law firms Uses Ticket legal accounting system What They're Looking For: A Legal Cashier with 2+ years experience Someone who is dependable, detail-focused, and happy to work within established processes. A team player who fits into a mature, professional office culture Must be able to pass a Full Enhanced DBS Check Key Responsibilities: Daily banking, payments, receipts, and reconciliations Compliance with Solicitors Accounts Rules (SAR) Month-end reporting and financial support Liaising with banks and internal teams Benefits: Office-based Christmas shutdown 20 days holiday + bank holidays Pension scheme Ready to Apply? Email your CV to #
Sep 02, 2025
Full time
Legal Cashier Liverpool Up to £35K Legal Cashier £30,000 to £35,000 Liverpool City Centre Full-Time Office-Based We're working with a well-established solicitor's firm in Liverpool, currently seeking a Legal Cashier to join their close-knit team. This is a fantastic opportunity for someone with a few years of legal cashiering experience who's looking for a stable, long-term role in a supportive and professional environment. About the Firm: 5 fee earners and 4 support staff Long-standing, loyal client base Low staff turnover and a steady workflow Areas of law: Property Conveyancing, Tax, Probate, Litigation (Property Disputes & Debt Recovery) No Legal Aid, Personal Injury, Divorce, or Crime Strong referral network with other local and national law firms Uses Ticket legal accounting system What They're Looking For: A Legal Cashier with 2+ years experience Someone who is dependable, detail-focused, and happy to work within established processes. A team player who fits into a mature, professional office culture Must be able to pass a Full Enhanced DBS Check Key Responsibilities: Daily banking, payments, receipts, and reconciliations Compliance with Solicitors Accounts Rules (SAR) Month-end reporting and financial support Liaising with banks and internal teams Benefits: Office-based Christmas shutdown 20 days holiday + bank holidays Pension scheme Ready to Apply? Email your CV to #
Accounts Senior/Semi Senior role in Salisbury with a leading advisory firm. Great benefits and career growth. Our Client, a forward-thinking and collaborative accountancy group, is seeking an experienced Accounts Senior or Semi Senior to join their Salisbury office. This is a fantastic opportunity to be part of a dynamic team that values local relationships, professional growth, and collective expertise. Since its formation in 2019, Our Client has grown through the merger of over 100 successful independent accountancy and advisory practices across the UK and Ireland. Their mission is clear: to provide trusted, locally forged business advice to SMEs, supported by a strong network of over 1,800 professionals. The Role As an Accounts Senior or Semi Senior, you'll take ownership of a client portfolio, delivering high-quality service and building strong relationships. You'll be a key point of contact for clients, offering strategic advice and ensuring their financial needs are met with precision and care. Key Responsibilities Manage a portfolio of clients, lead meetings, and provide tailored advice Oversee client relationships including quoting, service agreements, invoicing, and renewals Assist in preparing management and annual accounts, forecasts, and performance reports Build relationships with professional contacts such as IFAs, solicitors, and financial institutions Mentor junior team members, offering guidance and support Report on portfolio performance and contribute to internal targets About You ACA or ACCA qualified (or working towards qualification) Minimum of 3 years' experience in practice Strong understanding of UK accounting standards and tax legislation Commercially aware, analytical, and detail-oriented Proficient in Excel and familiar with accounting software such as Sage, Xero, and QuickBooks What's on Offer Competitive salary 25 days annual leave + bank holidays Option to buy up to 5 additional days of leave Office closure over Christmas (subject to business needs) Pension scheme with 3.5% employer contribution Life assurance (4x annual salary) Enhanced family leave and sick pay policies Employee Assistance Programme - 24/7 confidential support Access to a flexible benefits platform including: Private Medical Insurance, Critical Illness Cover, Dental and Eye Care, Cycle to Work Scheme & Corporate Discounts This is an office-based role offering the chance to work in a supportive and collaborative environment, with opportunities to grow professionally while making a meaningful impact locally. If this opportunity aligns with your experience, and you're open to exploring a new challenge, we'd love to hear from you. You can apply directly, or for a confidential conversation, feel free to contact Lorna Pilling on . Please note: All applicants must already hold the legal right to work in the UK at the time of application. #
Sep 01, 2025
Full time
Accounts Senior/Semi Senior role in Salisbury with a leading advisory firm. Great benefits and career growth. Our Client, a forward-thinking and collaborative accountancy group, is seeking an experienced Accounts Senior or Semi Senior to join their Salisbury office. This is a fantastic opportunity to be part of a dynamic team that values local relationships, professional growth, and collective expertise. Since its formation in 2019, Our Client has grown through the merger of over 100 successful independent accountancy and advisory practices across the UK and Ireland. Their mission is clear: to provide trusted, locally forged business advice to SMEs, supported by a strong network of over 1,800 professionals. The Role As an Accounts Senior or Semi Senior, you'll take ownership of a client portfolio, delivering high-quality service and building strong relationships. You'll be a key point of contact for clients, offering strategic advice and ensuring their financial needs are met with precision and care. Key Responsibilities Manage a portfolio of clients, lead meetings, and provide tailored advice Oversee client relationships including quoting, service agreements, invoicing, and renewals Assist in preparing management and annual accounts, forecasts, and performance reports Build relationships with professional contacts such as IFAs, solicitors, and financial institutions Mentor junior team members, offering guidance and support Report on portfolio performance and contribute to internal targets About You ACA or ACCA qualified (or working towards qualification) Minimum of 3 years' experience in practice Strong understanding of UK accounting standards and tax legislation Commercially aware, analytical, and detail-oriented Proficient in Excel and familiar with accounting software such as Sage, Xero, and QuickBooks What's on Offer Competitive salary 25 days annual leave + bank holidays Option to buy up to 5 additional days of leave Office closure over Christmas (subject to business needs) Pension scheme with 3.5% employer contribution Life assurance (4x annual salary) Enhanced family leave and sick pay policies Employee Assistance Programme - 24/7 confidential support Access to a flexible benefits platform including: Private Medical Insurance, Critical Illness Cover, Dental and Eye Care, Cycle to Work Scheme & Corporate Discounts This is an office-based role offering the chance to work in a supportive and collaborative environment, with opportunities to grow professionally while making a meaningful impact locally. If this opportunity aligns with your experience, and you're open to exploring a new challenge, we'd love to hear from you. You can apply directly, or for a confidential conversation, feel free to contact Lorna Pilling on . Please note: All applicants must already hold the legal right to work in the UK at the time of application. #
Forensic Accounting Assistant Manager & Manager Your new company One of the fastest-growing business advisory firms in the UKOngoing growth in workflows means that the Disputes, Investigations and Valuations Team is now seeking to recruit a newly or recently qualified ACA or ACCA into the team. This role offers engaging, challenging, and impactful work, ideal for individuals dedicated to delivering top-tier professional service. Your new role As a member of the Disputes, Investigations, and Valuations Team, you will collaborate closely with experts and senior staff across various offices. Your responsibilities will include: Analysing financial data.Conducting research on companies, businesses, and industry sectors.Contributing to expert reports and other documents for legal proceedings or client advisories.Communicating with solicitors, barristers, and clients as part of litigation support.Assisting in the development and training of junior staff.Participating in marketing events.Supporting Managing Directors, Directors, and Senior Managers as required. What you'll need to succeed ACA or equivalent qualification, newly or recently qualified (0-2 years PQE).Experience in Forensic Accounting is advantageous but not mandatory.Strong analytical skills and proficiency in MS Office, especially Excel.High attention to detail and accuracy, even under tight deadlines.An inquisitive and proactive mindset. What you'll get in return A competitive salary and a comprehensive benefits package. You will enjoy a great work-life balance with flexible and remote working options. Additionally, you will have the autonomy to grow your career with the full support of Managing Directors and senior team members. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Sep 01, 2025
Full time
Forensic Accounting Assistant Manager & Manager Your new company One of the fastest-growing business advisory firms in the UKOngoing growth in workflows means that the Disputes, Investigations and Valuations Team is now seeking to recruit a newly or recently qualified ACA or ACCA into the team. This role offers engaging, challenging, and impactful work, ideal for individuals dedicated to delivering top-tier professional service. Your new role As a member of the Disputes, Investigations, and Valuations Team, you will collaborate closely with experts and senior staff across various offices. Your responsibilities will include: Analysing financial data.Conducting research on companies, businesses, and industry sectors.Contributing to expert reports and other documents for legal proceedings or client advisories.Communicating with solicitors, barristers, and clients as part of litigation support.Assisting in the development and training of junior staff.Participating in marketing events.Supporting Managing Directors, Directors, and Senior Managers as required. What you'll need to succeed ACA or equivalent qualification, newly or recently qualified (0-2 years PQE).Experience in Forensic Accounting is advantageous but not mandatory.Strong analytical skills and proficiency in MS Office, especially Excel.High attention to detail and accuracy, even under tight deadlines.An inquisitive and proactive mindset. What you'll get in return A competitive salary and a comprehensive benefits package. You will enjoy a great work-life balance with flexible and remote working options. Additionally, you will have the autonomy to grow your career with the full support of Managing Directors and senior team members. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Warrington. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Sep 01, 2025
Full time
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Warrington. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Up to £60,000 plus bonus and benefits Please note, this role is 5 days a week in the office in London Due to rapid and exciting business growth, a fantastic opportunity has arisen for a Loan Portfolio Assistant to join a boutique financial services company based in central London. Our client, a specialist lending company, is seeking a Loan Portfolio Operations Manager with strong bridging and / or buy-to-let lending experience to work closely with the team to manage the loans portfolio. Duties of the Loan Portfolio Operations Manager to include: Loan File Auditing: Conduct comprehensive audits of new loan files, verifying legal documents and land registry titles. Ensure loan eligibility and security by analysing valuation reports and performing KYC checks. Manage cases post-underwriting, communicating with underwriters and preparing drawdown documents. Loan Duration & Client Management: Provide timely client support, responding to inquiries within 4 hours and reviewing redemption statements. Maintain accurate loan records, including insurance and land registry details, ensuring ongoing compliance. Manage interest collections and review weekly reports for accuracy. Loan Redemption & Investor Relations: Oversee loan redemption processes, coordinating with clients and solicitors, and managing defaulting cases. Prepare and review completion statements for both internal and external investors. Ensure accurate and timely month-end reporting. Requirements for the successful Loan Portfolio Operations Manager: Proven experience in bridging or buy-to-let lending is essential. Highly organized with strong multi-loan management capabilities. Demonstrated analytical skills for complex loan data and trend identification. Meticulous attention to detail and accuracy with numerical data. Proficiency in KYC compliance tools (Experian, GBG, Smart Search, Lexus Diligence). Excellent written and verbal communication skills for stakeholder interaction. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency
Sep 01, 2025
Full time
Up to £60,000 plus bonus and benefits Please note, this role is 5 days a week in the office in London Due to rapid and exciting business growth, a fantastic opportunity has arisen for a Loan Portfolio Assistant to join a boutique financial services company based in central London. Our client, a specialist lending company, is seeking a Loan Portfolio Operations Manager with strong bridging and / or buy-to-let lending experience to work closely with the team to manage the loans portfolio. Duties of the Loan Portfolio Operations Manager to include: Loan File Auditing: Conduct comprehensive audits of new loan files, verifying legal documents and land registry titles. Ensure loan eligibility and security by analysing valuation reports and performing KYC checks. Manage cases post-underwriting, communicating with underwriters and preparing drawdown documents. Loan Duration & Client Management: Provide timely client support, responding to inquiries within 4 hours and reviewing redemption statements. Maintain accurate loan records, including insurance and land registry details, ensuring ongoing compliance. Manage interest collections and review weekly reports for accuracy. Loan Redemption & Investor Relations: Oversee loan redemption processes, coordinating with clients and solicitors, and managing defaulting cases. Prepare and review completion statements for both internal and external investors. Ensure accurate and timely month-end reporting. Requirements for the successful Loan Portfolio Operations Manager: Proven experience in bridging or buy-to-let lending is essential. Highly organized with strong multi-loan management capabilities. Demonstrated analytical skills for complex loan data and trend identification. Meticulous attention to detail and accuracy with numerical data. Proficiency in KYC compliance tools (Experian, GBG, Smart Search, Lexus Diligence). Excellent written and verbal communication skills for stakeholder interaction. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency
