Fast Track Mortgage Adviser Academy (16 Month Salary Guarantee now included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, home based CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary of: £25,500K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 16 weeks of training at our Academy Centre in Sheffield but once qualified, home working will be available. You will however need to live within a 1-hour commute of Sheffield to ease commuting in the initial training stages. Target: Candidates with a strong desire to forge a long-term career in Financial Services, and a demonstrable track record in customer service and sales. Looking for a career change. Post training salary: Once your training is complete and from month 4 of your employment, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend working is required. Timeline: Immediate interviews with a start date of November 2025 Trainee Mortgage Adviser Academy: As a home or office-based Mortgage and Protection Adviser, we believe your skills and experience are best suited to focusing purely on the provision of quality advice and sales to our customers. The work of contacting customers, securing appointments and the progressing of the mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 16 mortgages with protection each month so you will also be highly motivated, disciplined, and organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the number of colleagues that have developed and progressed with us, for example our entire Sales Management team have progressed from in house Mortgage Adviser roles so there is a great future for the right candidates beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. A strong track record in customer service and sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format. Organised, and adopts a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction & training coupled with an outstanding development program. 34 Days paid holiday
Sep 02, 2025
Full time
Fast Track Mortgage Adviser Academy (16 Month Salary Guarantee now included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, home based CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary of: £25,500K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 16 weeks of training at our Academy Centre in Sheffield but once qualified, home working will be available. You will however need to live within a 1-hour commute of Sheffield to ease commuting in the initial training stages. Target: Candidates with a strong desire to forge a long-term career in Financial Services, and a demonstrable track record in customer service and sales. Looking for a career change. Post training salary: Once your training is complete and from month 4 of your employment, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend working is required. Timeline: Immediate interviews with a start date of November 2025 Trainee Mortgage Adviser Academy: As a home or office-based Mortgage and Protection Adviser, we believe your skills and experience are best suited to focusing purely on the provision of quality advice and sales to our customers. The work of contacting customers, securing appointments and the progressing of the mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 16 mortgages with protection each month so you will also be highly motivated, disciplined, and organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the number of colleagues that have developed and progressed with us, for example our entire Sales Management team have progressed from in house Mortgage Adviser roles so there is a great future for the right candidates beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. A strong track record in customer service and sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format. Organised, and adopts a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction & training coupled with an outstanding development program. 34 Days paid holiday
Trainee or Experienced Mortgage & Protection Adviser Wolverhampton £25,000 - £30,000 Salary + Bonuses - Realistic OTE £40,000+ in your first year ( £50,000pa there after) An award winning Mortgage And Insurance Broker with offices in Wolverhampton and Portsmouth and Halifax has an exciting opportunity for a Trainee Mortgage and or Protection Adviser. The firm is expanding its Advice team at its Wolverhampton offices and is looking for trainee mortgage and or protection advisers as part of this expansion. Previous experience in Banking, Sales, Customer Services or Hospitality and also possessing CeMAP would be advantageous, but not essential. You will benefit from the support of the management and administration teams and on going training. You will end up with the industry recognised Mortgage Advice qualifications. In return you will receive a salary of £25,000 plus bonuses and benefits package which add up to a very realistic first year On Target Income of £40,000+, which will rise to £50,000 in your second year. For more information on this position please forward your CV to Douglas McDougall.
Sep 01, 2025
Full time
Trainee or Experienced Mortgage & Protection Adviser Wolverhampton £25,000 - £30,000 Salary + Bonuses - Realistic OTE £40,000+ in your first year ( £50,000pa there after) An award winning Mortgage And Insurance Broker with offices in Wolverhampton and Portsmouth and Halifax has an exciting opportunity for a Trainee Mortgage and or Protection Adviser. The firm is expanding its Advice team at its Wolverhampton offices and is looking for trainee mortgage and or protection advisers as part of this expansion. Previous experience in Banking, Sales, Customer Services or Hospitality and also possessing CeMAP would be advantageous, but not essential. You will benefit from the support of the management and administration teams and on going training. You will end up with the industry recognised Mortgage Advice qualifications. In return you will receive a salary of £25,000 plus bonuses and benefits package which add up to a very realistic first year On Target Income of £40,000+, which will rise to £50,000 in your second year. For more information on this position please forward your CV to Douglas McDougall.
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO. To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of:Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
Sep 01, 2025
Full time
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO. To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of:Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
Trainee Mortgage Advisor Full Time Office based The role Join an awarding winning specialist finance brokerage as a Trainee Mortgage Adviser, where you'll be integral to our growth plans and be a part of an industry leading business. Enjoy the benefits of pre-qualified leads generated for you, alongside the opportunity to contribute with your own leads. This position comes with attractive bonus and commission terms, rewarding your hard work and success. What We Offer: Continuous learning opportunities in a supportive environment. A mix of provided pre-qualified leads and the chance to add your own. An attractive bonus scheme rewarding both company-generated and self-generated leads. Duties: Conduct an extensive fact-find appointment with clients to discuss and gain a thorough understanding of their mortgage needs and financial position. Effectively evaluate clients' financial information to determine their eligibility for mortgage products. Provide professional, high quality advice and a recommend suitable a mortgage product(s) that meet their needs Rationalise and document product choice and reasons for recommendation. Collaborate with third party lenders and internal Case Managers to ensure timely and accurate processing of mortgage applications. Liaise with internal Quality Assurance staff to ensure compliance and continual development. Stay up-to-date with industry regulations and changes in mortgage products and services. Build and maintain relationships with clients, lenders and other industry professionals. Skills: Strong knowledge of financial services, particularly in the mortgage and specialist finance industry. Excellent communication and interpersonal skills to effectively interact with clients and stakeholders. Ability to analyse financial information and carry out any required mathematical calculations. Problem solving and the ability to assess and identify products for clients across different lender propositions from a broad panel. Detail-oriented with strong organizational skills to manage multiple tasks and deadlines Proficient in using mortgage software and technology tools for application processing.
Sep 01, 2025
Full time
Trainee Mortgage Advisor Full Time Office based The role Join an awarding winning specialist finance brokerage as a Trainee Mortgage Adviser, where you'll be integral to our growth plans and be a part of an industry leading business. Enjoy the benefits of pre-qualified leads generated for you, alongside the opportunity to contribute with your own leads. This position comes with attractive bonus and commission terms, rewarding your hard work and success. What We Offer: Continuous learning opportunities in a supportive environment. A mix of provided pre-qualified leads and the chance to add your own. An attractive bonus scheme rewarding both company-generated and self-generated leads. Duties: Conduct an extensive fact-find appointment with clients to discuss and gain a thorough understanding of their mortgage needs and financial position. Effectively evaluate clients' financial information to determine their eligibility for mortgage products. Provide professional, high quality advice and a recommend suitable a mortgage product(s) that meet their needs Rationalise and document product choice and reasons for recommendation. Collaborate with third party lenders and internal Case Managers to ensure timely and accurate processing of mortgage applications. Liaise with internal Quality Assurance staff to ensure compliance and continual development. Stay up-to-date with industry regulations and changes in mortgage products and services. Build and maintain relationships with clients, lenders and other industry professionals. Skills: Strong knowledge of financial services, particularly in the mortgage and specialist finance industry. Excellent communication and interpersonal skills to effectively interact with clients and stakeholders. Ability to analyse financial information and carry out any required mathematical calculations. Problem solving and the ability to assess and identify products for clients across different lender propositions from a broad panel. Detail-oriented with strong organizational skills to manage multiple tasks and deadlines Proficient in using mortgage software and technology tools for application processing.
Financial Planner, West or South Yorkshire (Client Bank Provided) Uncapped OTE circa £80,000 - £110,000 About the Firm Creative Financial Management offer a comprehensive financial planning service for all its clients including mortgage, investment, protection, pension, and estate planning needs. They are currently looking for a Financial Planner to join the team to support with the growth and development of the business. About the Role This is a rare opportunity to benefit from immediate access to an existing client bank of active households across West and South Yorkshire, working on a remote, or hybrid basis, and with a wealth of support and opportunities for development. We are looking for a pro-active and quality focused Financial Planner who can build long-term relationships based on trust. You might be a Mortgage Adviser who wants to take a step up into Financial Planning, or you may be an experienced Financial Planner. We also welcome applications from those Paraplanners or Trainee Financial Advisers who wish to take a step up. You must however be self-motivated and driven to exceed customer expectations. The benefits The opportunity for guaranteed income for the first 6 months and a strong support package Qualified leads provided, working with an active client base Flexible working hours and location Support from a mentor with training and personal development opportunities Your responsibilities will include: Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across Leeds, Doncaster, and the wider Yorkshire region. You will be responsible for managing client enquiries and the advice process end-to-end. You will be responsible for booking appointments, fact finding, research and product recommendation Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews. If you have a mortgage qualification, providing mortgage advice can also be part of the remit. Building outstanding client rapport to generate future business. Deliver outstanding levels of personal and professional integrity, regularly updating knowledge of regulations, practices and financial products. You will benefit from both flexible working options and ongoing training and development. You will be building and nourishing relationships with clients who really value quality service. You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads. What will you need to succeed? This opportunity will suit a customer focused Financial Planner who is able to build lasting relationships based on trust. You must be focused on working to the highest quality standards and confident to work independently, but with the support of a mentor and a wider internal team, as well as benefiting from dedicated support by an award-winning network. We can consider applications from Financial Advisers with all ranges of experience, or Mortgage Advisers who have qualified for Financial Planning and wish to progress. You will benefit from a market leading proposition You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit the needs of you and your clients You will need to be based within close proximity to the core client base in Yorkshire and will undertake some face-to-face meetings as well as virtual consultations. Creative Financial Management is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Sep 01, 2025
Full time
Financial Planner, West or South Yorkshire (Client Bank Provided) Uncapped OTE circa £80,000 - £110,000 About the Firm Creative Financial Management offer a comprehensive financial planning service for all its clients including mortgage, investment, protection, pension, and estate planning needs. They are currently looking for a Financial Planner to join the team to support with the growth and development of the business. About the Role This is a rare opportunity to benefit from immediate access to an existing client bank of active households across West and South Yorkshire, working on a remote, or hybrid basis, and with a wealth of support and opportunities for development. We are looking for a pro-active and quality focused Financial Planner who can build long-term relationships based on trust. You might be a Mortgage Adviser who wants to take a step up into Financial Planning, or you may be an experienced Financial Planner. We also welcome applications from those Paraplanners or Trainee Financial Advisers who wish to take a step up. You must however be self-motivated and driven to exceed customer expectations. The benefits The opportunity for guaranteed income for the first 6 months and a strong support package Qualified leads provided, working with an active client base Flexible working hours and location Support from a mentor with training and personal development opportunities Your responsibilities will include: Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across Leeds, Doncaster, and the wider Yorkshire region. You will be responsible for managing client enquiries and the advice process end-to-end. You will be responsible for booking appointments, fact finding, research and product recommendation Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews. If you have a mortgage qualification, providing mortgage advice can also be part of the remit. Building outstanding client rapport to generate future business. Deliver outstanding levels of personal and professional integrity, regularly updating knowledge of regulations, practices and financial products. You will benefit from both flexible working options and ongoing training and development. You will be building and nourishing relationships with clients who really value quality service. You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads. What will you need to succeed? This opportunity will suit a customer focused Financial Planner who is able to build lasting relationships based on trust. You must be focused on working to the highest quality standards and confident to work independently, but with the support of a mentor and a wider internal team, as well as benefiting from dedicated support by an award-winning network. We can consider applications from Financial Advisers with all ranges of experience, or Mortgage Advisers who have qualified for Financial Planning and wish to progress. You will benefit from a market leading proposition You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit the needs of you and your clients You will need to be based within close proximity to the core client base in Yorkshire and will undertake some face-to-face meetings as well as virtual consultations. Creative Financial Management is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
What's in it for you? Training & Development Career Progression Support for Qualifications Bonus Opportunities Competitive Holiday Allowance Free Parking Work with a Reputable Team Must-haves: Strong planning and organisational skills. Excellent communication skills and a desire to be in a sales-based role in the future. Reliable, committed, and proactive approach to work. Comfortable with data entry and general administration duties. Either minimum CeMAP 1 or currently studying for CeMAP. Nice-to-haves: Previous experience in financial services or administration. Exposure to customer liaison with lenders, solicitors, or providers. Experience handling incoming calls, emails, and correspondence efficiently. Interest in Mortgage & Protection products. About: This is an incredibly rare and unique opportunity to join one of our best clients in their training academy programme. You'll start your career within the financial services administration team, learning the ropes and back-office elements to the industry, then progressing into an adviser once you're ready. My client is one of the busiest and more reputable estate agents in the southwest, and for the right person could offer a successful, progressive and lucrative career. Interested? Send your most up-to-date CV to Fran at i2i recruitment today! Our mission of 'Making Recruitment Personal' also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.
Sep 01, 2025
Full time
What's in it for you? Training & Development Career Progression Support for Qualifications Bonus Opportunities Competitive Holiday Allowance Free Parking Work with a Reputable Team Must-haves: Strong planning and organisational skills. Excellent communication skills and a desire to be in a sales-based role in the future. Reliable, committed, and proactive approach to work. Comfortable with data entry and general administration duties. Either minimum CeMAP 1 or currently studying for CeMAP. Nice-to-haves: Previous experience in financial services or administration. Exposure to customer liaison with lenders, solicitors, or providers. Experience handling incoming calls, emails, and correspondence efficiently. Interest in Mortgage & Protection products. About: This is an incredibly rare and unique opportunity to join one of our best clients in their training academy programme. You'll start your career within the financial services administration team, learning the ropes and back-office elements to the industry, then progressing into an adviser once you're ready. My client is one of the busiest and more reputable estate agents in the southwest, and for the right person could offer a successful, progressive and lucrative career. Interested? Send your most up-to-date CV to Fran at i2i recruitment today! Our mission of 'Making Recruitment Personal' also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.
Fast Track Mortgage Adviser Academy (16 Month Salary Guarantee now included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, home based CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary of: £25,500K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 16 weeks of training at our Academy Centre in Manchester but once qualified, home working will be available. You will however need to live within a 1-hour 30 Minute commute of Manchester to ease commuting in the initial training stages and you must have use of your own car to be able to get to our training center. Target: Candidates with a strong desire to forge a long-term career in Financial Services, and a demonstrable track record in customer service and sales. Looking for a career change. Post training salary: Once your training is complete and from month 4 of your employment, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend working is required. Timeline: Immediate interviews with a start date of November 2025 Trainee Mortgage Adviser Academy: As a home or office-based Mortgage and Protection Adviser, we believe your skills and experience are best suited to focusing purely on the provision of quality advice and sales to our customers. The work of contacting customers, securing appointments and the progressing of the mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 16 mortgages with protection each month so you will also be highly motivated, disciplined, and organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the number of colleagues that have developed and progressed with us, for example our entire Sales Management team have progressed from in house Mortgage Adviser roles so there is a great future for the right candidates beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. A strong track record in customer service and sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format. Organised, and adopts a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction &
Sep 01, 2025
Full time
Fast Track Mortgage Adviser Academy (16 Month Salary Guarantee now included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, home based CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary of: £25,500K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 16 weeks of training at our Academy Centre in Manchester but once qualified, home working will be available. You will however need to live within a 1-hour 30 Minute commute of Manchester to ease commuting in the initial training stages and you must have use of your own car to be able to get to our training center. Target: Candidates with a strong desire to forge a long-term career in Financial Services, and a demonstrable track record in customer service and sales. Looking for a career change. Post training salary: Once your training is complete and from month 4 of your employment, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend working is required. Timeline: Immediate interviews with a start date of November 2025 Trainee Mortgage Adviser Academy: As a home or office-based Mortgage and Protection Adviser, we believe your skills and experience are best suited to focusing purely on the provision of quality advice and sales to our customers. The work of contacting customers, securing appointments and the progressing of the mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 16 mortgages with protection each month so you will also be highly motivated, disciplined, and organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the number of colleagues that have developed and progressed with us, for example our entire Sales Management team have progressed from in house Mortgage Adviser roles so there is a great future for the right candidates beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. A strong track record in customer service and sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format. Organised, and adopts a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction &
Our clients are seeking a Trainee Mortgage Advisor or experienced Mortgage Advisor with a minimum CeMAP 1 qualification or above, to work in a well-known Estate Agents in the Stevenage area. The position will be based in the Stevenage office, with leads provided from the Estate Agency team. Working hours: Full Time Monday - Friday and alternate Saturdays (with lieu day provided) The successful Mortgage and Protection Adviser will be offered: Basic Salary £22,000 - £28,000 Strong Commission structure OTE £40,000 - £55,000 Car allowance Great Progression Opportunities Guarantee for first few months whilst building pipeline Laptop Mortgage and Protection Adviser requirements: Driven to achieve targets and ability to offer excellent customer service. Ability to deal with 1st appointments and subsequent signups. Minimum CeMAP 1 qualification Full UK Driving license. Responsibilities for the role of Mortgage and Protection Adviser: Liaising with Estate Agency staff to ensure effective referrals. Giving face-to-face advice to potential buyers in the branch Chasing potential leads and generating new business Providing a high level of service in line with compliance
Sep 01, 2025
Full time
Our clients are seeking a Trainee Mortgage Advisor or experienced Mortgage Advisor with a minimum CeMAP 1 qualification or above, to work in a well-known Estate Agents in the Stevenage area. The position will be based in the Stevenage office, with leads provided from the Estate Agency team. Working hours: Full Time Monday - Friday and alternate Saturdays (with lieu day provided) The successful Mortgage and Protection Adviser will be offered: Basic Salary £22,000 - £28,000 Strong Commission structure OTE £40,000 - £55,000 Car allowance Great Progression Opportunities Guarantee for first few months whilst building pipeline Laptop Mortgage and Protection Adviser requirements: Driven to achieve targets and ability to offer excellent customer service. Ability to deal with 1st appointments and subsequent signups. Minimum CeMAP 1 qualification Full UK Driving license. Responsibilities for the role of Mortgage and Protection Adviser: Liaising with Estate Agency staff to ensure effective referrals. Giving face-to-face advice to potential buyers in the branch Chasing potential leads and generating new business Providing a high level of service in line with compliance
Date posted: 16 August 2025 Pay: £24,420.00-£32,000.00 per year Job description: Trainee Wealth Planning Administrator - experience within other areas of financial services desirable. Reigate - 1 day working from home included Salary £25000 - £32000 1 year Fixed term contract - with high possibility of going permanent. Are you currently working within the Financial services sector and looking to build a career within Wealth Management? Perhaps you are working within a Pensions, Mortgage, investments or accounts admin role or within a provider and are keen to transition your skills into aspects of financial planning? If so, this client could be a great fit. Due to continued expansion and growth of client bank, our client, a well-established Wealth Management Practice based in Reigate is looking for a new individual to join their friendly and supportive team of 5, as a Wealth Planning Administrator. You will work alongside the practice manager to support the 3 advisers/Paraplanners This role is a fantastic opportunity for anyone looking for the opportunity to transition into a wealth planning environment and utilise the excellent training and development of wealth planning skills on offer. We have had the pleasure of placing three other members into the team, who can confirm the great training and development on offer here and have absolutely thrive during their time with the business The role is a great variation of administration and client services, and will also involve full training and development into more complex areas such as calculations and valuations and other more junior paraplanner aspects, to free up the paraplanners to focus on cases. It's a highly collaborative team and everyone's roles are really valued and supported. For this role - Any transferable skills from working within any area of financial services is desirable and they have a robust and supportive training plan in place to help build skills and experience. Benefits: The option for 1 day a week from home after probationary period of 3 months The main benefits of this role include the ultra-friendly, warm and supportive team and the option for anyone with a transferable skillset to build and grow their skills and become proficient in all aspects of Wealth Planning Administration and Client Services. There is a high probability that this role will go permanent after the fix term contract is finished, and at this point candidates can also enjoy benefits such as quarterly bonuses and full exam support including time off for the exam and the day before off to prepare. Key attributes to be successful within the role: Strong work ethic strong customer services background Thriving within a busy varied role Can do attitude Team player but also self-motivated and able to work on own initiative Keen to learn and develop skills to ensure develop best competency within the role Organisational and prioritisation skills Strong attention to detail If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
Sep 01, 2025
Full time
Date posted: 16 August 2025 Pay: £24,420.00-£32,000.00 per year Job description: Trainee Wealth Planning Administrator - experience within other areas of financial services desirable. Reigate - 1 day working from home included Salary £25000 - £32000 1 year Fixed term contract - with high possibility of going permanent. Are you currently working within the Financial services sector and looking to build a career within Wealth Management? Perhaps you are working within a Pensions, Mortgage, investments or accounts admin role or within a provider and are keen to transition your skills into aspects of financial planning? If so, this client could be a great fit. Due to continued expansion and growth of client bank, our client, a well-established Wealth Management Practice based in Reigate is looking for a new individual to join their friendly and supportive team of 5, as a Wealth Planning Administrator. You will work alongside the practice manager to support the 3 advisers/Paraplanners This role is a fantastic opportunity for anyone looking for the opportunity to transition into a wealth planning environment and utilise the excellent training and development of wealth planning skills on offer. We have had the pleasure of placing three other members into the team, who can confirm the great training and development on offer here and have absolutely thrive during their time with the business The role is a great variation of administration and client services, and will also involve full training and development into more complex areas such as calculations and valuations and other more junior paraplanner aspects, to free up the paraplanners to focus on cases. It's a highly collaborative team and everyone's roles are really valued and supported. For this role - Any transferable skills from working within any area of financial services is desirable and they have a robust and supportive training plan in place to help build skills and experience. Benefits: The option for 1 day a week from home after probationary period of 3 months The main benefits of this role include the ultra-friendly, warm and supportive team and the option for anyone with a transferable skillset to build and grow their skills and become proficient in all aspects of Wealth Planning Administration and Client Services. There is a high probability that this role will go permanent after the fix term contract is finished, and at this point candidates can also enjoy benefits such as quarterly bonuses and full exam support including time off for the exam and the day before off to prepare. Key attributes to be successful within the role: Strong work ethic strong customer services background Thriving within a busy varied role Can do attitude Team player but also self-motivated and able to work on own initiative Keen to learn and develop skills to ensure develop best competency within the role Organisational and prioritisation skills Strong attention to detail If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
Trainee Mortgage Advisor Location: Cannock, Staffordshire (Office-based) Salary: Competitive commission & bonuses About Us Our client is a dynamic, fast-growing fee-free mortgage broker and a leading expert in New Build developments, working with a nationwide network of top house builders. They also help clients with existing properties and access over 74 lenders to secure the most suitable mortgage for every client's needs. This is an exciting opportunity to kickstart your career in mortgage advising, with full training provided and a clear progression path to becoming a qualified adviser. Why Join Us? • Competitive salary based on experience • Gain invaluable experience in the mortgage advising industry • Work with a supportive and fast-growing team • Flexible working pattern for work-life balance • Clear career progression - full support for CeMAP exams • Office-based role with excellent culture and facilities Key Responsibilities As a Trainee Mortgage Advisor, you will: • Liaise with customers to gather financial information and assess their needs • Provide an overview of mortgage products available • Work closely with national house builders to create tailor-made mortgage packages • Handle inbound and outbound calls, answering mortgage-related queries • Deliver exceptional customer service to every client What We're Looking For • Exceptional customer service skills • Excellent telephone manner • Strong work ethic with the drive to exceed expectations • No finance background required - full training provided Working Hours The office is open 7 days a week. You'll work 2 weekends out of every 4, with 2 weekdays off in lieu. • Mon-Thu: 10:30am - 6:30pm • Fri: 10:30am - 6:00pm • Weekends: 10:00am - 5:30pm Benefits & Perks • Commission and bonus scheme • Extra day off for your birthday • Holiday buy and sell scheme • Increasing holiday allowance with length of service • Enhanced maternity package (after 2 years) • Employee Well-being Programme - Wellness Matters • Mental health support • Award-winning Diversity, Equity & Inclusion initiatives • Female Talent programme • Fun, supportive office environment • Ongoing training and development How to Apply: If you're motivated, eager to learn, and ready to start a rewarding career in mortgage advising, apply now with your CV.
Sep 01, 2025
Full time
Trainee Mortgage Advisor Location: Cannock, Staffordshire (Office-based) Salary: Competitive commission & bonuses About Us Our client is a dynamic, fast-growing fee-free mortgage broker and a leading expert in New Build developments, working with a nationwide network of top house builders. They also help clients with existing properties and access over 74 lenders to secure the most suitable mortgage for every client's needs. This is an exciting opportunity to kickstart your career in mortgage advising, with full training provided and a clear progression path to becoming a qualified adviser. Why Join Us? • Competitive salary based on experience • Gain invaluable experience in the mortgage advising industry • Work with a supportive and fast-growing team • Flexible working pattern for work-life balance • Clear career progression - full support for CeMAP exams • Office-based role with excellent culture and facilities Key Responsibilities As a Trainee Mortgage Advisor, you will: • Liaise with customers to gather financial information and assess their needs • Provide an overview of mortgage products available • Work closely with national house builders to create tailor-made mortgage packages • Handle inbound and outbound calls, answering mortgage-related queries • Deliver exceptional customer service to every client What We're Looking For • Exceptional customer service skills • Excellent telephone manner • Strong work ethic with the drive to exceed expectations • No finance background required - full training provided Working Hours The office is open 7 days a week. You'll work 2 weekends out of every 4, with 2 weekdays off in lieu. • Mon-Thu: 10:30am - 6:30pm • Fri: 10:30am - 6:00pm • Weekends: 10:00am - 5:30pm Benefits & Perks • Commission and bonus scheme • Extra day off for your birthday • Holiday buy and sell scheme • Increasing holiday allowance with length of service • Enhanced maternity package (after 2 years) • Employee Well-being Programme - Wellness Matters • Mental health support • Award-winning Diversity, Equity & Inclusion initiatives • Female Talent programme • Fun, supportive office environment • Ongoing training and development How to Apply: If you're motivated, eager to learn, and ready to start a rewarding career in mortgage advising, apply now with your CV.
Our clients are seeking a Trainee Mortgage Advisor or experienced Mortgage Advisor with a minimum CeMap 1 qualification or above, working in a nationally recognised Estate Agency who are looking to add to their team in Northamptonshire. The position will be based in the Northampton office, with leads provided from the Estate Agency team. Working hours: Full Time Monday - Friday and alternate Saturdays (with lieu day provided) The successful Mortgage and Protection Adviser will be offered: Basic Salary £22,000 - £28,000 Strong Commission structure OTE £40,000 - £55,000 Car allowance Great Progression Opportunities Guarantee Laptop Mortgage and Protection Adviser requirements: Driven to achieve targets and ability to offer excellent customer service. Ability to deal with 1st appointments and subsequent sign ups. Minimum CeMap 1 qualification Full UK Driving license. Responsibilities for the role of Mortgage and Protection Adviser: Liaising with Estate Agency staff to ensure effective referrals. Giving face-to-face advice to potential buyers in the branch Chasing potential leads and generating new business Providing a high level of service in line with compliance
Sep 01, 2025
Full time
Our clients are seeking a Trainee Mortgage Advisor or experienced Mortgage Advisor with a minimum CeMap 1 qualification or above, working in a nationally recognised Estate Agency who are looking to add to their team in Northamptonshire. The position will be based in the Northampton office, with leads provided from the Estate Agency team. Working hours: Full Time Monday - Friday and alternate Saturdays (with lieu day provided) The successful Mortgage and Protection Adviser will be offered: Basic Salary £22,000 - £28,000 Strong Commission structure OTE £40,000 - £55,000 Car allowance Great Progression Opportunities Guarantee Laptop Mortgage and Protection Adviser requirements: Driven to achieve targets and ability to offer excellent customer service. Ability to deal with 1st appointments and subsequent sign ups. Minimum CeMap 1 qualification Full UK Driving license. Responsibilities for the role of Mortgage and Protection Adviser: Liaising with Estate Agency staff to ensure effective referrals. Giving face-to-face advice to potential buyers in the branch Chasing potential leads and generating new business Providing a high level of service in line with compliance
Financial Planner, West or South Yorkshire (Client Bank Provided) Uncapped OTE circa £80,000 - £110,000 About the Firm Creative Financial Management offer a comprehensive financial planning service for all its clients including mortgage, investment, protection, pension, and estate planning needs. They are currently looking for a Financial Planner to join the team to support with the growth and development of the business. About the Role This is a rare opportunity to benefit from immediate access to an existing client bank of active households across West and South Yorkshire, working on a remote, or hybrid basis, and with a wealth of support and opportunities for development. We are looking for a pro-active and quality focused Financial Planner who can build long-term relationships based on trust. You might be a Mortgage Adviser who wants to take a step up into Financial Planning, or you may be an experienced Financial Planner. We also welcome applications from those Paraplanners or Trainee Financial Advisers who wish to take a step up. You must however be self-motivated and driven to exceed customer expectations. The benefits The opportunity for guaranteed income for the first 6 months and a strong support package Qualified leads provided, working with an active client base Flexible working hours and location Support from a mentor with training and personal development opportunities Your responsibilities will include: Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across Leeds, Doncaster, and the wider Yorkshire region. You will be responsible for managing client enquiries and the advice process end-to-end. You will be responsible for booking appointments, fact finding, research and product recommendation Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews. If you have a mortgage qualification, providing mortgage advice can also be part of the remit. Building outstanding client rapport to generate future business. Deliver outstanding levels of personal and professional integrity, regularly updating knowledge of regulations, practices and financial products. You will benefit from both flexible working options and ongoing training and development. You will be building and nourishing relationships with clients who really value quality service. You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads. What will you need to succeed? This opportunity will suit a customer focused Financial Planner who is able to build lasting relationships based on trust. You must be focused on working to the highest quality standards and confident to work independently, but with the support of a mentor and a wider internal team, as well as benefiting from dedicated support by an award-winning network. We can consider applications from Financial Advisers with all ranges of experience, or Mortgage Advisers who have qualified for Financial Planning and wish to progress. You will benefit from a market leading proposition You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit the needs of you and your clients You will need to be based within close proximity to the core client base in Yorkshire and will undertake some face-to-face meetings as well as virtual consultations. Creative Financial Management is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Sep 01, 2025
Full time
Financial Planner, West or South Yorkshire (Client Bank Provided) Uncapped OTE circa £80,000 - £110,000 About the Firm Creative Financial Management offer a comprehensive financial planning service for all its clients including mortgage, investment, protection, pension, and estate planning needs. They are currently looking for a Financial Planner to join the team to support with the growth and development of the business. About the Role This is a rare opportunity to benefit from immediate access to an existing client bank of active households across West and South Yorkshire, working on a remote, or hybrid basis, and with a wealth of support and opportunities for development. We are looking for a pro-active and quality focused Financial Planner who can build long-term relationships based on trust. You might be a Mortgage Adviser who wants to take a step up into Financial Planning, or you may be an experienced Financial Planner. We also welcome applications from those Paraplanners or Trainee Financial Advisers who wish to take a step up. You must however be self-motivated and driven to exceed customer expectations. The benefits The opportunity for guaranteed income for the first 6 months and a strong support package Qualified leads provided, working with an active client base Flexible working hours and location Support from a mentor with training and personal development opportunities Your responsibilities will include: Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across Leeds, Doncaster, and the wider Yorkshire region. You will be responsible for managing client enquiries and the advice process end-to-end. You will be responsible for booking appointments, fact finding, research and product recommendation Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews. If you have a mortgage qualification, providing mortgage advice can also be part of the remit. Building outstanding client rapport to generate future business. Deliver outstanding levels of personal and professional integrity, regularly updating knowledge of regulations, practices and financial products. You will benefit from both flexible working options and ongoing training and development. You will be building and nourishing relationships with clients who really value quality service. You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads. What will you need to succeed? This opportunity will suit a customer focused Financial Planner who is able to build lasting relationships based on trust. You must be focused on working to the highest quality standards and confident to work independently, but with the support of a mentor and a wider internal team, as well as benefiting from dedicated support by an award-winning network. We can consider applications from Financial Advisers with all ranges of experience, or Mortgage Advisers who have qualified for Financial Planning and wish to progress. You will benefit from a market leading proposition You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit the needs of you and your clients You will need to be based within close proximity to the core client base in Yorkshire and will undertake some face-to-face meetings as well as virtual consultations. Creative Financial Management is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
We are currently looking for a Trainee Mortgage Advisor to join our clients, a nationally recognised Estate Agency in their Witham office. Therefore, a minimum of CeMAP Level 1 will be required for this role and is a really strong opportunity if you're looking to kick-start your career or join a nationally recognised brand. The position will be based in Witham with leads provided by the Estate Agency team. The successful Mortgage and Protection Adviser will be offered: Basic Salary £22,000 Car allowance Salary Guarantee Strong Commission structure OTE £35,000 - £45,000 Great Progression Opportunities Working hours: Full Time Monday - Friday and alternate Saturdays (with a lieu day provided) Trainee Mortgage Advisor requirements: Driven to achieve targets and ability to offer excellent customer service. Ability to deal with 1st appointments and subsequent sign-ups. CeMap 1 qualification Full UK Driving license. Responsibilities for the role of Trainee Mortgage Advisor: Liaising with Estate Agency staff to ensure effective referrals. Giving face-to-face advice to potential buyers in the branch Chasing potential leads and generating new business Providing a high level of service in line with compliance
Sep 01, 2025
Full time
We are currently looking for a Trainee Mortgage Advisor to join our clients, a nationally recognised Estate Agency in their Witham office. Therefore, a minimum of CeMAP Level 1 will be required for this role and is a really strong opportunity if you're looking to kick-start your career or join a nationally recognised brand. The position will be based in Witham with leads provided by the Estate Agency team. The successful Mortgage and Protection Adviser will be offered: Basic Salary £22,000 Car allowance Salary Guarantee Strong Commission structure OTE £35,000 - £45,000 Great Progression Opportunities Working hours: Full Time Monday - Friday and alternate Saturdays (with a lieu day provided) Trainee Mortgage Advisor requirements: Driven to achieve targets and ability to offer excellent customer service. Ability to deal with 1st appointments and subsequent sign-ups. CeMap 1 qualification Full UK Driving license. Responsibilities for the role of Trainee Mortgage Advisor: Liaising with Estate Agency staff to ensure effective referrals. Giving face-to-face advice to potential buyers in the branch Chasing potential leads and generating new business Providing a high level of service in line with compliance
Self-Employed Mortgage Adviser £100k+ Year 1 All Leads Provided HNW Clients London Office Location: Must live within 45 minutes of Hammersmith Earnings: £100k+ realistic in Year 1 (post-training)£150-200k+ Year 2 Top performers £250k+ Type: Self-employed Office-based Commission-only Ready to Earn What You're Worth? Capricorn Financial is London's highest-performing mortgage brokerage , and we're hiring ambitious advisers who want serious earning potential. Whether you're already in mortgages or looking to change careers from estate agency, recruitment, financial sales or similar - if you've succeeded in target-driven environments , we want to hear from you. ? What We Offer: 10-15 warm, qualified leads every week FTSE 100 developers, premium estate agents, and exclusive introducers Full in-house support Providing training and CRM tools to manage admin, protection, VOI, dashboards Industry-leading tech stack Smartr365, Docusign, automated onboarding Fast-track sales training + 1-to-1 coaching High-performance, energetic team culture Serious environment with serious results Who Thrives Here? Mortgage advisers, estate agents, recruiters, and financial sales pros Trainees and career changers welcome - if you've worked to targets and closed deals Commission-based mindset - paid on performance, not presence CeMAP or RO1 qualified or actively studying Live within 45 minutes of Hammersmith Driven, coachable, and ready to build a £100k+ income fast About Capricorn Capricorn is one of London's most respected and results-driven brokerages , advising thousands of UK and International clients annually on UK property finance. We combine elite performance standards with the infrastructure to help you grow - fast. Apply Now If you're hungry to prove yourself - or looking to level up on a serious platform - apply today with your CV. Due to volume, we can only respond to shortlisted applicants. If you don't hear from us within 4 weeks, unfortunately your application has not been successful.
Sep 01, 2025
Full time
Self-Employed Mortgage Adviser £100k+ Year 1 All Leads Provided HNW Clients London Office Location: Must live within 45 minutes of Hammersmith Earnings: £100k+ realistic in Year 1 (post-training)£150-200k+ Year 2 Top performers £250k+ Type: Self-employed Office-based Commission-only Ready to Earn What You're Worth? Capricorn Financial is London's highest-performing mortgage brokerage , and we're hiring ambitious advisers who want serious earning potential. Whether you're already in mortgages or looking to change careers from estate agency, recruitment, financial sales or similar - if you've succeeded in target-driven environments , we want to hear from you. ? What We Offer: 10-15 warm, qualified leads every week FTSE 100 developers, premium estate agents, and exclusive introducers Full in-house support Providing training and CRM tools to manage admin, protection, VOI, dashboards Industry-leading tech stack Smartr365, Docusign, automated onboarding Fast-track sales training + 1-to-1 coaching High-performance, energetic team culture Serious environment with serious results Who Thrives Here? Mortgage advisers, estate agents, recruiters, and financial sales pros Trainees and career changers welcome - if you've worked to targets and closed deals Commission-based mindset - paid on performance, not presence CeMAP or RO1 qualified or actively studying Live within 45 minutes of Hammersmith Driven, coachable, and ready to build a £100k+ income fast About Capricorn Capricorn is one of London's most respected and results-driven brokerages , advising thousands of UK and International clients annually on UK property finance. We combine elite performance standards with the infrastructure to help you grow - fast. Apply Now If you're hungry to prove yourself - or looking to level up on a serious platform - apply today with your CV. Due to volume, we can only respond to shortlisted applicants. If you don't hear from us within 4 weeks, unfortunately your application has not been successful.
We are currently looking for a Mortgage Adviser to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Leytonstone. The position will be based in the Leytonstone office, with leads provided from the Estate Agency team. Our clients are seeking a Trainee Advisor or experienced Mortgage Advisor with a minimum CeMap 1 qualification or above. Working hours: Full Time Monday - Friday and alternate Saturdays (with lieu day provided) The successful Mortgage and Protection Adviser will be offered: Basic Salary £22,000 - £28,000 Strong Commission structure OTE £50,000 - £70,000 Car allowance Great Progression Opportunities Guarantee Mortgage and Protection Adviser requirements: Driven to achieve targets and ability to offer excellent customer service. Ability to deal with 1st appointments and subsequent sign ups. Minimum CeMap 1 qualification Full UK Driving license. Responsibilities for the role of Mortgage and Protection Adviser: Liaising with Estate Agency staff to ensure effective referrals. Giving face-to-face advice to potential buyers in the branch Chasing potential leads and generating new business Providing a high level of service in line with compliance
Sep 01, 2025
Full time
We are currently looking for a Mortgage Adviser to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Leytonstone. The position will be based in the Leytonstone office, with leads provided from the Estate Agency team. Our clients are seeking a Trainee Advisor or experienced Mortgage Advisor with a minimum CeMap 1 qualification or above. Working hours: Full Time Monday - Friday and alternate Saturdays (with lieu day provided) The successful Mortgage and Protection Adviser will be offered: Basic Salary £22,000 - £28,000 Strong Commission structure OTE £50,000 - £70,000 Car allowance Great Progression Opportunities Guarantee Mortgage and Protection Adviser requirements: Driven to achieve targets and ability to offer excellent customer service. Ability to deal with 1st appointments and subsequent sign ups. Minimum CeMap 1 qualification Full UK Driving license. Responsibilities for the role of Mortgage and Protection Adviser: Liaising with Estate Agency staff to ensure effective referrals. Giving face-to-face advice to potential buyers in the branch Chasing potential leads and generating new business Providing a high level of service in line with compliance
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO. To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website:
Sep 01, 2025
Full time
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO. To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website:
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO. To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website:
Sep 01, 2025
Full time
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO. To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website:
