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conveyancing manager
Licensed Conveyancer
Lightfoots LLP Thame, Oxfordshire
Lightfoots Solicitors has been at the heart of the community in Thame for 170 years. With six offices across Oxfordshire and Buckinghamshire, Lightfoots is proud of its unrivalled reputation of excellence for all of our services. Our multi-award winning Lender Finance Team is a busy, fast paced practice, and due to our continued success we require Licensed Conveyancers specialising in residential conveyancing or commercial property transactions. You will be advising mainly lender clients on all aspects of the buying and selling process, and also including bridging loans, buy-to-let, commercial and development, legal issues, finances and contracts. Key Responsibilities Handling files both freehold and leasehold from initial instruction through to completion having ensured that all enquiries have been dealt with, title issues have been accurately resolved, all searches carried out and checked and mortgage conditions satisfied; Title checking; Preparation of contracts and supporting documents; Checking official copy documents; Liaising with clients, clients' agents, borrowers, asset managers, buyers' solicitors, internal departments and any other as necessary; Dealing with post completion issues and ensuring post-completion is concluded accurately; What We're Looking For Experience with buy to let, leasehold properties and corporate clients is essential Experience in commercial conveyancing is a plus Able to work under pressure maintaining attention to detail and meeting tight deadlines Proactive with commercial and financial awareness Excellent communication and organisational skills at all levels, and a true team ethos Extensive experience in residential conveyancing or commercial conveyancing _ If you are not yet qualified but have lots of experience, please do still apply. _ _ _ Why work for Lightfoots Solicitors? Our staff are our greatest asset, and we work hard to provide a culture where you can thrive and enjoy a fantastic career. Our benefits package has been built around what our people value the most; Money Matters Competitive industry salary - with annual salary reviews & bonus scheme Enhanced pension contributions Discounted legal fees - discounted conveyancing & wills for you and your family Personal financial advice - helping you achieve your financial goals Discounts - from a wide range of retailers Employee Referral Scheme - up to £1000 bonus Mind, Body & Soul Matters Enhanced holiday allowance Private Health Insurance - with Bupa Healthcare Cash Plan - money back for everyday health expenses, for you and your dependents, such as optical & dental 24/7 Virtual GP Access - help & support available for when you need it Company Sick Pay - with the option to use this for caring for a dependant Free flu jabs- onsite annual flu vaccinations Discounted Gym Memberships - as well as discounts for other health related retailers Free fruit in all offices - fresh fruit delivered to the office each week Employee Assistance Programme - 24/7 access to counselling and support Mental health first aiders - we have nine qualified Mental Health First Aiders across the firm providing confidential support Wellbeing events - held throughout the year, from stress resilience workshops to wellbeing breakfasts and lunchtime walks Paid volunteer days - to volunteer for a charity of your choice Events - firm organised events throughout the year including quarterly socials, breakfast briefings, book club , Christmas party & lots more. Committees - we have active Social ,Charity, Wellbeing and ESG committees. Family Matters Enhanced family leave - enhanced pay for Maternity, Adoption, Paternity & Shared Parental leave Flexible working - our Flexible working policy helps with your work life balance Flexible sickness entitlement - the option to use your own sickness entitlement if a dependent is unwell and needs care Healthcare Cash Plan - money back for everyday health expenses, for you and your dependents Career Matters Learning & Development - access to hundreds of webinars and training courses Paid study leave - with sponsored training opportunities Long Service Awards - we celebrate & reward our long standing colleagues Lightfoots Core Values Award - Rewarding colleagues who have demonstrated our core values Apply If you think this role is perfect for you (or nearly perfect, we would still like to hear from you) please apply or if you would simply like to find out more you can contact our recruitment team on . As a Disability Confident employer, we promote diversity and provide equal opportunities for all individuals. We prioritise inclusivity and ensure we have a supportive and accessible workplace for those with disabilities. If you require any adjustments to be able to attend an interview please do let us know. Recruitment decisions are made on fair and objective criteria. Job Types: Full-time, Permanent Benefits: Company events Company pension Employee discount Free flu jabs Health & wellbeing programme Private medical insurance Sick pay Work Location: In person
Sep 04, 2025
Full time
Lightfoots Solicitors has been at the heart of the community in Thame for 170 years. With six offices across Oxfordshire and Buckinghamshire, Lightfoots is proud of its unrivalled reputation of excellence for all of our services. Our multi-award winning Lender Finance Team is a busy, fast paced practice, and due to our continued success we require Licensed Conveyancers specialising in residential conveyancing or commercial property transactions. You will be advising mainly lender clients on all aspects of the buying and selling process, and also including bridging loans, buy-to-let, commercial and development, legal issues, finances and contracts. Key Responsibilities Handling files both freehold and leasehold from initial instruction through to completion having ensured that all enquiries have been dealt with, title issues have been accurately resolved, all searches carried out and checked and mortgage conditions satisfied; Title checking; Preparation of contracts and supporting documents; Checking official copy documents; Liaising with clients, clients' agents, borrowers, asset managers, buyers' solicitors, internal departments and any other as necessary; Dealing with post completion issues and ensuring post-completion is concluded accurately; What We're Looking For Experience with buy to let, leasehold properties and corporate clients is essential Experience in commercial conveyancing is a plus Able to work under pressure maintaining attention to detail and meeting tight deadlines Proactive with commercial and financial awareness Excellent communication and organisational skills at all levels, and a true team ethos Extensive experience in residential conveyancing or commercial conveyancing _ If you are not yet qualified but have lots of experience, please do still apply. _ _ _ Why work for Lightfoots Solicitors? Our staff are our greatest asset, and we work hard to provide a culture where you can thrive and enjoy a fantastic career. Our benefits package has been built around what our people value the most; Money Matters Competitive industry salary - with annual salary reviews & bonus scheme Enhanced pension contributions Discounted legal fees - discounted conveyancing & wills for you and your family Personal financial advice - helping you achieve your financial goals Discounts - from a wide range of retailers Employee Referral Scheme - up to £1000 bonus Mind, Body & Soul Matters Enhanced holiday allowance Private Health Insurance - with Bupa Healthcare Cash Plan - money back for everyday health expenses, for you and your dependents, such as optical & dental 24/7 Virtual GP Access - help & support available for when you need it Company Sick Pay - with the option to use this for caring for a dependant Free flu jabs- onsite annual flu vaccinations Discounted Gym Memberships - as well as discounts for other health related retailers Free fruit in all offices - fresh fruit delivered to the office each week Employee Assistance Programme - 24/7 access to counselling and support Mental health first aiders - we have nine qualified Mental Health First Aiders across the firm providing confidential support Wellbeing events - held throughout the year, from stress resilience workshops to wellbeing breakfasts and lunchtime walks Paid volunteer days - to volunteer for a charity of your choice Events - firm organised events throughout the year including quarterly socials, breakfast briefings, book club , Christmas party & lots more. Committees - we have active Social ,Charity, Wellbeing and ESG committees. Family Matters Enhanced family leave - enhanced pay for Maternity, Adoption, Paternity & Shared Parental leave Flexible working - our Flexible working policy helps with your work life balance Flexible sickness entitlement - the option to use your own sickness entitlement if a dependent is unwell and needs care Healthcare Cash Plan - money back for everyday health expenses, for you and your dependents Career Matters Learning & Development - access to hundreds of webinars and training courses Paid study leave - with sponsored training opportunities Long Service Awards - we celebrate & reward our long standing colleagues Lightfoots Core Values Award - Rewarding colleagues who have demonstrated our core values Apply If you think this role is perfect for you (or nearly perfect, we would still like to hear from you) please apply or if you would simply like to find out more you can contact our recruitment team on . As a Disability Confident employer, we promote diversity and provide equal opportunities for all individuals. We prioritise inclusivity and ensure we have a supportive and accessible workplace for those with disabilities. If you require any adjustments to be able to attend an interview please do let us know. Recruitment decisions are made on fair and objective criteria. Job Types: Full-time, Permanent Benefits: Company events Company pension Employee discount Free flu jabs Health & wellbeing programme Private medical insurance Sick pay Work Location: In person
Nouvo Recruitment
Property Administrator
Nouvo Recruitment Borehamwood, Hertfordshire
Our client, a well-established Property maintenance company based in an amazing office in Borehamwood requires an Administrator to join their team. Key Responsibilities Banking cheques/verifying batches BACS payments Dealing with all genres of calls in regards Dealing with complaints via letter/email Direct debit process - set up/cancellations/queries/collection Liaising with solicitors Taking payments over the phone Liaising with mortgage companies re breaches of leases Arranging payment plans with leaseholders. Referral files to solicitors for further arrears recovery. Preparing ground rent conveyancing packs Fees letters & emails Any other work as assigned by the manager About You A good working knowledge of all Microsoft packages Previous experience within a similar role and environment Have a background in administration/customer service Due to a very high number of applications we are unable to come back to every candidate with feedback. If you do not hear from us within 48 hours please assume that you have been unsuccessful on this occasion. Your CV will be registered with us and we will keep you updated with any other positions that may be of interest. However please keep checking our website as new roles will be updated daily, Nouvo Recruitment London wishes you the best of luck in your job search. Nouvo Recruitment London Ltd operate as an independent recruitment agency with over 20 years of experience supporting clients and candidates nationally across the UK.
Sep 02, 2025
Full time
Our client, a well-established Property maintenance company based in an amazing office in Borehamwood requires an Administrator to join their team. Key Responsibilities Banking cheques/verifying batches BACS payments Dealing with all genres of calls in regards Dealing with complaints via letter/email Direct debit process - set up/cancellations/queries/collection Liaising with solicitors Taking payments over the phone Liaising with mortgage companies re breaches of leases Arranging payment plans with leaseholders. Referral files to solicitors for further arrears recovery. Preparing ground rent conveyancing packs Fees letters & emails Any other work as assigned by the manager About You A good working knowledge of all Microsoft packages Previous experience within a similar role and environment Have a background in administration/customer service Due to a very high number of applications we are unable to come back to every candidate with feedback. If you do not hear from us within 48 hours please assume that you have been unsuccessful on this occasion. Your CV will be registered with us and we will keep you updated with any other positions that may be of interest. However please keep checking our website as new roles will be updated daily, Nouvo Recruitment London wishes you the best of luck in your job search. Nouvo Recruitment London Ltd operate as an independent recruitment agency with over 20 years of experience supporting clients and candidates nationally across the UK.
Pin Point Recruitment
Conveyancing Technician
Pin Point Recruitment Bristol, Gloucestershire
Conveyancing Technician Location: Bristol Salary: £44,911 Shift Pattern: Monday Friday, full-time Conveyancing Technician Benefits: Leadership opportunity within a strategic asset management team Exposure to complex land and property transactions Ongoing professional development and training Collaborative team environment with legal and operational experts Opportunities to contribute to system and process improvement Varied caseload with scope for autonomy and influence Summary: Pin Point Recruitment is recruiting for a Conveyancing Technician to join a Strategic Asset Management team and support the delivery of land and property disposals and acquisitions. This senior role will manage a caseload of complex transactions, provide technical support to the conveyancing team, and act as a key point of contact for internal stakeholders and external legal representatives. The successful candidate will also contribute to the development of internal systems, legal compliance, and the continuous improvement of the conveyancing function, supporting the wider strategic objectives of the business. Responsibilities: Manage a caseload of complex or sensitive conveyancing transactions from property selection to post-completion Instruct and liaise with external legal representatives, review legal documentation, and facilitate completion of contracts, transfer deeds, leases, and deeds of variation Ensure all documentation and advice align with legal obligations and strategic goals Oversee the accurate preparation and issue of legal packs and forms, collaborating with operational teams Act as a technical lead within the team, providing support on title documentation, legal interpretation, and policy guidance Maintain accurate case management records and ensure legal and regulatory compliance in documentation and processes Coordinate document execution and secure necessary consents within governance timelines Support the development of internal processes, templates, and best practices in collaboration with the Conveyancing Manager Act as deputy to the Conveyancing Manager, assisting with team oversight and resolving technical or procedural queries Support team development through training, mentoring, and knowledge sharing Monitor team performance and contribute to service improvements and strategic outcomes Promote positive relationships with internal teams and external stakeholders including agents, valuers, legal representatives, and auction houses Conveyancing Technician Key Skills & Experience: Essential: Demonstrable land law and conveyancing experience managing end-to-end transactions At least 2 years experience in conveyancing or property law, with a strong understanding of title documents and legal processes Proven ability to interpret legal risks and documentation and recommend action based on policy and legislation Experience liaising with legal professionals, valuers, surveyors, and agents to progress transactions Previous experience providing operational and technical support to colleagues Excellent communication skills with the ability to explain legal concepts clearly Strong organisational and time management skills High attention to detail in a compliance-driven environment Proficiency with Microsoft Office and document/case management systems Full UK driving licence (site visits and regional travel required) Desirable: Recognised legal qualification (e.g. Law degree, CILEx, or equivalent) If this opportunity sounds right for you, please apply and a member of the Pin Point Recruitment team will be in touch.
Sep 01, 2025
Full time
Conveyancing Technician Location: Bristol Salary: £44,911 Shift Pattern: Monday Friday, full-time Conveyancing Technician Benefits: Leadership opportunity within a strategic asset management team Exposure to complex land and property transactions Ongoing professional development and training Collaborative team environment with legal and operational experts Opportunities to contribute to system and process improvement Varied caseload with scope for autonomy and influence Summary: Pin Point Recruitment is recruiting for a Conveyancing Technician to join a Strategic Asset Management team and support the delivery of land and property disposals and acquisitions. This senior role will manage a caseload of complex transactions, provide technical support to the conveyancing team, and act as a key point of contact for internal stakeholders and external legal representatives. The successful candidate will also contribute to the development of internal systems, legal compliance, and the continuous improvement of the conveyancing function, supporting the wider strategic objectives of the business. Responsibilities: Manage a caseload of complex or sensitive conveyancing transactions from property selection to post-completion Instruct and liaise with external legal representatives, review legal documentation, and facilitate completion of contracts, transfer deeds, leases, and deeds of variation Ensure all documentation and advice align with legal obligations and strategic goals Oversee the accurate preparation and issue of legal packs and forms, collaborating with operational teams Act as a technical lead within the team, providing support on title documentation, legal interpretation, and policy guidance Maintain accurate case management records and ensure legal and regulatory compliance in documentation and processes Coordinate document execution and secure necessary consents within governance timelines Support the development of internal processes, templates, and best practices in collaboration with the Conveyancing Manager Act as deputy to the Conveyancing Manager, assisting with team oversight and resolving technical or procedural queries Support team development through training, mentoring, and knowledge sharing Monitor team performance and contribute to service improvements and strategic outcomes Promote positive relationships with internal teams and external stakeholders including agents, valuers, legal representatives, and auction houses Conveyancing Technician Key Skills & Experience: Essential: Demonstrable land law and conveyancing experience managing end-to-end transactions At least 2 years experience in conveyancing or property law, with a strong understanding of title documents and legal processes Proven ability to interpret legal risks and documentation and recommend action based on policy and legislation Experience liaising with legal professionals, valuers, surveyors, and agents to progress transactions Previous experience providing operational and technical support to colleagues Excellent communication skills with the ability to explain legal concepts clearly Strong organisational and time management skills High attention to detail in a compliance-driven environment Proficiency with Microsoft Office and document/case management systems Full UK driving licence (site visits and regional travel required) Desirable: Recognised legal qualification (e.g. Law degree, CILEx, or equivalent) If this opportunity sounds right for you, please apply and a member of the Pin Point Recruitment team will be in touch.
Conveyancing Assistant /Sales Progressor
Clear IT Recruitment City, Manchester
An excellent opportunity has arisen for an experienced Conveyancing Assistant / Sales Progressor to join my clients very succesful team in their Manchester office. As a Conveyancing Support / Sales Progressor you will manage your own personal portfolio of properties spread across the UK and be responsible for progressing the property through to completion in timely manner. The Role: - Looking after a manageable portfolio and exchanging a targeted number of properties which our current Sales Progressors are achieving comfortably. - Liaising with vendors, purchasers, solicitors, financial advisors and other estate agents. - Sending out memos, chasing access calls, dealing with surveys & renegotiations, helping clients fill out paperwork, speaking to solicitors, and anything that is required to progress the file to the point of exchange. - Upsell some of our recommended financial services/solicitors and get paid generously for these. - Update and maintain notes for your portfolio, and keep clients fully updated with the progress. - Organising daily workflow. Benefits: - As a Conveyancing Support/ Sales Progressor you will be given a generous basic salary with a competitive, uncapped and achievable transparent commission structure. - Endless progression opportunities for achievers and performers who aim to rise to management level. - Opportunity to secure good investment properties with an onsite investment manager that will help you along the way. - In house training and coaching - Company pension - EAP service - Onsite gym and yoga Classes - Onsite Parking Should you have any questions or wish to apply please do not hesitate to contact Clear Legal Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
Sep 01, 2025
Full time
An excellent opportunity has arisen for an experienced Conveyancing Assistant / Sales Progressor to join my clients very succesful team in their Manchester office. As a Conveyancing Support / Sales Progressor you will manage your own personal portfolio of properties spread across the UK and be responsible for progressing the property through to completion in timely manner. The Role: - Looking after a manageable portfolio and exchanging a targeted number of properties which our current Sales Progressors are achieving comfortably. - Liaising with vendors, purchasers, solicitors, financial advisors and other estate agents. - Sending out memos, chasing access calls, dealing with surveys & renegotiations, helping clients fill out paperwork, speaking to solicitors, and anything that is required to progress the file to the point of exchange. - Upsell some of our recommended financial services/solicitors and get paid generously for these. - Update and maintain notes for your portfolio, and keep clients fully updated with the progress. - Organising daily workflow. Benefits: - As a Conveyancing Support/ Sales Progressor you will be given a generous basic salary with a competitive, uncapped and achievable transparent commission structure. - Endless progression opportunities for achievers and performers who aim to rise to management level. - Opportunity to secure good investment properties with an onsite investment manager that will help you along the way. - In house training and coaching - Company pension - EAP service - Onsite gym and yoga Classes - Onsite Parking Should you have any questions or wish to apply please do not hesitate to contact Clear Legal Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
RGS Global Ltd
Temporary Legal Assistant
RGS Global Ltd Frimley, Surrey
Our client is a leading residential estate management company, who manage in excess of 150 exclusive and beautifully landscaped developments sited predominantly across the Southern half of England. They are looking for an experienced Legal Assistant to join their Customer Service Team on a temporary - permanent basis Responsibilities:- Provide the administrative support throughout the property sales process in close liaison with the Estate Manager, Area Manager, Partner Estate Agents, Leaseholders, Executors, and property purchaser. Ensure the resales database is kept up-to-date and tasks are processed swiftly to assist the sale process. Archive records routinely and issue welcome letters Lease Extensions answering general enquires, initiating the process and providing the administrative support on request, in close liaison with the Chief Executive, company solicitors and valuers, the leaseholder and the Finance Dept. Working within the Budget preparation timetable, obtain the draft budgets from the relevant ESA, check these for accuracy and completeness and issue these to estates in a timely manner Prepare the leaseholder applications for alterations to be sent to the Asset and Compliance Team Assisting with investigation work arising in connection with leaseholder queries, providing reports as and when required General typing, filing, photocopying and all other reasonable office duties as required The ideal candidate will be a collaborative team player with experience in experience in leasehold housing or conveyancing and a strong attention to detail. Whilst we would love to be able to respond to every application we receive, it is not always possible. If you have not heard from us within 7 working days, please assume that your application has not been successful on this occasion.
Sep 01, 2025
Seasonal
Our client is a leading residential estate management company, who manage in excess of 150 exclusive and beautifully landscaped developments sited predominantly across the Southern half of England. They are looking for an experienced Legal Assistant to join their Customer Service Team on a temporary - permanent basis Responsibilities:- Provide the administrative support throughout the property sales process in close liaison with the Estate Manager, Area Manager, Partner Estate Agents, Leaseholders, Executors, and property purchaser. Ensure the resales database is kept up-to-date and tasks are processed swiftly to assist the sale process. Archive records routinely and issue welcome letters Lease Extensions answering general enquires, initiating the process and providing the administrative support on request, in close liaison with the Chief Executive, company solicitors and valuers, the leaseholder and the Finance Dept. Working within the Budget preparation timetable, obtain the draft budgets from the relevant ESA, check these for accuracy and completeness and issue these to estates in a timely manner Prepare the leaseholder applications for alterations to be sent to the Asset and Compliance Team Assisting with investigation work arising in connection with leaseholder queries, providing reports as and when required General typing, filing, photocopying and all other reasonable office duties as required The ideal candidate will be a collaborative team player with experience in experience in leasehold housing or conveyancing and a strong attention to detail. Whilst we would love to be able to respond to every application we receive, it is not always possible. If you have not heard from us within 7 working days, please assume that your application has not been successful on this occasion.
Mulberry Recruitment
Protection Consultant
Mulberry Recruitment
Protection Consultant From £25,000 (OTE - £70,000 for a 1 year period) Blackwater Full time, Permanent Hybrid Monday Friday: 08:30am 5:30pm, Fridays a 5pm finish (flexibility to start earlier or finish later) Line Manager: Head of Protection and GI Sales A leading Mortgage and Protection Brokerage is recruiting a Protection Consultant, a great opportunity for advisors of all levels with a great commission structure. Open to application from junior, experienced and senior advisors. You will identify client protection needs, conducted market research to source appropriate products, and delivered informed recommendations. Responsibilities : Provide customers with recommendations, assisting them to make informed decisions. Manage customer appointments to progress from initial contact to on risk status in a timely manner, providing excellent customer service and regular client updates. Conduct a thorough and accurate Factfind/Know your client questionnaire, and conduct in-depth review of client circumstances, current and future aims with regards to their insurance requirements. Research optimal solutions from various sources including providers of insurance products, underwriters, BDMs and sourcing platforms such as IPipeline and Solutionbuilder, and issue demands and needs letters for advice given. Designing protection strategies best suited to the clients needs, explaining about different types of protection products and information on new and existing products and services. Meet monthly and annual sales targets. Meet quality targets and other requirements (such as annual fitness and propriety actions, annual testing and CPD actions) as specified under the Training and Competency Scheme Maintaining detailed records to comply with the regulations of the Financial Conduct Authority (FCA). Liaise with other related professionals such as lead referrers, doctors, health professionals, underwriters, compliance, case checkers and other. Support QA and Complaints investigations with accurate and detailed statements as required. Work closely and collaboratively with other departments in the provision of great service, for example case handlers during the application -> on risk process. About you Positive can do attitude Ability to work under high pressure Ability and desire to learn Good telephone sales skills, and managing performance targets. Good written and verbal communication. Experience Able to demonstrate excel, word, and outlook skills Any previous sales experience (not required) Mortgage & Protection industry experience is a bonus (not required). Higher education (college or above) (not required). R05 Qualification / other insurance related qualification (not required). Benefits Attain CAS status and Qualification status Discounts on removals, storage, estate agency, conveyancing, and lettings services, 45% off home reports Incentive events for Performance related rewards from London 5 star meals and more Free mortgage & insurance advice Savings on insurance products 1 day work from home per week, 2 for exceptional arrangements 20 days base annual leave, rising by 1+ day for each year of service (capped at 25 days) + Bank holidays Paid Birthday leave (1 paid day on birthday or next working day, fixed) Guaranteed Paid Christmas break 13 Weeks Enhanced Maternity pay (full pay, on average earnings including commission) 4 weeks Paternity Pay (full pay, on average earnings including commission) Discretionary paid time off for sports days, nativity, parents evenings Social evets such as, Mixers (from Gokarting, Cocktail making and Team Meals), Summer BBQ and Christmas Parties
Sep 01, 2025
Full time
Protection Consultant From £25,000 (OTE - £70,000 for a 1 year period) Blackwater Full time, Permanent Hybrid Monday Friday: 08:30am 5:30pm, Fridays a 5pm finish (flexibility to start earlier or finish later) Line Manager: Head of Protection and GI Sales A leading Mortgage and Protection Brokerage is recruiting a Protection Consultant, a great opportunity for advisors of all levels with a great commission structure. Open to application from junior, experienced and senior advisors. You will identify client protection needs, conducted market research to source appropriate products, and delivered informed recommendations. Responsibilities : Provide customers with recommendations, assisting them to make informed decisions. Manage customer appointments to progress from initial contact to on risk status in a timely manner, providing excellent customer service and regular client updates. Conduct a thorough and accurate Factfind/Know your client questionnaire, and conduct in-depth review of client circumstances, current and future aims with regards to their insurance requirements. Research optimal solutions from various sources including providers of insurance products, underwriters, BDMs and sourcing platforms such as IPipeline and Solutionbuilder, and issue demands and needs letters for advice given. Designing protection strategies best suited to the clients needs, explaining about different types of protection products and information on new and existing products and services. Meet monthly and annual sales targets. Meet quality targets and other requirements (such as annual fitness and propriety actions, annual testing and CPD actions) as specified under the Training and Competency Scheme Maintaining detailed records to comply with the regulations of the Financial Conduct Authority (FCA). Liaise with other related professionals such as lead referrers, doctors, health professionals, underwriters, compliance, case checkers and other. Support QA and Complaints investigations with accurate and detailed statements as required. Work closely and collaboratively with other departments in the provision of great service, for example case handlers during the application -> on risk process. About you Positive can do attitude Ability to work under high pressure Ability and desire to learn Good telephone sales skills, and managing performance targets. Good written and verbal communication. Experience Able to demonstrate excel, word, and outlook skills Any previous sales experience (not required) Mortgage & Protection industry experience is a bonus (not required). Higher education (college or above) (not required). R05 Qualification / other insurance related qualification (not required). Benefits Attain CAS status and Qualification status Discounts on removals, storage, estate agency, conveyancing, and lettings services, 45% off home reports Incentive events for Performance related rewards from London 5 star meals and more Free mortgage & insurance advice Savings on insurance products 1 day work from home per week, 2 for exceptional arrangements 20 days base annual leave, rising by 1+ day for each year of service (capped at 25 days) + Bank holidays Paid Birthday leave (1 paid day on birthday or next working day, fixed) Guaranteed Paid Christmas break 13 Weeks Enhanced Maternity pay (full pay, on average earnings including commission) 4 weeks Paternity Pay (full pay, on average earnings including commission) Discretionary paid time off for sports days, nativity, parents evenings Social evets such as, Mixers (from Gokarting, Cocktail making and Team Meals), Summer BBQ and Christmas Parties
Head of Conveyancing
The Recruiter Specialists Ltd Broomfield, Essex
We are currently recruiting for a Head of Conveyancing for a modern, forward thinking and rapidly expanding Essex based firm. This is a fantastic opportunity for a Qualified Solicitor/Legal Exec/Conveyancer who is really looking to make a difference. Our client seeks a technology focussed, dynamic and hard working candidate to take charge of, and continue to grow, their existing team. Successful candidates must be experienced in both Residential and Commercial Conveyancing and also have previous experience of heading a team. Customer service is key to our client and it is important to them that they continue to achieve outstanding reviews and teach the more junior members best practices in order to continue to thrive. They are seeking a commercial aware and driven person to work with the management team, to help make strategic decisions. Working with them to develop the property department to its full potential. Candidates with their own clients or referrers would be welcomed although this is not essential. Working knowledge of AI technology or a keen interest in this area would be extremely advantageous. Our client offers a generous salary package for candidates who can demonstrate not only their previous experience as a solicitor and a manager but also their passion for success. For full details please contact Natalie Mayger at The Recruiter Specialists.
Sep 01, 2025
Full time
We are currently recruiting for a Head of Conveyancing for a modern, forward thinking and rapidly expanding Essex based firm. This is a fantastic opportunity for a Qualified Solicitor/Legal Exec/Conveyancer who is really looking to make a difference. Our client seeks a technology focussed, dynamic and hard working candidate to take charge of, and continue to grow, their existing team. Successful candidates must be experienced in both Residential and Commercial Conveyancing and also have previous experience of heading a team. Customer service is key to our client and it is important to them that they continue to achieve outstanding reviews and teach the more junior members best practices in order to continue to thrive. They are seeking a commercial aware and driven person to work with the management team, to help make strategic decisions. Working with them to develop the property department to its full potential. Candidates with their own clients or referrers would be welcomed although this is not essential. Working knowledge of AI technology or a keen interest in this area would be extremely advantageous. Our client offers a generous salary package for candidates who can demonstrate not only their previous experience as a solicitor and a manager but also their passion for success. For full details please contact Natalie Mayger at The Recruiter Specialists.
Zenith Advisory Partners
Legal Curriculum Lead
Zenith Advisory Partners City, Liverpool
About The Company A well-established, leading provider of specialist training and apprenticeships exclusively for the UK legal sector. They work with law firms across England, helping them utilise government funding (Levy & Co-investment) for programmes like Paralegal, Solicitor (SQE), CILEX, Conveyancing. About The Role As the Legal Curriculum Lead and Internal Quality Assurer (IQA) for Level 3 Paralegal and Level 6/7 Chartered Legal Executive (CLE) Apprenticeships, you will play a pivotal role in shaping and delivering high-quality curriculums aligned with the apprenticeship standards. Reporting to the Quality Manager, you will support the delivery team, to lead a team of Coaches/Tutors taking responsibility for managing workshop scheduling, conduct IQA quality assurance activities and monitor performance metrics such as pass rates and Qualification Achievement Rates (QAR). This involves conducting regular IQA checks to verify portfolio quality, ensuring all Knowledge, Skills, and Behaviours (KSB) are evidenced, and collaborating with assessment organisations to meet regulatory deadlines. By fostering innovative teaching practices, building strong employer relationships, and maintaining the Quality Improvement Plan (QIP) in compliance with Department for Education (DfE) and Ofsted requirements, you will drive Datalaw s mission to deliver exceptional legal education while aligning with the broader learner experience and quality assurance frameworks. Key Responsibilities Curriculum Development Collaborate with the Head of Quality, Quality Manager, and Coach Manager to design and maintain robust curriculum aligned with the Level 3 Paralegal Apprenticeship and Level 6/7 Chartered Legal Executive Apprenticeship standards. Support the development and integration of innovative teaching resources, incorporating digital learning technologies to enhance apprentice engagement and outcomes across both apprenticeship levels. Contribute to the creation of training plans and off-the-job (OTJ) training schedules, ensuring apprentices meet Knowledge, Skills, and Behaviours (KSB) requirements for End-Point Assessment (EPA) for both Level 3 and Level 6/7 programmes. Teaching and Learning Excellence Work with Coaches and Coaches/Tutors to promote excellent standards of behaviour, personal development, and professional skills among apprentices at both Level 3 and Level 6/7, fostering a culture of excellence. Support the Quality Manager in implementing quality assurance processes, including observations of teaching and learning, to maintain high standards and ensure consistency across delivery for both programmes. Delivery Team Support and Management Support the Coach Manager in leading a team of Coaches/Tutors, ensuring effective workshop scheduling, curriculum delivery, timely learner achievement and support professional development to drive quality delivery. Provide guidance and mentoring to Coaches/Coaches/Tutors to ensure consistency in teaching practices, alignment with curriculum goals, and adherence to quality assurance standards for both levels. Oversee timely entry to EPA by coordinating with Coaches/Tutors to monitor apprentice progress, conducting regular Internal Quality Assurance (IQA) checks to verify the quality and completeness of learner portfolios, ensuring all Knowledge, Skills, and Behaviours (KSB) are evidenced in accordance with apprenticeship standards. Collaborate with assessment organisations to ensure compliance with regulatory deadlines for seamless EPA submissions. Take ownership of providing coaches and Coaches/Tutors with up-to-date information through regular briefings, training sessions, and resources to maintain alignment with evolving standards and support consistent programme delivery. Performance Monitoring and Compliance Track and analyse Level 3/6/7 Paralegal assessment pass rates, QAR, and other key performance indicators, reporting findings to the Quality Manager/Head of Quality to inform strategies for enhancing outcomes. Support the maintenance of up-to-date QAR and QIP in line with DfE, Ofsted, and CILEX requirements, ensuring compliance with regulatory and funding standards for both programmes. Lead on apprenticeship quality assurance activities, including conducting internal quality assurance (IQA) checks, sampling apprentice work, and verifying assessment decisions to ensure compliance Level 3/6/7 awarding body standards. Liaise with CILEX, and other relevant bodies to maintain evidence of robust quality assurance processes and curriculum alignment for both apprenticeship levels. Stakeholder Engagement Build and maintain strong relationships with employers and other partners to ensure the curriculum and quality assurance processes for both Paralegal and CLE apprenticeships meet industry needs and regulatory standards. Support the Quality Manager in providing curriculum-related insights to the marketing team for the promotion of legal apprenticeships, highlighting quality assurance achievements. Learner Experience Support Contribute to learner experience initiatives by supporting the evaluation of the full learner journey for legal apprentices, including onboarding, initial assessments, gateway feedback, and exit reviews, ensuring quality assurance is embedded throughout. Assist in facilitating learner focus groups and consultation panels to gather feedback on quality assurance processes and refine customer-facing resources, ensuring alignment with the broader learner experience framework for both programmes. Ofsted and Inspection Support Support the Quality Manager and Head of Quality in preparing for Ofsted inspections, ensuring curriculum delivery and quality assurance activities for Level 3/6/7 align with the Education Inspection Framework (EIF). Provide curriculum-related data, including QAR, learner feedback, and evidence of quality assurance processes for all programmes, to support inspection readiness and evidence presentation. Assist in implementing Ofsted action plans and conducting internal audits to ensure curriculum compliance, robust quality assurance, and continuous improvement across both apprenticeship levels. Skills & Qualifications Strong knowledge of the Level 3 Paralegal Apprenticeship and Level 6/7 CLE standard, with a working understanding of legal qualifications and other relevant regulatory requirements. Proven experience in apprenticeship or Further Education (FE) operations management, curriculum development, and quality assurance, with a track record of achieving high-quality outcomes across different qualification levels. Hold a teaching qualification (e.g., PGCE, CertEd) and assessment/IQA qualifications (e.g., TAQA or IQA awards). Skilled in delivering practical legal training (e.g., Level 3 Paralegal and CLE Level 6 content) with a passion for using digital tools to enhance learning. Experience supporting the maintenance of QAR, QIP, and apprenticeship quality assurance processes in compliance with DfE, Ofsted, and CILEX standards for multiple apprenticeship levels. Strong organisational, analytical, and mentoring skills to inspire and motivate a team of Coaches/Tutors while ensuring robust quality assurance across legal programmes. Excellent communication and stakeholder management skills to engage with apprentices, employers, and internal teams. What You'll Get in Return £35,000 Salary Generous annual leave allowance - 32+ days holiday, we close down over Christmas and provide an additional days leave for Birthdays. Buy and sell Holidays scheme Medical Cash plan Monday to Friday, 09:00am 5:00pm On-going training and development to support with your career progression Company pension Cycle to work' scheme Work from home Health & wellbeing programme Private medical insurance Remote Working
Sep 01, 2025
Full time
About The Company A well-established, leading provider of specialist training and apprenticeships exclusively for the UK legal sector. They work with law firms across England, helping them utilise government funding (Levy & Co-investment) for programmes like Paralegal, Solicitor (SQE), CILEX, Conveyancing. About The Role As the Legal Curriculum Lead and Internal Quality Assurer (IQA) for Level 3 Paralegal and Level 6/7 Chartered Legal Executive (CLE) Apprenticeships, you will play a pivotal role in shaping and delivering high-quality curriculums aligned with the apprenticeship standards. Reporting to the Quality Manager, you will support the delivery team, to lead a team of Coaches/Tutors taking responsibility for managing workshop scheduling, conduct IQA quality assurance activities and monitor performance metrics such as pass rates and Qualification Achievement Rates (QAR). This involves conducting regular IQA checks to verify portfolio quality, ensuring all Knowledge, Skills, and Behaviours (KSB) are evidenced, and collaborating with assessment organisations to meet regulatory deadlines. By fostering innovative teaching practices, building strong employer relationships, and maintaining the Quality Improvement Plan (QIP) in compliance with Department for Education (DfE) and Ofsted requirements, you will drive Datalaw s mission to deliver exceptional legal education while aligning with the broader learner experience and quality assurance frameworks. Key Responsibilities Curriculum Development Collaborate with the Head of Quality, Quality Manager, and Coach Manager to design and maintain robust curriculum aligned with the Level 3 Paralegal Apprenticeship and Level 6/7 Chartered Legal Executive Apprenticeship standards. Support the development and integration of innovative teaching resources, incorporating digital learning technologies to enhance apprentice engagement and outcomes across both apprenticeship levels. Contribute to the creation of training plans and off-the-job (OTJ) training schedules, ensuring apprentices meet Knowledge, Skills, and Behaviours (KSB) requirements for End-Point Assessment (EPA) for both Level 3 and Level 6/7 programmes. Teaching and Learning Excellence Work with Coaches and Coaches/Tutors to promote excellent standards of behaviour, personal development, and professional skills among apprentices at both Level 3 and Level 6/7, fostering a culture of excellence. Support the Quality Manager in implementing quality assurance processes, including observations of teaching and learning, to maintain high standards and ensure consistency across delivery for both programmes. Delivery Team Support and Management Support the Coach Manager in leading a team of Coaches/Tutors, ensuring effective workshop scheduling, curriculum delivery, timely learner achievement and support professional development to drive quality delivery. Provide guidance and mentoring to Coaches/Coaches/Tutors to ensure consistency in teaching practices, alignment with curriculum goals, and adherence to quality assurance standards for both levels. Oversee timely entry to EPA by coordinating with Coaches/Tutors to monitor apprentice progress, conducting regular Internal Quality Assurance (IQA) checks to verify the quality and completeness of learner portfolios, ensuring all Knowledge, Skills, and Behaviours (KSB) are evidenced in accordance with apprenticeship standards. Collaborate with assessment organisations to ensure compliance with regulatory deadlines for seamless EPA submissions. Take ownership of providing coaches and Coaches/Tutors with up-to-date information through regular briefings, training sessions, and resources to maintain alignment with evolving standards and support consistent programme delivery. Performance Monitoring and Compliance Track and analyse Level 3/6/7 Paralegal assessment pass rates, QAR, and other key performance indicators, reporting findings to the Quality Manager/Head of Quality to inform strategies for enhancing outcomes. Support the maintenance of up-to-date QAR and QIP in line with DfE, Ofsted, and CILEX requirements, ensuring compliance with regulatory and funding standards for both programmes. Lead on apprenticeship quality assurance activities, including conducting internal quality assurance (IQA) checks, sampling apprentice work, and verifying assessment decisions to ensure compliance Level 3/6/7 awarding body standards. Liaise with CILEX, and other relevant bodies to maintain evidence of robust quality assurance processes and curriculum alignment for both apprenticeship levels. Stakeholder Engagement Build and maintain strong relationships with employers and other partners to ensure the curriculum and quality assurance processes for both Paralegal and CLE apprenticeships meet industry needs and regulatory standards. Support the Quality Manager in providing curriculum-related insights to the marketing team for the promotion of legal apprenticeships, highlighting quality assurance achievements. Learner Experience Support Contribute to learner experience initiatives by supporting the evaluation of the full learner journey for legal apprentices, including onboarding, initial assessments, gateway feedback, and exit reviews, ensuring quality assurance is embedded throughout. Assist in facilitating learner focus groups and consultation panels to gather feedback on quality assurance processes and refine customer-facing resources, ensuring alignment with the broader learner experience framework for both programmes. Ofsted and Inspection Support Support the Quality Manager and Head of Quality in preparing for Ofsted inspections, ensuring curriculum delivery and quality assurance activities for Level 3/6/7 align with the Education Inspection Framework (EIF). Provide curriculum-related data, including QAR, learner feedback, and evidence of quality assurance processes for all programmes, to support inspection readiness and evidence presentation. Assist in implementing Ofsted action plans and conducting internal audits to ensure curriculum compliance, robust quality assurance, and continuous improvement across both apprenticeship levels. Skills & Qualifications Strong knowledge of the Level 3 Paralegal Apprenticeship and Level 6/7 CLE standard, with a working understanding of legal qualifications and other relevant regulatory requirements. Proven experience in apprenticeship or Further Education (FE) operations management, curriculum development, and quality assurance, with a track record of achieving high-quality outcomes across different qualification levels. Hold a teaching qualification (e.g., PGCE, CertEd) and assessment/IQA qualifications (e.g., TAQA or IQA awards). Skilled in delivering practical legal training (e.g., Level 3 Paralegal and CLE Level 6 content) with a passion for using digital tools to enhance learning. Experience supporting the maintenance of QAR, QIP, and apprenticeship quality assurance processes in compliance with DfE, Ofsted, and CILEX standards for multiple apprenticeship levels. Strong organisational, analytical, and mentoring skills to inspire and motivate a team of Coaches/Tutors while ensuring robust quality assurance across legal programmes. Excellent communication and stakeholder management skills to engage with apprentices, employers, and internal teams. What You'll Get in Return £35,000 Salary Generous annual leave allowance - 32+ days holiday, we close down over Christmas and provide an additional days leave for Birthdays. Buy and sell Holidays scheme Medical Cash plan Monday to Friday, 09:00am 5:00pm On-going training and development to support with your career progression Company pension Cycle to work' scheme Work from home Health & wellbeing programme Private medical insurance Remote Working
Completions Officer
STELLAR SELECT
Job Title: Completions Officer Location: Central London - Hybrid (50/50) Salary: Up to 45,000 Hours: Monday to Friday 9 am to 5.30 pm Benefits: Contributory Pension scheme Private Medical Healthcare Life Assurance Dental Plan Free eye tests Annual leave purchase scheme Social events 25 days annual leave with bank and public holidays on top Superb development opportunities About our Client and the role of Completions Officer: We have a great new opportunity for an experienced completions professional to join an established, successful, and growing specialist lender. As a Completions Manager, you will support the Completions Team, ensuring the smooth processing of mortgage applications from offer to completion while maintaining strong relationships with brokers and legal professionals. Responsibilities for the role of Completions Officer: Manage a pipeline of mortgage applications, ensuring timely and accurate completions. Provide concise and accurate updates to brokers and third parties. Ensure all mortgage completions meet the specialist lender's criteria and regulatory requirements. Liaise with legal professionals, brokers, and valuers to facilitate a smooth completion process. Monitor and manage KYC and AML requirements, ensuring compliance before completion. Build and maintain strong relationships with key stakeholders, including internal teams and external partners. Review legal correspondence and provide professional responses, escalating where necessary. Ensure all post-completion documentation is received and maintained on relevant systems. Lead and develop team members to ensure high performance and professional growth. Experience required for the role of Completions Officer: Experience working within a mortgage completions role within a specialist lender. Strong knowledge of mortgage processes, including legal conveyancing. Excellent organisational and time management skills. Ability to work in a fast-paced environment and meet tight deadlines. Strong problem-solving skills and attention to detail. Proven experience in stakeholder management, both internally and externally. For more information regarding the role of Completions Officer please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC. Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
Sep 01, 2025
Full time
Job Title: Completions Officer Location: Central London - Hybrid (50/50) Salary: Up to 45,000 Hours: Monday to Friday 9 am to 5.30 pm Benefits: Contributory Pension scheme Private Medical Healthcare Life Assurance Dental Plan Free eye tests Annual leave purchase scheme Social events 25 days annual leave with bank and public holidays on top Superb development opportunities About our Client and the role of Completions Officer: We have a great new opportunity for an experienced completions professional to join an established, successful, and growing specialist lender. As a Completions Manager, you will support the Completions Team, ensuring the smooth processing of mortgage applications from offer to completion while maintaining strong relationships with brokers and legal professionals. Responsibilities for the role of Completions Officer: Manage a pipeline of mortgage applications, ensuring timely and accurate completions. Provide concise and accurate updates to brokers and third parties. Ensure all mortgage completions meet the specialist lender's criteria and regulatory requirements. Liaise with legal professionals, brokers, and valuers to facilitate a smooth completion process. Monitor and manage KYC and AML requirements, ensuring compliance before completion. Build and maintain strong relationships with key stakeholders, including internal teams and external partners. Review legal correspondence and provide professional responses, escalating where necessary. Ensure all post-completion documentation is received and maintained on relevant systems. Lead and develop team members to ensure high performance and professional growth. Experience required for the role of Completions Officer: Experience working within a mortgage completions role within a specialist lender. Strong knowledge of mortgage processes, including legal conveyancing. Excellent organisational and time management skills. Ability to work in a fast-paced environment and meet tight deadlines. Strong problem-solving skills and attention to detail. Proven experience in stakeholder management, both internally and externally. For more information regarding the role of Completions Officer please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC. Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
Legal Secretary - Residential Conveyancing
Search
Legal Secretary - Residential Conveyancing Edinburgh City Centre fully office-based role Permanent role Full-Time Hours Monday to Friday Salary up to 30,000 per annum + benefits (depending on experience) Search Consultancy are delighted to be working exclusively with a leading Law firm based in Edinburgh City Centre to recruit this permanent role within their Residential Conveyancing team. The successful candidate will be responsible for providing comprehensive Administration & Secretarial support to a number of Partners & Associates within the department to allow the fee-earners within the team to maximise their availability for legal work. This role would ideally suit an experienced Legal Secretary who has had some prior experience specifically within Residential Conveyancing. Duties involved in this role will include: Drafting of legal documentation & forms as required Carrying out client and file opening procedures Collating anti-money laundering documentation & running checks Communicating with clients on a daily basis Accurate completion of varied documentation and correspondence as allocated by the Support Manager in accordance with fee earner instructions Handling of both external and internal telephone calls Prompt and accurate noting and delivery of messages to the appropriate person Liaising with the Support Manager to help plan the allocation of work Provide assistance to others where required on firm systems, software & processes Various other Secretarial work as directed by the Support Manager & Partners In order to be considered for this role your skills and experience should include: Previous experience within a Legal Secretarial role is ESSENTIAL for this role. Candidates with specific experience within Residential Conveyancing will be at a distinct advantage. Fast & accurate typing skills & well rounded general IT skills Solid organisational & time management skills, with the ability to prioritise a busy workload effectively First-class communication skills, both written & verbal Excellent attention to detail If this is the role for you, apply now! Please note that only applicants who have the required skills and experience detailed above will be considered for this role. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Sep 01, 2025
Full time
Legal Secretary - Residential Conveyancing Edinburgh City Centre fully office-based role Permanent role Full-Time Hours Monday to Friday Salary up to 30,000 per annum + benefits (depending on experience) Search Consultancy are delighted to be working exclusively with a leading Law firm based in Edinburgh City Centre to recruit this permanent role within their Residential Conveyancing team. The successful candidate will be responsible for providing comprehensive Administration & Secretarial support to a number of Partners & Associates within the department to allow the fee-earners within the team to maximise their availability for legal work. This role would ideally suit an experienced Legal Secretary who has had some prior experience specifically within Residential Conveyancing. Duties involved in this role will include: Drafting of legal documentation & forms as required Carrying out client and file opening procedures Collating anti-money laundering documentation & running checks Communicating with clients on a daily basis Accurate completion of varied documentation and correspondence as allocated by the Support Manager in accordance with fee earner instructions Handling of both external and internal telephone calls Prompt and accurate noting and delivery of messages to the appropriate person Liaising with the Support Manager to help plan the allocation of work Provide assistance to others where required on firm systems, software & processes Various other Secretarial work as directed by the Support Manager & Partners In order to be considered for this role your skills and experience should include: Previous experience within a Legal Secretarial role is ESSENTIAL for this role. Candidates with specific experience within Residential Conveyancing will be at a distinct advantage. Fast & accurate typing skills & well rounded general IT skills Solid organisational & time management skills, with the ability to prioritise a busy workload effectively First-class communication skills, both written & verbal Excellent attention to detail If this is the role for you, apply now! Please note that only applicants who have the required skills and experience detailed above will be considered for this role. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Connells Group
Insurance Account Manager
Connells Group Christchurch, Dorset
Insurance Account Manager Insurance Account Manager Mortgage Intelligence Holdings are looking for an experienced Insurance Account Manager with a strong background in financial services, protection, GI, or the regulated mortgage market. In this role you will act as the subject matter expert for protection and GI, leading day-to-day account management with insurance partners, overseeing product governance, and driving awareness and engagement across the network and club. Ensure all propositions are effectively embedded, regularly reviewed, and supported by data insights and targeted training. What can we offer you? Perks at Work - Discounts on products and services, inc gym discounts Group Discounts on Property Services, inc estate agency, mortgage, conveyancing and surveying services 25 days holiday entitlement in addition to Bank Holidays. An additional day off to celebrate your birthday. Aviva Digicare - inc digital GP and annual health check Access to our Employee Assistance Programme - 24/7 support for you and your family Main responsibilities: Manage day-to-day relationships with protection and GI providers. Lead on reviewing and embedding insurance propositions, including annual reviews. Oversee product changes and ensure network-wide awareness. Provide data reports to support business decisions. Coordinate training with providers based on network needs. Skills and experience required: Strong knowledge of the protection, GI, and mortgage market. Excellent communication, influencing, and negotiation skills. Commercially aware and confident working under pressure. Strong organisational, planning, and problem-solving skills. Self-motivated, flexible, and able to work independently. Mortgage Intelligence is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02581
Sep 01, 2025
Full time
Insurance Account Manager Insurance Account Manager Mortgage Intelligence Holdings are looking for an experienced Insurance Account Manager with a strong background in financial services, protection, GI, or the regulated mortgage market. In this role you will act as the subject matter expert for protection and GI, leading day-to-day account management with insurance partners, overseeing product governance, and driving awareness and engagement across the network and club. Ensure all propositions are effectively embedded, regularly reviewed, and supported by data insights and targeted training. What can we offer you? Perks at Work - Discounts on products and services, inc gym discounts Group Discounts on Property Services, inc estate agency, mortgage, conveyancing and surveying services 25 days holiday entitlement in addition to Bank Holidays. An additional day off to celebrate your birthday. Aviva Digicare - inc digital GP and annual health check Access to our Employee Assistance Programme - 24/7 support for you and your family Main responsibilities: Manage day-to-day relationships with protection and GI providers. Lead on reviewing and embedding insurance propositions, including annual reviews. Oversee product changes and ensure network-wide awareness. Provide data reports to support business decisions. Coordinate training with providers based on network needs. Skills and experience required: Strong knowledge of the protection, GI, and mortgage market. Excellent communication, influencing, and negotiation skills. Commercially aware and confident working under pressure. Strong organisational, planning, and problem-solving skills. Self-motivated, flexible, and able to work independently. Mortgage Intelligence is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02581
Divisional Mortgage Services Trainer
Countrywide Mortgage Services Bristol, Gloucestershire
Divisional Mortgage Services Trainer Shape your career as a Divisional Mortgage Services Trainer with Countrywide Mortgage Services. Your role: To support the Sales Managers in developing the knowledge, skills and the performance of the Mortgage Consultants under their control, by delivering structured and engaging training programs, including the Initial Training Programmes (ITP) and Skill Builder Trainings for the new starters. Locations : Primarily based in Bristol, Cotswolds, Somerset & South Wales, with occasional travel to other locations such as Northampton, Milton Keynes, and Swindon for specific training programs on a rota basis. What's in it for you as our Divisional Mortgage Services Trainer: Car allowance Quarterly bonus Pension Scheme Perks at Work - Discounts on products and services, inc gym discounts Group Discounts on Property Services, inc estate agency, mortgage, conveyancing and surveying services Aviva Digicare - inc digital GP and annual health check Access to our Employee Assistance Programme - 24/7 support for you and your family Car Leasing Scheme Option to purchase additional holiday. Skills and Experience required of a Divisional Mortgage Services Trainer: 2 years plus experience in a Mortgage Services Consultant/Management role, ideally within an estate agency / retail environment. Proven track record in motivating and influencing sales people Good perspective of financial services and estate agency CeMAP or industry recognised equivalent Excellent communication skills To present training in a one to one or group environment Countrywide Mortgage Services is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02760
Sep 01, 2025
Full time
Divisional Mortgage Services Trainer Shape your career as a Divisional Mortgage Services Trainer with Countrywide Mortgage Services. Your role: To support the Sales Managers in developing the knowledge, skills and the performance of the Mortgage Consultants under their control, by delivering structured and engaging training programs, including the Initial Training Programmes (ITP) and Skill Builder Trainings for the new starters. Locations : Primarily based in Bristol, Cotswolds, Somerset & South Wales, with occasional travel to other locations such as Northampton, Milton Keynes, and Swindon for specific training programs on a rota basis. What's in it for you as our Divisional Mortgage Services Trainer: Car allowance Quarterly bonus Pension Scheme Perks at Work - Discounts on products and services, inc gym discounts Group Discounts on Property Services, inc estate agency, mortgage, conveyancing and surveying services Aviva Digicare - inc digital GP and annual health check Access to our Employee Assistance Programme - 24/7 support for you and your family Car Leasing Scheme Option to purchase additional holiday. Skills and Experience required of a Divisional Mortgage Services Trainer: 2 years plus experience in a Mortgage Services Consultant/Management role, ideally within an estate agency / retail environment. Proven track record in motivating and influencing sales people Good perspective of financial services and estate agency CeMAP or industry recognised equivalent Excellent communication skills To present training in a one to one or group environment Countrywide Mortgage Services is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02760

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