Job Title/Location: Mortgage Administrator & Principal PA, London Salary: To £39,000 bonus c.£3,000 Requirements: Solid mortgage administration experience is key, ideally with a background in submitting applications and case managing to completion. Role Snapshot: Varied role, lots of scope. Submit DIP's, chase Lenders/Solicitors, research, submitting applications, suitability letters, inbox & calendar management for the company Principal, obtaining protection quotes & more. The Company: A well established brokerage that produces impressive levels of business and is looking to expand the team. A very supportive team, open to people who ultimately want to go down the Paraplanner or Advisor route. Affiliated to the UK's largest mortgage clubs, working with all the major lenders. The Role: This Mortgage Administrator & Principal PA role is all about ensuring client expectations are managed throughout the process and their outcome is a positive experience. Key tasks will include: Working on client Fact Finds and chasing clients for outstanding documents Submitting DIP's and sending out client certificates Liaising with a wide range of Lenders & Solicitors Researching, drafting initial recommendation emails for purchases, remortgages & product transfers Check rate reductions, checking offers, comparing them to applications Draft suitability letters Review home buyer surveys, provide feedback & recommendations to clients. GI PMI renewals and research Obtain quotes for Protection & GI and ultimately submit applications General PA work for the Principal, mainly inbox & calendar management Skills / Experience Required: For this Mortgage Administrator & Principal PA vacancy, our client is looking for people with solid mortgage administration experience, ideally with experience in submitting applications and case managing to completion. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring attention to detail. A hard-working, positive, professional attitude is really important. Additional Information: The Mortgage Administrator & Principal PA salary is to £39,000 bonus c.£3,000. In addition, there is a Health CashPlan and 20 days holiday, rising to 26 with service. This role is all about working for an expanding brokerage, with the opportunity to develop and progress in a great working environment. Please apply below. The Mortgage Administrator & Principal PA role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
Sep 03, 2025
Full time
Job Title/Location: Mortgage Administrator & Principal PA, London Salary: To £39,000 bonus c.£3,000 Requirements: Solid mortgage administration experience is key, ideally with a background in submitting applications and case managing to completion. Role Snapshot: Varied role, lots of scope. Submit DIP's, chase Lenders/Solicitors, research, submitting applications, suitability letters, inbox & calendar management for the company Principal, obtaining protection quotes & more. The Company: A well established brokerage that produces impressive levels of business and is looking to expand the team. A very supportive team, open to people who ultimately want to go down the Paraplanner or Advisor route. Affiliated to the UK's largest mortgage clubs, working with all the major lenders. The Role: This Mortgage Administrator & Principal PA role is all about ensuring client expectations are managed throughout the process and their outcome is a positive experience. Key tasks will include: Working on client Fact Finds and chasing clients for outstanding documents Submitting DIP's and sending out client certificates Liaising with a wide range of Lenders & Solicitors Researching, drafting initial recommendation emails for purchases, remortgages & product transfers Check rate reductions, checking offers, comparing them to applications Draft suitability letters Review home buyer surveys, provide feedback & recommendations to clients. GI PMI renewals and research Obtain quotes for Protection & GI and ultimately submit applications General PA work for the Principal, mainly inbox & calendar management Skills / Experience Required: For this Mortgage Administrator & Principal PA vacancy, our client is looking for people with solid mortgage administration experience, ideally with experience in submitting applications and case managing to completion. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring attention to detail. A hard-working, positive, professional attitude is really important. Additional Information: The Mortgage Administrator & Principal PA salary is to £39,000 bonus c.£3,000. In addition, there is a Health CashPlan and 20 days holiday, rising to 26 with service. This role is all about working for an expanding brokerage, with the opportunity to develop and progress in a great working environment. Please apply below. The Mortgage Administrator & Principal PA role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
Case Manager Bridging Finance London Hybrid £35-£37k We are looking for a Case Manager, for an Award Winning Bridging Lender, based in the West End. The role is focused on providing assistance to the underwriting team, supporting the underwriters with day-today processing of loan applications from application stage through to completion. Responsibilities: Managing a pipeline of cases pro-actively to ensure swift completion of applications Ensure timely, accurate and appropriate responses to telephone calls/enquiries or correspondence Running various security and KYC checks on borrowers. Reviewing application forms and loan documentation Dealing with queries from introducers direct clients and third parties Obtaining and chasing quotes from third parties Organising and maintaining internal digital filing systems Accurate Data entry and continual updating of internal CRM systems Proactively identify process improvements/issues before they impact service Work effectively and collaboratively as part of a team and wider stakeholders of the business. Manage the handover of the loan once complete to the servicing team. Skills and experience: Minimum of 2 years mortgage case management experience Previous experience of working at a bridging/specialist lender is advantageous Strong communication skills Strong attention to detail and high standards Organisation and prioritisation of workload Ability to multi-task and work on your own initiative with a flexible approach to work
Sep 01, 2025
Full time
Case Manager Bridging Finance London Hybrid £35-£37k We are looking for a Case Manager, for an Award Winning Bridging Lender, based in the West End. The role is focused on providing assistance to the underwriting team, supporting the underwriters with day-today processing of loan applications from application stage through to completion. Responsibilities: Managing a pipeline of cases pro-actively to ensure swift completion of applications Ensure timely, accurate and appropriate responses to telephone calls/enquiries or correspondence Running various security and KYC checks on borrowers. Reviewing application forms and loan documentation Dealing with queries from introducers direct clients and third parties Obtaining and chasing quotes from third parties Organising and maintaining internal digital filing systems Accurate Data entry and continual updating of internal CRM systems Proactively identify process improvements/issues before they impact service Work effectively and collaboratively as part of a team and wider stakeholders of the business. Manage the handover of the loan once complete to the servicing team. Skills and experience: Minimum of 2 years mortgage case management experience Previous experience of working at a bridging/specialist lender is advantageous Strong communication skills Strong attention to detail and high standards Organisation and prioritisation of workload Ability to multi-task and work on your own initiative with a flexible approach to work
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
A hugely respected Mortgage Lender is keen to appoint an experienced Lending Completions Officer to work full time at their city offices Monday to Friday. The completions process is the last step in the journey to become a mortgage customer and you will be responsible for ensuring all mortgage offer conditions are satisfied and financial threats through security risk, financial crime or error are managed so that customers complete loans when they need to and that these comply with their office of advance. Responsibilities for the role of Completions Officer Liaise with Underwriters and New Business Team on any completion queries (i.e., COT received, completion call transfers, updates to all parties) Communicate with Intermediaries, valuers or Solicitor enquiries by email or telephone, liaising with the New Business Team & Loans Underwriters as appropriate. Reviewing legal correspondence from solicitors, providing responses where possible and referring queries to the underwriter or valuer if appropriate Pursue outstanding documents ensuring offer conditions are satisfied before authorising release of funds. Initiate pipeline management - advising conveyancers/underwriters when an application nears the end of its offer eligibility or valuation period or when a valuation nears expiry. Capability of meeting service level agreements and maintaining excellent customer service. Authenticate the Certificate of Title to ensure details provided from the panel of solicitors are accurate and adequate to proceed to completion. Interviews available immediately. Benefits include 25 days holiday and discretionary bonus.
Sep 01, 2025
Full time
A hugely respected Mortgage Lender is keen to appoint an experienced Lending Completions Officer to work full time at their city offices Monday to Friday. The completions process is the last step in the journey to become a mortgage customer and you will be responsible for ensuring all mortgage offer conditions are satisfied and financial threats through security risk, financial crime or error are managed so that customers complete loans when they need to and that these comply with their office of advance. Responsibilities for the role of Completions Officer Liaise with Underwriters and New Business Team on any completion queries (i.e., COT received, completion call transfers, updates to all parties) Communicate with Intermediaries, valuers or Solicitor enquiries by email or telephone, liaising with the New Business Team & Loans Underwriters as appropriate. Reviewing legal correspondence from solicitors, providing responses where possible and referring queries to the underwriter or valuer if appropriate Pursue outstanding documents ensuring offer conditions are satisfied before authorising release of funds. Initiate pipeline management - advising conveyancers/underwriters when an application nears the end of its offer eligibility or valuation period or when a valuation nears expiry. Capability of meeting service level agreements and maintaining excellent customer service. Authenticate the Certificate of Title to ensure details provided from the panel of solicitors are accurate and adequate to proceed to completion. Interviews available immediately. Benefits include 25 days holiday and discretionary bonus.
Mortgage Adviser City of London With over 30 years of expertise in property finance and real estate in London, our client is renowned for delivering an exceptional customer experience. Their excellence has been recognized with numerous industry awards and a stellar 5-star Trustpilot rating. Their dedication to staff development and high employee engagement distinguishes them from others. As they continue to expand, they are seeking talented Mortgage Advisors to join their team. What We're Looking For: We seek experienced Mortgage Advisers with excellent communication and interpersonal skills, eager to build a long-term career with a market leader. This role focuses on advising clients and delivering excellent customer engagement, not chasing leads. Responsibilities: Consult with clients to discuss mortgage needs and goals Provide expert advice on mortgage options, rates, and terms Collaborate with lenders and underwriters for timely mortgage approvals Stay updated on industry regulations and mortgage products Maintain relationships with referral sources Deliver exceptional customer service throughout the mortgage process Experience Required: Up to 2 years of experience as a fully CeMAP qualified Mortgage Adviser Knowledge of mortgage products and lending guidelines Excellent communication and computer skills Ability to manage multiple client files independently Positive attitude and service-driven Well-spoken and presented. On offer: Base Salary: £30,000 Commission Bonus Advisers receive 25 days of annual leave, plus bank holidays One Saturday per quarter worked Remote working, starting at 4 days in the office, reducing to 2 days in the office typically after a couple of years. Team structure that helps develop and nurture through the ever-changing mortgage market Various company trips and targets throughout the year, including recent trips to Ascot and Dubrovnik Quarterly incentive team dinners at top restaurants like Benares, Goodman's, and Hutong to foster team bonding Access to lender-sponsored events due to our strong industry relationships and reputation If you are looking to join an amazing team of exceptional advisors to continue your professional and personal development, then please do get in touch and apply today!
Sep 01, 2025
Full time
Mortgage Adviser City of London With over 30 years of expertise in property finance and real estate in London, our client is renowned for delivering an exceptional customer experience. Their excellence has been recognized with numerous industry awards and a stellar 5-star Trustpilot rating. Their dedication to staff development and high employee engagement distinguishes them from others. As they continue to expand, they are seeking talented Mortgage Advisors to join their team. What We're Looking For: We seek experienced Mortgage Advisers with excellent communication and interpersonal skills, eager to build a long-term career with a market leader. This role focuses on advising clients and delivering excellent customer engagement, not chasing leads. Responsibilities: Consult with clients to discuss mortgage needs and goals Provide expert advice on mortgage options, rates, and terms Collaborate with lenders and underwriters for timely mortgage approvals Stay updated on industry regulations and mortgage products Maintain relationships with referral sources Deliver exceptional customer service throughout the mortgage process Experience Required: Up to 2 years of experience as a fully CeMAP qualified Mortgage Adviser Knowledge of mortgage products and lending guidelines Excellent communication and computer skills Ability to manage multiple client files independently Positive attitude and service-driven Well-spoken and presented. On offer: Base Salary: £30,000 Commission Bonus Advisers receive 25 days of annual leave, plus bank holidays One Saturday per quarter worked Remote working, starting at 4 days in the office, reducing to 2 days in the office typically after a couple of years. Team structure that helps develop and nurture through the ever-changing mortgage market Various company trips and targets throughout the year, including recent trips to Ascot and Dubrovnik Quarterly incentive team dinners at top restaurants like Benares, Goodman's, and Hutong to foster team bonding Access to lender-sponsored events due to our strong industry relationships and reputation If you are looking to join an amazing team of exceptional advisors to continue your professional and personal development, then please do get in touch and apply today!
Two excellent roles with a lender, who has gained a reputation for " a family feel within the office" and a huge level of success. Due to a recent influx of quality business and a pro-active new management team, they are keen to hire additional underwriters to work in smart City based offices. The Role: Key Responsibilities: Manage a pipeline of Regulated BTL Mortgage loan cases and prioritise accordingly. Underwrite loan applications within company lending criteria by making quality lending decisions. Be vigilant when working on cases and refer where necessary to the appropriate person. Maintain a high level of communication at all times with interested parties including brokers, applicants, surveyors and solicitors. Maintain a high level of customer service with those internally and externally. Work closely with other departments within the company including sales, compliance, finance and collections. Think outside the box and be proactive when suggesting ways to overcome potential problems, whilst ensuring that there is no additional risk to the company. Maintain oversight of a loan post completion and follow up on any offer conditions prior to handing the loan to collections. Keep up to date with current best practice and regulatory requirements. Represent the company at events as required Key Competencies: Experience of Mortgage ( ideally BTL) underwriting products . The role is fully office based and offers a competitive salary and supporting package.
Sep 01, 2025
Full time
Two excellent roles with a lender, who has gained a reputation for " a family feel within the office" and a huge level of success. Due to a recent influx of quality business and a pro-active new management team, they are keen to hire additional underwriters to work in smart City based offices. The Role: Key Responsibilities: Manage a pipeline of Regulated BTL Mortgage loan cases and prioritise accordingly. Underwrite loan applications within company lending criteria by making quality lending decisions. Be vigilant when working on cases and refer where necessary to the appropriate person. Maintain a high level of communication at all times with interested parties including brokers, applicants, surveyors and solicitors. Maintain a high level of customer service with those internally and externally. Work closely with other departments within the company including sales, compliance, finance and collections. Think outside the box and be proactive when suggesting ways to overcome potential problems, whilst ensuring that there is no additional risk to the company. Maintain oversight of a loan post completion and follow up on any offer conditions prior to handing the loan to collections. Keep up to date with current best practice and regulatory requirements. Represent the company at events as required Key Competencies: Experience of Mortgage ( ideally BTL) underwriting products . The role is fully office based and offers a competitive salary and supporting package.
