Are you a detail-driven professional with a passion for managing buy to let mortgage portfolios? This is your opportunity to step into a high-profile Specialist Buy to Let Mortgage Portfolio Manager role with a fast-growing specialist lender, where your ability to build strong relationships, maintain control of active cases, and deliver exceptional service will directly influence business success. About the Company We're working with a well-established UK-based specialist lender, renowned for its customer-first approach and strong presence in the specialist mortgage and buy to let markets. With substantial funding lines and a reputation for fast, efficient completions, this business is continuing its expansion across residential and buy to let lending. Their culture is built on collaboration, excellence, and integrity, offering a hybrid work model that balances flexibility with high performance. About the Specialist Mortgage Portfolio Manager Role As a Specialist Mortgage Portfolio Manager - Buy to Let , you'll be the key point of contact for a portfolio of active buy to let mortgage accounts, brokers, and internal teams. You'll oversee all post-completion servicing, process borrower requests, coordinate with other departments, and ensure service standards are consistently exceeded. You'll join a close-knit portfolio management team, reporting to the Head of Portfolio Management, with autonomy to resolve complex queries and the opportunity to contribute to ongoing process and service improvements. Specialist Mortgage Portfolio Manager Key Responsibilities Act as the primary contact for a portfolio of buy to let mortgage customers Manage requests relating to consents, redemptions, variations, and borrower queries Process borrower instructions in line with company policies and regulatory requirements Identify and escalate potential risks to the appropriate teams Support continuous process improvements and champion service excellence What's on Offer? Salary £50k - £55k Annual bonus and performance-related incentives Hybrid Working: 2-3 days in the London office, remainder remote Private medical, pension, and additional financial benefits Supportive, collaborative team culture with strong leadership Career development opportunities within a growing, respected lender Specialist Mortgage Portfolio Manager Skills & Experience Required Experience in portfolio management, servicing, or post-completion roles within buy to let mortgages Strong understanding of buy to let lending products, including consents, redemptions, and variations Exceptional communication and relationship management skills Ability to manage high-volume and high-value cases simultaneously Commercially minded with a focus on service delivery and risk control Confident working independently in a hybrid environment Why Apply? Join a lender with genuine momentum in the specialist mortgage market Work alongside high-performing professionals who value quality over quantity Step away from transactional churn and focus on building lasting customer relationships This is your chance to manage a portfolio that matters - and to make your mark within one of the UK's most respected names in specialist buy to let lending.
Sep 03, 2025
Full time
Are you a detail-driven professional with a passion for managing buy to let mortgage portfolios? This is your opportunity to step into a high-profile Specialist Buy to Let Mortgage Portfolio Manager role with a fast-growing specialist lender, where your ability to build strong relationships, maintain control of active cases, and deliver exceptional service will directly influence business success. About the Company We're working with a well-established UK-based specialist lender, renowned for its customer-first approach and strong presence in the specialist mortgage and buy to let markets. With substantial funding lines and a reputation for fast, efficient completions, this business is continuing its expansion across residential and buy to let lending. Their culture is built on collaboration, excellence, and integrity, offering a hybrid work model that balances flexibility with high performance. About the Specialist Mortgage Portfolio Manager Role As a Specialist Mortgage Portfolio Manager - Buy to Let , you'll be the key point of contact for a portfolio of active buy to let mortgage accounts, brokers, and internal teams. You'll oversee all post-completion servicing, process borrower requests, coordinate with other departments, and ensure service standards are consistently exceeded. You'll join a close-knit portfolio management team, reporting to the Head of Portfolio Management, with autonomy to resolve complex queries and the opportunity to contribute to ongoing process and service improvements. Specialist Mortgage Portfolio Manager Key Responsibilities Act as the primary contact for a portfolio of buy to let mortgage customers Manage requests relating to consents, redemptions, variations, and borrower queries Process borrower instructions in line with company policies and regulatory requirements Identify and escalate potential risks to the appropriate teams Support continuous process improvements and champion service excellence What's on Offer? Salary £50k - £55k Annual bonus and performance-related incentives Hybrid Working: 2-3 days in the London office, remainder remote Private medical, pension, and additional financial benefits Supportive, collaborative team culture with strong leadership Career development opportunities within a growing, respected lender Specialist Mortgage Portfolio Manager Skills & Experience Required Experience in portfolio management, servicing, or post-completion roles within buy to let mortgages Strong understanding of buy to let lending products, including consents, redemptions, and variations Exceptional communication and relationship management skills Ability to manage high-volume and high-value cases simultaneously Commercially minded with a focus on service delivery and risk control Confident working independently in a hybrid environment Why Apply? Join a lender with genuine momentum in the specialist mortgage market Work alongside high-performing professionals who value quality over quantity Step away from transactional churn and focus on building lasting customer relationships This is your chance to manage a portfolio that matters - and to make your mark within one of the UK's most respected names in specialist buy to let lending.
Ready to Take Your Mortgage Career to the Next Level? Do you thrive in a fast-paced financial services environment where precision, communication, and customer care are at the heart of everything you do? This is your chance to join a dynamic, growing specialist lending firm that rewards ambition, supports professional development, and offers a clear path to career progression. About the Company We're representing a highly regarded, specialist finance provider with a strong reputation in the mortgage and property lending market. This company partners with a wide range of brokers and lenders, offering innovative solutions across residential, buy-to-let, and specialist finance sectors. Known for their customer-first approach, strong compliance framework, and commitment to employee growth, they are a business where your expertise will make a real impact. About the Role As a Mortgage Case Manager , you will play a key role in managing mortgage applications from initial enquiry through to completion. This is a highly collaborative position where you'll liaise with brokers, lenders, legal teams, and surveyors, ensuring every case progresses smoothly while maintaining exceptional customer care standards. You'll also play a vital part in supporting Anti-Money Laundering (AML) processes, ensuring compliance, and creating opportunities for repeat business by maintaining accurate data and proactive communication. Mortgage Case Manager Key Responsibilities Manage residential and buy-to-let mortgage cases from enquiry to completion Liaise with brokers, lenders, legal teams, and surveyors to ensure efficient processing Collect fees and accurately capture client data in the CRM system in line with GDPR requirements Proactively follow up with brokers to ensure smooth case progression and resolve any queries Set review dates for completed loans to generate future sales opportunities Participate in internal and lender sales meetings (in-person or via Teams) Interpret client documentation for lender suitability and submit applications via lender portals Assist with AML checks and promptly escalate any suspicious activity Maintain CPD requirements through internal training, online courses, and market research Mortgage Case Manager Package Salary: £25,000 - £30,000 (dependent on experience) Commission: Per case completion & Quarterly team performance bonus Holidays: 20 days bank holidays (rising to 25 with service) Additional Benefits: Healthshield & Perkbox Membership Option to buy/sell holiday allowance (up to 30 days per annum) Mortgage Case Manager Skills & Experience Minimum 2 years' experience in financial services (mortgages, lending, or related fields preferred) Strong organisational skills with the ability to thrive under pressure Excellent verbal and written communication skills Competent in using CRM systems and general IT software Forward-thinking mindset with a proactive and solutions-driven approach Why Apply? Here, your performance will be recognised and rewarded, your development actively supported, and your contribution truly valued. If you're motivated, ambitious, and ready to build your career within a supportive and high-performing team, this is your chance to step up and make your mark. Apply now to start your journey with a company that champions talent, rewards success, and offers a clear path for progression in the world of specialist lending.
Sep 02, 2025
Full time
Ready to Take Your Mortgage Career to the Next Level? Do you thrive in a fast-paced financial services environment where precision, communication, and customer care are at the heart of everything you do? This is your chance to join a dynamic, growing specialist lending firm that rewards ambition, supports professional development, and offers a clear path to career progression. About the Company We're representing a highly regarded, specialist finance provider with a strong reputation in the mortgage and property lending market. This company partners with a wide range of brokers and lenders, offering innovative solutions across residential, buy-to-let, and specialist finance sectors. Known for their customer-first approach, strong compliance framework, and commitment to employee growth, they are a business where your expertise will make a real impact. About the Role As a Mortgage Case Manager , you will play a key role in managing mortgage applications from initial enquiry through to completion. This is a highly collaborative position where you'll liaise with brokers, lenders, legal teams, and surveyors, ensuring every case progresses smoothly while maintaining exceptional customer care standards. You'll also play a vital part in supporting Anti-Money Laundering (AML) processes, ensuring compliance, and creating opportunities for repeat business by maintaining accurate data and proactive communication. Mortgage Case Manager Key Responsibilities Manage residential and buy-to-let mortgage cases from enquiry to completion Liaise with brokers, lenders, legal teams, and surveyors to ensure efficient processing Collect fees and accurately capture client data in the CRM system in line with GDPR requirements Proactively follow up with brokers to ensure smooth case progression and resolve any queries Set review dates for completed loans to generate future sales opportunities Participate in internal and lender sales meetings (in-person or via Teams) Interpret client documentation for lender suitability and submit applications via lender portals Assist with AML checks and promptly escalate any suspicious activity Maintain CPD requirements through internal training, online courses, and market research Mortgage Case Manager Package Salary: £25,000 - £30,000 (dependent on experience) Commission: Per case completion & Quarterly team performance bonus Holidays: 20 days bank holidays (rising to 25 with service) Additional Benefits: Healthshield & Perkbox Membership Option to buy/sell holiday allowance (up to 30 days per annum) Mortgage Case Manager Skills & Experience Minimum 2 years' experience in financial services (mortgages, lending, or related fields preferred) Strong organisational skills with the ability to thrive under pressure Excellent verbal and written communication skills Competent in using CRM systems and general IT software Forward-thinking mindset with a proactive and solutions-driven approach Why Apply? Here, your performance will be recognised and rewarded, your development actively supported, and your contribution truly valued. If you're motivated, ambitious, and ready to build your career within a supportive and high-performing team, this is your chance to step up and make your mark. Apply now to start your journey with a company that champions talent, rewards success, and offers a clear path for progression in the world of specialist lending.
IT Software Tester Financial Services West Malling, Kent £28-£30,000 An exciting opportunity has arisen at a Kent based Buy to Let mortgage Lender, for a highly motivated individual with exceptional analytical and written communication skills to join our IT team. The successful candidate will be responsible for ensuring that the quality of software developed meets the business's needs and functions as expected. The ideal candidate will have experience in manual testing and creating test plans, be an effective communicator and a team player, possess a natural curiosity with the ability to work independently, be ambitious for personal development and learning, be proactive and efficient, and have strong interpersonal skills. This role is predominantly office-based, with one day working from home per week after probation. Key Responsibilities Reading and understanding User Stories and Technical Design Documents. Identify the test scope, create test plans and test cases. Execute test cases, document defects and liaise with developers. Liaise with the Line Manager, escalating any specific areas for discussion or resolution, and making suggestions for improvement. Use clear communication to liaise with colleagues to understand the specifics surrounding identified issues. Have meticulous attention to detail with an ability to work methodically. Work closely with Developers, Business Analysts, and Stakeholders to ensure high-quality on-time delivery. Identify areas where process and service improvements can be made and develop recommendations. Answering queries raised during User Acceptance Testing. Ensure that project administration is carried out to a high standard to ensure projects are always kept up to date. Out of hours implementation testing is expected once a week. Out of hours' time is recorded and given back. Answering IT support requests for both external/internal customers, training will be provided. General IT support for our offices Aiding in the creation of technical specification documents for suggested system changes.
Sep 02, 2025
Full time
IT Software Tester Financial Services West Malling, Kent £28-£30,000 An exciting opportunity has arisen at a Kent based Buy to Let mortgage Lender, for a highly motivated individual with exceptional analytical and written communication skills to join our IT team. The successful candidate will be responsible for ensuring that the quality of software developed meets the business's needs and functions as expected. The ideal candidate will have experience in manual testing and creating test plans, be an effective communicator and a team player, possess a natural curiosity with the ability to work independently, be ambitious for personal development and learning, be proactive and efficient, and have strong interpersonal skills. This role is predominantly office-based, with one day working from home per week after probation. Key Responsibilities Reading and understanding User Stories and Technical Design Documents. Identify the test scope, create test plans and test cases. Execute test cases, document defects and liaise with developers. Liaise with the Line Manager, escalating any specific areas for discussion or resolution, and making suggestions for improvement. Use clear communication to liaise with colleagues to understand the specifics surrounding identified issues. Have meticulous attention to detail with an ability to work methodically. Work closely with Developers, Business Analysts, and Stakeholders to ensure high-quality on-time delivery. Identify areas where process and service improvements can be made and develop recommendations. Answering queries raised during User Acceptance Testing. Ensure that project administration is carried out to a high standard to ensure projects are always kept up to date. Out of hours implementation testing is expected once a week. Out of hours' time is recorded and given back. Answering IT support requests for both external/internal customers, training will be provided. General IT support for our offices Aiding in the creation of technical specification documents for suggested system changes.
Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes. Benefits: Salary: Up to 35,000 (DOE) 31 Days Holiday (Inclusive of Bank Holidays) Holiday entitlement increases with length of service. Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Hybrid: 2 days at home / 3 days in office Monday to Friday - 08:30 to 17:00 Location: Warwick Role & Responsibilities: Process new business (investments, pensions, protection, mortgages) Run risk profiles, fund switch reports, and valuations Prepare review packs, reports, and compliance documents Liaise with advisers, providers, and clients to keep cases on track Handle fund switches, withdrawals, and client instructions Maintain accurate client data and records Support colleagues with training and coaching where needed Required Skills & Experience: Minimum 5 years' IFA administration experience Strong pensions, investments, and protection knowledge Excellent organisational skills with attention to detail Confident communicator with strong client service focus Able to manage deadlines, multi-task, and work independently Compliance awareness, with solid platform and product knowledge Apply now to take the next step in your financial services career!
Sep 01, 2025
Full time
Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes. Benefits: Salary: Up to 35,000 (DOE) 31 Days Holiday (Inclusive of Bank Holidays) Holiday entitlement increases with length of service. Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Hybrid: 2 days at home / 3 days in office Monday to Friday - 08:30 to 17:00 Location: Warwick Role & Responsibilities: Process new business (investments, pensions, protection, mortgages) Run risk profiles, fund switch reports, and valuations Prepare review packs, reports, and compliance documents Liaise with advisers, providers, and clients to keep cases on track Handle fund switches, withdrawals, and client instructions Maintain accurate client data and records Support colleagues with training and coaching where needed Required Skills & Experience: Minimum 5 years' IFA administration experience Strong pensions, investments, and protection knowledge Excellent organisational skills with attention to detail Confident communicator with strong client service focus Able to manage deadlines, multi-task, and work independently Compliance awareness, with solid platform and product knowledge Apply now to take the next step in your financial services career!
Case Manager Bridging Finance London Hybrid £35-£37k We are looking for a Case Manager, for an Award Winning Bridging Lender, based in the West End. The role is focused on providing assistance to the underwriting team, supporting the underwriters with day-today processing of loan applications from application stage through to completion. Responsibilities: Managing a pipeline of cases pro-actively to ensure swift completion of applications Ensure timely, accurate and appropriate responses to telephone calls/enquiries or correspondence Running various security and KYC checks on borrowers. Reviewing application forms and loan documentation Dealing with queries from introducers direct clients and third parties Obtaining and chasing quotes from third parties Organising and maintaining internal digital filing systems Accurate Data entry and continual updating of internal CRM systems Proactively identify process improvements/issues before they impact service Work effectively and collaboratively as part of a team and wider stakeholders of the business. Manage the handover of the loan once complete to the servicing team. Skills and experience: Minimum of 2 years mortgage case management experience Previous experience of working at a bridging/specialist lender is advantageous Strong communication skills Strong attention to detail and high standards Organisation and prioritisation of workload Ability to multi-task and work on your own initiative with a flexible approach to work
Sep 01, 2025
Full time
Case Manager Bridging Finance London Hybrid £35-£37k We are looking for a Case Manager, for an Award Winning Bridging Lender, based in the West End. The role is focused on providing assistance to the underwriting team, supporting the underwriters with day-today processing of loan applications from application stage through to completion. Responsibilities: Managing a pipeline of cases pro-actively to ensure swift completion of applications Ensure timely, accurate and appropriate responses to telephone calls/enquiries or correspondence Running various security and KYC checks on borrowers. Reviewing application forms and loan documentation Dealing with queries from introducers direct clients and third parties Obtaining and chasing quotes from third parties Organising and maintaining internal digital filing systems Accurate Data entry and continual updating of internal CRM systems Proactively identify process improvements/issues before they impact service Work effectively and collaboratively as part of a team and wider stakeholders of the business. Manage the handover of the loan once complete to the servicing team. Skills and experience: Minimum of 2 years mortgage case management experience Previous experience of working at a bridging/specialist lender is advantageous Strong communication skills Strong attention to detail and high standards Organisation and prioritisation of workload Ability to multi-task and work on your own initiative with a flexible approach to work
Trainee Mortgage Advisor Full Time Office based The role Join an awarding winning specialist finance brokerage as a Trainee Mortgage Adviser, where you'll be integral to our growth plans and be a part of an industry leading business. Enjoy the benefits of pre-qualified leads generated for you, alongside the opportunity to contribute with your own leads. This position comes with attractive bonus and commission terms, rewarding your hard work and success. What We Offer: Continuous learning opportunities in a supportive environment. A mix of provided pre-qualified leads and the chance to add your own. An attractive bonus scheme rewarding both company-generated and self-generated leads. Duties: Conduct an extensive fact-find appointment with clients to discuss and gain a thorough understanding of their mortgage needs and financial position. Effectively evaluate clients' financial information to determine their eligibility for mortgage products. Provide professional, high quality advice and a recommend suitable a mortgage product(s) that meet their needs Rationalise and document product choice and reasons for recommendation. Collaborate with third party lenders and internal Case Managers to ensure timely and accurate processing of mortgage applications. Liaise with internal Quality Assurance staff to ensure compliance and continual development. Stay up-to-date with industry regulations and changes in mortgage products and services. Build and maintain relationships with clients, lenders and other industry professionals. Skills: Strong knowledge of financial services, particularly in the mortgage and specialist finance industry. Excellent communication and interpersonal skills to effectively interact with clients and stakeholders. Ability to analyse financial information and carry out any required mathematical calculations. Problem solving and the ability to assess and identify products for clients across different lender propositions from a broad panel. Detail-oriented with strong organizational skills to manage multiple tasks and deadlines Proficient in using mortgage software and technology tools for application processing.
Sep 01, 2025
Full time
Trainee Mortgage Advisor Full Time Office based The role Join an awarding winning specialist finance brokerage as a Trainee Mortgage Adviser, where you'll be integral to our growth plans and be a part of an industry leading business. Enjoy the benefits of pre-qualified leads generated for you, alongside the opportunity to contribute with your own leads. This position comes with attractive bonus and commission terms, rewarding your hard work and success. What We Offer: Continuous learning opportunities in a supportive environment. A mix of provided pre-qualified leads and the chance to add your own. An attractive bonus scheme rewarding both company-generated and self-generated leads. Duties: Conduct an extensive fact-find appointment with clients to discuss and gain a thorough understanding of their mortgage needs and financial position. Effectively evaluate clients' financial information to determine their eligibility for mortgage products. Provide professional, high quality advice and a recommend suitable a mortgage product(s) that meet their needs Rationalise and document product choice and reasons for recommendation. Collaborate with third party lenders and internal Case Managers to ensure timely and accurate processing of mortgage applications. Liaise with internal Quality Assurance staff to ensure compliance and continual development. Stay up-to-date with industry regulations and changes in mortgage products and services. Build and maintain relationships with clients, lenders and other industry professionals. Skills: Strong knowledge of financial services, particularly in the mortgage and specialist finance industry. Excellent communication and interpersonal skills to effectively interact with clients and stakeholders. Ability to analyse financial information and carry out any required mathematical calculations. Problem solving and the ability to assess and identify products for clients across different lender propositions from a broad panel. Detail-oriented with strong organizational skills to manage multiple tasks and deadlines Proficient in using mortgage software and technology tools for application processing.
A hugely successful Specialist lender in Central London are keen to appoint an experienced Relationship Manager. A position has arisen within an established, well appointed Lender based in Manchester. The role of Mortgage/BTL Relationship Manager To manage all new and existing broker relationships. This will be achieved through establishing and maintaining positive relationships with all internal & external stakeholders, learning and understanding lender criteria, to deliver criteria updates to team members, managing case files, collecting and assessing all loan requirements, collecting signed offers and instructing solicitors. Key Responsibilities To take ownership of intermediary relationships involving submitted applications, driving excellent customer service & proactively prioritising to business requirements. Maintain excellent product and criteria knowledge. Work towards agreed SLAs- both individually and in your team Able to take ownership and drive delivery of performance. Adhere & embody all industry regulations and standards. To liaise with team leader on all case issues. Provide feedback on team, other departments, competitors, lenders and introducers. The role will involve BTL and Commercial Loans, but if you have mortgage lending experience, this will also be considered suitable. The role is offered on a full time office basis. Interviews available now.
Sep 01, 2025
Full time
A hugely successful Specialist lender in Central London are keen to appoint an experienced Relationship Manager. A position has arisen within an established, well appointed Lender based in Manchester. The role of Mortgage/BTL Relationship Manager To manage all new and existing broker relationships. This will be achieved through establishing and maintaining positive relationships with all internal & external stakeholders, learning and understanding lender criteria, to deliver criteria updates to team members, managing case files, collecting and assessing all loan requirements, collecting signed offers and instructing solicitors. Key Responsibilities To take ownership of intermediary relationships involving submitted applications, driving excellent customer service & proactively prioritising to business requirements. Maintain excellent product and criteria knowledge. Work towards agreed SLAs- both individually and in your team Able to take ownership and drive delivery of performance. Adhere & embody all industry regulations and standards. To liaise with team leader on all case issues. Provide feedback on team, other departments, competitors, lenders and introducers. The role will involve BTL and Commercial Loans, but if you have mortgage lending experience, this will also be considered suitable. The role is offered on a full time office basis. Interviews available now.
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
Senior IFA Administrator - Financial Planning Location: Warwick Salary: Up to £35,000 DOE Benefits Full-Time Permanent NJR Recruitment is delighted to be representing a highly respected and growing financial planning firm, now seeking an experienced Senior IFA Administrator to join their Warwick office. This is a varied and rewarding role where you'll be supporting Office Managers and Financial Planners in delivering a high-quality, compliant service to clients. You'll also act as a role model to the administration team, sharing expertise and helping to develop others. Key Responsibilities Prepare valuation reports, performance documentation, and adviser review packs Process new business and ensure all compliance documentation is in place Liaise with providers to obtain policy information, illustrations, and valuations Manage client instructions, withdrawals, and fund switches in line with FCA and MiFID II requirements Maintain accurate client records on the back-office system Provide post-review summaries to clients and keep them updated on progress Support complex cases across investments, pensions, protection, and mortgages Assist with research and prepare fund switch reports using FE Analytics Mentor and coach junior administrators to ensure consistent quality What We're Looking For Minimum of 5 years' experience as an IFA Administrator Proven ability to handle complex client work and high-profile cases Excellent communication and relationship management skills Strong technical knowledge of financial products and compliance requirements Proficient in back-office systems and Microsoft Office Exceptional attention to detail and organisational skills What's on Offer Salary up to £35,000 DOE 3% employer pension contribution 23 days holiday bank holidays (rising with service) Life cover (4x salary), income protection, company sick pay Employee Assistance Programme & financial wellbeing support Hybrid working - up to 2 days WFH Apply Now If you are a skilled financial planning administrator ready to take on a senior role in a supportive and forward-thinking business, we'd love to hear from you. Apply today NJR15961
Sep 01, 2025
Full time
Senior IFA Administrator - Financial Planning Location: Warwick Salary: Up to £35,000 DOE Benefits Full-Time Permanent NJR Recruitment is delighted to be representing a highly respected and growing financial planning firm, now seeking an experienced Senior IFA Administrator to join their Warwick office. This is a varied and rewarding role where you'll be supporting Office Managers and Financial Planners in delivering a high-quality, compliant service to clients. You'll also act as a role model to the administration team, sharing expertise and helping to develop others. Key Responsibilities Prepare valuation reports, performance documentation, and adviser review packs Process new business and ensure all compliance documentation is in place Liaise with providers to obtain policy information, illustrations, and valuations Manage client instructions, withdrawals, and fund switches in line with FCA and MiFID II requirements Maintain accurate client records on the back-office system Provide post-review summaries to clients and keep them updated on progress Support complex cases across investments, pensions, protection, and mortgages Assist with research and prepare fund switch reports using FE Analytics Mentor and coach junior administrators to ensure consistent quality What We're Looking For Minimum of 5 years' experience as an IFA Administrator Proven ability to handle complex client work and high-profile cases Excellent communication and relationship management skills Strong technical knowledge of financial products and compliance requirements Proficient in back-office systems and Microsoft Office Exceptional attention to detail and organisational skills What's on Offer Salary up to £35,000 DOE 3% employer pension contribution 23 days holiday bank holidays (rising with service) Life cover (4x salary), income protection, company sick pay Employee Assistance Programme & financial wellbeing support Hybrid working - up to 2 days WFH Apply Now If you are a skilled financial planning administrator ready to take on a senior role in a supportive and forward-thinking business, we'd love to hear from you. Apply today NJR15961
Specialist Mortgage Advisor Full Time Office based The role Join an awarding winning specialist finance brokerage as a Mortgage Adviser, where you'll be integral to our growth plans and be a part of an industry leading business. Enjoy the benefits of pre-qualified leads generated for you, alongside the opportunity to contribute with your own leads. This position comes with attractive bonus and commission terms, rewarding your hard work and success. Your primary focus will be regulated mortgage contracts, but you will also need to be experienced in identifying and dealing with specialist finance opportunities, including buy-to-key, commercial and bridging. What We Offer: Continuous learning opportunities in a supportive environment. A mix of provided pre-qualified leads and the chance to add your own. An attractive bonus scheme rewarding both company-generated and self-generated leads. Duties: Conduct an extensive fact-find appointment with clients to discuss and gain a thorough understanding of their mortgage needs and financial position. Effectively evaluate clients' financial information to determine their eligibility for mortgage products. Provide professional, high quality advice and a recommend suitable a mortgage product(s) that meet their needs Rationalise and document product choice and reasons for recommendation. Collaborate with third party lenders and internal Case Managers to ensure timely and accurate processing of mortgage applications. Liaise with internal Quality Assurance staff to ensure compliance and continual development. Stay up-to-date with industry regulations and changes in mortgage products and services. Build and maintain relationships with clients, lenders and other industry professionals. Skills: Strong knowledge of financial services, particularly in the mortgage and specialist finance industry. Excellent communication and interpersonal skills to effectively interact with clients and stakeholders. Ability to analyse financial information and carry out any required mathematical calculations. Problem solving and the ability to assess and identify products for clients across different lender propositions from a broad panel. Detail-oriented with strong organizational skills to manage multiple tasks and deadlines Proficient in using mortgage software and technology tools for application processing. Requirements: 2+ years in mortgage advising, skilled in various loan types. CeMap or equivalent qualification. Proven success in lead conversion and client advising.
Sep 01, 2025
Full time
Specialist Mortgage Advisor Full Time Office based The role Join an awarding winning specialist finance brokerage as a Mortgage Adviser, where you'll be integral to our growth plans and be a part of an industry leading business. Enjoy the benefits of pre-qualified leads generated for you, alongside the opportunity to contribute with your own leads. This position comes with attractive bonus and commission terms, rewarding your hard work and success. Your primary focus will be regulated mortgage contracts, but you will also need to be experienced in identifying and dealing with specialist finance opportunities, including buy-to-key, commercial and bridging. What We Offer: Continuous learning opportunities in a supportive environment. A mix of provided pre-qualified leads and the chance to add your own. An attractive bonus scheme rewarding both company-generated and self-generated leads. Duties: Conduct an extensive fact-find appointment with clients to discuss and gain a thorough understanding of their mortgage needs and financial position. Effectively evaluate clients' financial information to determine their eligibility for mortgage products. Provide professional, high quality advice and a recommend suitable a mortgage product(s) that meet their needs Rationalise and document product choice and reasons for recommendation. Collaborate with third party lenders and internal Case Managers to ensure timely and accurate processing of mortgage applications. Liaise with internal Quality Assurance staff to ensure compliance and continual development. Stay up-to-date with industry regulations and changes in mortgage products and services. Build and maintain relationships with clients, lenders and other industry professionals. Skills: Strong knowledge of financial services, particularly in the mortgage and specialist finance industry. Excellent communication and interpersonal skills to effectively interact with clients and stakeholders. Ability to analyse financial information and carry out any required mathematical calculations. Problem solving and the ability to assess and identify products for clients across different lender propositions from a broad panel. Detail-oriented with strong organizational skills to manage multiple tasks and deadlines Proficient in using mortgage software and technology tools for application processing. Requirements: 2+ years in mortgage advising, skilled in various loan types. CeMap or equivalent qualification. Proven success in lead conversion and client advising.
City & Capital are currently working with one of the UK's most dynamic and fast-growing specialist property finance lenders who are renowned for their innovation and tailored products to suit the needs of a broad range of professional borrowers, such as property developers and investors. Our client currently offers a range of property-backed loans to cover bridging finance, development exits, commercial mortgages and buy to let. They have exciting plans to launch new solutions within this range, as well as to expand their product reach into new markets. As a result, they are keen to expand their market leading product development and innovation team with the appointment of an experienced & knowledgeable Product Manager who will play an integral role in the management & performance of existing products, as well as being key to the innovation of new loan products for existing and new market segments. Our client is known for their capacity to understand the needs of borrowers in an ever-changing environment and offer loans to suit most situations, including smaller loans for smaller projects, extending to large loans ranging between £50m - £100m for larger scale real estate plans. Due to success to date, the lender has now doubled the size of their UK loan book and team 6 times in the last 6 years, with plans to achieve this for a 7th time across the coming period. Product innovation and delivery will be key to the attainment of this. You will work closely with the lenders Chief Mortgage Officer & Senior Product Lead within the role. This is also a role that comes with plenty of progression potential for those that are successful in the role. About the Role The successful candidate will work as a key part of the Chief Mortgage Officer's product and innovation team and will help to shape and optimise the firm's specialist lending products -covering residential, semi-commercial and commercial real estate. You'll conduct market and competitor research, analyse broker and borrower feedback, and collaborate with internal teams (such as sales and underwriting) to deliver solutions that meet the needs of the borrowers. Ultimately, you will devise and create products that are commercially viable, aligned to the needs of the companies funding partners and desirable for the core borrower. This is a fast-paced, hands-on role with huge strategic impact. Key Responsibilities Own the full product lifecycle for specialist lending products Analyse market trends and identify growth opportunities Build and maintain product requirements with input from internal teams Develop business cases aligned to wider company strategy Monitor product performance and support data-driven optimisation Act as a key voice in shaping how products are launched, marketed, and communicated Work closely with Sales and BDMs to align offering with broker and borrower needs The ideal candidate will demonstrate current or previous experience in product innovation/development for a lender operating within the mortgage, commercial real estate or specialist property finance markets. This role may also suit a proactive Product Analyst looking to take a step up. You will demonstrate a sharp commercial mindset and a proven ability to build business cases to assess & make recommendations on aspects such as product pricing, margin, and risk trade-offs. The capacity to analyse product and loan book performance is essential, as is the ability to deliver strategic insights to senior stakeholders and external partners to demonstrate product performance and/or viability. On?Offer: Our client is ideally looking to pay between £55k - £70k as a basic salary for the ideal individual, relevant to experience. Higher offers may also be considered for exceptional talent and potential. Salary will be complemented by a favourable bonus scheme too, that will significantly enhance annual earnings. Most notably, due to our clients continued growth & strong and proven promote from within policy, this is also a role that comes with plenty of progression potential, where excellent performance is delivered. In turn, this could see you propel both career standing & salary within, as you make a real impact on the role and business. The role will be based in ourclients Mayfair offices, offering a collaborative and fast paced working environment. There is a reasonable amount of urgency to fill this position as you might expect, for the reasons outlined. We do not expect this role to be on the market for long! Therefore, if this role does sound like one that you are both qualified for and interested in then we look forward to your application as soon as possible. We do not expect this role to be on the market for long! We will aim to review your application as soon as possible and get back to you with an update following. We look forward to hearing from you. Kind Regards, The City and Capital Team.
Sep 01, 2025
Full time
City & Capital are currently working with one of the UK's most dynamic and fast-growing specialist property finance lenders who are renowned for their innovation and tailored products to suit the needs of a broad range of professional borrowers, such as property developers and investors. Our client currently offers a range of property-backed loans to cover bridging finance, development exits, commercial mortgages and buy to let. They have exciting plans to launch new solutions within this range, as well as to expand their product reach into new markets. As a result, they are keen to expand their market leading product development and innovation team with the appointment of an experienced & knowledgeable Product Manager who will play an integral role in the management & performance of existing products, as well as being key to the innovation of new loan products for existing and new market segments. Our client is known for their capacity to understand the needs of borrowers in an ever-changing environment and offer loans to suit most situations, including smaller loans for smaller projects, extending to large loans ranging between £50m - £100m for larger scale real estate plans. Due to success to date, the lender has now doubled the size of their UK loan book and team 6 times in the last 6 years, with plans to achieve this for a 7th time across the coming period. Product innovation and delivery will be key to the attainment of this. You will work closely with the lenders Chief Mortgage Officer & Senior Product Lead within the role. This is also a role that comes with plenty of progression potential for those that are successful in the role. About the Role The successful candidate will work as a key part of the Chief Mortgage Officer's product and innovation team and will help to shape and optimise the firm's specialist lending products -covering residential, semi-commercial and commercial real estate. You'll conduct market and competitor research, analyse broker and borrower feedback, and collaborate with internal teams (such as sales and underwriting) to deliver solutions that meet the needs of the borrowers. Ultimately, you will devise and create products that are commercially viable, aligned to the needs of the companies funding partners and desirable for the core borrower. This is a fast-paced, hands-on role with huge strategic impact. Key Responsibilities Own the full product lifecycle for specialist lending products Analyse market trends and identify growth opportunities Build and maintain product requirements with input from internal teams Develop business cases aligned to wider company strategy Monitor product performance and support data-driven optimisation Act as a key voice in shaping how products are launched, marketed, and communicated Work closely with Sales and BDMs to align offering with broker and borrower needs The ideal candidate will demonstrate current or previous experience in product innovation/development for a lender operating within the mortgage, commercial real estate or specialist property finance markets. This role may also suit a proactive Product Analyst looking to take a step up. You will demonstrate a sharp commercial mindset and a proven ability to build business cases to assess & make recommendations on aspects such as product pricing, margin, and risk trade-offs. The capacity to analyse product and loan book performance is essential, as is the ability to deliver strategic insights to senior stakeholders and external partners to demonstrate product performance and/or viability. On?Offer: Our client is ideally looking to pay between £55k - £70k as a basic salary for the ideal individual, relevant to experience. Higher offers may also be considered for exceptional talent and potential. Salary will be complemented by a favourable bonus scheme too, that will significantly enhance annual earnings. Most notably, due to our clients continued growth & strong and proven promote from within policy, this is also a role that comes with plenty of progression potential, where excellent performance is delivered. In turn, this could see you propel both career standing & salary within, as you make a real impact on the role and business. The role will be based in ourclients Mayfair offices, offering a collaborative and fast paced working environment. There is a reasonable amount of urgency to fill this position as you might expect, for the reasons outlined. We do not expect this role to be on the market for long! Therefore, if this role does sound like one that you are both qualified for and interested in then we look forward to your application as soon as possible. We do not expect this role to be on the market for long! We will aim to review your application as soon as possible and get back to you with an update following. We look forward to hearing from you. Kind Regards, The City and Capital Team.
Property Finance Broker - London (Fintech) This is a fantastic opportunity for an existing Specialist Finance Broker or a Mortgage Broker who is looking to diversify into specialist finance. The company Are you looking to be part of a team who "Thinks outside of the box", makes you feel appreciated and, gives you a genuine opportunity to earn £100k+ with leads/clients provided? (All enquiries have had a full fact find before they are passed to the Finance Brokers to progress and manage.) Our client is a fast-growing Specialist Finance Intermediary (Bridging, Development, Commercial, Second Charge, Portfolio Finance) who are looking for an enthusiastic and numerate Property Finance Consultant to join their existing team as they continue to grow organically. With an extensive background in Technology and Marketing, they invest heavily into their Advisory and Case Management team to help them build and maintain their book of clients and reward them in doing so. You will be responsible for Arrange and provide the most appropriate debt funding for our clients Liaise with and expand out our panel of lenders Assisting case managers to aid case progression Maintain expert knowledge of the commercial lending landscape and trends and be able to convey that expertise to clients Maintain accurate records and updating CRM system Update and analyse performance and present findings internally to improve operations and marketing. We would like to see 2+ years' experience of brokering and structuring deals within the property finance sector. Full CeMAP or equivalent desired. A solid understanding of structuring property finance. Great verbal and written communication skills Enthusiastic, transparent, and driven individuals Articulate, Numerate and Confident For you Basic salary between £30k - £45k (depending on experience and banked business level over the last 2 years) Excellent bonus and open commission structure (OTE £100k+). Team bonus for achieving targets. Contributory pension scheme 24 days holiday plus bank holidays (increasing 1 day for every year's service) 3 additional days off over Christmas period Opportunity for formal training and qualifications Exposure to a genuine, HNW lead source.
Sep 01, 2025
Full time
Property Finance Broker - London (Fintech) This is a fantastic opportunity for an existing Specialist Finance Broker or a Mortgage Broker who is looking to diversify into specialist finance. The company Are you looking to be part of a team who "Thinks outside of the box", makes you feel appreciated and, gives you a genuine opportunity to earn £100k+ with leads/clients provided? (All enquiries have had a full fact find before they are passed to the Finance Brokers to progress and manage.) Our client is a fast-growing Specialist Finance Intermediary (Bridging, Development, Commercial, Second Charge, Portfolio Finance) who are looking for an enthusiastic and numerate Property Finance Consultant to join their existing team as they continue to grow organically. With an extensive background in Technology and Marketing, they invest heavily into their Advisory and Case Management team to help them build and maintain their book of clients and reward them in doing so. You will be responsible for Arrange and provide the most appropriate debt funding for our clients Liaise with and expand out our panel of lenders Assisting case managers to aid case progression Maintain expert knowledge of the commercial lending landscape and trends and be able to convey that expertise to clients Maintain accurate records and updating CRM system Update and analyse performance and present findings internally to improve operations and marketing. We would like to see 2+ years' experience of brokering and structuring deals within the property finance sector. Full CeMAP or equivalent desired. A solid understanding of structuring property finance. Great verbal and written communication skills Enthusiastic, transparent, and driven individuals Articulate, Numerate and Confident For you Basic salary between £30k - £45k (depending on experience and banked business level over the last 2 years) Excellent bonus and open commission structure (OTE £100k+). Team bonus for achieving targets. Contributory pension scheme 24 days holiday plus bank holidays (increasing 1 day for every year's service) 3 additional days off over Christmas period Opportunity for formal training and qualifications Exposure to a genuine, HNW lead source.
