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Property Manager - Senior Surveyor
i-Jobs
Property Manager - Senior Surveyor Location: Ellesmere Port, CH65 0BE Start Date: ASAP Contract Duration: 2+ Months Working Hours: Mon Fri, 09 00, 37 Hours per week Pay Rate: £21.65 per hour Job Ref: COM(phone number removed) Job Responsibilities Manage the commercial estate to ensure timely rent and service charge collection, property maintenance, and tenant lease compliance. Oversee service charge management, focusing on the preparation and maintenance of apportionment schedules and accuracy checks. Ensure rent collection aligns with KPIs and conduct regular debt meetings. Review and manage tenant applications, prepare ODNs, and instruct solicitors as necessary within required timescales. Manage a portfolio of land and property holdings, including tenant management functions such as lettings, assignments, sub-lettings, property alterations, and defect monitoring. Provide accurate insurance data to the Council Insurance team and manage EPC data and strategy across the estate. Mentor and monitor junior Estates Surveyors and Estates Assistant staff as appropriate. Review asset performance, identify opportunities for improvement, and conduct property option appraisals for informed decision-making. Ensure all insurance premiums are recharged to tenants. Issue instructions to Legal, Finance, and Income services regarding agreed transactions and debt recovery. Perform other duties as requested by senior managers, consistent with the principal responsibilities of the job. This role requires flexible and mobile working across various locations in Cheshire West and Chester. Person Specification Qualifications Degree and Membership of the RICS (Essential). Experience Extensive experience in Property Management (Essential). Proven success in working with internal and external stakeholders for service development and delivery (Essential). Evidence of successfully delivering complex projects (Essential). Experience managing complex property estates and portfolios with compliance in Health and Safety, Rent collections, and service charge management (Essential). Experience in financial reporting (Desirable). Job Related Knowledge Knowledge of Service Charges, Rent collection procedures, Assignments, repairs notices, Property Law, and RICS Guidance (Essential). Up-to-date knowledge of RICS guidance, CIPFA Guidance, legislation, and best practices related to the work area (Essential). Skills and Aptitudes Ability to constantly update knowledge of property management legislation (Essential). Use legal knowledge to make recommendations to the senior property manager (Essential). Build and maintain tenant and customer relationships (Essential). Understand lease structures and be able to interpret leases (Essential). Apply legal principles to tenant applications for consent (Essential). Ensure compliance with service charge management regulations and procedures (Essential). Understand VAT, banking, and credit control methods (Essential). Apply CWAC procedures related to work activities (Essential). Proficient in IT software such as Word, Excel, and databases (Essential). Contribute to team and department s business plan (Essential). Delegate, supervise, and develop junior team members (Essential). Work collaboratively as part of a team, supporting and recognizing the contributions of others (Essential). Build and maintain relationships within the wider CWAC team (Essential). Other Requirements Ability to effectively reach locations across the Borough (Essential). Flexible working pattern, including availability for evening meetings (Essential). Ability to prioritize and manage a demanding workload (Essential). Handle complex workloads effectively (Essential). Engage with staff at various levels within and outside the Council (Essential). Maintain a positive outlook when addressing immediate and long-term problems (Essential). Continuously prioritize customers needs while balancing the Council's strategic requirements (Essential). DISCLAIMER: By applying for this vacancy, you consent to your personal information being shared with our client and any relevant third parties we engage with, for the purpose of assessing your suitability for the role. You acknowledge that it is your responsibility to inform i-Jobs in advance if there are any specific organisations or hirers to whom you do not wish your details to be disclosed.
Sep 05, 2025
Contractor
Property Manager - Senior Surveyor Location: Ellesmere Port, CH65 0BE Start Date: ASAP Contract Duration: 2+ Months Working Hours: Mon Fri, 09 00, 37 Hours per week Pay Rate: £21.65 per hour Job Ref: COM(phone number removed) Job Responsibilities Manage the commercial estate to ensure timely rent and service charge collection, property maintenance, and tenant lease compliance. Oversee service charge management, focusing on the preparation and maintenance of apportionment schedules and accuracy checks. Ensure rent collection aligns with KPIs and conduct regular debt meetings. Review and manage tenant applications, prepare ODNs, and instruct solicitors as necessary within required timescales. Manage a portfolio of land and property holdings, including tenant management functions such as lettings, assignments, sub-lettings, property alterations, and defect monitoring. Provide accurate insurance data to the Council Insurance team and manage EPC data and strategy across the estate. Mentor and monitor junior Estates Surveyors and Estates Assistant staff as appropriate. Review asset performance, identify opportunities for improvement, and conduct property option appraisals for informed decision-making. Ensure all insurance premiums are recharged to tenants. Issue instructions to Legal, Finance, and Income services regarding agreed transactions and debt recovery. Perform other duties as requested by senior managers, consistent with the principal responsibilities of the job. This role requires flexible and mobile working across various locations in Cheshire West and Chester. Person Specification Qualifications Degree and Membership of the RICS (Essential). Experience Extensive experience in Property Management (Essential). Proven success in working with internal and external stakeholders for service development and delivery (Essential). Evidence of successfully delivering complex projects (Essential). Experience managing complex property estates and portfolios with compliance in Health and Safety, Rent collections, and service charge management (Essential). Experience in financial reporting (Desirable). Job Related Knowledge Knowledge of Service Charges, Rent collection procedures, Assignments, repairs notices, Property Law, and RICS Guidance (Essential). Up-to-date knowledge of RICS guidance, CIPFA Guidance, legislation, and best practices related to the work area (Essential). Skills and Aptitudes Ability to constantly update knowledge of property management legislation (Essential). Use legal knowledge to make recommendations to the senior property manager (Essential). Build and maintain tenant and customer relationships (Essential). Understand lease structures and be able to interpret leases (Essential). Apply legal principles to tenant applications for consent (Essential). Ensure compliance with service charge management regulations and procedures (Essential). Understand VAT, banking, and credit control methods (Essential). Apply CWAC procedures related to work activities (Essential). Proficient in IT software such as Word, Excel, and databases (Essential). Contribute to team and department s business plan (Essential). Delegate, supervise, and develop junior team members (Essential). Work collaboratively as part of a team, supporting and recognizing the contributions of others (Essential). Build and maintain relationships within the wider CWAC team (Essential). Other Requirements Ability to effectively reach locations across the Borough (Essential). Flexible working pattern, including availability for evening meetings (Essential). Ability to prioritize and manage a demanding workload (Essential). Handle complex workloads effectively (Essential). Engage with staff at various levels within and outside the Council (Essential). Maintain a positive outlook when addressing immediate and long-term problems (Essential). Continuously prioritize customers needs while balancing the Council's strategic requirements (Essential). DISCLAIMER: By applying for this vacancy, you consent to your personal information being shared with our client and any relevant third parties we engage with, for the purpose of assessing your suitability for the role. You acknowledge that it is your responsibility to inform i-Jobs in advance if there are any specific organisations or hirers to whom you do not wish your details to be disclosed.
YOPA
Mortgage Administrator (Scout Financial Services)
YOPA Nottingham, Nottinghamshire
Mortgage Administrator Hybrid / Remote Full-Time Mon-Fri, 9:00am-5:30pm £24,000 per annum + Truly Uncapped Commission (Realistic OTE: £30,000+) Want to earn more without working weekends? This is your opportunity. At Scout, we're not just offering a job-we're offering a real chance to earn big and build your career in the fast-moving world of Fintech and financial services. We are on a mission to become a leading player in the UK mortgage sector. We aim to be the trusted broker of choice, helping customers achieve their property goals by proudly providing a lifetime of financial advice. We believe that our success is built on the foundation of our culture and underpinned by our shared company values: Care deeply, do the right thing, execute with excellence and be frank and fearless. With a base salary starting at £24,000, the real earning potential lies in our uncapped commission structure . Top performers regularly exceed £30k+ OTE, and with no ceiling on what you can earn, the only limit is your own ambition . What You'll Be Doing: As a Mortgage Administrator, you'll play a key role in supporting our expert mortgage brokers-helping clients move from application to completion with ease and confidence. Alongside the core admin duties, you'll have multiple income streams to maximise your commission : Selling Buildings & Contents (B&C) insurance Booking in protection reviews for future sales Referring clients for surveys and solicitors Securing Trustpilot 5-star reviews that lead to referral incentives All of these are fully commissionable and directly boost your take-home pay. No caps. No quotas. Just real reward for real results. Your Day-to-Day: Manage mortgage applications from submission through to completion Liaise with lenders, brokers, customers, estate agents, and solicitors Update clients on progress and provide an exceptional service experience Handle online payments for valuations or broker fees Accurately update client records and case notes Drive additional income by offering B&C cover and other bolt-on services We're Looking For Someone Who Is: A strong communicator, both verbal and written Exceptionally organised, with a sharp eye for detail Target-driven and confident in a sales environment A natural multitasker with excellent time management skills Ideally familiar with mortgage application processes (multi-lender or MAB experience is a plus!) Life at Scout. Uncapped commission - the only limit is your own potential. Structured career development - with a pathway to becoming a Mortgage Broker for eligible employees Onboarding & training - we'll set you up for success Mental health & wellbeing support Hybrid/remote working for flexibility Regular socials and performance bonuses Generous holiday allowance to help you relax and recharge ️ Retail, food and travel discounts Refer-a-friend bonus scheme Want to take control of your earnings, work in a fast-paced, high-reward environment, and develop a career in financial services? Apply now and unlock your potential at Scout.
Sep 04, 2025
Full time
Mortgage Administrator Hybrid / Remote Full-Time Mon-Fri, 9:00am-5:30pm £24,000 per annum + Truly Uncapped Commission (Realistic OTE: £30,000+) Want to earn more without working weekends? This is your opportunity. At Scout, we're not just offering a job-we're offering a real chance to earn big and build your career in the fast-moving world of Fintech and financial services. We are on a mission to become a leading player in the UK mortgage sector. We aim to be the trusted broker of choice, helping customers achieve their property goals by proudly providing a lifetime of financial advice. We believe that our success is built on the foundation of our culture and underpinned by our shared company values: Care deeply, do the right thing, execute with excellence and be frank and fearless. With a base salary starting at £24,000, the real earning potential lies in our uncapped commission structure . Top performers regularly exceed £30k+ OTE, and with no ceiling on what you can earn, the only limit is your own ambition . What You'll Be Doing: As a Mortgage Administrator, you'll play a key role in supporting our expert mortgage brokers-helping clients move from application to completion with ease and confidence. Alongside the core admin duties, you'll have multiple income streams to maximise your commission : Selling Buildings & Contents (B&C) insurance Booking in protection reviews for future sales Referring clients for surveys and solicitors Securing Trustpilot 5-star reviews that lead to referral incentives All of these are fully commissionable and directly boost your take-home pay. No caps. No quotas. Just real reward for real results. Your Day-to-Day: Manage mortgage applications from submission through to completion Liaise with lenders, brokers, customers, estate agents, and solicitors Update clients on progress and provide an exceptional service experience Handle online payments for valuations or broker fees Accurately update client records and case notes Drive additional income by offering B&C cover and other bolt-on services We're Looking For Someone Who Is: A strong communicator, both verbal and written Exceptionally organised, with a sharp eye for detail Target-driven and confident in a sales environment A natural multitasker with excellent time management skills Ideally familiar with mortgage application processes (multi-lender or MAB experience is a plus!) Life at Scout. Uncapped commission - the only limit is your own potential. Structured career development - with a pathway to becoming a Mortgage Broker for eligible employees Onboarding & training - we'll set you up for success Mental health & wellbeing support Hybrid/remote working for flexibility Regular socials and performance bonuses Generous holiday allowance to help you relax and recharge ️ Retail, food and travel discounts Refer-a-friend bonus scheme Want to take control of your earnings, work in a fast-paced, high-reward environment, and develop a career in financial services? Apply now and unlock your potential at Scout.
Primary Servicing Specialist
STELLAR SELECT Watford, Hertfordshire
Job Title : Primary Servicing Specialist Location: Watford Salary: Between 26,000 and 32,000 depending on experience Hours: Monday to Friday 9am to 5:30 pm Benefits: Private Medical Healthcare Dental Scheme Additional half-day annual leave on your Birthday Annual leave purchase scheme Pension Scheme Perk box Free eye tests Christmas and Summer Social Events Top Performers Dinner each quarter Fresh fruit in the office 25 days holiday plus public and bank holidays About the Primary Servicing Specialist: Are you currently working in Primary Servicing and would like to join a business where there is scope to develop and progress, this is the opportunity for you. Joining a specialist team, we have a new vacancy in the primary servicing team, servicing residential mortgage customers. Responsibilities of Primary Servicing Specialist: Manage calls, posts and emails within SLAs Check new account uploads Submit Bacs files and action any unpaid direct debits or payments Deal with cash allocation, ensuring funds are applied to the appropriate account Deal with servicing team banking, including card/cash allocation, redemption, part settlement etc Scan title updates to files Action and apply redemptions and capital reduction funds to loans to redemption/completion Action all deeds of postponement and easement requests to completion Dealing with E-DS1 uploads, payment holiday overpayments exit and refunds - credit arrears report Deal with solicitors missing title registration Deal with CRA returns (CAIS) Check and action accounts in credit at month-end Action the monthly consolidation refunds from the finance team Dealing with any exceptions between Phoebus and Fusion Action on any Bank of England base rate changes or complaints Take calls from third parties to assist with the administration of their loans or queries Experience required for Primary Servicing Specialist: Experience in servicing residential mortgages is essential from primary servicing or specialist servicing environment Well organised Able to work under pressure Good telephone skills and attention to detail Trusting Stellar Select: At Stellar Select, our commitment goes beyond recruitment; it's about crafting experiences that elevate your career journey. We take pride in delivering excellent services to our candidates and always going the extra mile to ensure your success. Our foundation is built on openness and transparency. We believe in clear communication with everyone we work with, fostering an environment of trust, honesty and fairness. Embark on your career journey with confidence, knowing that our services are designed with your success in mind. Here's what our complimentary service includes: Expert Consultants: We are your allies, dedicated to understanding your goals and guiding you toward Industry Expertise: Benefit from our in-depth knowledge of the industry, providing you with insights that set you apart in your career. 1-2-1 Experience Discussion: Your experiences Engage in personalised discussions about your journey and how it aligns with the job role. Interview Preparation: Step into interviews with We provide thorough preparation to ensure you shine in every interaction. Negotiation of Job Offers: We'll manage the negotiations on your behalf, aiming for offers that align with your Market Insights: Stay informed with the financial market insights that empower you to make informed career Recruitment Process Updates: No more We keep you in the loop with regular updates on your recruitment process. Matching to Other Roles: Your journey doesn't end with one We explore matches to other roles based on your experience and interests. Referral Programs: Spread the word and be For more information regarding the role of Primary Servicing Specialist please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC
Sep 03, 2025
Full time
Job Title : Primary Servicing Specialist Location: Watford Salary: Between 26,000 and 32,000 depending on experience Hours: Monday to Friday 9am to 5:30 pm Benefits: Private Medical Healthcare Dental Scheme Additional half-day annual leave on your Birthday Annual leave purchase scheme Pension Scheme Perk box Free eye tests Christmas and Summer Social Events Top Performers Dinner each quarter Fresh fruit in the office 25 days holiday plus public and bank holidays About the Primary Servicing Specialist: Are you currently working in Primary Servicing and would like to join a business where there is scope to develop and progress, this is the opportunity for you. Joining a specialist team, we have a new vacancy in the primary servicing team, servicing residential mortgage customers. Responsibilities of Primary Servicing Specialist: Manage calls, posts and emails within SLAs Check new account uploads Submit Bacs files and action any unpaid direct debits or payments Deal with cash allocation, ensuring funds are applied to the appropriate account Deal with servicing team banking, including card/cash allocation, redemption, part settlement etc Scan title updates to files Action and apply redemptions and capital reduction funds to loans to redemption/completion Action all deeds of postponement and easement requests to completion Dealing with E-DS1 uploads, payment holiday overpayments exit and refunds - credit arrears report Deal with solicitors missing title registration Deal with CRA returns (CAIS) Check and action accounts in credit at month-end Action the monthly consolidation refunds from the finance team Dealing with any exceptions between Phoebus and Fusion Action on any Bank of England base rate changes or complaints Take calls from third parties to assist with the administration of their loans or queries Experience required for Primary Servicing Specialist: Experience in servicing residential mortgages is essential from primary servicing or specialist servicing environment Well organised Able to work under pressure Good telephone skills and attention to detail Trusting Stellar Select: At Stellar Select, our commitment goes beyond recruitment; it's about crafting experiences that elevate your career journey. We take pride in delivering excellent services to our candidates and always going the extra mile to ensure your success. Our foundation is built on openness and transparency. We believe in clear communication with everyone we work with, fostering an environment of trust, honesty and fairness. Embark on your career journey with confidence, knowing that our services are designed with your success in mind. Here's what our complimentary service includes: Expert Consultants: We are your allies, dedicated to understanding your goals and guiding you toward Industry Expertise: Benefit from our in-depth knowledge of the industry, providing you with insights that set you apart in your career. 1-2-1 Experience Discussion: Your experiences Engage in personalised discussions about your journey and how it aligns with the job role. Interview Preparation: Step into interviews with We provide thorough preparation to ensure you shine in every interaction. Negotiation of Job Offers: We'll manage the negotiations on your behalf, aiming for offers that align with your Market Insights: Stay informed with the financial market insights that empower you to make informed career Recruitment Process Updates: No more We keep you in the loop with regular updates on your recruitment process. Matching to Other Roles: Your journey doesn't end with one We explore matches to other roles based on your experience and interests. Referral Programs: Spread the word and be For more information regarding the role of Primary Servicing Specialist please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC
Cameron James
HNW Mortgage Broker
Cameron James
Home-Based HNW Mortgage Advisor / Mortgage Broker - High Earnings - North London Job Title: Home-Based HNW Mortgage Advisor / Mortgage Broker Location: North London - Home-Based (covering Islington, Hampstead, Highgate, Finchley, Barnet & surrounding areas) Salary: OTE £80,000 - £100,000 Recruiter: Cameron James Professional Recruitment Employment Type: Full-Time, Permanent Are you an experienced Mortgage Advisor or Mortgage Broker looking to break into the lucrative high-net-worth market while working from home? Do you want to enjoy high earnings , elite leads, and full administrative support in a prestigious environment? This home-based HNW Mortgage Advisor role could be the perfect step forward in your financial services career. About the Opportunity Cameron James Professional Recruitment is proud to partner with an elite, directly authorised mortgage brokerage firm based in Islington, offering an exceptional home-based Mortgage Advisor opportunity. Specialising in the HNW and UHNW client space , this role involves advising on complex, high-value mortgage cases ranging from £500k to £3.5m+. You'll be joining a well-established, high-performing team of Mortgage Brokers who work with a strong and consistent pipeline of pre-qualified leads from private banks, solicitors, accountants, and online platforms. Advisors working in this team typically bank £15,000 per month , with many achieving £20,000+ in monthly written business . Key Responsibilities: Deliver whole-of-market mortgage advice to a diverse and elite client base, including HNW individuals, foreign nationals, expatriates, and overseas investors. Manage complex mortgage applications and tailor bespoke solutions for clients with unique financial circumstances. Work with 5-7 high-quality, pre-qualified HNW mortgage leads weekly , generated through longstanding introducer relationships and online channels. Build and nurture long-term client relationships to drive repeat and referral business . Operate fully remotely , with optional weekly office visits in North London. Collaborate closely with in-house mortgage admin support to allow full focus on advising and closing. Work towards personal and business targets in a professional, ethical, and client-first environment. Ideal Candidate Profile: Qualifications: Fully CeMAP qualified (or equivalent) - Essential Clean credit file and no CCJs - Essential Experience & Skills: Minimum 2 years' experience as a Mortgage Advisor or Mortgage Broker - ideally within a high-value or specialist lending environment. Proven track record of advising on and closing high-value and complex mortgage cases . In-depth understanding of UK and international lending criteria. Strong knowledge of protection advice , with the ability to cross-sell and upsell effectively. Excellent interpersonal, negotiation, and communication skills. Professional, proactive, and confident when dealing with HNW clients . Strong organisational skills and ability to manage multiple cases under pressure. What's On Offer: High earnings potential : £80,000 - £100,000+ OTE Home-based role covering affluent North London areas (Islington, Hampstead, Highgate, Finchley, Barnet, Enfield, etc.) 5-7 qualified HNW leads per week Full admin support , so your time is focused on clients - not paperwork Supportive, collaborative team culture within a prestigious, highly respected brand Opportunity to establish yourself in the HNW mortgage market , enhancing your earning potential and reputation Transparent and competitive commission structure Why This Role Stands Out: This position is tailored for a driven and qualified Mortgage Advisor or Mortgage Broker who wants to work from home , access high earnings , and build a reputation in the HNW mortgage market . You'll receive ongoing support , full access to premium mortgage leads , and an excellent opportunity to grow your income and career in a structured, stable environment. If you are a Mortgage Advisor or Mortgage Broker who thrives in a client-facing role and enjoys working with high-value cases , this role offers the perfect blend of autonomy , support , and high earnings potential . How to Apply: For more information or to apply for this exclusive home-based Mortgage Advisor opportunity, contact: Bryn McMillan Financial Services Recruitment Director
Sep 02, 2025
Full time
Home-Based HNW Mortgage Advisor / Mortgage Broker - High Earnings - North London Job Title: Home-Based HNW Mortgage Advisor / Mortgage Broker Location: North London - Home-Based (covering Islington, Hampstead, Highgate, Finchley, Barnet & surrounding areas) Salary: OTE £80,000 - £100,000 Recruiter: Cameron James Professional Recruitment Employment Type: Full-Time, Permanent Are you an experienced Mortgage Advisor or Mortgage Broker looking to break into the lucrative high-net-worth market while working from home? Do you want to enjoy high earnings , elite leads, and full administrative support in a prestigious environment? This home-based HNW Mortgage Advisor role could be the perfect step forward in your financial services career. About the Opportunity Cameron James Professional Recruitment is proud to partner with an elite, directly authorised mortgage brokerage firm based in Islington, offering an exceptional home-based Mortgage Advisor opportunity. Specialising in the HNW and UHNW client space , this role involves advising on complex, high-value mortgage cases ranging from £500k to £3.5m+. You'll be joining a well-established, high-performing team of Mortgage Brokers who work with a strong and consistent pipeline of pre-qualified leads from private banks, solicitors, accountants, and online platforms. Advisors working in this team typically bank £15,000 per month , with many achieving £20,000+ in monthly written business . Key Responsibilities: Deliver whole-of-market mortgage advice to a diverse and elite client base, including HNW individuals, foreign nationals, expatriates, and overseas investors. Manage complex mortgage applications and tailor bespoke solutions for clients with unique financial circumstances. Work with 5-7 high-quality, pre-qualified HNW mortgage leads weekly , generated through longstanding introducer relationships and online channels. Build and nurture long-term client relationships to drive repeat and referral business . Operate fully remotely , with optional weekly office visits in North London. Collaborate closely with in-house mortgage admin support to allow full focus on advising and closing. Work towards personal and business targets in a professional, ethical, and client-first environment. Ideal Candidate Profile: Qualifications: Fully CeMAP qualified (or equivalent) - Essential Clean credit file and no CCJs - Essential Experience & Skills: Minimum 2 years' experience as a Mortgage Advisor or Mortgage Broker - ideally within a high-value or specialist lending environment. Proven track record of advising on and closing high-value and complex mortgage cases . In-depth understanding of UK and international lending criteria. Strong knowledge of protection advice , with the ability to cross-sell and upsell effectively. Excellent interpersonal, negotiation, and communication skills. Professional, proactive, and confident when dealing with HNW clients . Strong organisational skills and ability to manage multiple cases under pressure. What's On Offer: High earnings potential : £80,000 - £100,000+ OTE Home-based role covering affluent North London areas (Islington, Hampstead, Highgate, Finchley, Barnet, Enfield, etc.) 5-7 qualified HNW leads per week Full admin support , so your time is focused on clients - not paperwork Supportive, collaborative team culture within a prestigious, highly respected brand Opportunity to establish yourself in the HNW mortgage market , enhancing your earning potential and reputation Transparent and competitive commission structure Why This Role Stands Out: This position is tailored for a driven and qualified Mortgage Advisor or Mortgage Broker who wants to work from home , access high earnings , and build a reputation in the HNW mortgage market . You'll receive ongoing support , full access to premium mortgage leads , and an excellent opportunity to grow your income and career in a structured, stable environment. If you are a Mortgage Advisor or Mortgage Broker who thrives in a client-facing role and enjoys working with high-value cases , this role offers the perfect blend of autonomy , support , and high earnings potential . How to Apply: For more information or to apply for this exclusive home-based Mortgage Advisor opportunity, contact: Bryn McMillan Financial Services Recruitment Director
NJR Recruitment
Mortgage Administrator
NJR Recruitment
Mortgage Administrator Location: Leicestershire Salary: £25,000 - £30,000 Benefits Full-Time Permanent NJR Recruitment is working with a friendly and well-established IFA firm who have an excellent opportunity for a Mortgage Administrator to join their growing business, You will be working directly with one of the Firms Mortgage Advisors to provide hands on Administrative support. This role would suit someone with solid mortgage administration experience who enjoys working in a client-focused, busy environment. What's on Offer " Salary £25,000 - £30,000 " 25 days holiday bank holidays " Non-contributory pension scheme (after 3 months) " Death in service benefit (after probation) " Modern air-conditioned offices with kitchen, gym, and free secure parking Key Responsibilities " Provide full paraplanning and administrative support for mortgage and protection cases " Call qualified leads, arrange client meetings, and maintain adviser diaries " Liaise with advisers, lenders, and solicitors to progress applications " Prepare suitability reports for mortgages and protection " Conduct mortgage and protection research using Iress Tri-Gold and Exchange " Manage case files and ensure compliance with GDPR and FCA rules " Keep clients informed at every stage of their application What We're Looking For " Minimum 2 years' recent mortgage administration/paraplanning experience " CeMAP or CF6 qualification (minimum Level 3) " Excellent understanding of mortgage and protection processes from start to finish " Proficient in Microsoft Office and CRM systems (Adviser Office desirable) " Strong communication skills, attention to detail, and ability to work under pressure Our client is looking for someone with a can-do attitude, who is self motivated, efficient and hard working and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR15983
Sep 01, 2025
Full time
Mortgage Administrator Location: Leicestershire Salary: £25,000 - £30,000 Benefits Full-Time Permanent NJR Recruitment is working with a friendly and well-established IFA firm who have an excellent opportunity for a Mortgage Administrator to join their growing business, You will be working directly with one of the Firms Mortgage Advisors to provide hands on Administrative support. This role would suit someone with solid mortgage administration experience who enjoys working in a client-focused, busy environment. What's on Offer " Salary £25,000 - £30,000 " 25 days holiday bank holidays " Non-contributory pension scheme (after 3 months) " Death in service benefit (after probation) " Modern air-conditioned offices with kitchen, gym, and free secure parking Key Responsibilities " Provide full paraplanning and administrative support for mortgage and protection cases " Call qualified leads, arrange client meetings, and maintain adviser diaries " Liaise with advisers, lenders, and solicitors to progress applications " Prepare suitability reports for mortgages and protection " Conduct mortgage and protection research using Iress Tri-Gold and Exchange " Manage case files and ensure compliance with GDPR and FCA rules " Keep clients informed at every stage of their application What We're Looking For " Minimum 2 years' recent mortgage administration/paraplanning experience " CeMAP or CF6 qualification (minimum Level 3) " Excellent understanding of mortgage and protection processes from start to finish " Proficient in Microsoft Office and CRM systems (Adviser Office desirable) " Strong communication skills, attention to detail, and ability to work under pressure Our client is looking for someone with a can-do attitude, who is self motivated, efficient and hard working and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR15983
Signet Resources
Debt Recovery-Financial Services -Immediate Start!
Signet Resources Bracknell, Berkshire
The Collections and Recoveries Coordinator role is a customer service role in a busy financial services call centre, that requires sensitivity, tact and empathy as it is dealing with customers who may find themselves in sensitive situations financially and emotionally. The team works with customers who may be struggling to maintain their financial agreements, or need alternative arrangements established. Finding the balance between the needs of the business and supporting loyal customers is a key aspect of this role therefore. This is an initial 6-month contract, with the potential to extend or become permanent. Main Responsibilities: Pre-Arrears Agreement Handling, speaking with customers who potentially will not be able to afford future repayments. Early arrears Agreement Handling, helping customers who have just entered into arrears and trying to negotiate repayment plans in order to get the agreement back up to date. Liaising with Customer Service Representatives, providing account information and updating customer agreements accordingly. Vehicle Repossessions, dealing with both the third party agents and also customers during the process of the actual repossession. Compassionate Handling of Deceased Agreements. Speaking with all parties involved in this process including the next of kin or family members and executors of the estate and solicitors. Identifying & referring any agreements that may potentially involve Fraud. Referring agreements for potential Pre-Litigation Action. Shortfall liability, discussing outstanding liabilities with customers following the end of contract on the agreements. Regulatory Administration Action Consumer Credit Act (CCA 1974) correspondence in line with processes and company requirements. Assist Management in the production and maintenance of FCA complaint and TCF work policies and procedures, with a focus on financial difficulties and vulnerability. Understand and apply FCA CONC rules with dealing with each customer agreement. Other Duties Assist in any projects, system upgrades, etc. when required. Proactively seek to improve processes and procedures within department. Excellent working environment with hybrid working model -3 days a week in the office! The role is inside IR35 and the hourly rate is £17.12ph (£30k annual salary equivalent).
Sep 01, 2025
Full time
The Collections and Recoveries Coordinator role is a customer service role in a busy financial services call centre, that requires sensitivity, tact and empathy as it is dealing with customers who may find themselves in sensitive situations financially and emotionally. The team works with customers who may be struggling to maintain their financial agreements, or need alternative arrangements established. Finding the balance between the needs of the business and supporting loyal customers is a key aspect of this role therefore. This is an initial 6-month contract, with the potential to extend or become permanent. Main Responsibilities: Pre-Arrears Agreement Handling, speaking with customers who potentially will not be able to afford future repayments. Early arrears Agreement Handling, helping customers who have just entered into arrears and trying to negotiate repayment plans in order to get the agreement back up to date. Liaising with Customer Service Representatives, providing account information and updating customer agreements accordingly. Vehicle Repossessions, dealing with both the third party agents and also customers during the process of the actual repossession. Compassionate Handling of Deceased Agreements. Speaking with all parties involved in this process including the next of kin or family members and executors of the estate and solicitors. Identifying & referring any agreements that may potentially involve Fraud. Referring agreements for potential Pre-Litigation Action. Shortfall liability, discussing outstanding liabilities with customers following the end of contract on the agreements. Regulatory Administration Action Consumer Credit Act (CCA 1974) correspondence in line with processes and company requirements. Assist Management in the production and maintenance of FCA complaint and TCF work policies and procedures, with a focus on financial difficulties and vulnerability. Understand and apply FCA CONC rules with dealing with each customer agreement. Other Duties Assist in any projects, system upgrades, etc. when required. Proactively seek to improve processes and procedures within department. Excellent working environment with hybrid working model -3 days a week in the office! The role is inside IR35 and the hourly rate is £17.12ph (£30k annual salary equivalent).
North Oak Recruitment Ltd
Financial Planner
North Oak Recruitment Ltd Leicester, Leicestershire
Financial Planner Leicester (our Ref AL1374) Salary up to £60,000 pa dep on exp bonus and benefits (fully employed position) My client is a Chartered, award winning wealth management company, with client assets in excess of £1bn. They serve high net worth & ultra-high net worth clients across the UK and look to build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach. They now have an outstanding opportunity for a Diploma Level 4 qualified individual to join their team of Financial Planners. Financial Planner - Role Overview: The role is fundamentally to provide high quality advice and outcomes for clients based on their individual needs. You will apply technical knowledge in specialist areas such as SIPP, SSAS and discretionary investment management. You will be fully supported in all aspects of pension and investment administration by a team of account executives. Key Tasks: Review existing clients' circumstances and advise as appropriate. Obtain the required information to enable a full analysis of the clients' needs and construct appropriate solutions to the principles of best advice. Create detailed notes for each meeting highlighting the clients' objectives and confirming action points. Managing Client Portfolios - Meet with clients annually to maintain and build relationships as well as ensuring suitability of advice. Business promotion - explore opportunities and develop appropriate business relationships within a targeted geographical region. Establish contact with potential clients (solicitors and accountants) Pay and Benefits Starting salary up to £60,000 per annum (dependent on qualifications, knowledge, and experience) Annual salary review based on performance. Bonus Scheme, Car allowance, Laptop & Mobile Phone, 4 x salary life assurance, 26 days' holiday - Increasing incrementally in recognition of continuous service, Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available, PMI scheme, Health Cash Plan Scheme. Person Specification - Essential qualifications and experience: Level 4 Diploma in Financial Planning (or equivalent) Chartered Financial Planner status or working towards it. At least 5 years' experience in an advisory role Desirable qualifications and experience: Experience of working in SIPP and SSAS marketplace. Support given to candidates who may not have worked with SIPP and SSAS specifically. Essential knowledge and skills required: Excellent technical knowledge Excellent product knowledge and their application in financial planning SIPP, SSAS and discretionary management of Investments, in particular. Proven ability to acquire and develop new business. Proven experience of managing own portfolio of high-net-worth clients. Excellent interpersonal and communication skills. Analytical skills and the ability to work in a structured, planned manner Knowledge of regulatory requirements relevant to role If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Sep 01, 2025
Full time
Financial Planner Leicester (our Ref AL1374) Salary up to £60,000 pa dep on exp bonus and benefits (fully employed position) My client is a Chartered, award winning wealth management company, with client assets in excess of £1bn. They serve high net worth & ultra-high net worth clients across the UK and look to build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach. They now have an outstanding opportunity for a Diploma Level 4 qualified individual to join their team of Financial Planners. Financial Planner - Role Overview: The role is fundamentally to provide high quality advice and outcomes for clients based on their individual needs. You will apply technical knowledge in specialist areas such as SIPP, SSAS and discretionary investment management. You will be fully supported in all aspects of pension and investment administration by a team of account executives. Key Tasks: Review existing clients' circumstances and advise as appropriate. Obtain the required information to enable a full analysis of the clients' needs and construct appropriate solutions to the principles of best advice. Create detailed notes for each meeting highlighting the clients' objectives and confirming action points. Managing Client Portfolios - Meet with clients annually to maintain and build relationships as well as ensuring suitability of advice. Business promotion - explore opportunities and develop appropriate business relationships within a targeted geographical region. Establish contact with potential clients (solicitors and accountants) Pay and Benefits Starting salary up to £60,000 per annum (dependent on qualifications, knowledge, and experience) Annual salary review based on performance. Bonus Scheme, Car allowance, Laptop & Mobile Phone, 4 x salary life assurance, 26 days' holiday - Increasing incrementally in recognition of continuous service, Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available, PMI scheme, Health Cash Plan Scheme. Person Specification - Essential qualifications and experience: Level 4 Diploma in Financial Planning (or equivalent) Chartered Financial Planner status or working towards it. At least 5 years' experience in an advisory role Desirable qualifications and experience: Experience of working in SIPP and SSAS marketplace. Support given to candidates who may not have worked with SIPP and SSAS specifically. Essential knowledge and skills required: Excellent technical knowledge Excellent product knowledge and their application in financial planning SIPP, SSAS and discretionary management of Investments, in particular. Proven ability to acquire and develop new business. Proven experience of managing own portfolio of high-net-worth clients. Excellent interpersonal and communication skills. Analytical skills and the ability to work in a structured, planned manner Knowledge of regulatory requirements relevant to role If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
i2i Recruitment Consultancy
Trainee Mortgage Advisor
i2i Recruitment Consultancy Gloucester, Gloucestershire
What's in it for you? Training & Development Career Progression Support for Qualifications Bonus Opportunities Competitive Holiday Allowance Free Parking Work with a Reputable Team Must-haves: Strong planning and organisational skills. Excellent communication skills and a desire to be in a sales-based role in the future. Reliable, committed, and proactive approach to work. Comfortable with data entry and general administration duties. Either minimum CeMAP 1 or currently studying for CeMAP. Nice-to-haves: Previous experience in financial services or administration. Exposure to customer liaison with lenders, solicitors, or providers. Experience handling incoming calls, emails, and correspondence efficiently. Interest in Mortgage & Protection products. About: This is an incredibly rare and unique opportunity to join one of our best clients in their training academy programme. You'll start your career within the financial services administration team, learning the ropes and back-office elements to the industry, then progressing into an adviser once you're ready. My client is one of the busiest and more reputable estate agents in the southwest, and for the right person could offer a successful, progressive and lucrative career. Interested? Send your most up-to-date CV to Fran at i2i recruitment today! Our mission of 'Making Recruitment Personal' also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.
Sep 01, 2025
Full time
What's in it for you? Training & Development Career Progression Support for Qualifications Bonus Opportunities Competitive Holiday Allowance Free Parking Work with a Reputable Team Must-haves: Strong planning and organisational skills. Excellent communication skills and a desire to be in a sales-based role in the future. Reliable, committed, and proactive approach to work. Comfortable with data entry and general administration duties. Either minimum CeMAP 1 or currently studying for CeMAP. Nice-to-haves: Previous experience in financial services or administration. Exposure to customer liaison with lenders, solicitors, or providers. Experience handling incoming calls, emails, and correspondence efficiently. Interest in Mortgage & Protection products. About: This is an incredibly rare and unique opportunity to join one of our best clients in their training academy programme. You'll start your career within the financial services administration team, learning the ropes and back-office elements to the industry, then progressing into an adviser once you're ready. My client is one of the busiest and more reputable estate agents in the southwest, and for the right person could offer a successful, progressive and lucrative career. Interested? Send your most up-to-date CV to Fran at i2i recruitment today! Our mission of 'Making Recruitment Personal' also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.
Clark James recruitment
MORTGAGE ADVISER
Clark James recruitment Crawley, Sussex
Clark James Recruitment are working with a highly regarded Financial Services business. Our client are looking to recruit professional and forward thinking CeMAP qualified professionals to join the team as Mortgage Advisors. Working within a modern, bright and team orientated location this is an excellent place to work and grow a lasting career. Role Office based role, hybrid working may be considered. To pro-actively generate new business. To support and guide clients through the property mortgage process, through to completion. Liaising with mortgage lenders, solicitors, and valuers. To encourage long term relationships with clients that encourage additional lending or re-mortgaging opportunities. Our client have high levels of quality leads that can be provided to the successful applicant. Candidate CeMAP qualification or equivalent essential. Previous Mortgage experience essential. Ambition, forward thinking and driven. Excellent client relationship skills. Package Attractive basic salary realistic levels of commission. Excellent benefits and incentives. The CeMAP qualification (or equivalent) is essential for this position, please do not apply unless you hold this qualification as our client are unable to consider if you do not hold this. Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. At Clark James Recruitment we are committed to Diversity, Equality and Inclusion within our teams, our clients and our candidates.
Sep 01, 2025
Full time
Clark James Recruitment are working with a highly regarded Financial Services business. Our client are looking to recruit professional and forward thinking CeMAP qualified professionals to join the team as Mortgage Advisors. Working within a modern, bright and team orientated location this is an excellent place to work and grow a lasting career. Role Office based role, hybrid working may be considered. To pro-actively generate new business. To support and guide clients through the property mortgage process, through to completion. Liaising with mortgage lenders, solicitors, and valuers. To encourage long term relationships with clients that encourage additional lending or re-mortgaging opportunities. Our client have high levels of quality leads that can be provided to the successful applicant. Candidate CeMAP qualification or equivalent essential. Previous Mortgage experience essential. Ambition, forward thinking and driven. Excellent client relationship skills. Package Attractive basic salary realistic levels of commission. Excellent benefits and incentives. The CeMAP qualification (or equivalent) is essential for this position, please do not apply unless you hold this qualification as our client are unable to consider if you do not hold this. Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. At Clark James Recruitment we are committed to Diversity, Equality and Inclusion within our teams, our clients and our candidates.
Ortus Psr
Financial Adviser
Ortus Psr Wimborne, Dorset
Financial Adviser - Inherit a £90k+ Income & Expand Through Quality Professional LeadsAre you a driven Financial Adviser seeking stability, strong earnings from day one, and the tools to grow even further? We're offering a rare opportunity to inherit an established client book from a retiring adviser, generating recurring income of over £90,000 per annum. You'll also benefit from a steady stream of new business referrals through long-standing partnerships with solicitors and accountancy practices. Wimborne Salary up to £50,000 + Recurring Income from Existing Clients OTE £100k+ This role is ideal for an adviser ready to step into a proven portfolio and still hungry to build on their success with quality, pre-qualified leads and full operational support. What's On Offer: Established Client Bank - Inherit approx. 130 active clients with total AUM of £50M, offering immediate income and long-term stability. High-Calibre Clients - Many clients hold £120,000-£500,000+ in AUM, providing opportunities for meaningful advice and deeper planning. Professional Introductions - Ongoing, high-quality referrals from trusted solicitors and accountants ensure strong new business flows. Earnings Potential - Base salary up to £50,000, plus £40,000+ in recurring income (£90,000 income) and scope to grow total earnings well into six figures. Full Support Infrastructure - Paraplanning, admin, and compliance support so you can focus on advising and growing relationships. Client-Focused Culture - Join a team that values long-term relationships, integrity, and high-quality advice. What You'll Be Doing: Managing and deepening relationships with an existing, well-serviced client base. Delivering holistic financial advice across investments, pensions, IHT, and protection. Meeting new clients through introducers, building trust, and converting into long-term relationships. Conducting regular client reviews and identifying new planning opportunities. Collaborating with a supportive adviser team committed to client excellence. What We're Looking For: Diploma (Level 4) qualified in Financial Planning Background in an IFA or Wealth Management environment Strong interpersonal and relationship management skills Ambition to grow both earnings and professional standing within a high-quality firm
Sep 01, 2025
Full time
Financial Adviser - Inherit a £90k+ Income & Expand Through Quality Professional LeadsAre you a driven Financial Adviser seeking stability, strong earnings from day one, and the tools to grow even further? We're offering a rare opportunity to inherit an established client book from a retiring adviser, generating recurring income of over £90,000 per annum. You'll also benefit from a steady stream of new business referrals through long-standing partnerships with solicitors and accountancy practices. Wimborne Salary up to £50,000 + Recurring Income from Existing Clients OTE £100k+ This role is ideal for an adviser ready to step into a proven portfolio and still hungry to build on their success with quality, pre-qualified leads and full operational support. What's On Offer: Established Client Bank - Inherit approx. 130 active clients with total AUM of £50M, offering immediate income and long-term stability. High-Calibre Clients - Many clients hold £120,000-£500,000+ in AUM, providing opportunities for meaningful advice and deeper planning. Professional Introductions - Ongoing, high-quality referrals from trusted solicitors and accountants ensure strong new business flows. Earnings Potential - Base salary up to £50,000, plus £40,000+ in recurring income (£90,000 income) and scope to grow total earnings well into six figures. Full Support Infrastructure - Paraplanning, admin, and compliance support so you can focus on advising and growing relationships. Client-Focused Culture - Join a team that values long-term relationships, integrity, and high-quality advice. What You'll Be Doing: Managing and deepening relationships with an existing, well-serviced client base. Delivering holistic financial advice across investments, pensions, IHT, and protection. Meeting new clients through introducers, building trust, and converting into long-term relationships. Conducting regular client reviews and identifying new planning opportunities. Collaborating with a supportive adviser team committed to client excellence. What We're Looking For: Diploma (Level 4) qualified in Financial Planning Background in an IFA or Wealth Management environment Strong interpersonal and relationship management skills Ambition to grow both earnings and professional standing within a high-quality firm
Coast Specialist Recruitment
Mortgage Relationship Manager - Desk based
Coast Specialist Recruitment
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.
Coast Specialist Recruitment
Bridging Relationship Manager
Coast Specialist Recruitment
An outstanding opportunity has arisen within a young, dynamic Bridging Lender. You will need to have experience gained within a lender. Main role responsibilities: Manage relationships with Bridge Intermediaries and clients. Set up the Property case files and carry out relevant credit searches Carry out initial review of searches Obtain valuation & legal quotes Send valuation instructions and diarise to chase inspection dates and reports Instruct solicitors and diarise to chase through undertakings & signed docs Check Facility Agreements Instruct Asset Managers & chase through inspection dates & reports thereafter Liaise with Asset Managers in regards to their invoices payments Communicate with brokers / borrowers to chase through underwriting requirements First drafts of approval forms Carry out post completion requirements (servicing log, title deeds, post completion conditions. The role is offering fantastic career path ahead. Underpinned with a comprehensive benefits package.
Sep 01, 2025
Full time
An outstanding opportunity has arisen within a young, dynamic Bridging Lender. You will need to have experience gained within a lender. Main role responsibilities: Manage relationships with Bridge Intermediaries and clients. Set up the Property case files and carry out relevant credit searches Carry out initial review of searches Obtain valuation & legal quotes Send valuation instructions and diarise to chase inspection dates and reports Instruct solicitors and diarise to chase through undertakings & signed docs Check Facility Agreements Instruct Asset Managers & chase through inspection dates & reports thereafter Liaise with Asset Managers in regards to their invoices payments Communicate with brokers / borrowers to chase through underwriting requirements First drafts of approval forms Carry out post completion requirements (servicing log, title deeds, post completion conditions. The role is offering fantastic career path ahead. Underpinned with a comprehensive benefits package.
KFS Recruitment
Mortgage Administrator
KFS Recruitment Farnham, Surrey
Mortgage Administrator Farnham £28-30,000 Well established IFA business is looking for an additional staff member due to continued growth. The company requires an experienced Mortgage Administrator (Mortgage Paraplanner) to assist 2-3 advisers who give first class mortgage and protection advice to a range of clients The firm would like somebody to be a proactive Mortgage Administrator to support the business with making the client journey as smooth as possible. Key Responsibilities : Application Processing: Handle mortgage applications from initial submission to completion. Client Support: Liaise with clients, lenders, solicitors, and estate agents to provide updates and request necessary documentation. Document Management: Verify and organise client documents, ensuring all required paperwork is completed and stored securely. Compliance & Regulation: Ensure you adhere to internal compliance procedures. Communication: Provide excellent customer service, responding to enquiries promptly and professionally. Administrative Support: Assist mortgage advisors with appointment scheduling, data entry, and general administrative tasks. System Management: Maintain and update CRM systems and databases with accurate client information. The role will be to support two well-established Advisers and a newly qualified adviser Skills, Knowledge, Qualifications and Experience: Experience within the mortgage sector, working for an intermediary or lender Extensive experience of submitting cases and managing pipeline business Knowledge of life and protection products Outstanding customer service, communication and administrative skills The ability to respect confidential information A friendly, approachable attitude High attention to detail Pro-active attitude A good level of IT skills Additional Information: Circa £28-30,000 9-5.30 Monday to Friday Office based - 1 day working from home after probation Training/prospects/genuine career path
Sep 01, 2025
Full time
Mortgage Administrator Farnham £28-30,000 Well established IFA business is looking for an additional staff member due to continued growth. The company requires an experienced Mortgage Administrator (Mortgage Paraplanner) to assist 2-3 advisers who give first class mortgage and protection advice to a range of clients The firm would like somebody to be a proactive Mortgage Administrator to support the business with making the client journey as smooth as possible. Key Responsibilities : Application Processing: Handle mortgage applications from initial submission to completion. Client Support: Liaise with clients, lenders, solicitors, and estate agents to provide updates and request necessary documentation. Document Management: Verify and organise client documents, ensuring all required paperwork is completed and stored securely. Compliance & Regulation: Ensure you adhere to internal compliance procedures. Communication: Provide excellent customer service, responding to enquiries promptly and professionally. Administrative Support: Assist mortgage advisors with appointment scheduling, data entry, and general administrative tasks. System Management: Maintain and update CRM systems and databases with accurate client information. The role will be to support two well-established Advisers and a newly qualified adviser Skills, Knowledge, Qualifications and Experience: Experience within the mortgage sector, working for an intermediary or lender Extensive experience of submitting cases and managing pipeline business Knowledge of life and protection products Outstanding customer service, communication and administrative skills The ability to respect confidential information A friendly, approachable attitude High attention to detail Pro-active attitude A good level of IT skills Additional Information: Circa £28-30,000 9-5.30 Monday to Friday Office based - 1 day working from home after probation Training/prospects/genuine career path
Coast Specialist Recruitment
Trainee Bridging Relationship Manager
Coast Specialist Recruitment
An outstanding Trainee opportunity has arisen within a young, dynamic Bridging Lender. You will need to have experience gained within a lender. Main role responsibilities: Manage relationships with Bridge Intermediaries and clients. Set up the Property case files and carry out relevant credit searches Carry out initial review of searches Obtain valuation & legal quotes Send valuation instructions and diarise to chase inspection dates and reports Instruct solicitors and diarise to chase through undertakings & signed docs Check Facility Agreements Instruct Asset Managers & chase through inspection dates & reports thereafter Liaise with Asset Managers in regards to their invoices payments Communicate with brokers / borrowers to chase through underwriting requirements First drafts of approval forms Carry out post completion requirements (servicing log, title deeds, post completion conditions. The role is offering full training and a fantastic career path ahead. Underpinned with a comprehensive benefits package.
Sep 01, 2025
Full time
An outstanding Trainee opportunity has arisen within a young, dynamic Bridging Lender. You will need to have experience gained within a lender. Main role responsibilities: Manage relationships with Bridge Intermediaries and clients. Set up the Property case files and carry out relevant credit searches Carry out initial review of searches Obtain valuation & legal quotes Send valuation instructions and diarise to chase inspection dates and reports Instruct solicitors and diarise to chase through undertakings & signed docs Check Facility Agreements Instruct Asset Managers & chase through inspection dates & reports thereafter Liaise with Asset Managers in regards to their invoices payments Communicate with brokers / borrowers to chase through underwriting requirements First drafts of approval forms Carry out post completion requirements (servicing log, title deeds, post completion conditions. The role is offering full training and a fantastic career path ahead. Underpinned with a comprehensive benefits package.
NRG Resourcing Ltd
Mortgage Broker
NRG Resourcing Ltd
Mortgage Broker - HNW & Developer Clients - Location: Remote - Field based Must be Local to London Required Experience: Commercial Mortgages - Bridging Finance - Development Finance Network of HNW clients: Developers, Investors or property professionals Ready to take your broking career to the next level - with access to elite clients, premium deals, and uncapped earning potential? If you're a relationship-driven property finance professional with an entrepreneurial edge, this is your chance to join a highly successful boutique brokerage working at the top end of the market. About the Company This independently owned property finance brokerage has carved out a reputation as a trusted partner to high-net-worth individuals, developers, and investors. With strong ties to London's premium property scene and a loyal client base built on service, speed and results, they arrange bespoke bridging, development and commercial funding solutions across the UK - with a particular footprint in prime London and the Home Counties. About the Mortgage BrokerRole As a Commercial Mortgage Broker, you'll be responsible for sourcing, structuring and closing property finance deals - with the support of a highly experienced back office and access to a wide panel of specialist lenders. This is a full 360 broking role with a strong emphasis on building long-term client relationships. Experience working with property developers or investors active in community-focused London markets - such as the Greek, Cypriot, or Jewish sectors - would be advantageous. Mortgage Broker Key Responsibilities Source, structure, and manage property finance deals from initial enquiry to completion Build strong relationships with HNW individuals, property developers , and intermediaries Provide expert advice on bridging, development, and commercial mortgage solutions Manage your own pipeline and ensure timely deal progression with lenders and solicitors Maintain detailed records and ensure full compliance with internal and FCA standards Attend relevant networking events and keep an active presence in the property market What's on Offer? Remote working with full autonomy (must be based within commuting distance of London) Competitive basic salary (dependent on experience) generous uncapped commission Established brand with a high-quality reputation and proven track record Genuine progression and the ability to shape your career within a fast-growing business Skills and Experience Required Experience as a property finance broker within bridging, development or commercial mortgages Network of HNW clients, developers, investors, or property professionals Excellent knowledge of property finance products and lender criteria Proven track record of generating new business and closing deals Highly self-motivated, organised, and driven to exceed targets Confident communicator with a consultative, relationship-focused approach Why Apply? This is a rare chance to join a brokerage where your relationships, your results, and your ambition directly impact your success . If you're tired of being micromanaged, underpaid or stuck without quality clients, this role offers the freedom, flexibility and financial reward you've been waiting for. With a trusted brand behind you and a supportive team at your side, you can finally focus on what you do best - broking outstanding deals. If you're ready to build something exceptional and want to work with a business that shares your values and ambition, apply today and let's talk.
Sep 01, 2025
Full time
Mortgage Broker - HNW & Developer Clients - Location: Remote - Field based Must be Local to London Required Experience: Commercial Mortgages - Bridging Finance - Development Finance Network of HNW clients: Developers, Investors or property professionals Ready to take your broking career to the next level - with access to elite clients, premium deals, and uncapped earning potential? If you're a relationship-driven property finance professional with an entrepreneurial edge, this is your chance to join a highly successful boutique brokerage working at the top end of the market. About the Company This independently owned property finance brokerage has carved out a reputation as a trusted partner to high-net-worth individuals, developers, and investors. With strong ties to London's premium property scene and a loyal client base built on service, speed and results, they arrange bespoke bridging, development and commercial funding solutions across the UK - with a particular footprint in prime London and the Home Counties. About the Mortgage BrokerRole As a Commercial Mortgage Broker, you'll be responsible for sourcing, structuring and closing property finance deals - with the support of a highly experienced back office and access to a wide panel of specialist lenders. This is a full 360 broking role with a strong emphasis on building long-term client relationships. Experience working with property developers or investors active in community-focused London markets - such as the Greek, Cypriot, or Jewish sectors - would be advantageous. Mortgage Broker Key Responsibilities Source, structure, and manage property finance deals from initial enquiry to completion Build strong relationships with HNW individuals, property developers , and intermediaries Provide expert advice on bridging, development, and commercial mortgage solutions Manage your own pipeline and ensure timely deal progression with lenders and solicitors Maintain detailed records and ensure full compliance with internal and FCA standards Attend relevant networking events and keep an active presence in the property market What's on Offer? Remote working with full autonomy (must be based within commuting distance of London) Competitive basic salary (dependent on experience) generous uncapped commission Established brand with a high-quality reputation and proven track record Genuine progression and the ability to shape your career within a fast-growing business Skills and Experience Required Experience as a property finance broker within bridging, development or commercial mortgages Network of HNW clients, developers, investors, or property professionals Excellent knowledge of property finance products and lender criteria Proven track record of generating new business and closing deals Highly self-motivated, organised, and driven to exceed targets Confident communicator with a consultative, relationship-focused approach Why Apply? This is a rare chance to join a brokerage where your relationships, your results, and your ambition directly impact your success . If you're tired of being micromanaged, underpaid or stuck without quality clients, this role offers the freedom, flexibility and financial reward you've been waiting for. With a trusted brand behind you and a supportive team at your side, you can finally focus on what you do best - broking outstanding deals. If you're ready to build something exceptional and want to work with a business that shares your values and ambition, apply today and let's talk.
Accounts Assistant
Acorn by Synergie Caerleon, Gwent
Accounts Assistant (Part-Time) Hybrid - Thursdays & Fridays 24,500 pro rata Permanent 1 Day in Office Every Other Week Acorn by Synergie is recruiting on behalf of our client for a part-time Accounts Assistant , offering a fantastic opportunity to join a friendly and professional finance team within a well-established organisation. This hybrid role is ideal for someone with solid accounts experience seeking part-time hours and flexibility. Key Responsibilities: Allocate transactions on client and office bank accounts. Process payments via internet banking and post to the case management system. Manage purchase ledger invoices and alert the Finance Manager to payment due dates. Check completion statements for accuracy and consistency. Post invoices on Lawman and maintain supporting spreadsheet records. Conduct credit control and manage petty cash. Report any breaches of the Solicitors' Accounts Rules to the COFA. Assist with ID checks and compliance where required. Stay informed on updates to financial legislation and regulatory requirements. Provide administrative support to the Finance Manager as needed. What We're Looking For: Previous experience in an accounts or finance assistant role. Strong IT skills, including proficiency in Microsoft Office and finance systems. Excellent organisational skills with a high level of accuracy and attention to detail. Ability to prioritise tasks and manage time effectively. Confident communicator with strong written and verbal skills. Professional, friendly, and approachable manner with clients and colleagues. Enthusiastic and proactive approach to work. Working Pattern: Part-time: Thursdays and Fridays. Hybrid working (1 day in the office every other week). Interested? Apply now to take the next step in your finance career. For more information, get in touch with the Acorn by Synergie team today. Acorn by Synergie acts as an employment agency for permanent recruitment.
Sep 01, 2025
Full time
Accounts Assistant (Part-Time) Hybrid - Thursdays & Fridays 24,500 pro rata Permanent 1 Day in Office Every Other Week Acorn by Synergie is recruiting on behalf of our client for a part-time Accounts Assistant , offering a fantastic opportunity to join a friendly and professional finance team within a well-established organisation. This hybrid role is ideal for someone with solid accounts experience seeking part-time hours and flexibility. Key Responsibilities: Allocate transactions on client and office bank accounts. Process payments via internet banking and post to the case management system. Manage purchase ledger invoices and alert the Finance Manager to payment due dates. Check completion statements for accuracy and consistency. Post invoices on Lawman and maintain supporting spreadsheet records. Conduct credit control and manage petty cash. Report any breaches of the Solicitors' Accounts Rules to the COFA. Assist with ID checks and compliance where required. Stay informed on updates to financial legislation and regulatory requirements. Provide administrative support to the Finance Manager as needed. What We're Looking For: Previous experience in an accounts or finance assistant role. Strong IT skills, including proficiency in Microsoft Office and finance systems. Excellent organisational skills with a high level of accuracy and attention to detail. Ability to prioritise tasks and manage time effectively. Confident communicator with strong written and verbal skills. Professional, friendly, and approachable manner with clients and colleagues. Enthusiastic and proactive approach to work. Working Pattern: Part-time: Thursdays and Fridays. Hybrid working (1 day in the office every other week). Interested? Apply now to take the next step in your finance career. For more information, get in touch with the Acorn by Synergie team today. Acorn by Synergie acts as an employment agency for permanent recruitment.
Coast Specialist Recruitment
Mortgage Completions
Coast Specialist Recruitment
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.
Financial Divisions
Financial Planner - £60k - £70k - Manage surplus of clients - Leeds setup
Financial Divisions Leeds, Yorkshire
Independent Financial Planner Based in Leeds or surrounding areas Manage existing clients and generate new business Up to £70k basic salary with bonuses on top 25 days holiday bank holidays and benefits Full Paraplanning and Administration support from a pooled team My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with over a 10 year period. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. They have ambitious growth plans to be the largest IFA firm in the UK with significant financial backing. In their current setup they manage the affairs of clients with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The top advisers are generating over £1m in fees per annum. They have very longstanding relations with accountancy and solicitor practices who refer business. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing and generating new business and income for yourself. The Managing Director is looking to recruit a selection of Financial Planners in various locations in the North of England including Manchester, Liverpool, Newcastle, Leeds who can manage a portion of existing client banks but with an emphasis on generating new business. This role will suit a candidate with 2 - 3 years of advising experience as a minimum but you MUST have your CAS and SPS signed off. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional VCT/EIS (but not extensively). Bonuses will be paid above a validation. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 01, 2025
Full time
Independent Financial Planner Based in Leeds or surrounding areas Manage existing clients and generate new business Up to £70k basic salary with bonuses on top 25 days holiday bank holidays and benefits Full Paraplanning and Administration support from a pooled team My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with over a 10 year period. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. They have ambitious growth plans to be the largest IFA firm in the UK with significant financial backing. In their current setup they manage the affairs of clients with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The top advisers are generating over £1m in fees per annum. They have very longstanding relations with accountancy and solicitor practices who refer business. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing and generating new business and income for yourself. The Managing Director is looking to recruit a selection of Financial Planners in various locations in the North of England including Manchester, Liverpool, Newcastle, Leeds who can manage a portion of existing client banks but with an emphasis on generating new business. This role will suit a candidate with 2 - 3 years of advising experience as a minimum but you MUST have your CAS and SPS signed off. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional VCT/EIS (but not extensively). Bonuses will be paid above a validation. If this role sounds of interest or any other roles I am working on please get in touch.
Financial Divisions
Independent Financial Adviser - Liverpool - Up to £70k basic salary plus bonuses
Financial Divisions Liverpool, Merseyside
Independent Financial Planner Vacancies Based in the Liverpool area Manage existing clients and generate new business Up to £70k basic salary with bonuses on top 25 days holiday bank holidays and benefits Full Paraplanning and Administration support from a pooled team My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with over a 10 year period. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. They have ambitious growth plans to be the largest IFA firm in the UK with significant financial backing. In their current setup they manage the affairs of clients with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The top advisers are generating over £1m in fees per annum. They have very longstanding relations with accountancy and solicitor practices who refer business. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing and generating new business and income for yourself. The Managing Director is looking to recruit a selection of Financial Planners in various locations in the North of England including Manchester, Liverpool, Newcastle, Leeds who can manage a portion of existing client banks but with an emphasis on generating new business. This role will suit a candidate with 2 - 3 years of advising experience as a minimum but you MUST have your CAS and SPS signed off. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional VCT/EIS (but not extensively). Bonuses will be paid above a validation. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 01, 2025
Full time
Independent Financial Planner Vacancies Based in the Liverpool area Manage existing clients and generate new business Up to £70k basic salary with bonuses on top 25 days holiday bank holidays and benefits Full Paraplanning and Administration support from a pooled team My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with over a 10 year period. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. They have ambitious growth plans to be the largest IFA firm in the UK with significant financial backing. In their current setup they manage the affairs of clients with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The top advisers are generating over £1m in fees per annum. They have very longstanding relations with accountancy and solicitor practices who refer business. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing and generating new business and income for yourself. The Managing Director is looking to recruit a selection of Financial Planners in various locations in the North of England including Manchester, Liverpool, Newcastle, Leeds who can manage a portion of existing client banks but with an emphasis on generating new business. This role will suit a candidate with 2 - 3 years of advising experience as a minimum but you MUST have your CAS and SPS signed off. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional VCT/EIS (but not extensively). Bonuses will be paid above a validation. If this role sounds of interest or any other roles I am working on please get in touch.
Financial Divisions
Independent Financial Planner - Manchester - £60k - £70k basic salary plus bonuses
Financial Divisions Manchester, Lancashire
Independent Financial Planner Vacancies Based in Greater Manchester area Manage existing clients and generate new business Up to £70k basic salary with bonuses on top 25 days holiday bank holidays and benefits Full Paraplanning and Administration support from a pooled team My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with over a 10 year period. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. They have ambitious growth plans to be the largest IFA firm in the UK with significant financial backing. In their current setup they manage the affairs of clients with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The top advisers are generating over £1m in fees per annum. They have very longstanding relations with accountancy and solicitor practices who refer business. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing and generating new business and income for yourself. The Managing Director is looking to recruit a selection of Financial Planners in various locations in the North of England including Manchester, Liverpool, Newcastle, Leeds who can manage a portion of existing client banks but with an emphasis on generating new business. This role will suit a candidate with 2 - 3 years of advising experience as a minimum but you MUST have your CAS and SPS signed off. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional VCT/EIS (but not extensively). Bonuses will be paid above a validation. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 01, 2025
Full time
Independent Financial Planner Vacancies Based in Greater Manchester area Manage existing clients and generate new business Up to £70k basic salary with bonuses on top 25 days holiday bank holidays and benefits Full Paraplanning and Administration support from a pooled team My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with over a 10 year period. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. They have ambitious growth plans to be the largest IFA firm in the UK with significant financial backing. In their current setup they manage the affairs of clients with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The top advisers are generating over £1m in fees per annum. They have very longstanding relations with accountancy and solicitor practices who refer business. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing and generating new business and income for yourself. The Managing Director is looking to recruit a selection of Financial Planners in various locations in the North of England including Manchester, Liverpool, Newcastle, Leeds who can manage a portion of existing client banks but with an emphasis on generating new business. This role will suit a candidate with 2 - 3 years of advising experience as a minimum but you MUST have your CAS and SPS signed off. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional VCT/EIS (but not extensively). Bonuses will be paid above a validation. If this role sounds of interest or any other roles I am working on please get in touch.

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