location_0_addressRegionName

location_0_addressCountryName

OFFSITE

PERMANENT

FULL_TIME

jobPosting hiringOrganization as json hashed.

ADAPTED_NOW

UNKNOWN

YEAR

Mortgage Loan Assistant

Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Providing first line support to the network, you will assist with product issues as well as support on internal systems.

KBSkills

ACTIVE

Mortgage Support AssistantJob Type: Full-time, Permanent (35 hours per week)Salary: £23,000 - £25,000 per annumOur client is the largest privately-owned mortgage network in the UK. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location.Due to continued growth, they are looking to expand their network support team at their head office in Leicester.The role:Getting the right outcome for customers is at the heart of what they do. The main aim of the role is therefore to support their members in the network so that they can achieve this.Ideally you will have experience in the mortgage/financial services industry and will be looking to gain your CeMap qualification.Providing first line support to the network, you will assist with product issues as well as support on internal systems. Full training will be given to enable you to resolve any questions or signpost them on to the relevant department.Experience in working under pressure, prioritising, and working to deadlines is essential. This is a real opportunity for anyone looking to continue their career in mortgages.Competent IT skills including Microsoft Office Suite i.e. Excel, Word etc. are essential, as is an eye for detail.Other key tasks include:<ul><li>Undertake system demonstrations via the telephone or via Teams.</li><li>Maintain accurate records on the database.</li><li>Liaise with colleagues to maintain product knowledge.</li><li>Research and keep updated on industry developments.</li><li>As they are a non-sponsoring Company, you must already have the right to work in the UK.</li></ul>Benefits:<ul><li>Company pension</li><li>Health & wellbeing programme</li><li>Sick pay</li><li>Options to buy/sell holiday</li></ul>Apply today with an up-to-date CV.

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Mortgage Support Assistant

1st Level Support

Computer Skills

Detail Oriented

Establish Priorities

Financial Services

Funding

Insurance

Microsoft Excel

Microsoft Office

Microsoft Word

Mortgage

Network Support

Product Demonstration

Record Keeping

Time Management

monster

Account Manager

Senior Account Managers are individuals who are experienced in the financial services industry, either having worked previously as brokers/intermediaries, or having built a wealth of experience working with lenders. They source finance solutions for businesses and individuals who need assistance finding the most appropriate way of raising capital to purchase assets, invest in new opportunities and manage cashflow.

Senior Account ManagerFlexible working module - can work 100% remote or hybrid from Towcester OfficeMust have a background in the Finance sector coming from a Finance Broker.Hours: Working times are 8.30 - 5.30 Monday -Thursday and 8.30 - 5.00 on Friday.Can work abroad up to 90 days per year.Our ClientIs an ambitious tech-oriented financial intermediary hiring the most talented people to bring the best outcomes to their clients.They source finance solutions for businesses and individuals who need assistance finding the most appropriate way of raising capital to purchase assets, invest in new opportunities and manage cashflow.The TeamThe Account Management team is responsible for building and maintaining relationships with their clients and understanding their requirements so they can solve their needs most effectively. Working alongside other Account Managers and the Support team you'll be fully assisted in helping clients with almost any type of requirement they have.The RoleSenior Account Managers are individuals who are experienced in the financial services industry, either having worked previously as brokers/intermediaries, or having built a wealth of experience working with lenders.The primary responsibilities of the role are to:<ul><li>Actively develop new and existing relationships with clients through telesales, social media, trade events and networking</li><li>Provide finance solutions to clients by offering a range of products including, but not limited to, asset finance, commercial loans, invoice finance and property finance</li><li>Effectively analyse financial requirements and key financial documentation</li><li>Develop a full understanding of your clients' requirements</li><li>Draft proposal documents and compile compelling applications</li></ul>A high-performing Senior Account Manager will:<ul><li>Research background information on the appropriateness of prospects before engaging</li><li>Maintain a high standard of professional conduct in all oral and written communication</li><li>Develop own knowledge and skills</li><li>Stay vigilant against the risks of fraud and money laundering and report concerns promptly and appropriately</li><li>Adhere to the principles of Treating Customers Fairly in all your dealings and correspondence</li><li>Support other Account Managers and the wider team through sharing expertise and best practice</li></ul>Why join?Our client enters their third year of trading. They are going live with a number of initiatives to grow the business rapidly so it's a great time for experienced and motivated people to take on a new challenge and grow with them.Some key details of the role are:<ul><li>Fully employed and self-employed roles available</li><li>Option to work fully remotely</li><li>Full telephone and CRM infrastructure provided</li><li>Dedicated Sales Support team</li><li>Access to a wide range of funders</li></ul>Apply today with an up-to-date CV.

Senior Account Manager

Best Practices

Brokerage

Commercial Loans

Customer Relations

Customer Relationship Management (CRM)

Customer Support/Service

Documentation

Finance

Financial Analysis

Loans

Money Laundering

Presentation/Verbal Skills

Requirements Management

Sales Management

Sales Support

Social Media

Telesales

Manager Accountant

Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Experience of working under pressure, prioritising and working to tight deadlines.

Management Accountant£35,000 - £45,000 per annumAlcester - Hybrid - 2/3 days in the officeOur client is the largest privately-owned mortgage network in the UK. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location.The RoleTo assist the Finance Department in providing financial support to all areas of the business.Key Tasks<ul><li>Working with other Finance staff to prepare monthly management accounts.</li><li>Assist in preparing budgets and forecasts.</li><li>Monthly variance analysis against budgets and forecasts.</li><li>Rolling weekly cash flow forecasts.</li><li>Assisting with payroll and expenses preparation and payment.</li><li>Authorising purchase ledger and other ad hoc payments.</li><li>Assist Group Financial Controller as required.</li></ul>The ideal candidate<ul><li>Experience of preparing management accounts.</li><li>Understanding of accruals and prepayments.</li><li>Knowledge of systems of controls and able to follow clearly defined procedures.</li><li>Experience of working under pressure, prioritising and working to tight deadlines</li><li>Ability to demonstrate a suitable level of industry knowledge and experience.</li><li>Excellent verbal and written communication skills</li><li>Ability to analyse information.</li><li>Good team player, but with a definite ability to work under own initiative.</li><li>High competency in Microsoft application, including Excel.</li><li>Experience of Sage 50 and Sage 200 advantageous</li><li>Highly self-motivated and with strong personal discipline to meet key objectives.</li><li>Passion for development and learning.</li><li>Drive and determination.</li><li>Attention to detail.</li><li>Proactive and adaptable to changes</li></ul>Benefits:<ul><li>Company pension</li><li>Health & wellbeing programme</li><li>Sick pay</li><li>Options to buy/sell holiday</li></ul>This role can be done from either their Alcester or Leicester offices. The role will require occasional travel to other offices across the UK.Apply today with an up-to-date CV.

Management Accountant

Analysis Skills

Budgeting

Cash Flow

Communication Skills

Financial Control

Financial Support

Forecasting

Management Accounting

Microsoft Product Family

Procedure Development

Sage 200

Sage 50

Variance Analysis

Willing to Travel

Writing Skills

ONSITE

Mortgage Consultant

A Perfect opportunity for an Experienced Full Time Mortgage & Protection Adviser who is looking for superb work/life balance, where all leads, admin support, ongoing training and development plus full IT equipment are provided. The successful candidate will be based at their Four Oaks office joining our successful Financial Services Division working within an Estate Agency environment.

FULL TIME MORTGAGE & PROTECTION ADVISERFINANCIAL SERVICES, SUTTON COLDFIELD Green & Company is hiring. A Perfect opportunity for an Experienced Full Time Mortgage & Protection Adviser who is looking for superb work/life balance, where all leads, admin support, ongoing training and development plus full IT equipment are provided.The successful candidate will be based at their Four Oaks office joining our successful Financial Services Division working within an Estate Agency environment.<ul><li style="font-weight:400">Competitive salary plus uncapped bonuses and commission – OTE 50k – 60k+</li><li style="font-weight:400">Guaranteed monthly payments whilst building a pipeline, for up to 6 months.</li><li style="font-weight:400">Leads generated from our colleagues in Estate Agency</li><li style="font-weight:400">Admin & Compliance support with Case Progression included.</li><li style="font-weight:400">No Weekends: Working Monday to Friday only, with a mix of early and late starts/finishes.</li></ul> <ul><li style="font-weight:400">Full CeMAP or industry equivalent qualification.</li><li style="font-weight:400">Able to generate new business in a target driven environment.</li><li style="font-weight:400">Outstanding customer care / customer service experience.</li><li style="font-weight:400">Be engaging with people from all walks of life.</li><li style="font-weight:400">To collaborate with your peers within your branch to build relationships to assist in identifying opportunities for referrals.</li><li style="font-weight:400">Be a terrific team player with the self-motivation to also work independently.</li><li style="font-weight:400">Have a demonstrable track record of consistently achieving sales targets in the mortgage sector.</li><li style="font-weight:400">Work in a consistent and compliant manner to FCA & Network standards.</li></ul>Interested? In the first instance please email your CV and a brief outline as to why you feel that you would be suitable for the position.

Digiden Ltd

Mortgage & Protection Adviser

Administrative Skills

Functional Configuration Audit (FCA)

Healthcare Customer Service

Real Estate

Sales Pipeline

Set Goals

Team Player

Training/Teaching

Financial Advisor

They are looking for a qualified Independent Financial Adviser (IFA) seeking a new home to manage and grow their business within a supportive, close-knit team. Tacklewild Financial Services is an FCA directly authorised firm offering truly independent financial and mortgage advice.

Self-Employed Independent Financial Adviser (IFA) Location: London NW4 3AD Tacklewild Financial Services is an FCA directly authorised firm offering truly independent financial and mortgage advice. They provide unbiased guidance tailored to our clients’ needs. The Opportunity They are looking for a qualified Independent Financial Adviser (IFA) seeking a new home to manage and grow their business within a supportive, close-knit team. This is a fantastic opportunity for an experienced professional who values flexibility and autonomy while benefiting from the resources and support of an established financial services firm. Benefits: The backing of a directly authorised FCA firm A collaborative and supportive environment The ability to build and grow your client base freely Requirements: Fully qualified IFA with relevant industry experience Self-motivated and business-driven individual Strong ethical values and commitment to providing top-tier financial advice Ability to work independently while being part of a professional team If you’re looking for the right firm to support your business growth while maintaining independence and flexibility, we’d love to hear from you! Apply today to explore this exciting opportunity.

Self-Employed Independent Financial Adviser (IFA)

Business Growth

Business Support

Financial Planning

INTEGRATED

Unclassified Occupations

It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. The company was formed in 2012 through the amalgamation of two established businesses The collaboration of the two has created a dynamic mortgage and protection brokerage with experienced Advisors getting the best deals out there.

If you have the desire to earn well above your basic salary, and have a hand in guiding an established protection department, a wealth of regulated advisory experience with a focus on Business Protection, we want to talk to you!   We are proud to provide a high level of service to customers across the UK, and as we continue to grow and evolve, we find ourselves needing a Senior Business Protection specialist.   BASIC SALARY: Up to £60,000   BENEFITS: · Generous commission / bonus scheme of circa £10-15k Year 1 & £20k pa thereafter · 26 days holiday · Pension   LOCATION: Northampton   COMMUTABLE LOCATIONS: Milton Keynes, Bedford, Rugby, Kettering, Brackley, Market Harborough   JOB DESCRIPTION: Senior Protection Advisor - Business Protection, Financial Services   We find ourselves needing a Senior Business Protection Advisor to help lead and drive our protection business from our offices in Northampton. You will use your previous experience in a Brokerage/IFA/Protection environment to service our clients across many different areas.   You will: · Become the Senior member of our protection team dealing with a variety of services but focusing on business protection and insurance. · Show the ability to win business and manage your client base cross selling wherever possible. · Deal with all client administration required and ensure retention of current business.   PERSON SPECIFICATION: Senior Protection Advisor - Business Protection, Financial Services   To be our successful Senior Business Protection Advisor, you will be driven, commercially minded and enjoy dealing with clients from all different walks of life. You will be hungry for additional earnings and will be rewarded with a very competitive OTE, a collaborative, supportive work environment and all the tools and systems you need to be a success.   You will also have: · Demonstrable experience in a similar role for a IFA, Broker, Wealth Management Business. · A recognised qualification in a financial service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to communicate to a high level across all mediums.   THE COMPANY:   We offer a one stop shop for all your mortgage and protection needs. The company was formed in 2012 through the amalgamation of two established businesses The collaboration of the two has created a dynamic mortgage and protection brokerage with experienced Advisors getting the best deals out there. We first started trading in early 2013. In the space of just three years, the company grew to include a team of four Mortgage Advisors and four support members of staff. This developed further with an additional Director joining the team shortly afterwards. The company has expanded so that Insurance and Protection is offered as part of its services, as well as a team which focuses on Equity Release clients.   It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments.   INTERESTED? Please click apply. You will receive an acknowledgement of your application.   Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives.   Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct.   REF: MT18066, Wallace Hind Selection

Wallace Hind is a retained recruitment consultancy providing leading services to major organisations and SMEs across the UK and Europe.
Through our extensive networks, in-depth industry knowledge and innovative recruitment tools we identify the best talent to match both your business culture and specific role requirements. Over the years we have evolved our process and developed a portfolio of unique recruitment services that our clients trust, believe in and enjoy.
Building relationships is at the heart of everything we do. We are passionate about providing our clients with tailored solutions that are designed to fit their specific requirements. We take the time to gain an in-depth understanding of your company’s culture and commercial needs so that we can provide you with the best consultation and routes to market.
We approach every recruitment project with a robust, detailed analysis of the market. We don’t rely on old fashioned databases. We execute all projects with a fully comprehensive search of the entire market including candidates that aren’t actively seeking a new role.
We are passionate about the service our clients and candidates receive and strive to make them feel valued and respected at every stage of the recruitment process.

Wallace Hind Selection

Senior Protection Advisor

Alliance/Partner Marketing

Business Skills

Cross-Selling

Diversity

Insurance Underwriting

Mortgage Brokers

Protective Services

Rugby

Wealth Management

Legal Secretary

A small, passionate team of legal professionals committed to providing an exceptional client service is looking for a Paralegal Assistant to join the team. This is a fantastic opportunity to join a forward-thinking firm with a strong reputation for delivering high-quality legal advice in a clear and accessible manner.

A small, passionate team of legal professionals committed to providing an exceptional client service is looking for a Paralegal Assistant to join the team.  You will be working Monday-Friday, 09:00-17:30, 2 days from home and 3 days in the office.  This is a fantastic opportunity to join a forward-thinking firm with a strong reputation for delivering high-quality legal advice in a clear and accessible manner.  As Paralegal Assistant, your responsibilities will include:  <ul><li>Providing essential support to conveyancing partners, assisting with various tasks throughout the conveyancing process.</li><li>Effectively communicating and liaising with clients, mortgage lenders, and other relevant third parties to ensure smooth transaction progress.</li><li>Drafting and managing correspondence with clients, preparing necessary documentation, and reviewing replies to requisitions on title.</li><li>Proactively identifying and procuring suitable indemnity insurance policies to mitigate potential risks.</li><li>Preparing completion statements, payment slips, and telegraphic transfers for partner review and approval.</li><li>Conducting property searches, analysing title deeds, and preparing necessary documents for first registration with the Land Registry.</li><li>Scheduling deed completion, preparing final letters, and ensuring accurate recording of undertakings.</li><li>Contributing to other conveyancing tasks as required by the firm.</li></ul>We’re looking for a Paralegal Assistant with: <ul><li>Excellent communication and interpersonal skills to build strong relationships with clients.</li><li>Meticulous attention to detail and a strong understanding of property law and conveyancing procedures.</li><li>Ability to work independently and manage multiple tasks efficiently to meet deadlines.</li><li>Experience working within a legal framework and adhering to professional codes of conduct.</li><li>A qualification as a Legal Executive or Paralegal would be an advantage.</li></ul>
To apply for this role as Paralegal Assistant, please click apply online and upload an updated copy of your CV. Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.

Candidate Source Ltd

Paralegal Assistant

Conveyancing

Interpersonal Skills

Legal

Mail Processing

Mortgage Lending

Multitasking

Paralegal

Purchasing/Procurement

Risk Management

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Digiden Ltd

Digiden Ltd

Wallace Hind Selection

Candidate Source Ltd