Up to £30,000 Plus Bonus + Benefits
An ambitious, proactive and detail focussed Mortgage Case Manager is required to provide a first-rate administrative support service to a multi-award-winning team of professional mortgage advisers with a strong track record in delivering exceptional customer service. The company specialises in providing a range of retail customer mortgages as well as ‘business to business’ solutions through a network of over 300 Appointed Representatives across the UK. The business also provides placement and packaging services to other mortgage advisers keen to benefit from their enhanced knowledge in the specialist lending areas of BTL, Commercial and Bridging Loans.As Mortgage Administrator the successful candidate will work closely with both internal and external mortgage and protection advisers, playing an important role in the process of helping customers make their property ambitions become a reality.This is an office based role but with some flexibility in working hours and a hybrid option can be considered for the right candidate.Key Responsibilities
Manage all aspects of mortgage administration from initial ‘decision in principle’ to mortgage completion including keying mortgage applications, chasing lenders and third parties, completing diligence checks and reviewing and processing documents
Update and liaise with clients and advisers as their mortgage applications progress
Administer and progress mortgage applications efficiently and with attention to detail
Invest time in building knowledge of lenders and processes to assist with the company’s values of delivering excellent customer service
Skills & Experience
Previous experience in a mortgage case manager or similar administrative role and ideally a familiarity with mortgage lenders and their requirements
Naturally highly organised and able to apply a structured approach to administrative processes
Committed to delivering great customer service and working as part of a team
Highly proficient in using a range of electronic systems and software
Benefits
Salary based on experience plus a quarterly bonus scheme based on cases processed
Company benefits scheme including Wellhub and Sodexo discount scheme
Flexibility and hybrid options for suitable candidates
Full training and growth opportunities
Market leading technology to support case processing
This is a fantastic opportunity for an ambitious Mortgage Administrator to join a flourishing, friendly, and progressive company that can offer true career development opportunities to the successful candidate. The role also provides a great foundation for those who may be considering a long-term career in the mortgage industry, with opportunities to progress into other roles in the mortgage industry including Mortgage Adviser, Mortgage Research Assistant, Compliance supervisor and more. Apply now!....Read more...
Up to £30,000 + BenefitsA talented, enthusiastic individual with a good head for numbers and a keen interest in providing key business critical analysis, is required to support the Compliance team of a market leading company helping customers make their property ambitions become a reality; be it their first home or a portfolio of buy-to-let (BTL) investment properties.Our client is an award-winning mortgage business based in Essex, with a strong industry reputation for supporting and developing highly skilled and knowledgeable Mortgage Advisers. They currently employ over 50 staff from their head office in Hornchurch and support over 300 Mortgage Advisers via their nationwide network.The ideal candidate will be excited by the prospect of joining a highly successful, growing business in a role offering a perfect opportunity to utilise their previous compliance experience gained from within the financial services sector or a related professional services industry such as accountancy, pensions or insurance. Professionalism, accuracy and an eagerness to learn are essential requirements of the role. Applications are also encouraged from Mortgage Brokers now looking to move into a compliance focussed role. Key Responsibilities
File checking mortgage and protection cases
Answering mortgage advisers questions
Approval of financial promotions
Process new member applications from advisers and introducers
Complete due diligence checks on the proposed adviser or introducer
Keep detailed records of the member application progress
Liaise with the Compliance Manager to authorise applicants to become advisers or introducers
Match incoming commissions to relevant adviser or introducer on the management system
Investigate commission queries or errors and identify and communicate pipeline issues
Skills & Experience
Good with numbers and have strong analytical & organisational skills
Proficient in the use of Microsoft office, in particular Excel
Knowledge of financial software and administrative procedures
Have proven experience of working as part of a team
Be keen to learn, enjoy working closely with other team colleagues and customers
Knowledge of the mortgage market or a similar regulated industry is desirable
A CeMAP a qualification is desirable, but absolutely not essential.
This is a great opportunity for a highly organised Compliance Administrator to join a flourishing, friendly and progressive company offering a competitive salary based on experience and genuine career development opportunities as the business continues to grow. Apply now!....Read more...
An opportunity has arisen for a Sales Progressor to join a well-established estate agency. This role offers excellent benefits and a salary of £22,500 basic, £26,000 OTE.
As a Sales Progressor, you will be providing vital administrative and sales coordination support, ensuring smooth property transactions from start to finish.
You will be responsible for
? Handling initial enquiries and supporting potential buyers with information on shared ownership schemes
? Preparing and updating marketing materials for resale listings
? Coordinating property exchanges and completions in a timely manner
? Liaising with solicitors, buyers, sellers, and mortgage professionals
? Maintaining accurate records and supporting sales correspondence
? Producing and distributing property listing details
? Assisting with both customer and internal branch queries
? Ensuring properties are promoted across relevant platforms (e.g. Rightmove, Zoopla)
What we are looking for
? Previously worked as a Sales Progressor, Sales Administrator, Property Sales Administrator, Sales Support Coordinator or in a similar role.
? Prior experience in estate agency, property sales progression, conveyancing, mortgage processing, or administrative support within financial services
? Excellent telephone manner and written communication skills
? Proficient with Microsoft Office (Outlook, Word, Excel) and capable of learning new software quickly
What's on offer
? 33 days of paid holiday
? An additional day off for your birthday
? Company pension and life insurance
? Employee rewards and wellbeing incentives
? Access to an employee assistance scheme
? Free on-site parking
This is a great opportunity for a Sales Administrator to join a dynamic and rewarding environment where your skills will make a genuine difference.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will b....Read more...
An opportunity has arisen for a Sales Progressor to join a well-established estate agency. This role offers excellent benefits and a salary of £22,500 basic, £26,000 OTE.
As a Sales Progressor, you will be providing vital administrative and sales coordination support, ensuring smooth property transactions from start to finish.
You will be responsible for
* Handling initial enquiries and supporting potential buyers with information on shared ownership schemes
* Preparing and updating marketing materials for resale listings
* Coordinating property exchanges and completions in a timely manner
* Liaising with solicitors, buyers, sellers, and mortgage professionals
* Maintaining accurate records and supporting sales correspondence
* Producing and distributing property listing details
* Assisting with both customer and internal branch queries
* Ensuring properties are promoted across relevant platforms (e.g. Rightmove, Zoopla)
What we are looking for
* Previously worked as a Sales Progressor, Sales Administrator, Property Sales Administrator, Sales Support Coordinator or in a similar role.
* Prior experience in estate agency, property sales progression, conveyancing, mortgage processing, or administrative support within financial services
* Excellent telephone manner and written communication skills
* Proficient with Microsoft Office (Outlook, Word, Excel) and capable of learning new software quickly
What's on offer
* 33 days of paid holiday
* An additional day off for your birthday
* Company pension and life insurance
* Employee rewards and wellbeing incentives
* Access to an employee assistance scheme
* Free on-site parking
This is a great opportunity for a Sales Administrator to join a dynamic and rewarding environment where your skills will make a genuine difference.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
This role requires taking up the following duties:
• Managing the mortgage adviser’s diary• Liaising with the clients, collecting relevant documents and organising them in the relevant folders• Chasing the lenders, providers and solicitors on a regular basis to help the process run smoothly• Creating protection quotes as advised by the mortgage adviser, emailing clients with the relevant quotes and chasing themTraining:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
· A broad understanding of the financial services sector
· An understanding of the role of the appropriate regulatory bodies
· The importance of relationship building with clients and colleagues
· Understanding of processes and procedures relevant to the role
· How to develop commercial awareness
· Building skills and capabilities within an organisation
Professional Qualifications:
· CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Upon completing the apprenticeship and obtaining the CeMAP in full, with mutual agreement there is a potential of moving into a permanent position with a salary rise.Employer Description:MBA Mortgages is a dedicated mortgage brokerage specialising in all aspects of mortgage financing, including Residential Mortgages, Buy-to-Let Mortgages, and Remortgages. We also provide a range of protection policies, such as Buildings Insurance, Life Insurance, Critical Illness Cover, and Income Protection.
Our expertise extends to assisting a diverse range of clients, including first-time buyers, home movers, professional landlords, and individuals with adverse credit histories. At MBA Mortgages, we are committed to finding tailored financial solutions to meet our clients' unique needs.Working Hours :Monday - Friday between 9.30am till 5.30pm including 1 hour lunch break between 12pm - 1pm.Skills: Communication skills,IT skills,Number skills,Initiative,Patience,Social media skills....Read more...
We are seeking a highly organised and proactive individual to join our team as an Administrative Support Specialist. Successful candidate will play a crucial role in ensuring the smooth day-to-day operations of our mortgage advisory firm, providing essential support to our advisers and contributing to outstanding customer service.
Key Responsibilities:
Liaise with new customers to gather and organise necessary documents for mortgage applications
Work closely with lenders to ensure efficient processing and secure mortgage offers quickly, keeping clients informed at every stage
Follow a structured post-submission admin process to maintain clarity and accuracy within the business
Provide timely updates to estate agents for clients who are buying a property
Chase solicitors where required, particularly those recommended by Beechwood
Offer a warm welcome to walk-in clients, ensuring they feel comfortable and valued
Support brokers with researching protection options for clients with specific needs, such as adverse medical histories
Answer incoming calls, collect basic client information, and route calls to the appropriate mortgage broker
Attend weekly meetings with senior management to discuss workflow and suggest improvements to enhance the company’s performance
What We’re Looking For:
The ideal candidate will be an efficient multitasker with excellent communication skills and a strong commitment to customer service. They should thrive in a collaborative environment, pay attention to detail, and be able to prioritise tasks effectively to meet deadlines.
This is an opportunity to join a growing, client-focused team where your input will be valued, and your contributions will directly impact the success of our advisers and the satisfaction of our clients.Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:This role presents an exciting opportunity to hone your skills and grow within our team. With dedication and drive, there is potential for future progression to the position of Administration Team Manager, where you would oversee a small team of administrators and play a key role in shaping Beechwood's success. Alternatively, if your ambitions lie in an advisory capacity, you may advance into an advice-based role, further expanding your career within the company. Whatever your aspirations, we are committed to supporting your professional development and helping you achieve your goals.Employer Description:Since 2001, Beechwood Mortgages has been helping customers secure the ideal mortgage. Backed by a team of experienced advisers, we provide guidance at every step, ensuring you find the right mortgage tailored to your needs. Our mission is straightforward: to support homeowners by keeping costs low and the process hassle-free.Working Hours :Monday to Thursday 9am to 5.30pm - Friday 9am to 5pm.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Team working,Patience,Adaptability,Positive attitude....Read more...
You will be part of the team supporting the advisers with day to day admin including:
Ensuring mortgage applications are administered accurately and in a timely manner, and in line with TR Financial's policies/procedures.
Data inputting.
Dealing with solicitors, estate agents and insurance providers.
All activities must be delivered whilst offering exceptional levels of customer service.Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:This role will include the opportunity to progress your career with further training, qualifications and full support. Upon completion of the apprenticeship, there is the opportunity to become a full time member of staff!Employer Description:TR Financial are a mortgage and protection brokerage, specialising in residential and buy-to-let mortgages, including specialist property finance.Working Hours :Monday to Friday, 10.00am to 4.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Number skills,Team working,Initiative....Read more...
My client is a multi award winning, top tier Legal 500 law firm is seeking an Legal Teams Administrator to asisst the Conveyancing team.
This is an exciting opportunity to be an integral part of a dynamic legal team, with great career progression opportunities.
Key Responsibilities
Assisting solicitors and conveyancers with administrative tasks, including file management and document preparation.
Handling client correspondence via email and telephone, ensuring a high level of professionalism and confidentiality.
Liaising with clients, estate agents, mortgage lenders, and other third parties.
Managing diaries, scheduling appointments, and organising meetings.
Processing legal documents and maintaining accurate records.
What Were Looking For
Min 6 months experience in a legal or conveyancing environment.
Strong administrative skills with high attention to detail.
Excellent communication and organisational skills.
Ability to work under pressure and meet deadlines.
Proficiency in Microsoft Office and case management systems (desirable).
This is a great opportunity to join a fantastic firm. If you are interested in this role, please send a copy of your CV to Ben at b.richardson@clayton-legal.co.uk or alternatively 01213681833 you can call on .
Additionally, refer a friend or colleague to us and receive £500 in vouchers if we assist them in securing a new career. Terms apply
At Clayton Legal we passionately believe your talent matters, so we specialise in recruiting the best legal talent and connecting this to the right opportunities. Clayton Legal is recognised as the talent partner of choice with clients ranging from small legal practices to international and global law firms. Whether youre looking for total recruitment outsourcing or a single appointment, or an overview of the recruitment market our award recognised service can confidently meet your talent needs.....Read more...
Key duties and responsibilities:
Support the day-to-day business operations within the Practice;
Implement, operate and maintain effective systems, processes and procedures which enable Partner/advisor to optimise client meetings;
Manage the Partner’s diary and client appointments;
Support the Partner in tracking compliance, regulatory and legislative requirements;
Prepare information and valuations for client reviews;
Maintain accurate and up-to-date client information and ensure that this is held on the client management system;
Liaise with clients and third parties in relation to the Partner’s Practice and act as the first point of contact for client administrative queries;
Ensure office stationery/equipment is of sufficient quality, quantity and up to date;
Business Processing:
Support the Partner to ensure the end-to-end business process is adhered to and tracked efficiently in line with Partner and regulatory standards;
Oversee and manage the submission of all client applications/advice sets in support of the Partner;
Support the Partner to ensure all relevant information required for writing the client report is available;
Process new business illustrations, applications and fund switches;
Maintain accurate and up-to-date client information;
Support the Partner in establishing and maintaining effective relationships with business assurance/management;
Liaise with Head Office and admin centres as required.
Work within and stay up to date with template changes and advice notes;
Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;
Practice Development
Support the Partner with and contribute to all relevant projects;
Support the Partner in gaining new prospects and clients;
Support the Partner to achieve Practice goals and objectives;
Support the Partner to develop client relationships and referrals, service existing clients and assist in building new relationships, incorporation with client entertainment events and a first-class client servicing strategy;
Attend forums and workshops as appropriate.
Team responsibilities
Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;
Attend and contribute to regular update meetings with the Partner;
Maintain technical competence at an appropriate level to meet the requirements of the roleMaintain a good working relationship with
colleagues, clients and third parties and share best practice and training
Marketing
Support the distribution of marketing material to clients and prospects;
Support the Partner with the end to end management of client events;
Maintain and update client and prospect information;
Maintain and update client service questionnaires.
Training:
Business Administrator Level 3 Apprenticeship Standard
Maths and/or English Functional Skills if required
Online workshops, once a month, delivered through EKC Group
Training Outcome:
Possible Permanent position at the end.
Employer Description:About us
Fed up with poor interest rates and taxation? Lack of trust or service with banks or other providers? Don’t have time or the inclination to manage your finances? Wondering where to turn?
Look no further. The financial environment is fast changing and can be complex. Howard Financial Planning is committed to ongoing face to face advice and support. Based on core values of excellence of service and above-all, integrity, we will provide you with the wealth management and other financial planning solutions that you need now and in the future. We work closely with all clients, building relationships based on trust and having an in-depth understanding of personal finances.
With guaranteed advice and the “Best of Breed” investment approach at St. James's Place, we are able to offer solutions in all aspects of financial planning including:
Building and Preserving Capital
Investing for Income
Managing Cash and Borrowings
Mortgages
Personal Protection
Retirement Planning/Pensions
Inheritance Tax Planning
Trusts*
We offer you a no obligation comprehensive financial review. With the quality and breadth of products and services available through St. James's Place, we can help you take control of your finances now and in the future as needs or circumstances may change.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up you may get back less than you invested. Equities do not have the security of capital which is characteristic of a deposit with a bank or building society.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Logical,Initiative....Read more...
