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 Case Manager 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 Case Manager 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 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...
Self Employed and Employed Hybrid and Fully Remote Options Available OTE £30,000 to £85,000 + Warm Leads + Central Marketing SupportOur 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.As a result of continued commercial expansion, and in order to continue delivering an industry renowned service, they are now looking to significantly increase their team of trusted, professional, Mortgage & Protection Advisers to join either the direct team or one of its adviser firms subject to location. Working on a fully remote or hybrid, self-employed basis, or employed hybrid or office basis, the successful applicants will benefit from operating under an award winning, industry recognised Network. If required, substantial marketing and business development support is available plus a rich stream of regular, warm leads from the firms existing business.Roles existing for those with substantial advisory experience in both regulated mortgages and non-regulated loans such as Buy to Let, Commercial and Development Finance. There are also some opportunities for less experienced advisers supported by the Connect Academy.The company are Key Account Partners Legal and General Mortgage Club, and an additional large network and benefit from exclusive mortgage deals and client referrals from other advisers. They take pride in doing the best for their clients, by having the widest possible lender panel, with over 200 lenders and providers across mortgages and protection. The company offer a bespoke training and knowledge accreditation plan for their advisers and dedicated teams including compliance, research and administration to provide un-paralleled adviser support.Key Responsibilities
Provide high quality mortgage and protection advice to the company’s clients
Secure and build relationships with the company’s introducers to maximise business opportunities for all
Develop own knowledge and skills to expand capabilities, for example into specialist areas,
supported by the company’s Connect Academy and Training Team
Provide advice within regulator standards and keep accurate records
Skills & Experience
Hold the CeMap or an equivalent mortgage qualification
Advising experience and CAS an advantage but not essential
Demonstrable success in a mortgage or other sales environment
Strong analytical and organisational skills together with good computer literacy
Ability to build relationships and communicate effectively
Benefits
Self-employed role with remote and hybrid working options
Employed role (experienced adviser only) on office/hybrid basis and multiple locations
Multiple opportunities for support from the right firm
Commission advance facility for the first few months until a commission stream is built up
Market leading commissions with high earners achieving to £100,000 OTE including enhanced payments for own referrals or lead sources.
Regular lead stream from a range of lead sources including existing clients and professional introducers.
Protection Provider panel with access to market leading providers
Academy training programmes to build and develop knowledge and skills.
Full administration support including DIP and APP submission and case progression.
Market leading technology for research and client management.
This is a fantastic opportunity for ambitious Mortgage and Protection Advisers to join a flourishing, friendly, and progressive growing company offering a wealth of company support designed to achieve mutual goals. 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...
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...
