Helpdesk Advisor - Mortgages / Financial Services - Huddersfield
Hybrid of Office & Remote Based
Salary up to £24k per annum - Plus a Generous & Comprehensive Benefits Package
Full Time - Permanent
The Company
Our client is a leading provider of essential support services, software and data that allow financial advisers, financial intermediaries and product providers to deliver better outcomes for their customers. Formed in the early 2000's they are the UKs largest provider of outsourced regulatory and business support to financial advisers.
One of their brands is one of the UK's top mortgage clubs, supporting thousands of directly authorised mortgage intermediaries with award winning compliance and business support services.
The Role
They now have a fantastic opportunity for a Helpdesk Advisor to join their mortgages team. In this role, you'll provide an inbound telephone service to mortgage club members. You'll be the first port of call, answering a wide array of mortgage related questions or queries, using your own knowledge or researching possible solutions with lending partners.
To be successful in this role, you'll need to be a people person who loves being on the phone. You must be curious and have the ability to build relationships. You will have informative and personalised conversations with members around their mortgage queries. You'll also help them get more value from our clients services, helping to maintain and enhance their position as one of the best mortgage clubs in the market!
This role is based in the Huddersfield office. The team currently work three days per week in the office, and the remainder from home.
Key Responsibilities:
? Assisting Members in the placement of mortgage and associated business, utilising your knowledge of the marketplace and researching possible solutions with lending partners.
? Providing support to members with any mortgage related query, escalating their qu....Read more...
Helpdesk Advisor - Mortgages / Financial Services - Huddersfield
Hybrid of Office & Remote Based
Salary up to £24k per annum - Plus a Generous & Comprehensive Benefits Package
Full Time - Permanent
The Company
Our client is a leading provider of essential support services, software and data that allow financial advisers, financial intermediaries and product providers to deliver better outcomes for their customers. Formed in the early 2000's they are the UKs largest provider of outsourced regulatory and business support to financial advisers.
One of their brands is one of the UK's top mortgage clubs, supporting thousands of directly authorised mortgage intermediaries with award winning compliance and business support services.
The Role
They now have a fantastic opportunity for a Helpdesk Advisor to join their mortgages team. In this role, you'll provide an inbound telephone service to mortgage club members. You'll be the first port of call, answering a wide array of mortgage related questions or queries, using your own knowledge or researching possible solutions with lending partners.
To be successful in this role, you'll need to be a people person who loves being on the phone. You must be curious and have the ability to build relationships. You will have informative and personalised conversations with members around their mortgage queries. You'll also help them get more value from our clients services, helping to maintain and enhance their position as one of the best mortgage clubs in the market!
This role is based in the Huddersfield office. The team currently work three days per week in the office, and the remainder from home.
Key Responsibilities:
* Assisting Members in the placement of mortgage and associated business, utilising your knowledge of the marketplace and researching possible solutions with lending partners.
* Providing support to members with any mortgage related query, escalating their queries where appropriate.
* Identifying potential opportunities where membership would benefit from enhanced support in all areas for example Equity release, protection, technology
* Undertaking outbound calling campaigns to promote events and provider initiatives
* Building rapport with Member Firms ensuring that our client is their mortgage club of choice
Experience and qualifications:
* CeMap qualification or a willingness to undertake if not held
* An understanding of the mortgage market & lender criteria
* Experience of the intermediary marketplace
* Telephony experience ideally gained in a similar role
* Ability to think dynamically - confident and consultative communication skills, with the ability to research, engage, fact find and deliver solutions in an influencing and professional manner
* Excellent interpersonal skills and ability to build relationships
* A go-getter and creative thinker
* Team player who is an ambitious learner with a flexible approach.
Package : In return, our client can offer a salary of up to £24k (depending on skills and experience) plus an excellent comprehensive benefits package, together with a great opportunity to join a leading organisation.
Please apply with your CV - Candidates must already have full rights to work in the UK. VISA sponsorship is not available.
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.
Key Words: Mortgages, Lending, Financial Services, Helpdesk, Customer Service, mortgage Broker, Banking,
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An excellent opportunity has become available, for an Experienced Mortgage & Protection Adviser to join Mallory Financial Limited.
Job Title: Mortgage and Protection Adviser / Experienced Mortgage Adviser
Location: Mobberley, Cheshire, WA16 7GY
Firm Name:Mallory Financial Limited
Salary: Between £25,000 to £28,000 per annum + Benefits (Listed below)
* Dependant on experience
OTE: £50,000 - £60,000 per annum + Uncapped earning potential
Job Description / About us:
We have access to an extensive panel of lenders, together with great technology and support from a quality Mortgage & Protection Network.
Working within a small but expanding team you will be a key member from Day one and not simply a number in a call centre. This company values and looks after good, quality staff.
We offer flexibility, and whilst the role is predominantly working from the office in a team environment, the ability to work from home is available when needed.
Our predominate focus is on a top-quality service for their clients, as client satisfaction and onward recommendation is a fundamental part of their business model.
We aim to build long-lasting relationships between ourselves and our clients.
We are looking for experienced pro-active Advisers that can provide a friendly, personalised, and transparent service. If this is of interest to you, please get in touch.
Package includes / Benefits:
* Between £25,000 to £28,000 per annum dependant on experience
* OTE: £50,000 - £60,000 per annum
* Annual salary review - Salary based on overall Income generated
* Uncapped Earning potential
* In addition to basic salary commission is paid on all income generated
* In house marketing support and high-quality leads are provided
* Based from our local office - working from home is available when needed
* Flexible working hours pattern
* Support, Development and ongoing training
* Pension provided
Skills and experience required:
* Ce-Map Qualified
* CAS Status
* Minimum 2 years' adviser experience
* Protection experiences desirable
Next Steps:
To apply for our vacancy for an Experienced Mortgage & Protection Adviser, please click on Apply and upload a copy of your CV.
We look forward to hearing from you.
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Following the growth in adviser numbers in HL Partnership, we are looking to grow the Regional Compliance Team to continue to provide our firms with high-quality Face to Face compliance support.
Job Title: Regional Compliance Manager
Location: Swindon Area/Preston Area
Salary: £30,000- £40,000/ per year + Benefits + Car Allowance (Listed below)
Job Type: Full-time
About Us:
Founded in 2001, HLP was one of the first networks dedicated to the mortgage and protection adviser. With offices in Leicester, Alcester, and Chichester, HLP is now the largest privately-owned network in the UK, with well over 700 advisers and just under 400 firms.
Our 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.
Job Description:
These additional roles in the team will be the primary point of contact for Appointed Representatives in allocated regions, managing a risk-based monitoring program to ensure compliance with network standards and regulatory requirements. The role is designed to ensure Appointed Representatives are, as per FCA guidelines, always Treating Customers Fairly and delivering good customer outcomes.
Responsibilities will include:
* Conduct field visits which will include risk-based compliance monitoring to ensure that network members comply with the requirements of the FCA and network rules in respect of regulated mortgage and non-investment insurance business
* Act as a supervisor within the Training & Competence scheme and act as an ambassador for the use of relevant IT programs and systems
* Build strong relationships with key stakeholders, championing good customer outcomes.
* Provide advice and guidance to network members in response to enquiries received
* Identify the business risks ensuring all current and future regulatory requirements are adhered to with effective controls in place
* Ensure appropriate standards and procedures are followed by authorised appointed representatives
* Instruct, the coach, and monitor individuals, producing reports and individual training/development plans ensuring all outstanding actions are completed within agreed timescales and are achievable
* To assist and guide the Internal Compliance Review Officers regarding technical queries and challenges arising in the file review process
Experienced required:
* Minimum 2 years of experience in a similar role within the financial services sector
* A sound background in compliance monitoring, risk management and reporting processes
* Knowledge of systems of control and ability to follow clearly defined procedures
* Experience in working under pressure, prioritising, and working to tight deadlines
Qualifications:
* CeMAP or equivalent professional financial services qualification as a minimum
* CeRER desirable
* A full UK driving licence is essential
Benefits:
* Company Sick Pay
* 25 days Holiday with the option to buy more
Next Steps:
To apply for our vacancy for a Regional Compliance Manager, please click on Apply and upload a copy of your CV.
We look forward to hearing from you.
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We have an exciting opportunity for a Project Manager to join our team here at the HL Partnership.
Job title: Project Manager
Location: Hybrid - Office (LE19 1EJ) / Homebased
Salary: £40,000 - £45,000 / per year + Benefits (Listed below)
Department/section: Network
Reporting to: Compliance Director
About us:
Founded in 2001, HLP was one of the first networks dedicated to the mortgage and protection adviser. With offices in Leicester, Alcester, and Chichester, HLP is now the largest privately-owned network in the UK, with well over 700 advisers and just under 400 firms.
Our 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.
Job description:
Developing detailed project plans to guide clients, staff members and project teams and revising based on changing needs and requirements.
Communicate project plans to the management team and ensure that the agreed work is carried out on-time, to the agreed scope and within budget.
Main purposes of the role:
* Planning, designing, executing, and monitoring every aspect of designated projects.
Key tasks/responsibility's:
* Work with Managers through feasibility and design of the project ensuring the right solutions are implemented.
* Set project timeline, keeping all internal contacts up to date of any changes to this and managing expectations throughout the project.
* Identifying and assigning project tasks based on the skill sets, experience, and strengths of staff members.
* Monitoring project performance to ensure timely delivery.
* Compiling and submitting project status reports to management and other stakeholders.
* Update relevant stakeholders or team members on the project progress, taking a pro-active approach to managing internal expectations and communication.
* Coach and support project team members with tasks you assign them.
Skills/Qualifications:
* Degree in relevant subject.
* Working knowledge of project management software tools such as Microsoft Excel, Smartsheet and other relevant applications.
* Excellent leadership, customer relations and communication skills to liaise effectively with all project stakeholders.
* Strong business acumen in project planning and management.
* Be comfortable with prioritising multiple projects simultaneously.
* Ability to motivate and develop others.
* Ability to communicate to a wide variety of audiences.
* Ability to challenge, influence and persuade others.
* The ability to analyse information with a view to making informed decisions.
* Good presentation skills and an ability to present complex information to others.
* A desire to help people achieve the best results and ability to coach improvements from them.
* Good computer skills including Microsoft applications and understanding of bespoke / specialist software.
Required Experience:
* Previous experience of working within the financial services in a similar role.
* Proven ability to deliver product and business change.
* Proven ability to manage projects with multiple stakeholders across multiple locations/geographies.
* Proven ability to manage 3rd Party Suppliers and resources.
* Proven ability to analyse and resolve business problems / issues.
Personal qualities:
* Ability to motivate and inspire others.
* Passion for project management.
* Highly self-motivated and with strong personal discipline to meet key objectives.
* Confident and articulate with well-developed verbal and written communication and presentation skills. With the ability to build strong relationships across all internal and external stakeholders.
* A real desire to provide support and to assist firms to stay safe in the business environment.
* Able to work cross-functionally and collaboratively with a flexible and solutions focused.
* Willing and able to travel widely in the UK.
Benefits:
* Company Sick Pay
* 25 days Holiday with the option to buy more
Next Steps:
To apply for our vacancy for a Project Manager, please click on Apply and upload a copy of your CV.
We look forward to hearing from you.
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