An opportunity has arisen for a Self-Employed Mortgage Adviser to join a highly regarded financial services organisation known for its client-centric approach and supportive environment. Our client provides expert advice across a range of mortgage products, offering tailored solutions to a broad and loyal client base.
As a Mortgage Adviser, you will be advising clients on suitable mortgage solutions, managing the process from enquiry through to completion. This self employed role offers hybrid working and benefits.
You will be responsible for:
? Evaluating clients' financial circumstances to identify suitable mortgage options
? Delivering tailored mortgage advice based on current products, rates, and lending criteria
? Supporting clients with the completion of mortgage applications and required documentation
? Keeping abreast of regulatory updates and market developments
? Building trusted relationships with clients, lenders, and industry contacts
? Handling client queries in a timely and professional manner
What we are looking for:
? Previously worked for 1 year as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
? Possess experience in financial services or a related field (preferable)
? CeMAP qualification
? Strong understanding of mortgage products and the application process
? A track record of delivering excellent customer service
What's on offer:
? Leads provided
? No monthly fees
? Access to social media support
? Administrative support to reduce non-advisory workload
? Work with high-net-worth and sports industry clients
? First-year OTE: £50,000 - £60,000
? Second-year OTE: £75,000+
This is a fantastic opportunity for a Mortgage Adviser to take control of your career and earnings in a supportive, flexible environment.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this ....Read more...
An opportunity has arisen for a Self-Employed Mortgage Adviser to join a highly regarded financial services organisation known for its client-centric approach and supportive environment. Our client provides expert advice across a range of mortgage products, offering tailored solutions to a broad and loyal client base.
As a Mortgage Adviser, you will be advising clients on suitable mortgage solutions, managing the process from enquiry through to completion. This self employed role offers hybrid working and benefits.
You will be responsible for:
* Evaluating clients' financial circumstances to identify suitable mortgage options
* Delivering tailored mortgage advice based on current products, rates, and lending criteria
* Supporting clients with the completion of mortgage applications and required documentation
* Keeping abreast of regulatory updates and market developments
* Building trusted relationships with clients, lenders, and industry contacts
* Handling client queries in a timely and professional manner
What we are looking for:
* Previously worked for 1 year as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
* Possess experience in financial services or a related field (preferable)
* CeMAP qualification
* Strong understanding of mortgage products and the application process
* A track record of delivering excellent customer service
What's on offer:
* Leads provided
* No monthly fees
* Access to social media support
* Administrative support to reduce non-advisory workload
* Work with high-net-worth and sports industry clients
* First-year OTE: £50,000 - £60,000
* Second-year OTE: £75,000+
This is a fantastic opportunity for a Mortgage Adviser to take control of your career and earnings in a supportive, flexible environment.
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...
As an Apprentice Mortgage Adviser, you’ll play a key role in supporting our experienced team while learning the mortgage and insurance industry from the ground up. This is a hands-on role where you'll gain real client-facing experience while working towards becoming a fully qualified mortgage adviser.
Role Overview:
You’ll begin by focusing on selling life and home insurance from around week two of your start date, giving you immediate experience in advising and closing sales.
While doing this, you’ll also receive full training and support to prepare for your regulated mortgage qualifications. Over time, your responsibilities will grow to include mortgage advice as you progress through the apprenticeship.
Day-to-Day Duties:
Advising clients on life insurance and home insurance products
Making outbound calls and following up on warm leads
Gathering client information and required documentation
Supporting the completion of insurance and mortgage applications
Managing client records using our CRM system
Booking appointments and maintaining communication with clients
Shadowing experienced mortgage advisers
Studying towards your mortgage qualification with dedicated study time
Key Responsibilities:
Deliver excellent customer service and build trust with clients
Sell appropriate life and home insurance products from an early stage
Maintain accurate records and adhere to compliance requirements
Learn about mortgage products, criteria, and the homebuying process
Work towards completing your CeMAP qualification
Support the team in meeting sales targets and business objectives
This role offers a fast-paced, supportive environment with early responsibility and clear progression. You’ll gain confidence, experience, and qualifications while becoming an integral part of our growing team.Training:
Level 3 Mortgage Adviser Apprenticeship Standard
The Mortgage Adviser apprenticeship is perfect for those looking to develop the knowledge and skills required to work within this specialised role, as well as obtaining a regulatory qualification
Through job-based training and study towards a highly respected benchmark qualification, the apprentice will become a competent and confident mortgage adviser
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:
Certificate in Mortgage Advice and Practice (CeMAP1,2,3) - awarded by The London Institute of Banking and Finance (LIBF)
The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the knowledge, skills and behaviours required to become competent in the role
To help prepare the apprentice for the CeMAP qualification, Apprentices are provided with Simply Academy’s CeMAP resource package, alongside a structured study plan supported by a series of live revision sessions with our CeMAP tutors
Training Outcome:
There is excellent potential for progression, including a permanent role as a fully qualified Mortgage and Insurance Adviser upon successful completion of the apprenticeship
Further training and qualifications, including advanced mortgage and financial services certifications, may also be offered
Employer Description:We are Blossomfield Mortgages, and our ethos is to support our customers with life's big moments.
We are a mortgage and insurance brokerage based in Birmingham, Solihull, Lichfield and the surrounding areas. We might be based in the Midlands, but we’re ready to assist customers the length and breadth of the UK.
At Blossomfield Mortgages, we are passionate about helping customers fulfil their financial goals and make their dreams a reality.Working Hours :Monday - Friday, 10.00am - 4.00pm. Exact schedule can be flexible and agreed with the successful candidate.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working,Initiative,Punctual,Reliable....Read more...
Independent Financial Adviser (IFA)
We're seeking an adviser who excels at creating meaningful client connections and guiding entrepreneurs toward financial decisions that support their ideal lifestyle and long-term vision.
The company bridges the gap between financial planning and legal expertise, providing clients with comprehensive support under one roof. They take pride in our holistic approach that considers both personal circumstances and business requirements when crafting solutions.
What they're looking for:
Experience advising business owners and professionals on personal finance
A natural relationship builder who is proactive, thoughtful and ethical
Someone who listens deeply and guides clients with clarity and care
A collaborative mindset — you will work closely with our legal teams
What you'll get:
A warm pipeline and strong admin support
Flexible working with a strong emphasis on work-life balance
The chance to be part of a joined-up legal and financial planning business
Why Join
As an IFA with the company, you'll have the unique opportunity to develop meaningful client relationships while having the backing of an established professional services team. Your expertise will help clients navigate their financial journey with confidence, creating strategies that align with their values and goals.
We believe that exceptional financial advice comes from understanding people first and numbers second. If you share this philosophy and want to work in an environment that values both professional excellence and personal wellbeing, we invite you to apply.
To apply, please send your CV and a brief cover letter explaining why you're interested in joining our team.
For more information, please contact Andrew Welsh, Director of Medical Devices recruitment at Newton Colmore Consulting, on +44 121 268 2240 or submit your application and a team member will be in touch.....Read more...
An exciting opportunity has arisen for a Senior Debt Advisor to join a well-established not-for-profit organisation focused on delivering high-quality, community-based advice services in East London and beyond.
As a Senior Debt Advisor, you will be providing tailored debt and financial advice to individuals facing complex financial challenges, while also contributing to the development of the wider service offer.
This full-time role offers a salary of £35,875 for 37-hour work week and benefits.
You will be responsible for:
? Delivering specialist debt advice and complex casework in line with regulatory standards (FCA).
? Assessing individual client needs and making appropriate internal and external referrals.
? Supporting the preparation and submission of Debt Relief Order (DRO) applications.
? Providing advice across multiple channels, including in-person, telephone, email, and online platforms.
? Liaising with partner organisations and stakeholders to ensure coordinated support for clients.
? Recruiting, onboarding and supervising volunteers and staff within the advice team.
? Maintaining accurate records and data using client management systems.
What we are looking for:
? Previously worked as a Debt Advisor, Debt Adviser, Debt Caseworker, Money Adviser, IVA Advisor, Money Support Advisor, Customer Service Advisor or in a similar role.
? Experience providing debt advice and handling complex financial casework.
? Qualified DRO Intermediary or willingness to work towards this within six months.
? Educated to degree level or holds a relevant advice or advocacy qualification.
? Awareness of the voluntary sector, with a sound understanding of the strategic and policy frameworks that shape the delivery of advice services.
? Familiarity with challenges faced by communities affected by financial hardship and social exclusion.
What's on offer:
? Competitive salary.
? 28 days annual leave plus bank holidays, increasing to 33 days wi....Read more...
This position will entail undertaking all administration tasks for the team including:
Calling providers and following up anything outstanding
Updating their spreadsheet with their updates
Eventually updating the clients directly via email
General administration tasks
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.
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:
CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)
Or
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CeMAP1 or CF1 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.
The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.Training Outcome:The successful candidate will progress through the organisation, and grow with the business. With a view to becoming permanent at the end of the apprenticeship. Employer Description:Blue Heron is at the heart of your financial wellbeing through service excellence. You can access a wide range of quality services and insights that help you to make sound financial decisions at every stage of your financial journey.
You can access services such as mortgages, insurance policies for both your family.Working Hours :Monday to Friday, 9.30am - 5.30pm.Skills: Communication skills,Organisation skills,Team working,Enthusiastic/eager to learn,Time Management....Read more...
As an Apprentice Financial Planning Administrator, you will support our financial advisers and administrative team in delivering high-quality service to clients. This role offers structured training, hands-on experience, and the opportunity to gain a professional qualification in financial services.
Key Responsibilities:
Maintain and update client records in our back-office system
Assist in processing new business applications for pensions, investments, mortgages and protection
Prepare documentation for client meetings, including valuations and research
Handle client queries via phone and email with professionalism and efficiency
Ensure compliance with regulatory requirements and company policies
Perform general administrative tasks such as scanning and data entry
Work as part of a team, joining meetings and activities to support teamwork and learning
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:
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CF1 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 successful completion of the apprenticeship, there may be opportunities to progress into roles such as Financial Planning Administrator, Paraplanner, Mortgage Adviser or Financial Adviser by completion of further study. This would also be supported by us.Employer Description:We are a fast growing, young and dynamic company who plan to be around for a long time and take succession planning very seriously. We value our employees as much as we value our clients and all team members will have a structured development plan throughout their careers with us which will allow them to develop both personally and professionally.Working Hours :Monday - Friday, 9.00am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Patience,Eager to learn....Read more...
Onboarding clients including document collection
Preparing budget planners to calculate client borrowing capacity
Preparing suitability of advice reports
Applying for agreements in principle
Managing finance applications, including uploading documents, liaising with clients and lenders
Provide regular progress updates, communicating with various stakeholders including clients, solicitors, estate agents, lenders, insurance companies
Managing ‘completions’, ensuring everything is in place for completion day including relevant insurance policies
Attending networking events
Social media work including email marketing, Facebook, Instagram and LinkedIn
You’ll develop your skills under the guidance of the Management Team, learning a variety of duties and supporting the whole business to continued growth. You’ll be taught and mentored by colleagues who have a great understanding of the job role; to achieve your full potential and share in the company’s success.
If you are committed and ready to take your first step into a real career with a fantastic small local business, then please apply now! This apprenticeship and opportunity with us will be highly competitive, so do not miss your chance!
Training:The successful candidate will continue their studies with apprenticeship specialists, RNN Group both remotely and from one of their campuses, giving you the training and support you need to become a fully competent and successful administrator.
The Apprentice Standard you will be studying is Business Administration - Level 3.Training Outcome:Future opportunity to train as a Mortgage & Protection adviser, gaining CeMAP qualification.Employer Description:Swift Financial was established with a commitment to delivering exceptional mortgage and protection advice coupled with a flexible approach, proudly serving the communities of Retford, Newark, Tuxford, Bawtry, Worksop, and the surrounding areas.
Swift Financial was founded by Nick Coupe, a dedicated professional with a vision for delivering exceptional mortgage and protection solutions to the local community. Here’s a little more about him…
Armed with a first-class degree from Durham University, his robust foundation in financial acumen underpins his role as a mortgage and protection adviser. His academic ability provides him with a strategic mindset and a deep understanding of the ever-evolving business landscape, pivotal for navigating the intricacies of the UK mortgage industry.
Having delved into property development, he acquired practical expertise in unraveling the nuances of the UK property market. He has experienced first-hand the challenges the property market can offer and this hands-on knowledge uniquely positions him to provide tailored advice, guiding clients in making well-informed decisions about their mortgage needs. His unwavering commitment to staying up-to-date on market trends ensures that his clients benefit from the most current and pertinent guidance.
With extensive experience as a mortgage and protection adviser, Nick has navigated a diverse array of client scenarios, providing him with a robust foundation of knowledge. This wealth of experience enables him to offer clients reassurance and informed advice, drawing upon the insights gained from successfully addressing the varied needs of individuals and families in the past.
Clients' financial aspirations become his mission, and he endeavours to make the mortgage process seamless and stress-free. Whether you are a first-time buyer, home mover, a property investor, or seeking to safeguard your family or assets, his dedication to excellence guarantees that clients receive unparalleled service tailored to the nuances of the UK market and more specifically the local area.Working Hours :Monday - Friday 9:30 am - 4:30 pm
(30-minute unpaid lunch break)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Number skills,Team working,Initiative,Conscientious and reliable,Eager to learn....Read more...
An exciting opportunity has arisen for a Senior Debt Advisor to join a well-established not-for-profit organisation focused on delivering high-quality, community-based advice services in East London and beyond.
As a Senior Debt Advisor, you will be providing tailored debt and financial advice to individuals facing complex financial challenges, while also contributing to the development of the wider service offer.
This full-time role offers a salary of £35,875 for 37-hour work week and benefits.
You will be responsible for:
* Delivering specialist debt advice and complex casework in line with regulatory standards (FCA).
* Assessing individual client needs and making appropriate internal and external referrals.
* Supporting the preparation and submission of Debt Relief Order (DRO) applications.
* Providing advice across multiple channels, including in-person, telephone, email, and online platforms.
* Liaising with partner organisations and stakeholders to ensure coordinated support for clients.
* Recruiting, onboarding and supervising volunteers and staff within the advice team.
* Maintaining accurate records and data using client management systems.
What we are looking for:
* Previously worked as a Debt Advisor, Debt Adviser, Debt Caseworker, Money Adviser, IVA Advisor, Money Support Advisor, Customer Service Advisor or in a similar role.
* Experience providing debt advice and handling complex financial casework.
* Qualified DRO Intermediary or willingness to work towards this within six months.
* Educated to degree level or holds a relevant advice or advocacy qualification.
* Awareness of the voluntary sector, with a sound understanding of the strategic and policy frameworks that shape the delivery of advice services.
* Familiarity with challenges faced by communities affected by financial hardship and social exclusion.
What's on offer:
* Competitive salary.
* 28 days annual leave plus bank holidays, increasing to 33 days with length of service
* Pension scheme with up to 4% employer matching contributions
* Access to discounted shopping and retail offers
* 1-2 work-from-home days available for administrative tasks, offered as part of wellbeing support (not contractually guaranteed)
This community-based role requires travel across London and is subject to Enhanced DBS and MoJ checks.
This is a fantastic opportunity for a Debt Advisor to join a purpose-led organisation and make a lasting difference through your expertise.
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...
An opportunity has arisen for a Mortgage Advisor to join a well-established and fast-growing financial services organisation, offering tailored lending solutions across a range of residential and specialist markets.
As a Mortgage Advisor, you will be providing expert mortgage advice to clients, supporting them in securing lending solutions suited to their financial circumstances.
This full-time role offers a salary range of £38,000 - £48,000 with OTE up to £60,000 and benefits.
You will be responsible for:
? Delivering tailored advice on a range of mortgage products to suit individual client needs
? Conducting thorough financial assessments and recommending appropriate lending options
? Supporting clients throughout the mortgage application process
? Ensuring all documentation is accurately completed and regulatory requirements are met
? Keeping up to date with changes in the mortgage market and lender criteria
? Building lasting client relationships through excellent service and professional guidance
What we are looking for:
? Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
? Demonstrable experience in financial services or a related sector
? Proficiency in numeracy with confidence in financial calculations
? CeMAP (or equivalent) qualification is essential
? Ability to explain complex financial matters clearly and concisely
? Track record of delivering first-class client service
What's on offer:
? Competitive salary
? Performance-based bonuses
? Pension scheme
? Health & wellbeing initiatives
? Casual dress and team events
? Staff discounts
? On-site parking
? Sick Pay
This is an excellent opportunity for a Mortgage Advisor to progress your career within a respected financial services organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this ro....Read more...
Shadowing the adviser, visiting clients
Completing client files
Managing and inputting client data
Producing cash flow models for clients
Client interaction
Training:You will work towards an Advanced Level 3 Business Administration Apprenticeship, delivered by VQ Solutions. You will have a dedicated VQ Mentor and will also be supported internally by your manager. During this apprenticeship, you will develop a portfolio, attend workshop sessions and have regular reviews. The best part? All apprenticeship work will be completed during working hours.Training Outcome:The majority of our apprentices are offered full-time employment upon the successful completion of their apprenticeship. With this position, there is the opportunity to progress to become a qualified paraplanner or a financial advisor.Employer Description:Jones and Partners is a growing financial advisory firm based in Harrogate, offering expert financial planning. With a focus on personal service and long-term relationships, the firm helps clients plan for a secure and successful future through clear, tailored advice.Working Hours :Monday - Friday between 09:00 - 17:00.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Initiative,Non judgemental,Good time management,Flexibility,Ability to prioritise....Read more...
Shadowing the adviser, visiting clients
Completing client files
Managing and inputting client data
Producing cash flow models for clients
Client interaction
Training:You will work towards an Advanced Level 3 Business Administration Apprenticeship, delivered by VQ Solutions. You will have a dedicated VQ Mentor and will also be supported internally by your manager. During this apprenticeship, you will develop a portfolio, attend workshop sessions and have regular reviews. The best part? All apprenticeship work will be completed during working hours.Training Outcome:The majority of our apprentices are offered full-time employment upon the successful completion of their apprenticeship. With this position, there is the opportunity to progress to become a qualified paraplanner or a financial advisor.Employer Description:Jones and Partners is a growing financial advisory firm based in Harrogate, offering expert financial planning. With a focus on personal service and long-term relationships, the firm helps clients plan for a secure and successful future through clear, tailored advice.Working Hours :Monday - Friday, between 09:00 and 17:00.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Initiative,Non judgemental,Good time management,Flexibility,Ability to prioritise....Read more...
This role has a very heavy focus around helping our clients stay on top of their tax compliance responsibilities, but there will also be opportunities to provide tax advice.
Alongside your responsibilities at work, you will undertake a training contract (apprenticeship agreement) and study towards completing the ATT qualification.
Page Kirk will provide paid study leave and will fully fund your studies towards becoming an ATT qualified Taxation Technician.
Duties will include:
Day to day management of your own portfolio of clients
Meet clients, as part of the tax team
Preparation of self-assessment personal tax returns
Preparation of forms P11d (return of benefits and expenses)
Carry out tax research and summarise findings
Analyse data
Checking HM Revenue and Customs correspondence and communications issued to the client
Representing the client in the event of an HM Revenue and Customs investigation
Training:
Professional Accounting Taxation Technician Apprenticeship Level 4 - ATT A key role within any accountancy and finance function, individuals undertaking this apprenticeship will hone their ability to create, verify and review accurate and timely financial information
This apprenticeship can suit a variety of financial functions as there are a range of qualifications available to suit your organisation
The ATT qualification gives you the knowledge and practical skills to work in tax compliance. After qualifying, you can progress onto CTA and become a chartered tax advisor. The ATT syllabus follows a modular structure, which consists of two core certificate papers and four optional certificate papers, allowing you to specialise in your own area of interest or expertise
You must also complete three computer-based exams (Law, Professional Responsibilities & Ethics and Accounting)
Training Outcome:
Becoming ATT qualified and having practice experience on your CV is invaluable for a successful career in taxation; typically progressing your career within an accountancy practice (as a tax adviser)
Once you are ATT qualified, the natural career progression in terms of further qualification would be to study towards becoming a Chartered Tax Adviser (CTA)
Employer Description:General accountancy practice.Working Hours :Meet clients, as part of the tax team.
Preparation of self-assessment personal tax returns.
Preparation of forms P11d (return of benefits and expenses)
Carry out tax research and summarise findings.
Analyse data.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
An opportunity has arisen for a Mortgage Advisor to join a well-established and fast-growing financial services organisation, offering tailored lending solutions across a range of residential and specialist markets.
As a Mortgage Advisor, you will be providing expert mortgage advice to clients, supporting them in securing lending solutions suited to their financial circumstances.
This full-time role offers a salary range of £38,000 - £48,000 with OTE up to £60,000 and benefits.
You will be responsible for:
* Delivering tailored advice on a range of mortgage products to suit individual client needs
* Conducting thorough financial assessments and recommending appropriate lending options
* Supporting clients throughout the mortgage application process
* Ensuring all documentation is accurately completed and regulatory requirements are met
* Keeping up to date with changes in the mortgage market and lender criteria
* Building lasting client relationships through excellent service and professional guidance
What we are looking for:
* Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
* Demonstrable experience in financial services or a related sector
* Proficiency in numeracy with confidence in financial calculations
* CeMAP (or equivalent) qualification is essential
* Ability to explain complex financial matters clearly and concisely
* Track record of delivering first-class client service
What's on offer:
* Competitive salary
* Performance-based bonuses
* Pension scheme
* Health & wellbeing initiatives
* Casual dress and team events
* Staff discounts
* On-site parking
* Sick Pay
This is an excellent opportunity for a Mortgage Advisor to progress your career within a respected financial services organisation.
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...
About the Role
This is an exciting opportunity to gain hands-on experience in the financial planning sector while working towards nationally recognised qualifications. You’ll be an important part of our team—supporting advisers and helping keep everything running smoothly behind the scenes.
Key ResponsibilitiesAs a Client Services Administrator Apprentice, you’ll:
Support advisers with day-to-day client administration
Prepare and process client documents and correspondence
Maintain accurate client records and back-office systems
Handle incoming calls, emails, and post professionally and promptly
Assist with appointment scheduling and diary management
Liaise with providers to obtain quotes and valuations
Follow compliance procedures and maintain confidentiality
Learn about financial products, services, and industry regulations
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:
· R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 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:At Deans Wealth Management, your apprenticeship is just the beginning. We’re committed to helping you grow—offering clear progression routes into roles like Paraplanner, Client Relationship Manager, or even Financial Adviser. With ongoing training and real responsibility, your career can really take off here.Employer Description:We look after our clients in a way many other firms choose not to. We focus on getting to know our clients and what they want to achieve at every stage of there life.
Then, we have there back when it comes to all things financial. From tax planning and investment strategies to exiting their business or planning for retirement, we make sure their finances are always working hard for them.
Your future shouldn’t be left to chance. We create financial plans for life.Working Hours :Monday to Friday, 8.45am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Initiative,Friendly,Eager to learn,Reliable,Responsible....Read more...
To provide administrative support to the Partner/Practice Manager to ensure that the Partner’s relationships with their clients can be optimised and assist with the daily operation of the office.
Provide high-level technical and administrative support to the Partner (Adviser)
Deal effectively with queries from clients and other parties through effective communication
Prepare files including required compliance documentation; research; illustrations and supporting documentation
Ensure that files are complete with all required client identification documentation and necessary application forms
Process applications accurately and record the required management information
Progress applications with product providers, advisers, clients, and other third parties to ensure that each case is completed in a timely manner
Carry out training as required to fulfil role effectively, online, in-house and externally (expenses will be paid where required)
Training:Level 3 Financial Services Administrator apprenticeship standard.
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 of 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:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and could 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:Administration, through to Paraplanning (including further apprenticeship), through to Advising (full training given via St. James's Place) and ultimately business ownership if chosen.Employer Description:We believe that our clients want a service that is simple, transparent and effective. We use a straightforward process designed to systematically assess, organise, deploy and monitor the on-going management of our clients’ wealth.
We provide three key services to help you to build, manage and protect your wealth;
Advice to make sure you are taking the right action. This includes tailored and comprehensive financial planning, using sophisticated lifetime cash flow analysis to help quantify your goals, objectives and lifestyle requirements. We also provide focused advice on specific areas to help you meet your financial objectives.
When we fully understand your requirements, we will recommend options that will help you to achieve your goals. We do this in a way that allows our clients to only pay attention to what is important, rather than dealing with reams of paperwork.
Finally - and perhaps most importantly - we keep things under regular review.Working Hours :Monday to Thursday, 9am-5pm and Friday 9am-4pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Team working,Initiative,Patience,Positive attitude....Read more...
An exciting opportunity has arisen for a Parts Advisor to join a well-established commercial vehicle dealership, delivering high-quality maintenance and repair solutions. This full-time role offers basic salary £28,000 - £32,000, OTE £36,000 and benefits.
As a Parts Advisor, you will be the key link between customers and parts supply, ensuring efficient service while maximising sales opportunities.
You will be responsible for:
? Handle all parts enquiries via phone, email and in-person interactions.
? Use electronic parts catalogues to correctly identify and source components.
? Identify opportunities to upsell and promote special offers.
? Process orders efficiently while maintaining accurate stock records.
? Deliver outstanding service to both trade and retail customers.
? Follow all payment handling and financial procedures correctly.
? Maintain accurate customer records in the CRM system.
What we are looking for:
? Previously worked for 2 years as a Parts Advisor, Parts Adviser, Parts Sales Advisor, Automotive Parts Specialist, Automotive Parts Consultant or in a similar role.
? Skilled in computer software, including EPCs & Kerridge.
? Excellent customer service and sales skills.
? Team player with strong communication abilities.
Shifts:
? Monday - Friday: 9:00am - 6:00pm
? 1 in 3 Saturdays: 7:00am - Noon
What's on offer:
? Competitive salary
? 30 days holiday including bank holidays
? Employer Statutory Pension Scheme
? Free Class IV MOT per year
? Mental Health First Aiders
? Referral bonus
? Personal Accident Scheme
? Corporate uniform provided
? Cycle to work scheme
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.
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,....Read more...
As there will be a great deal of client contact, both in the office and particularly on the phone.
Assistance will be given with prioritising work, but one of the key qualities of the job is to demonstrate initiative.
Duties include:
Liaising with product providers to obtain quotations, etc.
Assisting Senior Administrators in the preparation of reports, etc.
Some technical research of products.
Database management.
Data Entry.
Answering telephone.
Greeting clients on arrival at office.
Typing.
Filing, photocopying and faxing.
Scanning documents for computer storage.
Co-ordinating post and mail, both in and out.
Liaising with other external organisations.
Monitoring the management's diary, making appointments, running a reminder system.
Other general office duties.
Directly reporting to Senior Administrators and Management.
Training:Example: Apprentices will be required to attend college at least x1 day per week either at Uxbridge, Harrow or Hayes Campus completing necessary mandatory training and units associated with the apprenticeship.
The apprentice will be required to complete:
Work towards gaining a full Qualification.
Employment Rights and Responsibilities.
Skills, Knowledge, and Behaviours.
Standard and End Point Assessment.
Functional Skills in English, Maths, and ICT (if required).
Other training will be provided by the employer as required to enable the fulfilment of the job role.Training Outcome:This is a good opportunity for someone who shows 'initiative and capability to 'move up the ranks' as the company grows and more advisers and support staff are recruited. The career path could then continue in a variety of directions, depending upon the candidate's desires ¬- e.g., office administration, P.A. to an adviser, advising clients, etc. Assistance will be given towards further qualifications in financial services, where appropriate.Employer Description:Only a year after starting, the company was awarded "Best IFA in The Capital" by the Evening Standard newspaper, and since then the company has continued to add to its achievements. Please see our 'Award Winning Advice' page for details of our awards and other unique credentials; for example, Bhupinder Anand has twice been awarded 'IFA of the Year'.
Our team of specialists and experts, supported by qualified administrators, all share the enthusiasm of being one of the UK's Best Independent Financial Advisers. Our advisers have an average of at least 25 years’ experience in the Financial Services Profession.Working Hours :Monday to Friday, 9am-5:30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills....Read more...
An exciting opportunity has arisen for a Parts Advisor to join a well-established commercial vehicle dealership, delivering high-quality maintenance and repair solutions. This full-time role offers basic salary £28,000 - £32,000, OTE £36,000 and benefits.
As a Parts Advisor, you will be the key link between customers and parts supply, ensuring efficient service while maximising sales opportunities.
You will be responsible for:
* Handle all parts enquiries via phone, email and in-person interactions.
* Use electronic parts catalogues to correctly identify and source components.
* Identify opportunities to upsell and promote special offers.
* Process orders efficiently while maintaining accurate stock records.
* Deliver outstanding service to both trade and retail customers.
* Follow all payment handling and financial procedures correctly.
* Maintain accurate customer records in the CRM system.
What we are looking for:
* Previously worked for 2 years as a Parts Advisor, Parts Adviser, Parts Sales Advisor, Automotive Parts Specialist, Automotive Parts Consultant or in a similar role.
* Skilled in computer software, including EPCs & Kerridge.
* Excellent customer service and sales skills.
* Team player with strong communication abilities.
Shifts:
* Monday - Friday: 9:00am - 6:00pm
* 1 in 3 Saturdays: 7:00am - Noon
What's on offer:
* Competitive salary
* 30 days holiday including bank holidays
* Employer Statutory Pension Scheme
* Free Class IV MOT per year
* Mental Health First Aiders
* Referral bonus
* Personal Accident Scheme
* Corporate uniform provided
* Cycle to work scheme
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.
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.
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The Apprentice Mortgage Administrator plays a vital supporting role within our brokerage. At Home of Mortgages, our advisers focus on delivering expert guidance to clients, but they rely heavily on the admin team to keep things running like clockwork behind the scenes. That’s where you come in.
As an apprentice, you'll be joining our Operations and Case Management team. You’ll work closely with experienced administrators and mortgage advisers to help manage the client journey from application to completion. You won’t be making the tea (we take turns in that) – you’ll be gaining direct experience in real cases that help real people move home or secure vital finance.
This role is a gateway into the world of mortgages and property, giving you the tools, knowledge and support to build a long-term career in the financial services sector.
Each day will bring something a little different, but you’ll quickly become a key player in keeping the mortgage process moving. You’ll:
-Help gather and check client documents (ID, payslips, bank statements etc)-Track application progress using our CRM system-Communicate with clients by email and phone to provide updates or request missing information-Liaise with lenders, solicitors and surveyors to chase updates and solve issues-Keep everything neat, accurate and compliant in our systems
Learn how the mortgage process works from enquiry to completion
You’ll also have time set aside each week for your learning and coursework as part of your apprenticeship qualification.
Key ResponsibilitiesAssisting with mortgage and protection application administration
- Preparing case files and documentation- Chasing and tracking progress with third parties- Responding to client queries and maintaining excellent communication- Maintaining accurate and up-to-date records in internal systems- Supporting the team with general admin and client service- Learning compliance processes and how to apply them to real cases- Taking ownership of your learning and working toward your qualificationTraining:The Financial Services Administrator (Level 3) 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:Potential for progression to mortgage administrator, mortgage adviser, or further apprenticeships in financial servicesEmployer Description:Home of Mortgages provides Mortgage and Insurance advice to clients UK wide. We advise on residential and buy to let mortgages. We encourage learning and development and enjoy supporting our staff to achieve their career goals.Working Hours :Monday to Friday 9am to 5.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Team working....Read more...
Our client – an international consultancy – is looking for a Senior SAP FICO Consultant to join their team on a permanent basis. The role is remote; however, travel will be required, and you must be based in Poland.
The company focuses on strategy, architecture, and cutting-edge SAP technologies, offering professionals opportunities to work on impactful projects with global exposure. Joining this team means contributing to large-scale transformations in a dynamic environment where your work is recognised and valued.
Role Responsibilities:
Drive end-to-end implementation projects in SAP Finance and/or Controlling domains.
Act as the primary point of contact for clients, ensuring project alignment with their needs.
Identify opportunities where SAP solutions can enhance business processes.
Integrate industry best practices into solutions tailored to client needs.
Conduct fit-gap analyses and fit-to-standard workshops to align SAP solutions with client requirements.
Lead discussions on how the client’s processes can map to SAP standards.
Create and adapt solutions to address identified gaps in business processes.
Propose and implement measures for process improvement.
Ensure effective system implementation, coordinating closely with nearshore/offshore teams.
Manage collaboration across distributed teams to maintain project timelines and quality.
Serve as a trusted adviser to clients and their project management teams.
Provide insights and guidance on project progress and technical decisions.
Candidate Profile and Skills:
10+ years’ experience in SAP FI/CO, including hands-on exposure to FSCM (Financial Supply Chain Management).
University degree in business administration, business informatics, or equivalent training.
Solid background in finance and controlling processes, with the ability to integrate business needs into technical solutions.
Expertise in SAP implementation methodologies and tools.
Strong analytical skills to translate business requirements into system specifications.
Effective communication and stakeholder management abilities.
Experience in leading teams and fostering collaboration with onshore and offshore resources.
This role is ideal for someone with a strategic mindset, technical expertise, and the ability to manage complex projects while maintaining strong client relationships.
Fluent English is required to be successful in this role.
If you or someone in your network matches this profile, please apply for this role or send your CV directly – I will get in touch to provide you with more details.
Cavendish (Recruitment) Professionals Ltd are proud to be an equal opportunities employer, and we believe that inclusivity begins with the candidate experience. All qualified applicants will receive consideration for employment regardless of gender, race, age, sexual orientation, religion, or belief.
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£27,000 - £35,000 + Commission + Benefits
Employed or Self EmployedAre you a qualified Mortgage Adviser looking for a new opportunity where your skills are truly valued, your career development is actively supported, and the leads keep coming in? If so, this could be the perfect next step.A respected, independent mortgage brokerage based in Burnham is seeking both employed and self-employed Mortgage & Protection Advisers to join its growing team. With a steady flow of quality leads, access to the whole of market, and support from a friendly, collaborative environment, this is an exciting opportunity to build a rewarding and long-term career.You’ll be advising a broad range of clients, from first-time buyers to experienced investors, helping them secure the right mortgage and protection products while delivering exceptional service. If you thrive on providing expert advice, building relationships and guiding people through one of the biggest financial decisions of their lives, we’d love to hear from you. Opportunities also exist for a less experienced or recently qualified individual looking for a support or administration focussed role to develop towards advisor status.Key Responsibilities
Providing whole-of-market mortgage and protection advice tailored to each client’s needs
Managing the process from initial enquiry to completion with professionalism and care
Working with quality, company-generated leads as well as generating referrals
Maintaining compliance and ensuring high standards of advice at all times
Building long-term relationships and delivering excellent customer outcomes
Skills & Experience
Fully CeMAP qualified (or equivalent)
A proven track record in mortgage and protection advice
Strong communication and rapport-building skills
Detail-oriented with a commitment to compliance
A professional, self-motivated attitude and a genuine desire to help clients
Ideally local to Burnham or within commutable distance
CAS qualification – desirable NOT essential as full accreditation can be provided
What’s On Offer
Up to £35,000 basic salary (DOE) + attractive commission structure
Friendly, flexible working environment
Full administrative support
Opportunities for progression within a growing firm
Regular training, CPD, and access to industry-leading tools
Company pension and holiday allowance
This fantastic opportunity represents the chance to join a supportive, growing team where your contribution is truly valued, and your career can thrive. Apply now to be part of a respected, forward-thinking brokerage that puts its clients and its advisers at the heart of everything it does.....Read more...
Our client – an international consultancy – is looking for a Senior SAP FICO Managing Consultant to join their team on a permanent basis. The role is remote; however, travel will be required, and you must be based in Germany.
The company focuses on strategy, architecture, and cutting-edge SAP technologies, offering professionals opportunities to work on impactful projects with global exposure. Joining this team means contributing to large-scale transformations in a dynamic environment where your work is recognised and valued.
Role Responsibilities:
Drive end-to-end implementation projects in SAP Finance and/or Controlling domains.
Act as the primary point of contact for clients, ensuring project alignment with their needs.
Identify opportunities where SAP solutions can enhance business processes.
Integrate industry best practices into solutions tailored to client needs.
Conduct fit-gap analyses and fit-to-standard workshops to align SAP solutions with client requirements.
Lead discussions on how the client’s processes can map to SAP standards.
Create and adapt solutions to address identified gaps in business processes.
Propose and implement measures for process improvement.
Ensure effective system implementation, coordinating closely with nearshore/offshore teams.
Manage collaboration across distributed teams to maintain project timelines and quality.
Serve as a trusted adviser to clients and their project management teams.
Provide insights and guidance on project progress and technical decisions.
Candidate Profile and Skills:
University degree in business administration, business informatics, or equivalent training.
12 + years’ experience in SAP.
Extensive experience in SAP FI/CO, including hands-on exposure to FSCM (Financial Supply Chain Management).
Solid background in finance and controlling processes, with the ability to integrate business needs into technical solutions.
Expertise in SAP implementation methodologies and tools.
Strong analytical skills to translate business requirements into system specifications.
Effective communication and stakeholder management abilities.
Experience in leading teams and fostering collaboration with onshore and offshore resources.
Fluent in English and German.
This role is ideal for someone with a strategic mindset, technical expertise, and the ability to manage complex projects while maintaining strong client relationships.
If you or someone in your network matches this profile, please apply for this job or send your CV directly – I will call you back to provide you with more details.
Cavendish (Recruitment) Professionals Ltd are proud to be an equal opportunities employer, and we believe that inclusivity begins with the candidate experience. All qualified applicants will receive consideration for employment regardless of gender, race, age, sexual orientation, religion, or belief.
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The Company
Our client is a boutique investment firm with a clear vision: to deliver high-quality strategies that drive exceptional outcomes for investors. Focused on forming strong alliances with high-calibre managers both locally and globally, they bring unique investment opportunities—spanning global and Asian equities, fixed income, private credit, and alternatives—to the Australian market. Their success is defined by the strength of their partnerships, the quality of their offerings, and the trusted relationships they build with advisers and institutional clients.
The Opportunity
Are you someone who thrives at the intersection of marketing, data, and technology? We’re excited to be partnering with a fast-evolving organisation looking for a Marketing Data & Insights Analyst/Specialist to play a pivotal role in scaling marketing impact and supporting business development, sales, and product functions through data-driven insights.
This is a permanent Sydney-based opportunity for someone passionate about analytics, platforms, and operational efficiency—bringing clarity to complexity and driving smarter business outcomes.
What You’ll Be Doing
Creating and maintaining Salesforce reports for stakeholders including BDMs, senior leaders, and board executives
Managing the integrity and integration of marketing data between Salesforce and Mailchimp, including unsubscribe workflows and audience hygiene
Delivering ongoing data analytics and insights across marketing channels—email, website, and social media
Driving daily updates and content refreshes across digital platforms including the corporate website and news/insights portals
Collaborating with external data providers and internal ops teams to ensure completeness and accuracy of adviser and client data
Supporting platform analytics and maintaining rebate databases to support product decision-making
Leading regular performance reporting across digital, media, and email channels to identify trends and opportunities
What We’re Looking For
A data and marketing-savvy analyst with a working knowledge of Salesforce and Google Analytics
Experience in the financial services industry (fund or wealth management) would be advantageous
Experience using Wordpress and Mailchimp is an advantage
A natural problem-solver who can think creatively and apply structured approaches to resolving data challenges
Someone comfortable with both autonomy and teamwork—able to take initiative while following direction when needed
Strong Excel skills and familiarity with connectors like XL-Connector and platforms like YouTube, LinkedIn, and Podbean
Why Apply?
Join a dynamic team at the heart of data, marketing, and product
Help shape operational efficiency and drive smarter commercial outcomes through insight
Work across a diverse set of tools and platforms in a role that offers variety and ownership
Be part of an organisation that values proactive thinkers and data-led decision-making
Enjoy flexible working options and a culture that celebrates curiosity and creativity
Whether you are a sports fanatic, shark diver or part-time antique collector, we celebrate your uniqueness.
Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work. We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us.
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