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 Advisors 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, 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 exist 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
Demonstratable 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
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.
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 Advisors to join a flourishing, friendly, and progressive growing company offering a wealth of company support designed to achieve mutual goals. Apply now!....Read more...
Client-Focused, No Cold SalesUp to £35,000 + Quarterly Bonus + Hybrid
Are you a detail-driven mortgage industry professional who loves the technical elements of mortgage advisory, guiding clients through the process and providing outstanding service—but would rather leave the sales chasing to someone else?
If your strengths lie in customer service, coaching, and case progression rather than lead generation or cold sales, this could be the perfect role for you.
A growing mortgage and protection network, known for championing adviser development and supporting brokers at all stages of their journey, is seeking an experienced Mortgage Support Specialist to join their dedicated Member Support team. Based from modern offices in Hornchurch with flexible hybrid working available, this is an opportunity to make a real impact in a rewarding, service-driven role.
Working closely with newly qualified brokers and advisers in the network, you’ll act as a key point of contact—offering expert guidance, helping them place their first cases, and ensuring they have the tools and support needed to thrive.
Responsibilities include:
Delivering 1:1 support and coaching for new brokers on mortgage placement, systems, and compliance
Responding to queries across channels like Google Chat, LinkedIn, phone, and email
Supporting training academies and delivering content in specialist mortgage areas
Creating technical content and keeping product knowledge up to date via the LMS
Acting as a calming, knowledgeable voice in a fast-paced environment—problem-solving, advising, and championing bestpractice
What You’ll Need:
Strong technical understanding of mortgage products and lender criteria
Hands-on experience in a mortgage advisory, case progression, or broker support role
CeMAP (or equivalent) qualified
Excellent communication and interpersonal skills—particularly when explaining complex topics
A natural coaching style and a passion for helping others succeed
Confidence working independently in a hybrid or office-based setting
What’s On Offer:
Salary up to £35,000 + performance-related quarterly bonus
Flexible working—hybrid options or full-time office presence in Hornchurch
Supportive, people-first culture with a collaborative, close-knit team
Real opportunities to grow into a training, mentoring, or technical leadership role
The chance to focus on what you love: helping others, solving problems, and delivering great outcomes—without the sales pressure
This is a brilliant opportunity for a mortgage professional who takes pride in doing things right, enjoys guiding others, and wants to make a real difference in the careers of future advisers.....Read more...
Daily duties will include:
Answering the telephone
Telephoning mortgage and insurance companies for updates on clients’ applications
Providing updates to clients by email and telephone
Updating the client computer database
Providing support to our team of financial advisers
Completing online applications for mortgages
Providing support to the team of administrators
Training:The successful candidate will work towards the Level 3 Business Administrator Apprenticeship Standard. This will involve one day a month group training at our centre in Newbury, and a 1-1 monthly training and review meeting with their training consultant.
Functional skills English and maths Level 2 will be delivered through weekly sessions if required at our training centre in Newbury.Training Outcome:On going training and personal development are encouraged and supported.Employer Description:Firstxtra Financial Services is a long established, successful family owned business with professional advisers covering the UK with the head office in Newbury, Berkshire.
Firstxtra has been trading for over 20 years with a team of highly skilled and enthusiastic professional advisers and administrators who specialise in mortgages and protection insurance.
Our philosophy is to provide the highest level of customer service and advice to all our clients. We are very proud of our advice and service and this is reflected in the number of repeat customers that we have, and from the number of customer recommends and testimonials that we receive on a regular basis.Working Hours :8.45am - 5.15pm (1-hour for lunch)
Monday to Friday plus a min of 1-Saturday per month after a qualifying periodSkills: Communication skills,IT skills,Customer care skills,Team working,Confident,Outgoing Personality....Read more...
A Financial Services Administrator provides essential administrative support within our firm, ensuring a high-quality, compliant service for clients and colleagues. You will handle various tasks on a day-to-day basis, which include:
Sending out letters
Calling providers for updates on cases
Scanning documentation onto computer
Shredding all paper work that has been scanned
Sending birthday cards
Dealing with the advisers emails
This role is crucial for the smooth operation of our financial business and often involves direct interaction with clients and other colleagues.
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favorable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Please apply even if you think you don't have the right skillset as we understand you may not have the expertise or knowledge at the moment but we are fully committed to training you as long as you are committed to learning and prove you have the correct work ethic.
Once you’ve finished your apprenticeship, we’ll work with you to help you find the right role at Sheavyn Associates Financial Management Ltd. You’ll have the potential to develop a successful and fulfilling career with us and continue to build your expertise.Training Outcome:
Once you’ve finished your apprenticeship, we’ll work with you to help you find the right role at Sheavyn Associates Financial Management Ltd
You’ll have the potential to develop a successful and fulfilling career with us and continue to build your expertise
Roles we can support you with are:
Senior Administrator
Paraplanner
Mortgage and Protection Adviser
Wealth Adviser
Employer Description:Financial Adviser Practice
at Sheavyn Associates Financial Management Ltd, our aim is to provide exceptional service to both private and corporate clients.
We always aim to build long-standing relationships with clients, ensuring they remain at the centre of the relationship, whilst we fully support their individual challenges and aspirations.
Our clients come from all walks of life and have a wide variety of financial planning needs.Working Hours :Monday- Thursday
9.30am - 4.30pmSkills: Communication skills,Organisation skills,Initiative....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...
