Self Employed and Employed Hybrid and Fully Remote Options Available OTE £30,000 to £85,000 + Warm Leads + Central Marketing SupportOur client is an award-winning mortgage business based in Essex, with a strong industry reputation for supporting and developing highly skilled and knowledgeable Mortgage Advisers. They currently employ over 50 staff from their head office in Hornchurch and support over 300 Mortgage Advisers via their nationwide network.As a result of continued commercial expansion, and in order to continue delivering an industry renowned service, they are now looking to significantly increase their team of trusted, professional, Mortgage & Protection Advisers to join either the direct team or one of its adviser firms subject to location. Working on a fully remote or hybrid, self-employed basis, or employed hybrid or office basis, the successful applicants will benefit from operating under an award winning, industry recognised Network. If required, substantial marketing and business development support is available plus a rich stream of regular, warm leads from the firms existing business.Roles existing for those with substantial advisory experience in both regulated mortgages and non-regulated loans such as Buy to Let, Commercial and Development Finance. There are also some opportunities for less experienced advisers supported by the Connect Academy.The company are Key Account Partners Legal and General Mortgage Club, and an additional large network and benefit from exclusive mortgage deals and client referrals from other advisers. They take pride in doing the best for their clients, by having the widest possible lender panel, with over 200 lenders and providers across mortgages and protection. The company offer a bespoke training and knowledge accreditation plan for their advisers and dedicated teams including compliance, research and administration to provide un-paralleled adviser support.Key Responsibilities
Provide high quality mortgage and protection advice to the company’s clients
Secure and build relationships with the company’s introducers to maximise business opportunities for all
Develop own knowledge and skills to expand capabilities, for example into specialist areas,
supported by the company’s Connect Academy and Training Team
Provide advice within regulator standards and keep accurate records
Skills & Experience
Hold the CeMap or an equivalent mortgage qualification
Advising experience and CAS an advantage but not essential
Demonstrable success in a mortgage or other sales environment
Strong analytical and organisational skills together with good computer literacy
Ability to build relationships and communicate effectively
Benefits
Self-employed role with remote and hybrid working options
Employed role (experienced adviser only) on office/hybrid basis and multiple locations
Multiple opportunities for support from the right firm
Commission advance facility for the first few months until a commission stream is built up
Market leading commissions with high earners achieving to £100,000 OTE including enhanced payments for own referrals or lead sources.
Regular lead stream from a range of lead sources including existing clients and professional introducers.
Protection Provider panel with access to market leading providers
Academy training programmes to build and develop knowledge and skills.
Full administration support including DIP and APP submission and case progression.
Market leading technology for research and client management.
This is a fantastic opportunity for ambitious Mortgage and Protection Advisers to join a flourishing, friendly, and progressive growing company offering a wealth of company support designed to achieve mutual goals. Apply now!....Read more...
Commission calculations
Processing supplier invoices
Raising sales invoices
Administration duties as required
Training:
L2 Accounts or finance assistant Apprenticeship Standard
Training Outcome:Possible full time employment on successful completion of the apprenticeship.Employer Description:We are a multi-award-winning team of professional mortgage advisers with a strong track record of delivering exceptional customer service. Our team is dedicated to finding the right mortgage product and aims to meet your needs, no matter your circumstances.Working Hours :Monday to Friday, 9am to 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Team working....Read more...
The key duties of the post are as follows:
Reconciling Insurance & Mortgage Broker commissions, using our mortgage system to enter commission amounts to be paid
Entering supplier invoices into Xero
Answering broker queries by phone or email
Assisting with the weekly bank reconciliations
Using pivot table to summarise income and expenses
Purchase and sales ledger postings
Raising sales invoices
Credit control
Assist in recording financial transactions using accounting software
Maintain accurate and organised financial records
Support the preparation of financial reports and statements
Completing other duties as required
Training:Gaining the AAT Level 2 (AQ2022) qualification
Studying the following modules:
Introduction to Bookkeeping
Principles of Bookkeeping Controls
Principles of Costing
The Business Environment
Training is via our live online learning portal, typically one day a week. Support by a qualified tutor and work coach to ensure successful completion of your apprenticeship.Training Outcome:After successfully achieving the AAT Level 2 qualification, the candidate will be considered for the Level 3 and Level 4 AAT. Apprenticeship training and/or the opportunity to progress to a more senior level with the firm and a career within accountancy.Employer Description:Connect Mortgages are a multi-award-winning team of professional mortgage advisers with a strong track record of delivering exceptional customer service. Our team is dedicated to finding the right mortgage product and aims to meet your needs, no matter your circumstances.Working Hours :Monday-Friday 9am-5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Updating their CRM system with client data and sharing information with the sales team
Answering phone calls and handling client inquiries with professionalism and care
Managing emails from clients and ensuring correspondence is dealt with promptly
Working with a diverse portfolio of customers, estate agents, and mortgage brokers
Analysing data and producing reports to aid decision-making
Resolving customer issues/complaints effectively, if they arise
Coordinating team meetings and distributing meeting notes across the business
Making outbound calls to customers and clients as needed
Training:Level 3 Advanced Apprenticeship in Customer Service Specialist consisting of:
Level 3 Standard in Customer Service Specialist
Level 2 Functional Skills in mathematics (if applicable)
Level 2 Functional Skills in English (if applicable)
You will be required to attend a half-day session with HBTC where you will work towards any functional skills (where needed) that you have to take. There will also be an end point assessment. Training Outcome:
After the Apprenticeship, there may be an opportunity for you to advance in the workplace or go on to higher education
Employer Description:With more than 2,000 advisers across the UK, we offer expert mortgage advice on a local, regional and national level to UK consumers, both face-to-face and over the phone.
The expert advice we offer, combined with the volume of mortgages that we arrange, places us in a very strong position to ensure that our customers have access to the latest deals available and receive a first-class service.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Team working,Initiative....Read more...
Maintaining client data on our back-office system
Process new business, which includes anti money laundering checks and follow through to completion of the application process either paper or electronic, liaising with clients and providers where appropriate
Processing fund switches and withdrawals
Sending Letters of Authority (LOA) and following up with the providers
Assisting colleagues with their administration and dealing with telephone and postal queries
Preparing for client meetings, obtaining valuations and conducting research
Scanning documents onto back office-system when required
General administrative tasks such as filing, photocopying and collating information
Training:Level 3 Financial Services Administrator Apprenticeship.
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:
CF1 or R01 – awarded by The Chartered Insurance Institute (CII)
Completion of either CF1 or 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.
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:A permanent position is available, and there is potential to develop further by undertaking additional exams to complete a Level 4 Diploma once the apprenticeship is completed.Employer Description:BP Sanders is an firm of independent financial advisers working in the heart of the Berkhamsted community for many years. We help our clients to make informed financial decisions giving them holistic advice on Life and Pension products, Mortgages and Inheritance Tax Planning. Trust, Truth and Transparency are the values our company stands for.Working Hours :Monday to Friday, 9am to 5.30pm.Skills: Communication skills,IT skills,Organisation skills,Team working,Enthusiastic,Positive attitude,Strong work ethic....Read more...
