As an Apprentice Mortgage and Protection Admin at BatesWilcox, your day-to-day responsibilities will include:
Client Interaction: Assisting clients with their mortgage and protection queries, both in person and over the phone.
Documentation: Preparing and managing paperwork for mortgage applications and protection policies.
Data Entry: Updating client information and maintaining accurate records in the system.
Support: Providing administrative support to mortgage advisors and protection specialists.
Research: Gathering information on mortgage products and protection plans to assist advisors.
Compliance: Ensuring all processes comply with regulatory requirements.
This role is perfect for someone who is detail-oriented, organised, and eager to learn about the financial services industry.Training:The Financial Services Administrator Apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector.
An understanding of the role of the appropriate regulatory bodies.
The importance of relationship building with clients and colleagues.
Understanding of processes and procedures relevant to the role.
How to develop commercial awareness.
Building skills and capabilities within an organisation.
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF).
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas.
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:At BatesWilcox, there are excellent prospects for career progression. As an Apprentice Mortgage and Protection Admin, you will have the opportunity to:
Progress to Mortgage Adviser: With experience and additional training, you can advance to a Mortgage Adviser role.
Further Apprenticeships: Opportunities for further apprenticeships to enhance your skills and qualifications.
Further Training: Continuous professional development through training programs to keep you updated with industry standards.
BatesWilcox is committed to supporting your career development and helping you achieve your professional goals.Employer Description:BatesWilcox Mortgage Solutions Ltd is a mortgage broker based in Newbury, Berkshire. They offer a range of services including:
Mortgage Advice: Helping clients find the right mortgage product for their needs, whether it’s for a first home, a holiday/investment property, or re-mortgaging.
Protection Services: Providing advice on various protection products to ensure clients and their families are financially secure.
Specialist Services: They are authorized to advise on mortgages using the Own New Scheme, which is designed for new build properties.
Their goal is to simplify the mortgage process and provide peace of mind to their clients through clear and comprehensive adviceWorking Hours :Monday - Friday, 9:30 - 17:30.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Initiative,Adaptability....Read more...
The duties will include:
Set up electronic mortgage and protection files.
Provide requested documents to the lender.
Liaise with other departments within The Mortgage Brain - Maintain ongoing and appropriate contact with lenders, solicitors, and clients, recording all communications on the business CRM systems.
Take telephone calls as and when required.
Following successful completion, close down electronic files.
Training:
Qualification: Business Administrator Standard Level 3.
Delivery Model: Workplace Delivery.
Duration: 21 months plus 3 months End Point Assessment.
Training Outcome:
Potential position upon completion of the apprenticeship.
Employer Description:The Mortgage Brain has expanded significantly over the last 2 year to become one of the biggest mortgage and protection advice companies in the UK. We help thousands of customers every year fine the best solutions for all the mortgage and insurance needs.
At The Mortgage Brain, we pride ourselves on fostering a shared and supportive work environment where innovation and customer focus are at the heart of everything we do.Working Hours :Monday to Friday 9:00am to 5:00pm.
30 minutes break for lunch.Skills: IT skills,Attention to detail,Customer care skills,Team working,Can work Independently....Read more...
• Mortgage compliance administration – keying mortgage application data and producing documents detailing advice given from mortgage brokers• Mortgage application processing – speaking to mortgage lenders, requesting updates and checking timescales• Case progression – speaking to solicitors, ascertaining when cases are expected to complete and whether all documentation has been received• General office work – taking calls, booking appointments, file managementTraining:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
· A broad understanding of the financial services sector
· An understanding of the role of the appropriate regulatory bodies
· The importance of relationship building with clients and colleagues
· Understanding of processes and procedures relevant to the role
· How to develop commercial awareness
· Building skills and capabilities within an organisation
Professional Qualifications:
· CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
· Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Potential progression through to Mortgage Administrator and complete CeMAP qualifications.Employer Description:Ferro Financial is an award-winning, mortgage and life insurance broker, advising clients across the UK.
As experienced, friendly and professional advisors, we offer a comprehensive service meeting the mortgage needs of home owners, first time buyers and property landlords.
Our job is to look across the market and offer bespoke propositions helping clients secure the most suitable mortgage and life insurance products, tailored to their personal circumstances.Working Hours :4 days of applicants choice. 9am-5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Logical....Read more...
The duties will include:
Set up electronic property insurance files.
Generate quotations.
Process existing client renewals.
Liaise with other departments within The Mortgage Brain.
Record all communications on the business CRM systems.
Take telephone calls as and when required.
Following successful completion, close down electronic files.
Training:
Qualification: Business Administrator Standard Level 3.
Delivery Model: Workplace Delivery.
Duration: 21 Months plus 3 months End Point Assessement.
Training Outcome:
Potential position upon completion of the apprenticeship.
Employer Description:The Mortgage Brain has expanded significantly over the last 2 year to become one of the biggest mortgage and protection advice companies in the UK. We help thousands of customers every year fine the best solutions for all the mortgage and insurance needs.
At The Mortgage Brain, we pride ourselves on fostering a shared and supportive work environment where innovation and customer focus are at the heart of everything we do.Working Hours :Monday to Friday, 9.00am to 5.00pm.
30 minutes break for lunch.Skills: IT skills,Attention to detail,Customer care skills,Team working,Can work Independently....Read more...
Self Employed and Employed Hybrid and Fully Remote Options Available OTE £30,000 to £85,000 + Warm Leads + Central Marketing SupportOur client is an award-winning mortgage business based in Essex, with a strong industry reputation for supporting and developing highly skilled and knowledgeable Mortgage Advisers. They currently employ over 50 staff from their head office in Hornchurch and support over 300 Mortgage Advisers via their nationwide network.As a result of continued commercial expansion, and in order to continue delivering an industry renowned service, they are now looking to significantly increase their team of trusted, professional, Mortgage & Protection Advisers to join either the direct team or one of its adviser firms subject to location. Working on a fully remote or hybrid, self-employed basis, or employed hybrid or office basis, the successful applicants will benefit from operating under an award winning, industry recognised Network. If required, substantial marketing and business development support is available plus a rich stream of regular, warm leads from the firms existing business.Roles existing for those with substantial advisory experience in both regulated mortgages and non-regulated loans such as Buy to Let, Commercial and Development Finance. There are also some opportunities for less experienced advisers supported by the Connect Academy.The company are Key Account Partners Legal and General Mortgage Club, and an additional large network and benefit from exclusive mortgage deals and client referrals from other advisers. They take pride in doing the best for their clients, by having the widest possible lender panel, with over 200 lenders and providers across mortgages and protection. The company offer a bespoke training and knowledge accreditation plan for their advisers and dedicated teams including compliance, research and administration to provide un-paralleled adviser support.Key Responsibilities
Provide high quality mortgage and protection advice to the company’s clients
Secure and build relationships with the company’s introducers to maximise business opportunities for all
Develop own knowledge and skills to expand capabilities, for example into specialist areas,
supported by the company’s Connect Academy and Training Team
Provide advice within regulator standards and keep accurate records
Skills & Experience
Hold the CeMap or an equivalent mortgage qualification
Advising experience and CAS an advantage but not essential
Demonstrable success in a mortgage or other sales environment
Strong analytical and organisational skills together with good computer literacy
Ability to build relationships and communicate effectively
Benefits
Self-employed role with remote and hybrid working options
Employed role (experienced adviser only) on office/hybrid basis and multiple locations
Multiple opportunities for support from the right firm
Commission advance facility for the first few months until a commission stream is built up
Market leading commissions with high earners achieving to £100,000 OTE including enhanced payments for own referrals or lead sources.
Regular lead stream from a range of lead sources including existing clients and professional introducers.
Protection Provider panel with access to market leading providers
Academy training programmes to build and develop knowledge and skills.
Full administration support including DIP and APP submission and case progression.
Market leading technology for research and client management.
This is a fantastic opportunity for ambitious Mortgage and Protection Advisers to join a flourishing, friendly, and progressive growing company offering a wealth of company support designed to achieve mutual goals. Apply now!....Read more...
Act as the primary point of contact for clients, providing timely updates and responding to inquiries throughout the mortgage application process
Liaise with mortgage advisors, lenders, and solicitors to ensure all necessary documentation is accurately processed and submitted
Manage the administration of mortgage applications, including the preparation of application forms, collation of supporting documents, and monitoring of application progress
Utilise organisational skills to maintain accurate and up-to-date client records, ensuring compliance with data protection regulations
Demonstrate initiative in identifying and resolving potential issues that may arise during the application process, ensuring minimal disruption to the client experience
Support the team in achieving service excellence by contributing to process improvements and sharing best practices
Stay informed of changes in mortgage products, lending criteria, and regulatory requirements to effectively support clients and advisors
Training:
Business Administration Level 3
Online delivery from designated tutor
Assessment of skills, knowledge and behaviour in the workplace
Training Outcome:
The opportunity to become a full-time mortgage advisor
This is a gateway apprenticeship role into the financial services industry
Competitive salary and opportunities for professional development. Including the option of becoming a mortgage broker
Comprehensive training program to support your career growth in the financial services industry
Employer Description:Q was developed and launched with one motivation in mind – to help guide our clients through the often-complicated world of Financial Services. ‘Securing Your Future’ is our company motto and our passionate team always strive to give the best advice and find the financial solutions that are right for you and the people you care about.
Founded on over 25 years of financial experience and knowledge, Q have all the tools to make life a little easier when it comes to making those big financial decisions – ensuring you do so with maximum confidence and minimum stress!Working Hours :Monday to Friday 9am to 5pmSkills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative....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...
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...
Client requests processing
Behind the scenes admin
Product reviews and amendments
Fulfilling servicing requests from clients
Building conversations with clients in order to spot opportunities to support them with Financial or Mortgage adviser referrals and growing our business
Ideal candidate with have their own ability to get to and from the business location, via public transport or otherwise.Training:An apprenticeship includes regular training with a college or other training organisation. At least 6 of your weekly working hours will be spent training or studying, with 1 day per month college leasons or virtual masterclasses. Training Outcome:
Progression to full-time employment or progression to a higher level apprenticeship/further training, or adviser role.
Employer Description:We are a local Financial and Mortgage Advising company, that also have a network of Yorkshire Building Society Agencies.Working Hours :Monday to Friday, 08:30 to 16:30, and every other Saturday (08:30 to 12:00). Time off in lieu will be given for Saturdays worked.
35 hours a week.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
This role includes but is not limited to the following duties: -
Answering the telephone.
Checking client documents prior to application submission.
Processing mortgage applications for clients, all data to be entered 100% accurately.
Sending out documentation to clients.
Submitting paperwork to product providers.
Chasing providers, to ensure that products are in place within the required timescales.
Closing off files upon completion, scanning and shredding.
Assisting colleagues with any other duties, as reasonably requested.
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.
Key Learning Outcomes:
· A broad understanding of the financial services sector
· An understanding of the role of the appropriate regulatory bodies
· The importance of relationship building with clients and colleagues
· Understanding of processes and procedures relevant to the role
· How to develop commercial awareness
· Building skills and capabilities within an organisation
Professional Qualifications:
· CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
· Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:This apprenticeship may lead to further apprenticeships and qualifcations within the industry.Employer Description:Since opening our doors in 2005, we’ve become a multiple award-winning team of Guildford mortgage brokers with a national reputation for simplifying the mortgage application process.Working Hours :9.00am to 5.30pm Monday to FridaySkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,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...
Non-Executive Director – FinTech London At COREcruitment, we are excited to be working with a fast-growing, industry leading fintech business who are seeking a Non-Executive Director to support their internal growth and enhancement of their technology platform. The company is transforming its industry by automating the process and seamlessly integrating key stakeholders and service providers. With significant investment secured and a strong market presence, the business is now focused on scaling its platform, enhancing integrations, and increasing adoption across the sector.The Individual We are looking for an experienced Non-Executive Director to support with developing the current platform, 3rd party integrations and team development. The ideal candidate will have a strong background in FinTech, financial services, or mortgage technology, with experience in scaling SaaS platforms, strategic partnerships, and commercial growth.Requirements:
Proven experience in a senior leadership or board-level role within FinTech, PropTech, SaaS, or mortgage/financial services.Strong understanding of lending processes, digital transformation, and automation in financial services.Experience working with founder-led businesses, with an ability to navigate scaling challenges while maintaining agility and innovation.A network of relevant industry contacts to support business growth, including potential partnerships with financial institutions, intermediaries, and technology providers.Experience with private equity-backed businesses or high-growth startups is a plus.
This is an exciting opportunity to play a pivotal role in shaping the future of a Founder-led business. If you have the expertise and passion to contribute, we’d love to hear from you.To express interest, please apply with your CV....Read more...
Non-Executive Director – FinTech London At COREcruitment, we are excited to be working with a fast-growing, industry leading fintech business who are seeking a Non-Executive Director to support their internal growth and enhancement of their technology platform. The company is transforming its industry by automating the process and seamlessly integrating key stakeholders and service providers. With significant investment secured and a strong market presence, the business is now focused on scaling its platform, enhancing integrations, and increasing adoption across the sector.The Individual We are looking for an experienced Non-Executive Director to support with developing the current platform, 3rd party integrations and team development. The ideal candidate will have a strong background in FinTech, financial services, or mortgage technology, with experience in scaling SaaS platforms, strategic partnerships, and commercial growth.Requirements:
Proven experience in a senior leadership or board-level role within FinTech, PropTech, SaaS, or mortgage/financial services.Strong understanding of lending processes, digital transformation, and automation in financial services.Experience working with founder-led businesses, with an ability to navigate scaling challenges while maintaining agility and innovation.A network of relevant industry contacts to support business growth, including potential partnerships with financial institutions, intermediaries, and technology providers.Experience with private equity-backed businesses or high-growth startups is a plus.
This is an exciting opportunity to play a pivotal role in shaping the future of a Founder-led business. If you have the expertise and passion to contribute, we’d love to hear from you.To express interest, please apply with your CV....Read more...
Are You a Conveyancer Looking for an Exciting New Opportunity? Join a fast-growing Conveyancing Department at one of the leading providers of legal services in the residential property and remortgage markets!
The Role: Following private equity investment, our client is expanding their Conveyancing Team in Stockport to meet the demands of their flourishing business. You will act for buyers in property purchases and related sales, managing files from instruction to completion. (Hybrid working available after the initial training period)
Key Responsibilities:
- Process sale/purchase transactions from instruction through to completion, liaising with mortgage brokers, estate agents, solicitors, and clients.
- Manage a diverse caseload, including freehold, leasehold, new build, and shared ownership transactions.
- Build strong relationships with clients and third parties, providing regular updates.
- Deliver exceptional service to clients, introducers, and third parties.
- Identify and resolve potential risks to protect clients and the business.
- Maintain files in compliance with Service Level Agreements (SLAs) and regulatory requirements.
- Prepare and issue contract papers for related sales.
- Analyse search results.
- Liaise with Help to Buy and mortgage lenders to draw down client funds.
- Prepare completion statements and invoices.
- Handle exchange of contracts and legal completion.
The Person:
- Around 2+ years' experience in file handling.
- Enthusiastic team-player and self-starter, able to work on own initiative.
- Ability to deliver high-quality customer service.
- Strong attention to detail and excellent verbal and numerical skills.
In Return, You Can Expect:
- Salary Range: £25,000 to £53,000 dependent on experience.
- Bonus Scheme: Monthly exchange bonus, quarterly quality bonus, and annual billings bonus, with an estimated additional £5k - £6k annually once you have an established caseload.
- Holidays: 25 days (including 2 for religious/cultural leave) + bank holidays + your birthday off.
- Hybrid Working: Minimum 2 days in the office after an initial 8-week training period.
To apply for this Property Lawyer role, please forward your CV to t.carlisle@clayton-legal.co.uk or call Tracy Carlisle on 0161 9147 357 for a chat about the role.
Clayton Legal recruits for law firms and in-house departments across the UK. Based in the North West, our pedigree and service levels offer a refreshingly different recruitment experience. Work with experienced professionals dedicated to your success. Visit www.clayton-legal.co.uk for our latest blogs, legal news, and current vacancies.....Read more...
NEW ROLE Property Paralegal / Fee Earner Manchester
Are you an experienced Paralegal or Fee Earner with a passion for property law? Our client, a well-established and highly regarded law firm, is looking to expand their dynamic team by appointing talented individuals to support their busy property department.
As a Residential Conveyancing Paralegal, you will play a crucial role in managing the residential conveyancing process for our clients, primarily mortgage lenders, who have repossessed properties due to mortgage arrears or breaches. Your responsibilities will include:
- Managing all aspects of the residential conveyancing process, ensuring smooth transactions.
- Preparing memos of sale and auction packs.
- Reviewing residential titles and providing detailed reports.
- Drafting, reviewing, and issuing sales contracts and related documents.
- Communicating efficiently and professionally with clients, solicitors, and asset managers.
- Answering queries and providing regular updates to all parties involved.
- Handling the exchange of contracts and post-sale matters, including the distribution of surplus funds where applicable.
Ideally you will have prior experience in a residential conveyancing or paralegal role. Strong organisational skills, attention to detail, and proficiency in Microsoft Office and electronic document management systems are essential. The ideal candidate will have excellent verbal and written communication skills, a sound understanding of the law and legal systems, and a professional, goal-oriented attitude with the ability to meet targets.
While not essential, a law degree or equivalent qualification would be advantageous, as would knowledge of CPR rules. Experience within financial services or working in a legal environment, particularly for a top financial services organisation, is also desirable.
In return you will be part of a supportive organisation that keeps you at their focus and therefore offer a range of additional benefits including:
- Competitive salary commensurate with experience
- 22 Days Holiday Plus bank holidays with the option to buy additional holidays.
- Season ticket loans to ease your commute
- Workplace pension
- Health cash plan
- Critical illness cover
- Discounted gym memberships.
- Discounts on legal services, online shopping, and cycle-to-work schemes.
- Flexibility
- Hybrid working
This is a full-time position working Monday to Friday, the successful candidate can expect a salary ranging from £25-£35k dependant of level of experience / qualification.
For more information on this excellent opportunity please contact Tracy today at t.carlisle@clayton-legal.co.uk or alternately call 0161 9147 357....Read more...
My client is a well-respected and established national law firm who are experiencing a significant period of growth.
They are currently looking for experienced Residential Conveyancers, qualified Solicitors, Conveyancers or Legal Executives to join their team.
You will be working within a high volume residential conveyancing environment.
You should be able to:
- Run a substantial caseload and perform a full range of tasks
- Act independently when establishing priorities and managing deadlines
- Work well within a team and mentor others
- Utilise your extensive experience and knowledge of residential conveyancing
- Assist team members as and when required
- Communicate, and build, relationships with clients and third parties in a professional and knowledgeable manner
- Provide excellent customer service
- Assist the team to ensure company targets are met
- You will be dealing with a personal caseload of residential property files, and you will have fantastic communication skills both orally and written.
Main Duties & Responsibilities:
- Complete tasks efficiently, accurately and within specified timescales, such as:
- Managing a substantial caseload of freehold and leasehold transactions (circa 100) including new build, unregistered and shared ownership properties, until such time as your manager deems it appropriate to increase your portfolio of cases
- Processing and dealing with post in a timely manner
- Checking contract documentation, mortgage offers and search results
- Replying to complex legal enquiries
- Resolving complex queries which are raised on files by colleagues, both onshore and offshore, and third parties
- Understand and produce accurate financial statements
- Understand the ledgers within Visual Files & Practice Manager
- Dealing with exchange of contracts and completion of transactions
- Processing tasks such as; Conflict of Interest letters, cares calls to the client, contract checks, mortgage reports and search results, replying to freehold and leasehold enquiries
- Daily task list management
- Identifying, monitoring and achieving targets on a monthly basis by using Management Information Reports such as Case Referral and Phone Manager.
- Utilise Management Information reports for housekeeping of files.
- Recognising potential risks and when to report them to a senior member.
- Work to and maintain Service Level Agreements
You will be able to:
- Manage telephone calls.
- Understand and report on complex legal issues and documentation.
- Actively communicating with clients, recommenders, conveyancers, agents and third parties. This will include communication in person, in writing, or by telephone.
- Ability to check, draft and produce accurate comprehensive documentation for clients, professional persons and third parties.
Benefits include full remote working using the best tech, 25 days holiday + Bank Holidays and a range of other benefits.
Salary will be £35k to £45k dependent on experience plus achievable bonus upto £15k.
To apply for this Fully Remote Residential Conveyancer role please forward your CV to t.carlisle@clayton-legal.co.uk or call Tracy Carlisle 0161 6147 357 .....Read more...
My client is a well-respected and established national law firm who are experiencing a significant period of growth.
They are currently looking for experienced Residential Conveyancers, qualified Solicitors, Conveyancers or Legal Executives to join their team.
You will be working within a high volume residential conveyancing environment.
You should be able to:
- Run a substantial caseload and perform a full range of tasks
- Act independently when establishing priorities and managing deadlines
- Work well within a team and mentor others
- Utilise your extensive experience and knowledge of residential conveyancing
- Assist team members as and when required
- Communicate, and build, relationships with clients and third parties in a professional and knowledgeable manner
- Provide excellent customer service
- Assist the team to ensure company targets are met
- You will be dealing with a personal caseload of residential property files, and you will have fantastic communication skills both orally and written.
Main Duties & Responsibilities:
- Complete tasks efficiently, accurately and within specified timescales, such as:
- Managing a substantial caseload of freehold and leasehold transactions (circa 100) including new build, unregistered and shared ownership properties, until such time as your manager deems it appropriate to increase your portfolio of cases
- Processing and dealing with post in a timely manner
- Checking contract documentation, mortgage offers and search results
- Replying to complex legal enquiries
- Resolving complex queries which are raised on files by colleagues, both onshore and offshore, and third parties
- Understand and produce accurate financial statements
- Understand the ledgers within Visual Files & Practice Manager
- Dealing with exchange of contracts and completion of transactions
- Processing tasks such as; Conflict of Interest letters, cares calls to the client, contract checks, mortgage reports and search results, replying to freehold and leasehold enquiries
- Daily task list management
- Identifying, monitoring and achieving targets on a monthly basis by using Management Information Reports such as Case Referral and Phone Manager.
- Utilise Management Information reports for housekeeping of files.
- Recognising potential risks and when to report them to a senior member.
- Work to and maintain Service Level Agreements
You will be able to:
- Manage telephone calls.
- Understand and report on complex legal issues and documentation.
- Actively communicating with clients, recommenders, conveyancers, agents and third parties. This will include communication in person, in writing, or by telephone.
- Ability to check, draft and produce accurate comprehensive documentation for clients, professional persons and third parties.
Benefits include full remote working using the best tech, 25 days holiday + Bank Holidays and a range of other benefits.
Salary will be £35k to £45k dependent on experience plus achievable bonus upto £15k.
To apply for this Fully Remote Residential Conveyancer role please forward your CV to a.dellarmi@clayton-legal.co.uk or call Rebecca Davies on 0151 2301 208.
Clayton Legal recruits for law firms and In House departments across the UK. Based in the North West, our pedigree and service levels give those looking to move in the legal market and law firms looking to recruit a refreshingly different recruitment experience. You will work with experienced professionals, dedicated to your success. Take a look at our web site www.clayton-legal.co.uk for our latest blogs and legal news and to keep up to date with current vacancies.....Read more...
Job Title: Conveyancing Assistant
Location: Leamington Spa
Salary: £25000
Type: Full-time, Permanent
Our client, a highly regarded law firm, is seeking a Residential Property Conveyancing Assistant to join their dynamic and growing team. This is an excellent opportunity to develop your career in a supportive and professional environment, working alongside experienced solicitors and conveyancers.
Key Responsibilities:
- Assisting conveyancers with all aspects of residential property transactions.
- Preparing and drafting legal documents, including contracts and completion statements.
- Liaising with clients, estate agents, mortgage lenders, and other parties involved in the transaction.
- Conducting property searches and handling Land Registry applications.
- Managing and maintaining case files, ensuring accuracy and compliance with regulatory requirements.
- Providing general administrative support, including diary management and correspondence handling.
What Were Looking For:
- Previous experience in a residential conveyancing or legal assistant role (preferred but not essential).
- Strong organisational skills with excellent attention to detail.
- Ability to manage multiple tasks efficiently in a fast-paced environment.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office and case management systems.
- A proactive and team-oriented attitude.
If you are looking to take the next step in your career and join a respected law firm, we would love to hear from you!....Read more...
Sacco Mann are working with a great law firm, who are recruiting for an experienced conveyancing assistant to join their office in Stockton. The role would suit a residential conveyancing assistant, who ideally has upwards of 1 years’ experience supporting on a residential conveyancing caseload. Preferably candidates will have new build experience though this is not essential.
Responsibilities:
Working 1-2-1 with an experienced conveyancer on a caseload of new build residential conveyancing cases.
Correspondence with clients and third parties.
Dealing with mortgage offers.
Undertaking property searches.
Drafting legal documents.
Preparing files for completion.
Land registry formalities.
This supportive law firm really encourage their assistants in their journey to become conveyancers if this is desirable, ongoing training will be provided.
What’s on offer?:
Salary to £26,000
Quarterly bonus
Buy/ sell holiday scheme
Pension scheme
Flexible salary sacrifice benefits
Free conveyancing fees
Other benefits, extensive range
To apply for this role, please do so via the link or contact Chloe Murphy in the Private Practice East Division on 0113 467 9783.....Read more...
Managing emails, phone calls, and scheduling appointments.
Maintaining records and processing documents.
Assisting with customer service and client communications.
Supporting day-to-day office operations.
Handling confidential information with discretion.
Improving office processes and administrative efficiency.
Assisting with financial or compliance-related tasks as needed.
Training:Apprentices will be allocated a Trainer Assessor and training will beplanned and delivered in conjunction with the employer to meetthe individual needs of the apprentice.The apprentice will spend 20% of their working hours in off the jobactivities and training.On the job and off the job training will be delivered in the workplace.Training Outcome:Full time role within the organisation with the possibility of exploring other avenues within the industry.Employer Description:Tamed Administration is a trusted provider of outsourced administration support, supporting financial advice firms with a range of services from mortgage and protection application support, to paraplanning, to compliant sales process recordingWorking Hours :Monday to Friday, 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Non judgemental,Patience....Read more...
Our client, a well known North East law firm, are recruiting for a conveyancing assistant to join their team in Newcastle. The role would suit a conveyancing assistant, with upwards of 12 months’ hands on conveyancing support experience.
This is an excellent opportunity to join a great firm, who can provide genuine career progression opportunities, training, support and development, a lovely working environment, good benefits and a friendly, social team.
Key Responsibilities:
Assisting conveyancers with all aspects of the conveyancing process
Drafting and preparing contracts and other legal documentation
Conducting property searches and due diligence
Assisting with the exchanging of contracts and completions
Communicating with clients, estate agents, and mortgage lenders
Managing diaries, organising files, and maintaining accurate records
Ensuring compliance with regulatory requirements
Skills & Experience Required:
12 months’ hands on conveyancing support experience required at a minimum
Strong organisational skills and attention to detail
Excellent communication skills, both written and verbal
Ability to work under pressure and manage deadlines
To apply for this role, please do so via the link or contact Chloe Murphy in the Private Practice East Division on 0113 467 9783.....Read more...
Are you a driven paralegal working in a Residential Conveyancing team and looking for a new role based in Lincoln? Sacco Mann are working with a leading firm who have various offices across the East Midlands and who have been running for over 100 years. They are seeking a proactive paralegal who can support the Residential Conveyancing team in their Lincoln offices.
Joining the Conveyancing Department, you will provide essential support to conveyancers to ensure a smooth-running service. Day to day you will be preparing legal documents including Contracts, Transfers, and Mortgage Deeds, conducting searches, communicating with clients, and assisting with preparation of completion statements and financial transactions.
The firm are wanting to hear from those who are currently working in a residential conveyancing department, and who have at least 2 years’ experience in supporting conveyancing fee earners.
If you are interested in this Residential Conveyancing Paralegal role in Lincoln then please get in touch with Vicky Cavendish on 0113 236 6713 to find out more information or if you’ve a CV to hand, please submit this for review. To hear about other legal opportunities that we have available, please visit our website. Alternatively, if you know anybody who would be suitable for this role then please let them or us know as we offer a reward for successful referral. For full terms, please visit our website.....Read more...
Well-established, boutique law firm looking for a Residential Conveyancer to join their Bury offices.
Sacco Mann has been instructed on an exciting opportunity to join a close-knit Residential Conveyancing team that really invests in their employee’s development and can sponsor team members through various training and development pathways to achieve professional goals.
Within this Residential Conveyancer role, your day-to-day duties may include:
Freehold and leasehold matters
Sales and purchases
Buy to Let
Re-Mortgage matters
New build properties
Auction sales
The successful candidate for this role will ideally have at least 1 years’ previous experience within a similar role, has excellent client care, communication and time management skills and can work well as part of a team.
If you are interested in this Bury based Residential Conveyancer position, please contact Leona Taylor at Sacco Mann on 0161 831 6890 or email your CV to leona.taylor@saccomann.com
To hear about other legal opportunities that we have available, please visit our website. Alternatively, if you know anybody who would be suitable for this role then please let them or us know as we offer a reward for successful referral. For full terms, please visit our website.
*Please note our advertisements use PQE and salary level purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.....Read more...
An exciting opportunity has arisen for a Conveyancing Paralegal with 1 year of experience in commercial conveyancing to join a reputable legal firm. This full-time role offers excellent benefits and a competitive salary.
As a Conveyancing Paralegal, you will be managing a diverse caseload of commercial and residential property transactions, including sales, purchases, re-mortgages, and transfers of equity.
You will be responsible for:
? Providing legal advice and guidance on all aspects of the conveyancing process.
? Conducting due diligence, including property searches, title checks, and contract reviews.
? Liaising with clients, estate agents, mortgage lenders, and third parties to facilitate transactions efficiently.
? Drafting and preparing necessary legal documents and correspondence.
? Ensuring compliance with all regulatory and legal obligations.
? Maintaining accurate records and updating client files.
What we are looking for:
? Previously worked as a Conveyancing Paralegal, Paralegal, Conveyancing Assistant, Legal assistant, Conveyancing Secretary or in a similar role.
? At least 1 year of experience in commercial conveyancing.
? Strong knowledge of conveyancing law and procedures.
? Skilled in conveyancing software and legal technology.
? Ability to manage a busy caseload with minimal supervision.
? Excellent organisational skills and attention to detail.
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 li....Read more...
We have a fantastic opportunity for a Residential Conveyancer to join a leading full-service law firm based in South Yorkshire. The firm have clients across South Yorkshire and the East Midlands and are looking for an experienced Residential Conveyancing Chartered Legal Executive or Licensed Conveyancer to join them in either of their Sheffield or Chesterfield offices. Their busy Residential Property Department is seeking a reliable and dedicated Conveyancer to join the team to work on a varied caseload of residential conveyancing transactions.
This role is suitable for a Chartered Legal Executive or a Licensed Conveyancer with ideally 3 – 5 years of post-qualifying experience. It is essential that you have a proven track record of handling Residential property files from start to completion including purchases, sales, mortgage transactions (including leasehold transactions), transfers of equity, new build and unregistered titles.
If you are interested in this Residential Conveyancer role in Sheffield or Chesterfield, then please get in touch with Vicky Cavendish on 0113 236 6713 to find out more information or if you’ve a CV to hand, please submit this for review. To hear about other legal opportunities that we have available, please visit our website. Alternatively, if you know anybody who would be suitable for this role then please let them or us know as we offer a reward for successful referral. For full terms, please visit our website.
*Please note our advertisements use PQE and salary level purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.
....Read more...
