Regular Daily tasks include (but are not limited to):
Saving, organising, and certifying client documentation in line with company and regulatory requirements
Answering inbound telephone calls and handling basic client enquiries in a professional and courteous manner
Managing mortgage referrals by accurately allocating leads to brokers
Communicating regularly with clients, solicitors, and estate agents via email to progress mortgage transactions
Supporting brokers by liaising with lenders, chasing outstanding information from clients and uploading documentation to lender portals
Assisting with the provision of appropriate content to the Social Media Manager, as required
Keeping up to date with regular network and compliance updates, ensuring adherence to current regulatory standards
Training:Level 3 Business Administrator Apprenticeship Standard, which includes:
Full on-the-job training will be delivered
Functional skills in maths and English (if required)
End-Point Assessment (EPA)
Training Outcome:On successful completion of the apprenticeship, a permanent position with the company will be discussed.Employer Description:A Little Bit about our Mortgage Library
Specialists in researching the best mortgage products & interest rates
With our catalogue of products from a comprehensive range of mortgages from across the market, our mortage advisors will quickly find a mortgage that suits your individual needsWorking Hours :Monday - Friday, 09:00-17:00, 1 hour lunch.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills....Read more...
Assisting the Central Team in the process and submission of new mortgage applications
Ensure that all mortgage cases are dealt with in accordance with the lender's policy
Liaising with clients to ensure all documentation is requested correctly the first time, managing expectations, and submitting said documents to the lender
Handling inbound and outbound calls to existing and new customers
Making appointments for an adviser to review and/or arrange new mortgage & protection products
Assist in mortgage applications to ensure they go to the offer stage
Reviewing documents received and checking that they are compliant
Support the organisation in implementing our core values
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)
Completion of CeMAP module 1 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:
This apprenticeship offers a route for a career in the mortgage advice sector or for potential progression into other financial services roles
Employer Description:We’re a passionate team of qualified and experienced financial advisors and a dedicated back office support staff.
All of us have our clients best interests at heart. InTouch Finance Advice is made up of a dedicated and passionate group of financial experts, ready and waiting to help their clients. We provide our customers with a service that goes above and beyond other advisors on the market, acting as a ‘one-stop-shop’ for all mortgage and financing needs. Whether they’re looking to get a mortgage while self-employed or concerned about which insurance is the right fit for them, we’re here to lend a hand.Working Hours :Working 5 days over 7 and between the hours of 9.00am and 7.00pm (shift pattern to be confirmed).Skills: Team working,Trustworthy,Reliable,Enthusiastic,Punctual....Read more...
Mortgage Adviser Salary: starting from £35,000 plus bonusHours: Monday – Friday 9am – 5pm (35 hours a week)Location: Chorley We’re looking for an enthusiastic and personable Mortgage Adviser to join our clients growing team.You’ll be the friendly expert guiding clients through their mortgage journey, from first conversation to completion. Making sure they feel confident and cared for every step of the way.You’ll receive full training and mentoring on our systems, processes, and proposition, allowing you to quickly build a strong understanding of the client journey and hit the ground running.What You’ll Be Doing
Meeting clients to understand their circumstances, goals, and preferencesResearching and recommending suitable mortgage and protection solutionsExplaining options clearly, simply, and confidentlyManaging applications from start to finish, liaising with lenders, solicitors, and estate agentsBuilding strong, long-term client relationships and delivering outstanding serviceKeeping up to date with lender criteria, market changes, and regulatory requirementsGetting involved in business operations and contributing ideas to help the business grow and evolve
About you?
CeMAP qualifiedProven experience as a Mortgage AdviserExcellent verbal and written communication skillsConfident using Microsoft Word, Excel, internal systems, and lender platformsStrong organisation and time-management skillsA collaborative team player with a genuine desire to help othersExcellent attention to detail and accuracyA responsible, proactive approach with a sense of ownershipAdaptable, self-motivated, and client-focused
What’s in It for You?
Company social eventsGroup Life InsurancePrivate Medical Insurance with VitalityGroup Income ProtectionEmployee Profit ShareEnhanced annual leaveAnd more great benefits as part of an employee-owned business
If you’re a mortgage adviser who values people, purpose, and progression, and you want to be part of a business where your voice genuinely matters, we’d love to hear from you. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
As part of your role, you will:
Build and maintain effective working relationships with clients
Liaise with various internal departments, and third-party lenders and solicitors, to ensure the customer journey is completed smoothly, without any delays
Respond to client phone calls and emails
Book appointments, and update and maintain internal systems and databases
Provide administrative support, ensuring all paperwork complies to legal and regulatory standards
Training:Your apprenticeship will be delivered at your place of work.
You will need to spend approximately six hours per week completing your training which will include attending masterclasses, completing assignments, participating in group discussions and shadowing colleagues. Training Outcome:Following successful completion of the apprenticeship, you will be able to move to a more senior role within the organisation.Employer Description:Mab Kent Ltd are part of, The Mortgage Advice Bureau, who are the UK’s leading mortgage intermediary brand.
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.
We handle more than £16 billion of loans annually and were the first - and are currently the only - mortgage intermediary to have floated on the London Stock Exchange, having joined the Alternative Investment Market (AIM) in November 2014. We have won over 200 national awards for the quality of our advice and service.Working Hours :Monday to Friday, 9.00am to 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Team working,Trustworthy,Reliable,Relationship building....Read more...
Create engaging content for social media platforms (e.g., Instagram, Facebook, LinkedIn) to help promote services, brand awareness, and customer engagement
Support with filming, editing, and producing video content such as client testimonials, educational mortgage guides, and behind‑the‑scenes insights
Assist in developing marketing materials - including blogs, graphics, and email content—that simplify complex mortgage topics for clients
Collaborate with the business owner to plan content calendars and brainstorm new creative ideas that align with business goals
Monitor performance analytics to help refine content and improve audience reach
Training:
As part of the apprenticeship, you will receive regular training through a college or approved training provider
A minimum of 20% of your working hours will be dedicated to structured learning, study, and skills development, supporting your progression and qualification
Training Outcome:
Future permanent position available for the right candidate who can develop over the course of the apprenticeship and learn to transform technical jargon into accessible, educational content that builds authority, improves SEO, and nurtures client relationships, ultimately driving lead generation
Employer Description:We are an established mortgage and insurance broker. The business has been running for over 10 years and we have a loyal existing customer base, which has been built up over the years by providing a great customer experience from the 1st interaction to the last. Working Hours :Monday - Friday, 9.00am - 5.00pm with half hour lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Number skills,Analytical skills,Team working,Creative,Initiative....Read more...
Act as a main point of contact for clients, keeping them fully updated at each stage of their mortgage journey
Respond promptly and professionally to client queries, concerns, and requests
Liaise regularly with solicitors, estate agents, and other third parties to gather updates and resolve issues
Accurately update and maintain our CRM system with all client information and daily activity
Manage and maintain client records, ensuring data is complete, up to date, and compliant
Manage advisors’ diaries, including booking, rescheduling, and confirming appointments
Prepare and create documents and information packs in advance of client appointments
Ensure all documentation is correctly prepared and stored in line with internal processes
Provide general administrative support to advisors and the wider team as required
Take inbound calls via the main switchboard, dealing with enquiries directly where possible or directing calls to the appropriate advisor or team member
Training:
The apprentice will be working towards the Customer Service Specialist Level 3 Apprenticeship Standard
Delivered in the workplace via online training with Colchester Institute
Training Outcome:Mortgage and Protection Advisor.Employer Description:Founded in 2009 by Natasha Brown, Gateway Mortgages is a brokerage for all things mortgage and protection. Gateway Mortgages prides itself on keeping good relations which all their clients and works hard to ensure that all clients receive the best possible service. Based near Braintree Designer, with a team of 7 staff. Gateway Mortgages keeps on growing, with now an estate agents attached and also a specialist lending brokerage, which deals with commercial lending.Working Hours :Monday to Friday 9am - 5pm, with a one hour lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Initiative,Patience....Read more...
By the end of the apprenticeship, we would envisage that you will be able to carry out the following:
Liaise with customers, advisers & lenders to process mortgage / protection applications and process associated documents in line with lender requirements and to meet deadlines, customer needs and regulatory requirements.
Pro-actively engage and liaise with solicitors to ensure the conveyancing process maintains momentum, that the mortgage process does not delay completion and the customer experience remains positive throughout.
Liaise with pension providers to ensure a swift process is followed.
Support the advisers with general administrative duties (setting up files, photocopying, scanning, etc.).
Continually look for and introduce ways of improving customer satisfaction through liaison with colleagues and customers.
Add new customers to the CRM 360. Update ongoing applications with regular information and notes in order that progress can be monitored.
To be considered for this role, you must have the following:
Be able to communicate.
A willingness to absorb a lot of new information, learn and develop.
Good attention to detail.
Good time management and inter-personal skills.
Good computer / Microsoft Office skills.
Training:The apprentice will have an assigned Educator from Heart of England Training, they will be trained within their workplace and meet regularly via Teams with their Educator.Training Outcome:It is hoped but not guaranteed that after this apprenticeship a full offer of employment will be given.Employer Description:FINANCIAL SERVICES – MORTGAGES, MORTGAGE PROTECTON (LIFE INSURANCE), PENSIONS & INVESTMENTS.Working Hours :Monday - Friday, 9.00am - 5.00pm.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,Initiative,Non judgemental....Read more...
Prepare, process, monitor and manage client files in respect of mortgage applications
Provide regular updates to clients and Advisers
Liaise with lenders, solicitors and clients in a professional and informative manner
Assist in the production of illustrations and recommendation documents for client files
To manage telephone, internet and written enquiries in a quick and effective manner
Prepare social media and marketing posts and manage responses
Undertake regular training and take responsibility for continuing professional development
Adhere to industry regulation and legislation guidelines as set down by the Financial Conduct Authority and any other regulatory bodies
Training:Level 3 Financial Services Administrator Apprenticeship Standard.
The Financial Services Administrator apprenticeship is ideal for individuals beginning an entry level role in the financial sectorAs 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:
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.
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:
Continued professional development and further qualifications will be fully supported
A successful candidate may be offered a full time position with us, which will offer a higher salary package and an annual bonus scheme
Employer Description:PJK Associates has been trading since 2002 and advises on mortgages and protection products. Using the latest technology and having unlimited access to the market, the qualified and experienced team will offer expert advise, guidance and support for any type of mortgage transaction.Working Hours :Monday- Friday 8.45am- 5.00pmSkills: Communication skills,Organisation skills,Team working,Initiative,Confident,Proactive,Positive attitude,Self-motivated....Read more...
The Company
Our client is a fast-growing challenger brand within financial services, recognised for its strong momentum, progressive mindset and commitment to delivering exceptional outcomes through specialist lending solutions. With a clear focus on innovation and broker-led growth, this organisation continues to invest heavily in its brand, people and market presence.
The Opportunity
This is a highly visible and influential role for an experienced B2B marketing leader with non-bank lending experience to own and drive the end-to-end marketing program across mortgage and lending solutions. Reporting into a CMO, you will play a pivotal role in shaping brand presence, strengthening broker engagement and delivering integrated campaigns that support sustainable growth.
You’ll be joining a business at an exciting stage of its journey, where marketing is viewed as a strategic growth lever and ideas are encouraged, backed and executed at pace. There is also the opportunity to grow into a 2IC role for the right candidate over time.
Experience within non-bank lending, B2B Marketing and mortgage broking knowledge essential.
Key Accountabilities
Own and champion brand positioning within the broker and aggregator community, ensuring consistent and compelling messaging across all touchpoints
Lead integrated B2B marketing campaigns and go-to-market activity across digital, email, trade and broker communications
Partner closely with Sales & Distribution to understand broker needs, develop tailored collateral and support sales effectiveness.
Own the end-to-end management of marketing programs, collaborating with comms, digital and analytics specialists to ensure seamless execution.
Lead the development of impactful creative assets in partnership with external creative agencies.
Identify new marketing opportunities and channels to drive growth, engagement and differentiation.
About You
Essential: Background in B2B marketing within non bank lending with a strong understanding of the broker landscape, including what drives engagement and advocacy.
Strong experience in brand building and campaign management.
Highly organised, with the ability to manage multiple priorities in a fast-paced environment.
Strong stakeholder management skills, particularly with Sales & Distribution teams.
Collaborative and proactive, with a passion for bringing new ideas to market.
Skilled communicator with the ability to simplify technical lending concepts.
Why Apply?
Join a great brand that is genuinely reshaping the lending landscape
Work with one of the best leaders in this space
Great career opportunity and progression
Your Next Steps
If you’re excited by the opportunity to shape marketing for a rapidly expanding lending brand, we’d love to hear from you. Please click APPLY to submit your application. For a confidential discussion, please reach out to Ai at aiwami@parityconsulting.com.au. 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. At Parity, we believe in people, not just data. Every application is reviewed by a real person, ensuring your experience and individuality are genuinely valued throughout the recruitment process.....Read more...
NEW ROLE | Residential Conveyancer | Macclesfield
Are you a Residential Conveyancer, Conveyancing Solicitor, Conveyancing Legal Executive, or Licensed Conveyancer looking for your next opportunity?
A well-respected Macclesfield-based firm is seeking a qualified Residential Conveyancer to join their Residential Property team.
About the role:
You will manage a mixed caseload of freehold and leasehold residential sales and purchases, working on matters from start to finish with support as needed. Your work will include:
- Sales and purchases, mortgages, re-mortgages, and buy-to-lets
- Liaising with clients, estate agents, and solicitors
- Preparing contracts and mortgage reports, checking titles, and raising enquiries
- Carrying out searches, reporting results, and managing client expectations
- Preparing matters for completion, including accounts packs
- Any additional duties reasonably requested by management
About you:
- Qualified Residential Conveyancer with 5+ years experience
- Strong communication and relationship-building skills
- Able to manage a diverse and busy caseload independently
Benefits include:
- Competitive salary: £55,000£70,000 + 3-tier monthly bonus scheme
- 29 days annual leave (inclusive of bank holidays), increasing with service
- Birthday off, gifted Christmas holidays, and Star of the Month day off
- 4x Death in Service benefit
- Westfield Healthcare Cash Plan & Employee Assistance Programme
- Pension (5% contribution, salary sacrifice if eligible)
- Staff discounts and 5* Trust Pilot Review holidays
- On-street parking
Hybrid working:
- 2 days WFH, 3 days in-office (initially office-based for induction; hybrid available for experienced hires)
If youre ready to join a large, supportive, and well-established team, please submit your CV to t.carlisle@clayton-legal.co.uk.....Read more...
Conveyancing Assistant
Full Time | Permanent | Hybrid Working | Competitive Salary
My client is a highly reputable, award-winning law firm in Cheshire seeking an experienced Conveyancing Assistant to join their successful Residential Property team. Known for delivering exceptional client service and promoting a strong worklife balance, this firm offers an excellent environment for career development.
Key Responsibilities
- Support a Fee Earner with a varied caseload of residential conveyancing matters
- Progress files from instruction through to completion
- Prepare and review documentation for sale, purchase, leasehold, freehold and remortgage files
- Maintain excellent communication with clients, estate agents, mortgage lenders and internal stakeholders
- Ensure all work is completed efficiently and in line with compliance standards
About You
- Minimum 2 years experience supporting residential conveyancing matters end-to-end
- Confident handling a busy workload and able to hit the ground running
- Strong attention to detail and a proactive, can-do attitude
- Passionate about delivering outstanding client care
Benefits
- Hybrid working after probation (2 days from home per week)
- Competitive salary and performance recognition scheme
- Enhanced holiday entitlement based on length of service
- Generous pension contribution
- Enhanced Employee Assistance Programme
- Life Insurance Scheme
- Eye care scheme
- Ongoing professional development and training
Why Join?
This is a fantastic opportunity to be part of a supportive, friendly team within a firm that truly values its people and their progression. If you want to grow your conveyancing career in a positive environment wed love to hear from you.
Apply Now
To apply, please contact Rebecca Davies on 0151 230 1208, or send your CV directly to r.davies@clayton-legal.co.uk....Read more...
An exciting opportunity has arisen for a Conveyancing Assistant / Conveyancing Secretaryto join a well-established law firm offering expert legal services in property, family, corporate, and dispute matters.
As a Conveyancing Assistant / Conveyancing Secretary, you will be supporting the conveyancing team in managing a busy caseload from instruction to completion.
This role can be full-time or part-time offering salary range of £24,500 - £28,000 (FTE) and benefits.
You will be responsible for:
? Handling general administrative tasks, including opening new client files, sending client care letters, and managing appointments.
? Support the Fee Earner in managing a full case load from start to finish, including exchange, completion, registration, and archiving.
? Submitting searches, reviewing mortgage offers, and assessing title documents while flagging concerns to the Fee Earner.
? Responding to enquiries and liaising with third parties such as management companies, councils, and lenders.
? Manage a variety of residential matters, including sales, purchases, re-mortgages, new builds, and shared ownership properties.
? Keeping up to date with AML & risk management obligations.
? Communicating with clients, agents, brokers, and third parties via telephone, email, and letter.
What we are looking for:
? Previously worked as a Conveyancing Assistant, Conveyancing Secretary, Legal Assistant, Legal Secretary, Conveyancing Paralegal, Paralegal or in a similar role.
? At least 2 years experience in residential conveyancing.
? Strong understanding of general office procedures.
? Strong computer skills and a keen eye for detail, along with excellent written English.
? Polite, courteous, and respectful to clients, colleagues, and all visitors at all times.
Whats on offer:
? Competitive Salary
? Company pension
? Company events
? On-site parking
Apply now for this exceptional opportunity to work with a dynamic team and further enhan....Read more...
Job Description:
Core-Asset Consulting is partnering with a large, UK-based wealth management firm to recruit a senior compliance leader to take on the role of Head of Wealth Management Compliance (SMF16).
This is a high-profile senior management position with responsibility for overseeing regulatory compliance across a sizeable financial advice business operating under the FCA framework. Reporting to the Group Chief Risk Officer, the role sits within the second line of defence and plays a key role in governance, regulatory engagement and strategic decision-making.
The successful candidate will work closely with senior stakeholders across the business, providing oversight, challenge and expert compliance advice, while leading a small specialist advisory team. The role offers a hybrid working arrangement, with regular presence required at the firm’s UK head office.
Essential Skills/Experience:
Significant senior-level compliance experience within wealth management or financial advice.
Strong working knowledge of FCA regulation, including advisory, insurance distribution and mortgage-related requirements.
Proven experience operating within a Senior Managers & Certification Regime (SM&CR) environment.
Demonstrable experience engaging with regulators and senior governance committees.
Strong ability to provide effective oversight, challenge and advisory support to the first line of defence.
Experience working within a second line of defence compliance function.
Confident communicator with the ability to influence senior stakeholders.
Leadership experience, including management of specialist compliance professionals.
Core Responsibilities:
Act as SMF16 – Compliance Oversight, with additional responsibility for Insurance Distribution and Mortgage Credit Directive intermediation.
Provide regulatory oversight to ensure all wealth management activities comply with FCA rules and guidance.
Engage directly with the FCA on matters relating to the wealth management business.
Advise the first line of defence on compliance matters, including policies, procedures and regulatory change.
Review and oversee compliance-related policies, procedures, activities and complaints handled by the first line.
Report to senior governance forums, including executive committees and board-level meetings.
Oversee the execution and quality of the Compliance Monitoring Plan, working closely with monitoring teams.
Assess regulatory change through horizon scanning and support effective implementation across the business.
Provide compliance oversight and advice on business and change initiatives.
Collaborate with Financial Crime, Risk and Investment Risk & Performance teams within the second line.
Approve relevant system developments from a compliance perspective.
Manage and develop a small team of advisory compliance specialists.
Liaise with third-line assurance functions as required.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: (16337)
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
To coordinate and deliver an effective maintenance service,ensuring that high levels of tenant and customer satisfaction areachieved while working to agreed policies and procedures
To ensure that all records and databases are accurate andmaintained and the use of ICT resources is maximised
To respond to callers and visitors requesting repairs and other services and ensure that their requests are dealt with promptly and effectively on a “right first time” basis
Update the database for all contact and repairs, including raising job tickets, booking, closing & filing
To liaise effectively with contractors and other service providers
To provide an efficient and accountable service to all customers and stakeholders, resolving or escalating queries as appropriate
Assist in preparing property listings, marketing materials and online listings to showcase properties and attract potential buyers or tenants
Support real estate transactions by coordinating with lenders, inspectors, appraisers, and other parties involved in the buying, selling, or leasing process
Take initiative in pursuing additional training opportunities, obtaining relevant certifications, and staying updated on industry trends and best practices
Training:
Level 3 Business Administrator Apprenticeship
Functional Skills in English & maths (if needed)
Training at our Ponders End centre
Training Outcome:
If the applicant is successful they can go into further training or employment
Employer Description:We specialise in residential sales, lettings, guaranteed rent, and property management. Our services also include 24/7 property maintenance, recommended mortgage advisors, solicitors, surveyors, accountants, legal & management advice, property development and commercial.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Customer care skills,Presentation skills,Administrative skills,Analytical skills,Logical,Team working....Read more...
CONVEYANCER PERMANENT, FULL TIME SWINTON, GREATER MANCHESTER UPTO £35,000 + BONUS +REMOTE+ GREAT BENEFITS & CULTUREGet Recruited are working with a pioneering and prestigious law firm with a strong reputation within conveyancing across the UK. Due to continued growth, they are looking for a new Conveyancer to join their team of 6 working across commercial and residential property cases across the UK.
The Role:
Communication effectively with clients to understand their needs and provide updates on the conveyancing process
Manage own caseload, monitoring and delivering fully against personal target
Proactively and efficiently manage transactions, whilst managing client expectations
Responsible for files from completion, ensuring that all files are inline with Service Level Agreements (SLA’s) and following regulatory and statutory requirements
Proactively deal with the other side solicitors, mortgage lenders, brokers and clients
Utilise IT tools to streamline workflows and maintain records efficiently
Ensure all files are billed correctly with the appropriate fees
What We’re Looking For
2-3 years experience working within conveyancing, ideally within residential and commercial property
Experience working with Proclaim systems
Organised and proactive approach
Ability to work independently and within a team
Able to work to strict deadlines and targets
Benefits
Pension scheme
Attendance bonus
25 days holiday a year + 1 each year capped at 28
Kaboodle employee benefits
Employee assistance programme
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
An exciting opportunity has arisen for a Conveyancing Assistant / Conveyancing Secretaryto join a well-established law firm offering expert legal services in property, family, corporate, and dispute matters.
As a Conveyancing Assistant / Conveyancing Secretary, you will be supporting the conveyancing team in managing a busy caseload from instruction to completion.
This role can be full-time or part-time offering salary range of £24,500 - £28,000 (FTE) and benefits.
You will be responsible for:
* Handling general administrative tasks, including opening new client files, sending client care letters, and managing appointments.
* Support the Fee Earner in managing a full case load from start to finish, including exchange, completion, registration, and archiving.
* Submitting searches, reviewing mortgage offers, and assessing title documents while flagging concerns to the Fee Earner.
* Responding to enquiries and liaising with third parties such as management companies, councils, and lenders.
* Manage a variety of residential matters, including sales, purchases, re-mortgages, new builds, and shared ownership properties.
* Keeping up to date with AML & risk management obligations.
* Communicating with clients, agents, brokers, and third parties via telephone, email, and letter.
What we are looking for:
* Previously worked as a Conveyancing Assistant, Conveyancing Secretary, Legal Assistant, Legal Secretary, Conveyancing Paralegal, Paralegal or in a similar role.
* At least 2 years experience in residential conveyancing.
* Strong understanding of general office procedures.
* Strong computer skills and a keen eye for detail, along with excellent written English.
* Polite, courteous, and respectful to clients, colleagues, and all visitors at all times.
Whats on offer:
* Competitive Salary
* Company pension
* Company events
* On-site parking
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.
....Read more...
CONVEYANCING TEAM LEADER PERMANENT, FULL TIME SWINTON, GREATER MANCHESTER UPTO £45,000 + BONUS + GREAT BENEFITS & CULTUREGet Recruited are working with a pioneering and prestigious law firm with a strong reputation within conveyancing across the UK. Due to continued growth, they are looking for a new Team Leader to join them, to lead, motivate, and train a positive and thriving team of 6 conveyancers.The Role:Key Responsibilities
Lead, motivate, and develop a team of conveyancers to achieve individual and departmental targets.
Allocate workloads effectively, ensuring even distribution and timely completion of all cases.
Conduct regular one-to-one meetings, performance reviews, and training sessions.
Foster a collaborative, high-performing, and client-focused team culture.
Oversee daily operations of the conveyancing team to ensure efficient workflow and adherence to SLAs and KPIs.
Monitor caseload volumes, progress, and quality of work to maintain high service standards.
Identify process improvements and implement best practices to increase productivity and reduce risk.
Signing off own and team mortgage reports
What We’re Looking For
Minimum of 3 years PQE ideally with children / family panel accreditation
Experienced with managing a team of conveyancers, including training and performance management
Organised and positive approach
Experience with commercial and residential properties
Benefits
Pension scheme
Attendance bonus
25 days holiday a year + 1 each year capped at 28
Kaboodle employee benefits
Employee assistance programme
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
Daily post and issue to each advisor
Answer the telephone
Assist with walk in, telephone and online enquiries
Book appointments
Contact providers
Offer additional support to the existing administration team
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:
Further apprenticeships/training, permanent position
Employer Description:Veracity Financial Planning is an IFA (Independent Financial Advice) firm in Nottingham which was founded in 2009 to give pension advice, investment advice and mortgage advice in Nottingham and its environs. Veracity’s aim was to create a firm which offered a sensible, workable and visible charging structure, with simple and valuable planning techniques, that make a difference to our clients’ ability to make realistic and improved plans for their future, we have a strong team of 12 advisors and 2 administrators.Working Hours :Monday - Thursday, 9.00am - 5.00pm and Friday, 9.00am - 2.00pmSkills: Communication skills,Attention to detail,Number skills,Team working,Initiative....Read more...
Completing document production through accurately typed work in accordance with house style
Making effective use of the firm’s document management (DMS) and Client Relationship
Management (CRM) system, proof reading and assisting in the production of e-bundles where required
Organisational and general administration support (e.g. printing, photocopying, assisting with document witnessing when required, meeting arrangements, etc.).
Having an awareness of Practice Assistants and fee earners' workloads and assisting them to plan ahead, monitor critical dates on matters and provide general support as required
Assisting in client relationship and business development (BD) by providing excellent client service, always presenting a positive image of the firm and developing an understanding of and using CRM system to effectively support fee earners’ BD efforts, including recording relevant meetings as required
Developing a high level of proficiency in the Microsoft Office suite (Word, Excel, PowerPoint, and Outlook) and the firm’s broader legal IT systems including billing, CRM, DMS, and file management software. Ensuring files are kept in good order and in accordance with the department protocol for e-filing
Supporting the team with file opening and working with other team members to maintain regular file management, ensuring all files are closed and archived, as appropriate, and a risk assessment having been undertaken
Developing a good knowledge and application of the firm's procedures in billing (including bill narratives if required), client covering letters, anti-money laundering, credit control, time recording, debt management and expenses
Supporting others in the setup of conflict searches for review and seeking guidance where necessary
Core Benefits:
Group Life Assurance (4X annual salary)
Group Income Protection (75% of salary minus state funded benefits)
EAP
Personal Pension (Firm contribution 5%)
PMI (funded by the firm and employee pays the marginal tax)25 days holiday per holiday year
Flexible benefits:
Critical illness
Partner critical illness
Flex holiday (buying 5 days, selling 2)
Partner life assurance
Dental insurance
Cycle scheme
Travel insurance
Give as you earn
Taste card
Season Ticket Loan
Health Care Cash Plan
Health, wellbeing & financial benefits:
Wellbeing screenings (available every 2 years)
Firm doctor (weekly appointments funded by the firm)
In house counselling (3 appointments available)
Eye care vouchers
Mortgage advice clinics (periodically throughout the year, funded by the firm)
Discounted gym membership
Discounts and vouchers platform access
Farrer Day (in addition to the bank holidays, the firm has the discretion to shut for an additional day each year)
Volunteering day
The firm provides further education and training, and we also have a range of sports teams
Training:
Business Administrator Level 3 Apprenticeship Standard
Training Outcome:
This will be discussed with you during the interview stage of the recruitment process
Employer Description:Farrer & Co is synonymous with the highest quality legal advice and service. They advise individuals, families, businesses, financial services, educational and not-for-profit organisations on every aspect of the law, wherever the need arises. From Their offices in London, they work with trusted professionals around the world to deliver a seamless international service. Superb client service sits at the heart of everything we do. Modern lawyers with timeless values.Working Hours :Monday - Friday from 9.30am - 5.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Logical,Team working,Initiative....Read more...
Binding, scanning, printing and filing duties, as required
Basic letters and correspondence
Scheduling client meetings
Data entry using Excel and St. James’s Place internal IT systems
Client birthday and Christmas cards
Office Receipts
Preparing report packs
Head Office follow up / general enquiry calls
Stationery monitoring / ordering
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Downloading / printing factsheets
Preparing and printing mail merges
Attending internal/external training courses and events where required, which may require some travel
E-filing and saving documents onto the cloud
Sending confidential documents to clients via Qwil
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
Posting weekly articles on Linked In pages
General:
Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
Supporting the Practice’s ongoing expansion and administrative demands
Answering incoming telephone calls in a professional and polite manner
Shredding of all confidential information
Keeping the office area tidy and presentable at all times
Using the internal intranet system to manage client basic enquiries
Team working
Logging all calls and emails on CRM system in line with compliance regulations
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
The Financial Services Administrator apprenticeship is ideal for individuals 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 awarded by the Chartered Insurance Insitute (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
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:
This apprenticeship offers a route for a career in the financial sector
A permanent position will be available upon completion of the apprenticeship dependant on performance
Employer Description:Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation.
We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual....Read more...
