An opportunity has arisen for a Self-Employed Mortgage Adviser to join a highly regarded financial services organisation known for its client-centric approach and supportive environment. Our client provides expert advice across a range of mortgage products, offering tailored solutions to a broad and loyal client base.
As a Mortgage Adviser, you will be advising clients on suitable mortgage solutions, managing the process from enquiry through to completion. This self employed role offers hybrid working and benefits.
You will be responsible for:
? Evaluating clients' financial circumstances to identify suitable mortgage options
? Delivering tailored mortgage advice based on current products, rates, and lending criteria
? Supporting clients with the completion of mortgage applications and required documentation
? Keeping abreast of regulatory updates and market developments
? Building trusted relationships with clients, lenders, and industry contacts
? Handling client queries in a timely and professional manner
What we are looking for:
? Previously worked for 1 year as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
? Possess experience in financial services or a related field (preferable)
? CeMAP qualification
? Strong understanding of mortgage products and the application process
? A track record of delivering excellent customer service
What's on offer:
? Leads provided
? No monthly fees
? Access to social media support
? Administrative support to reduce non-advisory workload
? Work with high-net-worth and sports industry clients
? First-year OTE: £50,000 - £60,000
? Second-year OTE: £75,000+
This is a fantastic opportunity for a Mortgage Adviser to take control of your career and earnings in a supportive, flexible environment.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this ....Read more...
An opportunity has arisen for a Mortgage Advisor to join a well-established and fast-growing financial services organisation, offering tailored lending solutions across a range of residential and specialist markets.
As a Mortgage Advisor, you will be providing expert mortgage advice to clients, supporting them in securing lending solutions suited to their financial circumstances.
This full-time role offers a salary range of £38,000 - £48,000 with OTE up to £60,000 and benefits.
You will be responsible for:
? Delivering tailored advice on a range of mortgage products to suit individual client needs
? Conducting thorough financial assessments and recommending appropriate lending options
? Supporting clients throughout the mortgage application process
? Ensuring all documentation is accurately completed and regulatory requirements are met
? Keeping up to date with changes in the mortgage market and lender criteria
? Building lasting client relationships through excellent service and professional guidance
What we are looking for:
? Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
? Demonstrable experience in financial services or a related sector
? Proficiency in numeracy with confidence in financial calculations
? CeMAP (or equivalent) qualification is essential
? Ability to explain complex financial matters clearly and concisely
? Track record of delivering first-class client service
What's on offer:
? Competitive salary
? Performance-based bonuses
? Pension scheme
? Health & wellbeing initiatives
? Casual dress and team events
? Staff discounts
? On-site parking
? Sick Pay
This is an excellent opportunity for a Mortgage Advisor to progress your career within a respected financial services organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this ro....Read more...
An opportunity has arisen for a Self-Employed Mortgage Adviser to join a highly regarded financial services organisation known for its client-centric approach and supportive environment. Our client provides expert advice across a range of mortgage products, offering tailored solutions to a broad and loyal client base.
As a Mortgage Adviser, you will be advising clients on suitable mortgage solutions, managing the process from enquiry through to completion. This self employed role offers hybrid working and benefits.
You will be responsible for:
* Evaluating clients' financial circumstances to identify suitable mortgage options
* Delivering tailored mortgage advice based on current products, rates, and lending criteria
* Supporting clients with the completion of mortgage applications and required documentation
* Keeping abreast of regulatory updates and market developments
* Building trusted relationships with clients, lenders, and industry contacts
* Handling client queries in a timely and professional manner
What we are looking for:
* Previously worked for 1 year as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
* Possess experience in financial services or a related field (preferable)
* CeMAP qualification
* Strong understanding of mortgage products and the application process
* A track record of delivering excellent customer service
What's on offer:
* Leads provided
* No monthly fees
* Access to social media support
* Administrative support to reduce non-advisory workload
* Work with high-net-worth and sports industry clients
* First-year OTE: £50,000 - £60,000
* Second-year OTE: £75,000+
This is a fantastic opportunity for a Mortgage Adviser to take control of your career and earnings in a supportive, flexible environment.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An opportunity has arisen for a Mortgage Advisor to join a well-established and fast-growing financial services organisation, offering tailored lending solutions across a range of residential and specialist markets.
As a Mortgage Advisor, you will be providing expert mortgage advice to clients, supporting them in securing lending solutions suited to their financial circumstances.
This full-time role offers a salary range of £38,000 - £48,000 with OTE up to £60,000 and benefits.
You will be responsible for:
* Delivering tailored advice on a range of mortgage products to suit individual client needs
* Conducting thorough financial assessments and recommending appropriate lending options
* Supporting clients throughout the mortgage application process
* Ensuring all documentation is accurately completed and regulatory requirements are met
* Keeping up to date with changes in the mortgage market and lender criteria
* Building lasting client relationships through excellent service and professional guidance
What we are looking for:
* Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
* Demonstrable experience in financial services or a related sector
* Proficiency in numeracy with confidence in financial calculations
* CeMAP (or equivalent) qualification is essential
* Ability to explain complex financial matters clearly and concisely
* Track record of delivering first-class client service
What's on offer:
* Competitive salary
* Performance-based bonuses
* Pension scheme
* Health & wellbeing initiatives
* Casual dress and team events
* Staff discounts
* On-site parking
* Sick Pay
This is an excellent opportunity for a Mortgage Advisor to progress your career within a respected financial services organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
As an Apprentice Mortgage Adviser, you’ll play a key role in supporting our experienced team while learning the mortgage and insurance industry from the ground up. This is a hands-on role where you'll gain real client-facing experience while working towards becoming a fully qualified mortgage adviser.
Role Overview:
You’ll begin by focusing on selling life and home insurance from around week two of your start date, giving you immediate experience in advising and closing sales.
While doing this, you’ll also receive full training and support to prepare for your regulated mortgage qualifications. Over time, your responsibilities will grow to include mortgage advice as you progress through the apprenticeship.
Day-to-Day Duties:
Advising clients on life insurance and home insurance products
Making outbound calls and following up on warm leads
Gathering client information and required documentation
Supporting the completion of insurance and mortgage applications
Managing client records using our CRM system
Booking appointments and maintaining communication with clients
Shadowing experienced mortgage advisers
Studying towards your mortgage qualification with dedicated study time
Key Responsibilities:
Deliver excellent customer service and build trust with clients
Sell appropriate life and home insurance products from an early stage
Maintain accurate records and adhere to compliance requirements
Learn about mortgage products, criteria, and the homebuying process
Work towards completing your CeMAP qualification
Support the team in meeting sales targets and business objectives
This role offers a fast-paced, supportive environment with early responsibility and clear progression. You’ll gain confidence, experience, and qualifications while becoming an integral part of our growing team.Training:
Level 3 Mortgage Adviser Apprenticeship Standard
The Mortgage Adviser apprenticeship is perfect for those looking to develop the knowledge and skills required to work within this specialised role, as well as obtaining a regulatory qualification
Through job-based training and study towards a highly respected benchmark qualification, the apprentice will become a competent and confident mortgage adviser
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
Certificate in Mortgage Advice and Practice (CeMAP1,2,3) - awarded by The London Institute of Banking and Finance (LIBF)
The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the knowledge, skills and behaviours required to become competent in the role
To help prepare the apprentice for the CeMAP qualification, Apprentices are provided with Simply Academy’s CeMAP resource package, alongside a structured study plan supported by a series of live revision sessions with our CeMAP tutors
Training Outcome:
There is excellent potential for progression, including a permanent role as a fully qualified Mortgage and Insurance Adviser upon successful completion of the apprenticeship
Further training and qualifications, including advanced mortgage and financial services certifications, may also be offered
Employer Description:We are Blossomfield Mortgages, and our ethos is to support our customers with life's big moments.
We are a mortgage and insurance brokerage based in Birmingham, Solihull, Lichfield and the surrounding areas. We might be based in the Midlands, but we’re ready to assist customers the length and breadth of the UK.
At Blossomfield Mortgages, we are passionate about helping customers fulfil their financial goals and make their dreams a reality.Working Hours :Monday - Friday, 10.00am - 4.00pm. Exact schedule can be flexible and agreed with the successful candidate.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working,Initiative,Punctual,Reliable....Read more...
Client-Focused, No Cold SalesUp to £35,000 + Quarterly Bonus + Hybrid
Are you a detail-driven mortgage industry professional who loves the technical elements of mortgage advisory, guiding clients through the process and providing outstanding service—but would rather leave the sales chasing to someone else?
If your strengths lie in customer service, coaching, and case progression rather than lead generation or cold sales, this could be the perfect role for you.
A growing mortgage and protection network, known for championing adviser development and supporting brokers at all stages of their journey, is seeking an experienced Mortgage Support Specialist to join their dedicated Member Support team. Based from modern offices in Hornchurch with flexible hybrid working available, this is an opportunity to make a real impact in a rewarding, service-driven role.
Working closely with newly qualified brokers and advisers in the network, you’ll act as a key point of contact—offering expert guidance, helping them place their first cases, and ensuring they have the tools and support needed to thrive.
Responsibilities include:
Delivering 1:1 support and coaching for new brokers on mortgage placement, systems, and compliance
Responding to queries across channels like Google Chat, LinkedIn, phone, and email
Supporting training academies and delivering content in specialist mortgage areas
Creating technical content and keeping product knowledge up to date via the LMS
Acting as a calming, knowledgeable voice in a fast-paced environment—problem-solving, advising, and championing bestpractice
What You’ll Need:
Strong technical understanding of mortgage products and lender criteria
Hands-on experience in a mortgage advisory, case progression, or broker support role
CeMAP (or equivalent) qualified
Excellent communication and interpersonal skills—particularly when explaining complex topics
A natural coaching style and a passion for helping others succeed
Confidence working independently in a hybrid or office-based setting
What’s On Offer:
Salary up to £35,000 + performance-related quarterly bonus
Flexible working—hybrid options or full-time office presence in Hornchurch
Supportive, people-first culture with a collaborative, close-knit team
Real opportunities to grow into a training, mentoring, or technical leadership role
The chance to focus on what you love: helping others, solving problems, and delivering great outcomes—without the sales pressure
This is a brilliant opportunity for a mortgage professional who takes pride in doing things right, enjoys guiding others, and wants to make a real difference in the careers of future advisers.....Read more...
Hybrid, Employed or Self Employed Options AvailableOTE £35,000 to £85,000 + Warm Leads + Central Marketing Support
Our client is an award-winning mortgage business, with a strong industry reputation for supporting and developing highly skilled and knowledgeable Mortgage Advisers.
As a result of continued commercial expansion, and in order to continue delivering an industry renowned service, they are now looking to significantly increase their team of trusted, professional, Mortgage & Protection Advisors to join either the team.
Working on a self-employed or employed basis, the successful applicants will benefit from operating under an award winning, industry recognised network. If required, substantial marketing and business development support is available plus a rich stream of regular, warm leads from the firms existing business.
Roles exist for those with substantial advisory experience in both regulated mortgages and non-regulated loans such as Buy to Let, Commercial and Development Finance. There are also some opportunities for less experienced advisers to join the team.
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
Provide advice within regulator standards and keep accurate records
Skills & Experience
Hold the CeMap or an equivalent mortgage qualification
Advising experience and CAS an advantage but not essential
Demonstratable success in a mortgage environment
Strong analytical and organisational skills together with good computer literacy
Ability to build relationships and communicate effectively
Benefits
Self-employed or employed roles with hybrid working options availbale
Multiple opportunities for support from the right firm
Market leading commissions with high earners achieving to £100,000 OTE including enhanced payments for own referrals or lead sources.
Protection Provider panel with access to market leading providers
Training programmes to build and develop knowledge and skills.
Full administration support including DIP and APP submission and case progression.
Market leading technology for research and client management
This is a fantastic opportunity for ambitious Mortgage and Protection Advisors to join a flourishing, friendly, and progressive growing company offering a wealth of company support designed to achieve mutual goals. Apply now!....Read more...
Onboarding clients including document collection
Preparing budget planners to calculate client borrowing capacity
Preparing suitability of advice reports
Applying for agreements in principle
Managing finance applications, including uploading documents, liaising with clients and lenders
Provide regular progress updates, communicating with various stakeholders including clients, solicitors, estate agents, lenders, insurance companies
Managing ‘completions’, ensuring everything is in place for completion day including relevant insurance policies
Attending networking events
Social media work including email marketing, Facebook, Instagram and LinkedIn
You’ll develop your skills under the guidance of the Management Team, learning a variety of duties and supporting the whole business to continued growth. You’ll be taught and mentored by colleagues who have a great understanding of the job role; to achieve your full potential and share in the company’s success.
If you are committed and ready to take your first step into a real career with a fantastic small local business, then please apply now! This apprenticeship and opportunity with us will be highly competitive, so do not miss your chance!
Training:The successful candidate will continue their studies with apprenticeship specialists, RNN Group both remotely and from one of their campuses, giving you the training and support you need to become a fully competent and successful administrator.
The Apprentice Standard you will be studying is Business Administration - Level 3.Training Outcome:Future opportunity to train as a Mortgage & Protection adviser, gaining CeMAP qualification.Employer Description:Swift Financial was established with a commitment to delivering exceptional mortgage and protection advice coupled with a flexible approach, proudly serving the communities of Retford, Newark, Tuxford, Bawtry, Worksop, and the surrounding areas.
Swift Financial was founded by Nick Coupe, a dedicated professional with a vision for delivering exceptional mortgage and protection solutions to the local community. Here’s a little more about him…
Armed with a first-class degree from Durham University, his robust foundation in financial acumen underpins his role as a mortgage and protection adviser. His academic ability provides him with a strategic mindset and a deep understanding of the ever-evolving business landscape, pivotal for navigating the intricacies of the UK mortgage industry.
Having delved into property development, he acquired practical expertise in unraveling the nuances of the UK property market. He has experienced first-hand the challenges the property market can offer and this hands-on knowledge uniquely positions him to provide tailored advice, guiding clients in making well-informed decisions about their mortgage needs. His unwavering commitment to staying up-to-date on market trends ensures that his clients benefit from the most current and pertinent guidance.
With extensive experience as a mortgage and protection adviser, Nick has navigated a diverse array of client scenarios, providing him with a robust foundation of knowledge. This wealth of experience enables him to offer clients reassurance and informed advice, drawing upon the insights gained from successfully addressing the varied needs of individuals and families in the past.
Clients' financial aspirations become his mission, and he endeavours to make the mortgage process seamless and stress-free. Whether you are a first-time buyer, home mover, a property investor, or seeking to safeguard your family or assets, his dedication to excellence guarantees that clients receive unparalleled service tailored to the nuances of the UK market and more specifically the local area.Working Hours :Monday - Friday 9:30 am - 4:30 pm
(30-minute unpaid lunch break)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Number skills,Team working,Initiative,Conscientious and reliable,Eager to learn....Read more...
The Apprentice Mortgage Administrator plays a vital supporting role within our brokerage. At Home of Mortgages, our advisers focus on delivering expert guidance to clients, but they rely heavily on the admin team to keep things running like clockwork behind the scenes. That’s where you come in.
As an apprentice, you'll be joining our Operations and Case Management team. You’ll work closely with experienced administrators and mortgage advisers to help manage the client journey from application to completion. You won’t be making the tea (we take turns in that) – you’ll be gaining direct experience in real cases that help real people move home or secure vital finance.
This role is a gateway into the world of mortgages and property, giving you the tools, knowledge and support to build a long-term career in the financial services sector.
Each day will bring something a little different, but you’ll quickly become a key player in keeping the mortgage process moving. You’ll:
-Help gather and check client documents (ID, payslips, bank statements etc)-Track application progress using our CRM system-Communicate with clients by email and phone to provide updates or request missing information-Liaise with lenders, solicitors and surveyors to chase updates and solve issues-Keep everything neat, accurate and compliant in our systems
Learn how the mortgage process works from enquiry to completion
You’ll also have time set aside each week for your learning and coursework as part of your apprenticeship qualification.
Key ResponsibilitiesAssisting with mortgage and protection application administration
- Preparing case files and documentation- Chasing and tracking progress with third parties- Responding to client queries and maintaining excellent communication- Maintaining accurate and up-to-date records in internal systems- Supporting the team with general admin and client service- Learning compliance processes and how to apply them to real cases- Taking ownership of your learning and working toward your qualificationTraining:The Financial Services Administrator (Level 3) apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
· A broad understanding of the financial services sector
· An understanding of the role of the appropriate regulatory bodies
· The importance of relationship building with clients and colleagues
· Understanding of processes and procedures relevant to the role
· How to develop commercial awareness
· Building skills and capabilities within an organisation
Professional Qualifications:
· CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
· Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Potential for progression to mortgage administrator, mortgage adviser, or further apprenticeships in financial servicesEmployer Description:Home of Mortgages provides Mortgage and Insurance advice to clients UK wide. We advise on residential and buy to let mortgages. We encourage learning and development and enjoy supporting our staff to achieve their career goals.Working Hours :Monday to Friday 9am to 5.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Team working....Read more...
£27,000 - £35,000 + Commission + Benefits
Employed or Self EmployedAre you a qualified Mortgage Adviser looking for a new opportunity where your skills are truly valued, your career development is actively supported, and the leads keep coming in? If so, this could be the perfect next step.A respected, independent mortgage brokerage based in Burnham is seeking both employed and self-employed Mortgage & Protection Advisers to join its growing team. With a steady flow of quality leads, access to the whole of market, and support from a friendly, collaborative environment, this is an exciting opportunity to build a rewarding and long-term career.You’ll be advising a broad range of clients, from first-time buyers to experienced investors, helping them secure the right mortgage and protection products while delivering exceptional service. If you thrive on providing expert advice, building relationships and guiding people through one of the biggest financial decisions of their lives, we’d love to hear from you. Opportunities also exist for a less experienced or recently qualified individual looking for a support or administration focussed role to develop towards advisor status.Key Responsibilities
Providing whole-of-market mortgage and protection advice tailored to each client’s needs
Managing the process from initial enquiry to completion with professionalism and care
Working with quality, company-generated leads as well as generating referrals
Maintaining compliance and ensuring high standards of advice at all times
Building long-term relationships and delivering excellent customer outcomes
Skills & Experience
Fully CeMAP qualified (or equivalent)
A proven track record in mortgage and protection advice
Strong communication and rapport-building skills
Detail-oriented with a commitment to compliance
A professional, self-motivated attitude and a genuine desire to help clients
Ideally local to Burnham or within commutable distance
CAS qualification – desirable NOT essential as full accreditation can be provided
What’s On Offer
Up to £35,000 basic salary (DOE) + attractive commission structure
Friendly, flexible working environment
Full administrative support
Opportunities for progression within a growing firm
Regular training, CPD, and access to industry-leading tools
Company pension and holiday allowance
This fantastic opportunity represents the chance to join a supportive, growing team where your contribution is truly valued, and your career can thrive. Apply now to be part of a respected, forward-thinking brokerage that puts its clients and its advisers at the heart of everything it does.....Read more...
As a Cyber Security Technician Apprentice, you will be a key part of Mortgage Advice Bureau’s Information Security Team. Your responsibilities will include:
Installing and maintaining technical security software and controls.
Monitoring cyber security systems and responding to incidents.
Identifying and reporting vulnerabilities.
Supporting access rights, licensing, and account management.
Assisting with cyber security training and awareness initiatives.
Assist with collating data for management reports.
Training:Training will be delivered online on a weekly basis.
The location of the training (either from home or the office) will be determined by the employer. Training Outcome:Successful completion of the apprenticeship could lead to a permanent role within the Information Security Team or progression to a higher-level apprenticeship or further qualifications in cyber security.Employer Description:Mortgage Advice Bureau (MAB) is a leading UK mortgage intermediary, known for its innovative use of technology and commitment to safeguarding customer data. Supporting a network of over 2,000 advisers nationwide, MAB partners with over 90 lenders to deliver trusted mortgage and protection advice. As the business grows, so does its focus on cyber security, creating an ideal environment for apprentices to develop hands-on experience protecting systems, data, and digital infrastructure in a fast-paced, regulated industry.Working Hours :Full-time, Monday to Friday, 9am to 5:30pm. Working hours can be flexible, this is to be agreed upon at a later date.
Hybrid working will be available (3 days in office, remainder from home).Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Analytical skills,Logical,Team working,Initiative,Patience....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...
AI and Tech Training: Real world training in Microsoft Copilot and Office 365 tools, so you can work smarter.
Work alongside Case Progressors to deliver a seamless client experience through to completion
Use our in-house systems and learn how to integrate AI to manage case notes, input data, and update application statuses
Provide clients with regular updates and support throughout the mortgage process
Maintain accurate client and mortgage records within our customer management system
Build and nurture relationships with clients and introducers
Manage inbound and outbound calls, taking messages and providing information as needed
Collaborate proactively with internal and external stakeholders to support our clients’ journey
A curious mindset and willingness to learn new digital tools and AI platforms
Training:Your apprenticeship training will be a fully work-based learning programme across 15-months,. You will achieve a Level 3 Digital Support Technician qualification.Training Outcome:
Further progression within the organisation upon completion of apprenticeship for the right candidate.
Employer Description:Beginning our journey back in September of 2011, Heron Financial was established by Matt Coulson and Warren Harrocks, both extremely passionate about the industry. Through building long-lasting business relationships our solid client base has grown through referrals. With technology at the forefront of Heron Financial, the company is proud to be one of the leading Mortgage and Protection firms in the UK.Working Hours :9am - 5pm (37.5 hours per week)Skills: Administrative skills,Analytical skills,Attention to detail,Communication skills,Customer care skills,IT skills,Number skills,Organisation skills,Problem solving skills,Team working....Read more...
The working week will be Mon-Fri between 9.00am till 5.00pm.
Working alongside the rest of the admin team, you will be assisting in the day-to-day running of a busy office.
1. Dealing with clients, lenders, solicitors and estate agents by email and telephone.
2. Accurate and detailed data inputting of clients onto bespoke CRM and lenders systems.
3. Copying, scanning and electronically filing of client-sensitive documents.
4. Providing support to a busy broker team, with responsibility for your own cases.
5. General office duties, including help the social media accounts.Training Outcome:The right candidate will have the opportunity to continue in full-time employment as an administrator with the option to carry out further qualifications such as CeMAP. This qualification is required to give mortgage advice. 4 previous admin apprentices are now qualified advisers, and we currently have 3 administrators studying CeMAP.Employer Description:At Approved Mortgage Solutions Limited, we seek candidates who are genuinely motivated by helping others achieve their financial goals, particularly homeownership. A strong desire to deliver outstanding customer service, combined with integrity, professionalism, and attention to detail, is essential. We value individuals who take pride in building trusted relationships, are proactive in problem-solving, and demonstrate a commitment to ongoing personal and professional development. Drive, reliability, and a positive, team-oriented attitude are also key traits that help our staff thrive in a supportive but fast-paced environment.Working Hours :Your usual working week will be Mon - Fri. 9.00am till 5.00pm with an hour's lunch break. You will be working from our office in the Business and Innovation Centre in Sunderland.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Presentation skills,Administrative skills,Logical,;Approachable, Warm & Friendly,Presentable,An appetite to learn....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...
Respond promptly and professionally to customer enquiries by phone and email
Allocate and monitor enquiries, ensuring they reach the appropriate department
Provide clear, timely feedback to customers to keep them informed
Greet visitors and manage incoming postAssist the administration team with general office tasks as needed
Training Outcome:It is anticipated that upon successful completion of the apprenticeship, and assuming good performance, a permanent position will be available. Employer Description:At Finance Planning, we’ve been helping people make smarter financial decisions since 1999. We’re proud to be a trusted name in mortgage and protection advice known for our personal approach, expert knowledge, and commitment to delivering real value.Working Hours :Mon-Fri, 9 am-5 pmSkills: Communication skills,IT skills,Organisation skills,Problem solving skills,Team working,Patience,Time management,Organisational skills....Read more...
The Company Our client is a well-regarded financial services organisation known for delivering innovative lending solutions with a customer-centric approach. Backed by a strong culture of collaboration and continuous improvement, they support a wide range of borrowers across the Australian market. With a focus on agile decision-making, cutting-edge data insights, and long-term value creation, they are committed to empowering their people to shape meaningful product outcomes and drive real impact. The Opportunity A rare opportunity has emerged for a proactive and commercially savvy Senior Product Manager to lead and enhance a portfolio of lending products within a highly collaborative and forward-thinking environment. Sitting at the intersection of innovation, data insights, and customer experience, this role plays a central part in crafting mortgage solutions that resonate with both brokers and borrowers. You’ll work across the full product lifecycle — from ideation to execution — helping to shape product strategy and implement enhancements that drive growth, improve customer outcomes, and strengthen market positioning. Key Responsibilities
Collaborate with senior stakeholders to manage and optimise the home lending product suite, with a focus on customer and broker journey improvements
Use data and insights to identify new opportunities, drive product retention, and elevate customer satisfaction
Lead and implement change initiatives, including rate changes, promotional activities, and credit policy updates
Support the end-to-end delivery of new products and features, including go-to-market strategies, collateral, and communications
Track product performance and ensure alignment with regulatory requirements and internal risk policies
Monitor competitor activity and market dynamics to inform product roadmaps and strategic decision-making
Champion cross-functional collaboration across Sales, Credit, Pricing, Treasury, Operations, Marketing, IT, Risk, and Compliance teams
What You Bring
Deep experience in mortgage or lending product management within financial services
Strong commercial acumen, with a knack for identifying trends and converting insights into actionable strategies
Proven capability in leading product development and change management initiatives
Ability to work across technical, legal, and risk frameworks while maintaining a sharp focus on the customer
Exceptional communication, problem-solving and stakeholder engagement skills
Why Apply
Play a strategic role in shaping high-impact products and solutions
Worrk in a supportive, collaborative, and agile culture
Exposure to executive-level stakeholders and product decisions
Hybrid Sydney-based role offering flexibility and long-term career development
Whether you're 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 selves to work. We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us. ....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 opportunity has arisen for a Residential Conveyancer / Conveyancing Solicitor / Fee Earner with 5 years experience to join a well-regarded legal firm known for delivering exceptional client service across a range of property matters. This role offers hybrid working options, a starting salary of £35,000 with bonus and benefits.
As a Residential Conveyancer / Conveyancing Solicitor / Fee Earner, you will be managing your own caseload of residential conveyancing files from instruction through to completion within a supportive team structure.
You will be responsible for:
? Managing a full caseload of residential conveyancing matters independently
? Handling a range of transactions including freehold, leasehold, and shared ownership
? Reviewing title documentation, raising enquiries, and resolving complex title issues
? Advising on mortgage offers and government schemes such as Help to Buy
? Liaising with clients, agents, lenders, and solicitors to ensure smooth progression of files
? Drafting and preparing legal documents and transfer paperwork for exchange and completion
What we are looking for:
? Previously worked as a Residential Conveyancer, Conveyancer, Conveyancing Solicitor, Conveyancing Lawyer, Conveyancing Fee Earner or in a similar role.
? Possess 5 years' experience handling residential conveyancing files from start to finish.
? Strong organisational and file management skills, with attention to detail.
? Ability to work autonomously and manage competing deadlines.
? Confident communicator, able to maintain positive client relationships.
What's on offer:
? Competitive salary
? Generous bonus scheme
? Hybrid working options (60% office-based / 40% remote)
? Enhanced holiday package including Christmas closure and your birthday off
? Health care cash plan
? Professional development opportunities and career progression
? Casual dress policy (business attire for client-facing meetings)
? Paid day off for volunteering....Read more...
Sacco Mann are recruiting for an Equity Release Fee Earner to join an award-winning firm based in Leeds City Centre to work in their commercial client team, ensuring that lenders requirements are met during the transfer of property ownership. You must have equity release experience for this role.
You will manage a caseload of separate representation and equity release matters acting solely for the Lender. You will also be responsible for title checking, checking mortgage offers and issuing documentation to borrowers’ solicitors, speaking with Technical Advisors on complex matters, checking pre-completion searches, and handling the release of funds.
The firm would like to see applications from those who have high volume experience within a conveyancing environment including previous residential conveyancing experience. You must have dealt with equity release previously as this is essential for the role.
If you are interested in this Equity Release Fee Earner role in Leeds then please get in touch with Chloe Murphy on 0113 467 9783 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.
This position is able to offer a range of salaries as the client has flexibility as to the level of skills and PQE required. The actual salary offered to the successful candidate will reflect their specific experience, skills and level of PQE.....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...
Sacco Mann are working with a firm who have a well-established client base in Cambridgeshire. The firm are looking for an experienced Residential Conveyancer to join their property team, to be based out of their Huntingdon or St Ives offices.
As a Residential Conveyancing Fee Earner, you will be a proactive professional with experience in handling your own caseload. You will be dedicated to delivering a first-class service to lender clients, whilst managing and progressing the sale of residential properties. Managing your own caseload, you will be providing advice to clients on purchase, sales, remortgage, and transfer of equity. You will be working on freehold/leasehold and shared ownership cases, identifying issues, and developing solutions, and offering solid recommendations to clients. Other duties include issuing contracts and mortgage redemptions, exchanging of contracts, ordering, and reporting on searches, checking and reporting titles, and new build and second-hand transactions.
The firm will consider applications from qualified Solicitors, Chartered Legal Executives or Licenced Conveyancers, along with those who are not qualified but who have extensive residential conveyancing experience. It is essential that you have strong client care focus and first-class communication skills.
If you are interested in this Residential Conveyancer role in Huntingdon or St Ives 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...
