Regional Compliance Manager Our client is the largest privately-owned mortgage network in the UK. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Due to continued growth, they are looking to expand their compliance team click apply for full job details
Mar 29, 2024
Full time
Regional Compliance Manager Our client is the largest privately-owned mortgage network in the UK. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Due to continued growth, they are looking to expand their compliance team click apply for full job details
My client one of the most successful mortgage providers based in south of England, to join their team as a Mortgage and Protection Adviser, covering in the Headington, Cowley, Bodley and Witney area. The successful applicant for the mortgage adviser role will enjoy a great package: - Basic salary £25,000 - £35,000 negotiable dependent upon experience and qualifications Bonus uncapped £3,000 Travel a click apply for full job details
Mar 29, 2024
Full time
My client one of the most successful mortgage providers based in south of England, to join their team as a Mortgage and Protection Adviser, covering in the Headington, Cowley, Bodley and Witney area. The successful applicant for the mortgage adviser role will enjoy a great package: - Basic salary £25,000 - £35,000 negotiable dependent upon experience and qualifications Bonus uncapped £3,000 Travel a click apply for full job details
Are you looking for a challenging new career with career progression? Would you like an established mortgage book to grow and develop? Based in between the City of London and near Canary Wharf, close to Liverpool Street and Bank Stations, my client is a successful Mortgage and Financial Services brokerage employing 49 Financial Advisers and support administrators click apply for full job details
Mar 28, 2024
Full time
Are you looking for a challenging new career with career progression? Would you like an established mortgage book to grow and develop? Based in between the City of London and near Canary Wharf, close to Liverpool Street and Bank Stations, my client is a successful Mortgage and Financial Services brokerage employing 49 Financial Advisers and support administrators click apply for full job details
JOB TITLE: Senior Product Owner SALARY: £73,262 - £86,190 LOCATION(S): Edinburgh HOURS: Full time WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites Within our Scottish Widows business, we're driving forward our digital future across a sophisticated landscape, looking to modernise our technology and define the future of digital. If you're an experienced product owner who is passionate, inspiring and customer focused then this is your opportunity to join our growing team. About this opportunity We're creating new opportunities and products to improve customer experiences for years to come. With our business evolving to more modern and flexible ways of working, we want driven, dynamic and innovative individuals to join us on this journey. An exciting and ambitious opportunity has arisen to join our Protection Platform supporting the development of customer and IFA propositions for our protection business. This is an area of strategic investment for the Group, so there is the opportunity and funding to significantly transform the proposition over the next two to three years. In this role you'll have accountability for developing propositions to Advisers and Customers within the Protection business. You'll inspire and lead feature teams to deliver on outcomes, do the right thing for our customers and shape how the proposition moves forward. Responsibilities Operate decisively within a sophisticated environment to understand customer needs before translating into winning features. Ensure the team have clear priorities and support in order to deliver the best outcomes for customers and colleagues. Release incremental value frequently. Deliver high quality outputs and challenge the status quo. Develop a culture of collaboration and forward thinking, role modelling a customer-centric and data lead approach at all times. Create an environment in which people bring out the best in themselves by providing autonomy and ensuring they feel safe to challenge and deliver in the best way. Why Lloyds Banking Group We're on an exciting journey and there couldn't be a better time to join us. The investments we're making in our people, data, and technology are leading to innovative projects, fresh possibilities, and countless new ways for our people to work, learn, and thrive. What you'll need An experienced Product owner with a strong understanding of product lifecycle management and end to end delivery. Proven ability to collaborate to understand customer needs and translate into products and features. Experience of digital journey development. Experience in mentoring and developing teams to be the best they can be. And any experience of these would be really useful Protection domain knowledge Mortgage domain knowledge About working for us Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. We're disability confident. So if you'd like reasonable adjustments to be made to our recruitment processes, just let us know We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you.
Mar 28, 2024
Full time
JOB TITLE: Senior Product Owner SALARY: £73,262 - £86,190 LOCATION(S): Edinburgh HOURS: Full time WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites Within our Scottish Widows business, we're driving forward our digital future across a sophisticated landscape, looking to modernise our technology and define the future of digital. If you're an experienced product owner who is passionate, inspiring and customer focused then this is your opportunity to join our growing team. About this opportunity We're creating new opportunities and products to improve customer experiences for years to come. With our business evolving to more modern and flexible ways of working, we want driven, dynamic and innovative individuals to join us on this journey. An exciting and ambitious opportunity has arisen to join our Protection Platform supporting the development of customer and IFA propositions for our protection business. This is an area of strategic investment for the Group, so there is the opportunity and funding to significantly transform the proposition over the next two to three years. In this role you'll have accountability for developing propositions to Advisers and Customers within the Protection business. You'll inspire and lead feature teams to deliver on outcomes, do the right thing for our customers and shape how the proposition moves forward. Responsibilities Operate decisively within a sophisticated environment to understand customer needs before translating into winning features. Ensure the team have clear priorities and support in order to deliver the best outcomes for customers and colleagues. Release incremental value frequently. Deliver high quality outputs and challenge the status quo. Develop a culture of collaboration and forward thinking, role modelling a customer-centric and data lead approach at all times. Create an environment in which people bring out the best in themselves by providing autonomy and ensuring they feel safe to challenge and deliver in the best way. Why Lloyds Banking Group We're on an exciting journey and there couldn't be a better time to join us. The investments we're making in our people, data, and technology are leading to innovative projects, fresh possibilities, and countless new ways for our people to work, learn, and thrive. What you'll need An experienced Product owner with a strong understanding of product lifecycle management and end to end delivery. Proven ability to collaborate to understand customer needs and translate into products and features. Experience of digital journey development. Experience in mentoring and developing teams to be the best they can be. And any experience of these would be really useful Protection domain knowledge Mortgage domain knowledge About working for us Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. We're disability confident. So if you'd like reasonable adjustments to be made to our recruitment processes, just let us know We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you.
Lime People Search & Select Ltd
Wakefield, Yorkshire
My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading. We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries and preparing valuations and illustrations. We are seeking someone who has 1-3 years experience working with Investment type products in an Administration type environment. You will have good knowledge of Pensions, Investments, Taxation & Protection products with good GCSE grades or be educated to A level standard with relevant experience and ideally with some knowledge of Regulatory issues. It would be to your advantage if you have started studying towards a Financial Planning Certificate or Diploma In Financial Advice.
Mar 28, 2024
Full time
My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading. We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries and preparing valuations and illustrations. We are seeking someone who has 1-3 years experience working with Investment type products in an Administration type environment. You will have good knowledge of Pensions, Investments, Taxation & Protection products with good GCSE grades or be educated to A level standard with relevant experience and ideally with some knowledge of Regulatory issues. It would be to your advantage if you have started studying towards a Financial Planning Certificate or Diploma In Financial Advice.
This employed, Mortgage Advisor job is a fantastic opportunity to receive a regular flow of pre-qualified appointments and leads per week. This amazing Mortgage Advisor role includes the following benefits: Pre-qualified leads per week which are booked into your diary Their team are achieving on average, 2 mortgages per week with 50% protection cross sale Bonuses on all banked income due to no salary click apply for full job details
Mar 28, 2024
Full time
This employed, Mortgage Advisor job is a fantastic opportunity to receive a regular flow of pre-qualified appointments and leads per week. This amazing Mortgage Advisor role includes the following benefits: Pre-qualified leads per week which are booked into your diary Their team are achieving on average, 2 mortgages per week with 50% protection cross sale Bonuses on all banked income due to no salary click apply for full job details
Worth Recruiting Property Industry Recruitment MORTGAGE & PROTECTION ADVISOR Lettings Agency Location: Fareham, PO15 Salary: OTE: £50k - £60k+ (uncapped) Position: Permanent Full Time This is an excellent opportunity for an experienced CeMAP (or equivalent) qualified Mortgage & Protection Adviser to join a busy, established Mortgage Services provider. The company has strong Estate Agency links and offices in the Fareham area and specialise in providing excellent mortgage advice on first time purchases, onward purchases, buy to let and remortgaging. The role will involve providing mortgage & financial advice to new and existing clients, gathering information about a client s financial circumstance s in order to deliver appropriate advice and offer other financial services and protection products where appropriate. The ideal candidate will currently be or recently have been working as a Mortgage / Financial Adviser, have good all round technical knowledge, a proven track record in the mortgage industry and be fully CeMAP (or equivalent) qualified. CAS is essential! Skills: The skills required for this Mortgage & Protection Advisor role will include: Thorough knowledge of the mortgage / financial sector Currently involved in providing mortgage services and advice CeMAP Qualified CAS Skilled at cross selling opportunities Smart & well-presented Excellent telephone manner and superb inter-personal skills Ambitious and self-motivated The ability to thrive in a pressurised environment Full UK driving license and own car The Company: Our client works with the leading and most successful independent estate agency and property management firms in the Hampshire area. They have a well-known, successful brand and are regarded as an excellent firm to work for. Benefits: With this Mortgage & Protection Advisor role benefits include: Unlimited earning potential Numerous quality leads Employed role with basic salary Contact Us: If you are interested in this role as a Mortgage & Protection Advisor , please contact the Property Recruitment Team at Worth Recruiting and please send us a copy of your CV. Worth Recruiting Property Industry Recruitment provides a bespoke recruitment service to the Property Industry including roles in Estate Agency, Lettings, Commercial Property, Surveying, Property Management, Financial Services and Prop Tech. You are always welcome to call our office and talk, in complete confidence, to one of our recruitment experts. Call us today or visit our website: worthrecruiting.me. GDPR: Worth Recruiting are acting as a recruitment agency in relation to this position. By submitting your application, you are consenting to Worth Recruiting processing and storing your data for the purposes of your job search. Feedback: We receive a great many applications for our vacancies and try to respond to as many as we can as quickly as possible. If you have not heard from a member of the Worth Recruiting team within 48 working hours, please assume that on this occasion your application has not been successful, but please feel that you may apply for other roles we are advertising in the future. Confidentiality: All communications with staff at Worth Recruiting are completely confidential. We will always want to have a conversation with you before we are able to submit your CV to our client. Quote: job WR37902 Mortgage & Protection Advisor Financial Services
Mar 28, 2024
Full time
Worth Recruiting Property Industry Recruitment MORTGAGE & PROTECTION ADVISOR Lettings Agency Location: Fareham, PO15 Salary: OTE: £50k - £60k+ (uncapped) Position: Permanent Full Time This is an excellent opportunity for an experienced CeMAP (or equivalent) qualified Mortgage & Protection Adviser to join a busy, established Mortgage Services provider. The company has strong Estate Agency links and offices in the Fareham area and specialise in providing excellent mortgage advice on first time purchases, onward purchases, buy to let and remortgaging. The role will involve providing mortgage & financial advice to new and existing clients, gathering information about a client s financial circumstance s in order to deliver appropriate advice and offer other financial services and protection products where appropriate. The ideal candidate will currently be or recently have been working as a Mortgage / Financial Adviser, have good all round technical knowledge, a proven track record in the mortgage industry and be fully CeMAP (or equivalent) qualified. CAS is essential! Skills: The skills required for this Mortgage & Protection Advisor role will include: Thorough knowledge of the mortgage / financial sector Currently involved in providing mortgage services and advice CeMAP Qualified CAS Skilled at cross selling opportunities Smart & well-presented Excellent telephone manner and superb inter-personal skills Ambitious and self-motivated The ability to thrive in a pressurised environment Full UK driving license and own car The Company: Our client works with the leading and most successful independent estate agency and property management firms in the Hampshire area. They have a well-known, successful brand and are regarded as an excellent firm to work for. Benefits: With this Mortgage & Protection Advisor role benefits include: Unlimited earning potential Numerous quality leads Employed role with basic salary Contact Us: If you are interested in this role as a Mortgage & Protection Advisor , please contact the Property Recruitment Team at Worth Recruiting and please send us a copy of your CV. Worth Recruiting Property Industry Recruitment provides a bespoke recruitment service to the Property Industry including roles in Estate Agency, Lettings, Commercial Property, Surveying, Property Management, Financial Services and Prop Tech. You are always welcome to call our office and talk, in complete confidence, to one of our recruitment experts. Call us today or visit our website: worthrecruiting.me. GDPR: Worth Recruiting are acting as a recruitment agency in relation to this position. By submitting your application, you are consenting to Worth Recruiting processing and storing your data for the purposes of your job search. Feedback: We receive a great many applications for our vacancies and try to respond to as many as we can as quickly as possible. If you have not heard from a member of the Worth Recruiting team within 48 working hours, please assume that on this occasion your application has not been successful, but please feel that you may apply for other roles we are advertising in the future. Confidentiality: All communications with staff at Worth Recruiting are completely confidential. We will always want to have a conversation with you before we are able to submit your CV to our client. Quote: job WR37902 Mortgage & Protection Advisor Financial Services
Are you an experienced CeMAP Qualified Mortgage and Protection Adviser looking for a new home based role that offers a genuine opportunity to earn in excess of £55K+ and uniquely offers a 1st year guaranteed minimum salary of £45K, full admin support and all of your appointments pre-booked in your diary? Please be aware that to be considered for this role you MUST be fully CeMAP qualified and have click apply for full job details
Mar 28, 2024
Full time
Are you an experienced CeMAP Qualified Mortgage and Protection Adviser looking for a new home based role that offers a genuine opportunity to earn in excess of £55K+ and uniquely offers a 1st year guaranteed minimum salary of £45K, full admin support and all of your appointments pre-booked in your diary? Please be aware that to be considered for this role you MUST be fully CeMAP qualified and have click apply for full job details
We are recruiting for a Wealth Management Administrator for a well-established partner practice of St. James's Place Wealth Management based in Snetterton, Norwich (NR16 2). Role overview The role of Wealth Management Administrator is to provide a high level of administrative and client servicing support with our company's clients, assisting them with the onboarding process, and ensuring they have a key point of contact enhancing their overall relationship and experience with the company. They will also support a small team of Financial Planners with administration responsibilities relating to the clients to ensure the client relationship is optimised at all times. The company offers clients trusted advice on Investments, Pensions, IHT Planning, Mortgages and Protection. The role will involve a combination of client servicing and administrative support tasks to ensure all clients received a first-class client servicing experience. Please note whilst previous experience in wealth management, financial services or banking is desirable, it is NOT essential as full training shall be provided on all areas of administrative support. Long term there is the opportunity work towards becoming the Practice Manager within the business should this be in line with the successful candidates career goals. Please note this role is office based and the due to the location, own transport is essential. Role requirements Client servicing Client relationship management - Main / first point of contact for the office for all clients both face to face, via the company email inbox and in writing. Regular contact with third party providers including pension providers and SJP centralised administration team. Responding to all client requests in a timely manner Administration Appointment and client meeting pack preparation for financial advisers Provide inbox management support to financial planners, managing emails, delegating actions, activities, deadlines and reminders Support the Financial Planners to ensure end-to-end business processes are adhered to and tracked efficiency in line with Practice and regulatory standards Regularly updating the Salesforce CRM system Preparing basic client report and review letters. Ensuring all client files are compliant with the company, SJP and FCA's requirements Knowledge & experience required: Previous experience of working within a financial compliant environment such as wealth management, financial services, banking, retail banking would be highly advantageous but NOT essential as full training will be provided. High level of computer literacy including Microsoft Outlook, Word, Excel and PowerPoint. Previous experience of CRM (client relationship management) systems such as Salesforce, or iBusiness highly advantageous. Minimum GCSE grade C / 5 or above (or equivalent) in both Maths and English Skills & behaviours required: Excellent communication skills, face-to-face, via telephone and in writing. Comfortable building relationships with people from all backgrounds including those of high net worth Ability to build rapport swiftly with clients in a friendly and professional manner Confidential, with ability to work with discretion as required High level of accuracy and attention to detail Manages time effectively with the ability to multi-task as required Natural problem solver with the ability to make decisions Demonstrates a professional, proactive and positive attitude at all times Able to work both independently and as part of a team, working towards shared goals Demonstrates a calm, friendly and professional manner at all times Additional information: Salary: £21-28K per annum (dependant on skills and experience) Hours of work: 9.00am to 5.00pm / 8.30am to 4.30pm - Office based role Days of work: Monday to Friday (option of 4 or 5 days a week) Location: Snetterton, Norwich, NR16 2 Parking: Free on-site parking available Driving licence: Due to the location of this role, which is not accessible via public transport, driving licence / available transport is required. Holiday entitlement: 25 days per annum, plus bank holidays Pension: Company auto-enrolment pension provided To apply for this fantastic opportunity as Wealth Management Administrator, please apply online
Mar 27, 2024
Full time
We are recruiting for a Wealth Management Administrator for a well-established partner practice of St. James's Place Wealth Management based in Snetterton, Norwich (NR16 2). Role overview The role of Wealth Management Administrator is to provide a high level of administrative and client servicing support with our company's clients, assisting them with the onboarding process, and ensuring they have a key point of contact enhancing their overall relationship and experience with the company. They will also support a small team of Financial Planners with administration responsibilities relating to the clients to ensure the client relationship is optimised at all times. The company offers clients trusted advice on Investments, Pensions, IHT Planning, Mortgages and Protection. The role will involve a combination of client servicing and administrative support tasks to ensure all clients received a first-class client servicing experience. Please note whilst previous experience in wealth management, financial services or banking is desirable, it is NOT essential as full training shall be provided on all areas of administrative support. Long term there is the opportunity work towards becoming the Practice Manager within the business should this be in line with the successful candidates career goals. Please note this role is office based and the due to the location, own transport is essential. Role requirements Client servicing Client relationship management - Main / first point of contact for the office for all clients both face to face, via the company email inbox and in writing. Regular contact with third party providers including pension providers and SJP centralised administration team. Responding to all client requests in a timely manner Administration Appointment and client meeting pack preparation for financial advisers Provide inbox management support to financial planners, managing emails, delegating actions, activities, deadlines and reminders Support the Financial Planners to ensure end-to-end business processes are adhered to and tracked efficiency in line with Practice and regulatory standards Regularly updating the Salesforce CRM system Preparing basic client report and review letters. Ensuring all client files are compliant with the company, SJP and FCA's requirements Knowledge & experience required: Previous experience of working within a financial compliant environment such as wealth management, financial services, banking, retail banking would be highly advantageous but NOT essential as full training will be provided. High level of computer literacy including Microsoft Outlook, Word, Excel and PowerPoint. Previous experience of CRM (client relationship management) systems such as Salesforce, or iBusiness highly advantageous. Minimum GCSE grade C / 5 or above (or equivalent) in both Maths and English Skills & behaviours required: Excellent communication skills, face-to-face, via telephone and in writing. Comfortable building relationships with people from all backgrounds including those of high net worth Ability to build rapport swiftly with clients in a friendly and professional manner Confidential, with ability to work with discretion as required High level of accuracy and attention to detail Manages time effectively with the ability to multi-task as required Natural problem solver with the ability to make decisions Demonstrates a professional, proactive and positive attitude at all times Able to work both independently and as part of a team, working towards shared goals Demonstrates a calm, friendly and professional manner at all times Additional information: Salary: £21-28K per annum (dependant on skills and experience) Hours of work: 9.00am to 5.00pm / 8.30am to 4.30pm - Office based role Days of work: Monday to Friday (option of 4 or 5 days a week) Location: Snetterton, Norwich, NR16 2 Parking: Free on-site parking available Driving licence: Due to the location of this role, which is not accessible via public transport, driving licence / available transport is required. Holiday entitlement: 25 days per annum, plus bank holidays Pension: Company auto-enrolment pension provided To apply for this fantastic opportunity as Wealth Management Administrator, please apply online
Are you an experienced CeMAP Qualified Mortgage and Protection Adviser looking for a new home based role that offers a genuine opportunity to earn in excess of £55K+ and uniquely offers a 1st year guaranteed minimum salary of £45K, full admin support and all of your appointments pre-booked in your diary? Please be aware that to be considered for this role you MUST be fully CeMAP qualified and have click apply for full job details
Mar 27, 2024
Full time
Are you an experienced CeMAP Qualified Mortgage and Protection Adviser looking for a new home based role that offers a genuine opportunity to earn in excess of £55K+ and uniquely offers a 1st year guaranteed minimum salary of £45K, full admin support and all of your appointments pre-booked in your diary? Please be aware that to be considered for this role you MUST be fully CeMAP qualified and have click apply for full job details
Are you an experienced CeMAP Qualified Mortgage and Protection Adviser looking for a new home based role that offers a genuine opportunity to earn in excess of £55K+ and uniquely offers a 1st year guaranteed minimum salary of £45K, full admin support and all of your appointments pre-booked in your diary? Please be aware that to be considered for this role you MUST be fully CeMAP qualified and have click apply for full job details
Mar 27, 2024
Full time
Are you an experienced CeMAP Qualified Mortgage and Protection Adviser looking for a new home based role that offers a genuine opportunity to earn in excess of £55K+ and uniquely offers a 1st year guaranteed minimum salary of £45K, full admin support and all of your appointments pre-booked in your diary? Please be aware that to be considered for this role you MUST be fully CeMAP qualified and have click apply for full job details
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. One of our highly respected, market leading & award winning mortgage broker business partners is seeking fully CeMAP (or equivalent) qualified Mortgage Advisers in the BRIGHTON area. This excellent opportunity has arisen for this market leading business as a result of continued dynamic growth plans and working in partnership with a solid lead source as a mortgage adviser, you will have access to leads generated by the established sales teams. The remuneration for the mortgage adviser role will be on a self-employed package and we anticipate that successful candidates will earn in the region of £45-50,000 + pa once established. As a competent Mortgage Adviser, you will be CeMAP or equivalent qualified, with at least 12-18 months or more experience in whole of market mortgage broking and offering protection advice and experience of working within the estate agency sector would be useful although not essential, however, a demonstrable sales background as a Mortgage Adviser is important. This is an excellent opportunity for experienced and ambitious Mortgage Advisers to join one of the UK's best known mortgage brokers which offers excellent earnings potential.
Mar 26, 2024
Full time
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. One of our highly respected, market leading & award winning mortgage broker business partners is seeking fully CeMAP (or equivalent) qualified Mortgage Advisers in the BRIGHTON area. This excellent opportunity has arisen for this market leading business as a result of continued dynamic growth plans and working in partnership with a solid lead source as a mortgage adviser, you will have access to leads generated by the established sales teams. The remuneration for the mortgage adviser role will be on a self-employed package and we anticipate that successful candidates will earn in the region of £45-50,000 + pa once established. As a competent Mortgage Adviser, you will be CeMAP or equivalent qualified, with at least 12-18 months or more experience in whole of market mortgage broking and offering protection advice and experience of working within the estate agency sector would be useful although not essential, however, a demonstrable sales background as a Mortgage Adviser is important. This is an excellent opportunity for experienced and ambitious Mortgage Advisers to join one of the UK's best known mortgage brokers which offers excellent earnings potential.
Mortgage Advice Bureau (MAB)
Northampton, Northamptonshire
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. One of our highly respected, market leading & award winning mortgage broker & estate agency business partners is seeking fully CeMAP (or equivalent) qualified Mortgage Advisers in the NORTHAMPTON area to work within their established estate agency business, as part of their hugely successful brand! This excellent opportunity has arisen for this market leading business as a result of continued dynamic growth plans; working from these busy estate agency offices as a mortgage & protection adviser you will have access to a fantastic lead source with appointments and leads generated by the established sales teams. The remuneration for the mortgage adviser role will be on a competitive employed package and we anticipate that successful candidates will earn in the region of £50,000 + pa once established, however with uncapped commission being available there is no limit to your earning potential! As a competent Mortgage Adviser, you will be CeMAP or equivalent qualified, with at least 2 years or more experience in whole of market mortgage broking and experience of working within the estate agency sector would be useful although not essential, however a demonstrable sales background as a Mortgage Adviser is important. This is an excellent opportunity for experienced and ambitious Mortgage Advisers to join one of the UK's best known mortgage brokers which offers excellent earnings potential.
Mar 26, 2024
Full time
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. One of our highly respected, market leading & award winning mortgage broker & estate agency business partners is seeking fully CeMAP (or equivalent) qualified Mortgage Advisers in the NORTHAMPTON area to work within their established estate agency business, as part of their hugely successful brand! This excellent opportunity has arisen for this market leading business as a result of continued dynamic growth plans; working from these busy estate agency offices as a mortgage & protection adviser you will have access to a fantastic lead source with appointments and leads generated by the established sales teams. The remuneration for the mortgage adviser role will be on a competitive employed package and we anticipate that successful candidates will earn in the region of £50,000 + pa once established, however with uncapped commission being available there is no limit to your earning potential! As a competent Mortgage Adviser, you will be CeMAP or equivalent qualified, with at least 2 years or more experience in whole of market mortgage broking and experience of working within the estate agency sector would be useful although not essential, however a demonstrable sales background as a Mortgage Adviser is important. This is an excellent opportunity for experienced and ambitious Mortgage Advisers to join one of the UK's best known mortgage brokers which offers excellent earnings potential.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. We require a high quality & accomplished Mortgage & Protection Advisor to work for one of our established, dynamic and highly respected market leading New Homes Mortgage Broker practices covering the NORWICH area! Lead generation is key and this business and its team are supremely pro-active and fully embrace the FS culture quality advisers require with quality leads Ideally you will already be an experienced Mortgage & Protection advisor in the New Homes Sector, although this is not an essential requirement, however you must have broker experience of 2 years or more. You must also be able to demonstrate success in protection advice & recommendation business of 50% penetration or more and have demonstrable evidence ideally! This role provides a superb infrastructure in place to provide top class service to developer and clients alike, including excellent administration and back office support. You will need to demonstrate excellent relationship management of your developer accounts, attending regular sales meetings and WEEKLY visits to sites and your 5 day working week will include 3 weekend days per month! You will have to also demonstrate a proven track record of achieving and exceeding targets by providing professional and quality advice from the whole of market, have the pace required to convert leads ensuring no stone is unturned, whilst maintaining our company policy of treating customers fairly. Earnings potential is realistically in the region of £50 - 60K pa with a fantastic employed package and you will need to be fully CeMAP qualified (or equivalent)
Mar 26, 2024
Full time
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. We require a high quality & accomplished Mortgage & Protection Advisor to work for one of our established, dynamic and highly respected market leading New Homes Mortgage Broker practices covering the NORWICH area! Lead generation is key and this business and its team are supremely pro-active and fully embrace the FS culture quality advisers require with quality leads Ideally you will already be an experienced Mortgage & Protection advisor in the New Homes Sector, although this is not an essential requirement, however you must have broker experience of 2 years or more. You must also be able to demonstrate success in protection advice & recommendation business of 50% penetration or more and have demonstrable evidence ideally! This role provides a superb infrastructure in place to provide top class service to developer and clients alike, including excellent administration and back office support. You will need to demonstrate excellent relationship management of your developer accounts, attending regular sales meetings and WEEKLY visits to sites and your 5 day working week will include 3 weekend days per month! You will have to also demonstrate a proven track record of achieving and exceeding targets by providing professional and quality advice from the whole of market, have the pace required to convert leads ensuring no stone is unturned, whilst maintaining our company policy of treating customers fairly. Earnings potential is realistically in the region of £50 - 60K pa with a fantastic employed package and you will need to be fully CeMAP qualified (or equivalent)
Partnerships Manager As the Partnerships Manager at LifeSearch, you play a pivotal role in driving new business growth through strategic partnerships within the protection industry. We are seeking a proactive and results-oriented individual ideally with a profound understanding of the Life Insurance/Protection market, exceptional relationship-building skills, and a proven track record in successful business development. We will consider applicants from other markets who can demonstrate significant partnership development results. The role has a national remit and you will ideally live in commuting distance of Milton Keynes but we will also consider a London base or in commutable distance of our Leeds, West Yorkshire office £65,400 basic salary + uncapped earnings opportunity + benefits Key Responsibilities: Partnership Development: Identify and deliver initiatives to improve the partnership performance and customer experience Collaborate with existing partners to maximize growth opportunities and deepen relationships. Continuously research and assess market trends, competitor activities, and industry developments to identify new partnership opportunities. New Business Generation: Develop and implement effective strategies to generate new business through relevant partner channels and your panel. Drive success for partners, our business, and mutual customers by optimising the customer journey and conversion across online and offline channels. Work closely with partners to create tailored solutions meeting specific customer needs. Lead the sales process from onboarded, aligning with partner and LifeSearch objectives and revenue targets. Relationship Management: Cultivate strong, long-term relationships with key stakeholders within partner organisations, serving as the primary point of contact and trusted advisor. Address blockers to our success swiftly, efficiently and in line with our culture Provide guidance, support, and expertise on protection products and industry trends. Market Analysis and Reporting: Monitor market trends, competitor activities, and regulatory changes to identify opportunities and threats. Analyse sales performance, track key metrics, and prepare regular reports and presentations for internal stakeholders. Utilise data-driven insights to optimise strategies, identify areas for improvement, and drive continuous growth. Ensure accurate forecasting, weekly reporting, and effective management of your business pipeline to achieve our goals. Key Attributes A proven track record in developing profitable relationships with key business partnerships. This will have been ideally gained in the Life Insurance/Protection industry but we will also consider other markets where you can demonstrate exceptional partnership account growth. Proactivity - Approach challenges with a proactive mindset, seizing opportunities to drive growth. Relationship Building - Excel in establishing and nurturing relationships with key partners, including insurers, wealth and mortgage advisers, and other B2B partners. Results-Driven - Exhibit a track record of achieving and surpassing business development targets. What's in it for you? To work for a proven, stable, inclusive, fun and successful business. £65,400 starting basic salary. Uncapped income based on agreed commission and bonus structure Great ongoing training and development with superb career opportunities. Hybrid working Income protection, Life Protection and Critical Illness Cover. Additional benefits from a leading employer. Join us at LifeSearch, where your strategic acumen and passion for fostering partnerships will contribute to our mission to protect the UK properly.
Mar 26, 2024
Full time
Partnerships Manager As the Partnerships Manager at LifeSearch, you play a pivotal role in driving new business growth through strategic partnerships within the protection industry. We are seeking a proactive and results-oriented individual ideally with a profound understanding of the Life Insurance/Protection market, exceptional relationship-building skills, and a proven track record in successful business development. We will consider applicants from other markets who can demonstrate significant partnership development results. The role has a national remit and you will ideally live in commuting distance of Milton Keynes but we will also consider a London base or in commutable distance of our Leeds, West Yorkshire office £65,400 basic salary + uncapped earnings opportunity + benefits Key Responsibilities: Partnership Development: Identify and deliver initiatives to improve the partnership performance and customer experience Collaborate with existing partners to maximize growth opportunities and deepen relationships. Continuously research and assess market trends, competitor activities, and industry developments to identify new partnership opportunities. New Business Generation: Develop and implement effective strategies to generate new business through relevant partner channels and your panel. Drive success for partners, our business, and mutual customers by optimising the customer journey and conversion across online and offline channels. Work closely with partners to create tailored solutions meeting specific customer needs. Lead the sales process from onboarded, aligning with partner and LifeSearch objectives and revenue targets. Relationship Management: Cultivate strong, long-term relationships with key stakeholders within partner organisations, serving as the primary point of contact and trusted advisor. Address blockers to our success swiftly, efficiently and in line with our culture Provide guidance, support, and expertise on protection products and industry trends. Market Analysis and Reporting: Monitor market trends, competitor activities, and regulatory changes to identify opportunities and threats. Analyse sales performance, track key metrics, and prepare regular reports and presentations for internal stakeholders. Utilise data-driven insights to optimise strategies, identify areas for improvement, and drive continuous growth. Ensure accurate forecasting, weekly reporting, and effective management of your business pipeline to achieve our goals. Key Attributes A proven track record in developing profitable relationships with key business partnerships. This will have been ideally gained in the Life Insurance/Protection industry but we will also consider other markets where you can demonstrate exceptional partnership account growth. Proactivity - Approach challenges with a proactive mindset, seizing opportunities to drive growth. Relationship Building - Excel in establishing and nurturing relationships with key partners, including insurers, wealth and mortgage advisers, and other B2B partners. Results-Driven - Exhibit a track record of achieving and surpassing business development targets. What's in it for you? To work for a proven, stable, inclusive, fun and successful business. £65,400 starting basic salary. Uncapped income based on agreed commission and bonus structure Great ongoing training and development with superb career opportunities. Hybrid working Income protection, Life Protection and Critical Illness Cover. Additional benefits from a leading employer. Join us at LifeSearch, where your strategic acumen and passion for fostering partnerships will contribute to our mission to protect the UK properly.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. One of our highly successful, market leading mortgage broker & estate agency partners are seeking a fully CeMAP (or equivalent) qualified Mortgage & Protection Adviser as a result of continued growth plans. Working from the market leading, HNW estate agency office network across Southampton, Chandlers Ford and Alton, you will have access to a fantastic lead source with leads generated from the hugely successful estate agency team in a highly sought after area of the country which generates a fantastic market for the estate agency and brokers alike! The remuneration for role will be on a competitive employed basis, circa £30K with uncapped earnings potential OTE £60-70K, however, that's not all, there will be a 5 day working week, Monday to Friday and a day off for your birthday amongst other fab company benefits! You must be CeMAP or equivalent qualified to offer mortgage & protection advice with current or previous experience and applications will be considered for those advisers wishing to move into a broker role, all we ask is that you are very sales oriented with drive and passion for mortgages & protection! This is an excellent opportunity for experienced and ambitious Mortgage Advisers to join one of the region's best known broker businesses which offers excellent earnings potential and career progression.
Mar 26, 2024
Full time
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. One of our highly successful, market leading mortgage broker & estate agency partners are seeking a fully CeMAP (or equivalent) qualified Mortgage & Protection Adviser as a result of continued growth plans. Working from the market leading, HNW estate agency office network across Southampton, Chandlers Ford and Alton, you will have access to a fantastic lead source with leads generated from the hugely successful estate agency team in a highly sought after area of the country which generates a fantastic market for the estate agency and brokers alike! The remuneration for role will be on a competitive employed basis, circa £30K with uncapped earnings potential OTE £60-70K, however, that's not all, there will be a 5 day working week, Monday to Friday and a day off for your birthday amongst other fab company benefits! You must be CeMAP or equivalent qualified to offer mortgage & protection advice with current or previous experience and applications will be considered for those advisers wishing to move into a broker role, all we ask is that you are very sales oriented with drive and passion for mortgages & protection! This is an excellent opportunity for experienced and ambitious Mortgage Advisers to join one of the region's best known broker businesses which offers excellent earnings potential and career progression.
Location: Remote homeworking Fun, rewarding and with the opportunity to develop and grow your career. Thats life with L&C Mortgages, the UKs leading fee free mortgage broker with over 160 awards to its name. Join us and youll be part of a business that takes your progress seriously and wants you to enjoy being part of the L&C family click apply for full job details
Mar 26, 2024
Full time
Location: Remote homeworking Fun, rewarding and with the opportunity to develop and grow your career. Thats life with L&C Mortgages, the UKs leading fee free mortgage broker with over 160 awards to its name. Join us and youll be part of a business that takes your progress seriously and wants you to enjoy being part of the L&C family click apply for full job details
Compliance Review Officer £26-28k per annum - with CeMap qualification £23-25k per annum - with no CeMap but Mortgage Admin experience Our client is the largest privately-owned mortgage network in the UK. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location click apply for full job details
Mar 26, 2024
Full time
Compliance Review Officer £26-28k per annum - with CeMap qualification £23-25k per annum - with no CeMap but Mortgage Admin experience Our client is the largest privately-owned mortgage network in the UK. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location click apply for full job details
Role: Working from home and reporting to the Area Manager, after extensive induction training the experienced Sales Professional or Mortgage/Financial Adviser (Level 4 Dip or Cemap not required) will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing on going quality customer service. This will include advising clients on a range of savings/pension/investments & protection financial products. A large existing client base will be provided which you would develop and build upon with referrals and new members. In addition the Sales Professional/Mortgage/Financial Adviser will carry out the following: Service existing customers through regular reviews. Expand existing customer sales through these regular reviews. Expand the customer base through referrals and recommendations. Attend regular meetings with the Area Manager and colleagues. Complete all documentation required by the Company. Act in accordance with the FCA Code of Conduct for Company Representatives. Work to a programme working from home agreed with the Area Manager. Previous telephone sales experience is preferred but not essential as full training will be given. Applicants should possess a good standard of education. Financial service experience and exams would be a huge benefit but not a requirement. This company is able to offer competitive life assurance policies along with a full range of savings/pension and investment plans. In return the Adviser will be provided with initial residential award winning training, open ended bonus structure and enjoy excellent company benefits. Top earners in the company are earning £80k to £100k and also benefit from various other sales related rewards.
Mar 26, 2024
Full time
Role: Working from home and reporting to the Area Manager, after extensive induction training the experienced Sales Professional or Mortgage/Financial Adviser (Level 4 Dip or Cemap not required) will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing on going quality customer service. This will include advising clients on a range of savings/pension/investments & protection financial products. A large existing client base will be provided which you would develop and build upon with referrals and new members. In addition the Sales Professional/Mortgage/Financial Adviser will carry out the following: Service existing customers through regular reviews. Expand existing customer sales through these regular reviews. Expand the customer base through referrals and recommendations. Attend regular meetings with the Area Manager and colleagues. Complete all documentation required by the Company. Act in accordance with the FCA Code of Conduct for Company Representatives. Work to a programme working from home agreed with the Area Manager. Previous telephone sales experience is preferred but not essential as full training will be given. Applicants should possess a good standard of education. Financial service experience and exams would be a huge benefit but not a requirement. This company is able to offer competitive life assurance policies along with a full range of savings/pension and investment plans. In return the Adviser will be provided with initial residential award winning training, open ended bonus structure and enjoy excellent company benefits. Top earners in the company are earning £80k to £100k and also benefit from various other sales related rewards.
Our client is a very successful boutique IFA firm based in Woking, Surrey. Due to expansion, the company is looking to hire an experienced IFA Administrator to join the firm's busy Administration Team. Reporting to the Head of Administration, the IFA Administrator's key job duties will include: Dealing with pension, investments, protection and mortgage products Processing new business applications, fund switches, withdrawals and pension benefit crystallisation events Keeping back-office system up to date Preparing annual review meeting packs for adviser meetings with clients Processing remuneration statements Liaising with clients and product providers Back office systems/platforms used on a daily basis include: Intelligent Office, FE Analytics, AJ Bell, Standard Life, abdn, Fidelity The IFA Administrator position pays a competitive salary of up to £38,000 along with a company pension, study support, BUPA and 23 days' annual leave. Candidates interested in the IFA Administrator vacancy will have the following criteria: IFA Administration experience (at least 12 months, preferably in a small-to-medium sized firm) Intelligent Office experience essential Experience of FE Analytics plus AJ Bell, abdn and Fidelity platforms preferred Live a commutable distance from Woking Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV. Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.
Mar 26, 2024
Full time
Our client is a very successful boutique IFA firm based in Woking, Surrey. Due to expansion, the company is looking to hire an experienced IFA Administrator to join the firm's busy Administration Team. Reporting to the Head of Administration, the IFA Administrator's key job duties will include: Dealing with pension, investments, protection and mortgage products Processing new business applications, fund switches, withdrawals and pension benefit crystallisation events Keeping back-office system up to date Preparing annual review meeting packs for adviser meetings with clients Processing remuneration statements Liaising with clients and product providers Back office systems/platforms used on a daily basis include: Intelligent Office, FE Analytics, AJ Bell, Standard Life, abdn, Fidelity The IFA Administrator position pays a competitive salary of up to £38,000 along with a company pension, study support, BUPA and 23 days' annual leave. Candidates interested in the IFA Administrator vacancy will have the following criteria: IFA Administration experience (at least 12 months, preferably in a small-to-medium sized firm) Intelligent Office experience essential Experience of FE Analytics plus AJ Bell, abdn and Fidelity platforms preferred Live a commutable distance from Woking Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV. Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.