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Compliance Supervisor
ecruit
Compliance Supervisor Location: Hammersmith, London (office-based 4 days per week) Salary: Up to £46,000 Benefits 8% NEST pension (3% employer / 5% employee) Support with professional development About Capricorn Capricorn is a leading London-based mortgage and protection advisory firm operating an Appointed Representative model and soon launching a Directly Authorised arm click apply for full job details
Apr 07, 2026
Full time
Compliance Supervisor Location: Hammersmith, London (office-based 4 days per week) Salary: Up to £46,000 Benefits 8% NEST pension (3% employer / 5% employee) Support with professional development About Capricorn Capricorn is a leading London-based mortgage and protection advisory firm operating an Appointed Representative model and soon launching a Directly Authorised arm click apply for full job details
AWD RECRUITMENT LTD
Mortgage Advisor / Life & Protection Financial Adviser
AWD RECRUITMENT LTD Sandbach, Cheshire
Mortgage Advisor / Life & Protection Financial Adviser An exciting opportunity for a CeMAP qualified Mortgage Advisor / Life & Protection Financial Adviser to provide expert mortgage advice, protection solutions and financial services support through strong estate agency leads in a hybrid role. If you've also worked in the following roles, we'd also like to hear from you: Mortgage Advisor, Protection Consultant, Financial Services Advisor, Mortgage Consultant, Mortgage Broker, Life & Protection Adviser, Financial Adviser SALARY: £30,000 per annum Basic / £70,000 - £80,000 OTE LOCATION: Hybrid Working - covering the Sandbach and Crewe areas JOB TYPE: Full-Time, Permanent - Self Employed candidates also considered JOB OVERVIEW We have a fantastic new job opportunity for a Mortgage Advisor / Life & Protection Financial Adviser to join a well-established and growing financial services organisation covering Sandbach and Crewe. The Mortgage Advisor / Life & Protection Financial Adviser will benefit from a strong and consistent lead source via established estate agency partnerships, supporting pipeline management and client acquisition. As a Mortgage Advisor / Life & Protection Financial Adviser you will provide expert mortgage advice and tailored protection solutions, conducting client appointments both face-to-face and remotely while ensuring regulatory compliance. This role offers hybrid working, administrative support and the flexibility of employed or self-employed options within a supportive, growth-focused environment. DUTIES Your duties as the Self-Employed Mortgage Advisor / Life & Protection Financial Adviser include: Provide Mortgage Advice: Deliver expert guidance on a range of mortgage products tailored to client needs Recommend Protection Solutions: Identify and advise on appropriate life insurance, critical illness and income protection products Manage Introduced Leads: Handle estate agency leads efficiently, ensuring proactive follow-up and conversion Conduct Client Appointments: Meet clients face-to-face and remotely to gather information and provide recommendations Pipeline Management: Oversee your own caseload from enquiry through to completion Maintain Compliance: Ensure all advice and documentation meets FCA regulations and internal compliance standards Deliver Customer Service: Provide a high level of service throughout the full mortgage journey Build Relationships: Develop strong working relationships with introducers and clients to support repeat and referral business CANDIDATE REQUIREMENTS CeMAP qualified (or equivalent recognised mortgage qualification) Must hold Competent Adviser Status (CAS) Previous experience in providing mortgage and protection advice Proven experience of writing mortgage and protection business Strong communication and relationship management skills Experience with pipeline management and lead conversion A thorough understanding of FCA regulations and compliance requirements Self-motivated with the ability to manage your own workload effectively WHY JOIN Employed or self-employed packages available Competitive commission splits / salary + bonus (depending on option chosen) Strong and consistent lead source from estate agency partners Hybrid working flexibility Administrative support available Opportunity to build and grow within a supportive environment HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV's of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P14465 Full-Time, Permanent and Self-Employed Financial Services Jobs, Careers and Vacancies. Find a new job and work in Sandbach, Cheshire, North West England. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. awd online
Apr 07, 2026
Full time
Mortgage Advisor / Life & Protection Financial Adviser An exciting opportunity for a CeMAP qualified Mortgage Advisor / Life & Protection Financial Adviser to provide expert mortgage advice, protection solutions and financial services support through strong estate agency leads in a hybrid role. If you've also worked in the following roles, we'd also like to hear from you: Mortgage Advisor, Protection Consultant, Financial Services Advisor, Mortgage Consultant, Mortgage Broker, Life & Protection Adviser, Financial Adviser SALARY: £30,000 per annum Basic / £70,000 - £80,000 OTE LOCATION: Hybrid Working - covering the Sandbach and Crewe areas JOB TYPE: Full-Time, Permanent - Self Employed candidates also considered JOB OVERVIEW We have a fantastic new job opportunity for a Mortgage Advisor / Life & Protection Financial Adviser to join a well-established and growing financial services organisation covering Sandbach and Crewe. The Mortgage Advisor / Life & Protection Financial Adviser will benefit from a strong and consistent lead source via established estate agency partnerships, supporting pipeline management and client acquisition. As a Mortgage Advisor / Life & Protection Financial Adviser you will provide expert mortgage advice and tailored protection solutions, conducting client appointments both face-to-face and remotely while ensuring regulatory compliance. This role offers hybrid working, administrative support and the flexibility of employed or self-employed options within a supportive, growth-focused environment. DUTIES Your duties as the Self-Employed Mortgage Advisor / Life & Protection Financial Adviser include: Provide Mortgage Advice: Deliver expert guidance on a range of mortgage products tailored to client needs Recommend Protection Solutions: Identify and advise on appropriate life insurance, critical illness and income protection products Manage Introduced Leads: Handle estate agency leads efficiently, ensuring proactive follow-up and conversion Conduct Client Appointments: Meet clients face-to-face and remotely to gather information and provide recommendations Pipeline Management: Oversee your own caseload from enquiry through to completion Maintain Compliance: Ensure all advice and documentation meets FCA regulations and internal compliance standards Deliver Customer Service: Provide a high level of service throughout the full mortgage journey Build Relationships: Develop strong working relationships with introducers and clients to support repeat and referral business CANDIDATE REQUIREMENTS CeMAP qualified (or equivalent recognised mortgage qualification) Must hold Competent Adviser Status (CAS) Previous experience in providing mortgage and protection advice Proven experience of writing mortgage and protection business Strong communication and relationship management skills Experience with pipeline management and lead conversion A thorough understanding of FCA regulations and compliance requirements Self-motivated with the ability to manage your own workload effectively WHY JOIN Employed or self-employed packages available Competitive commission splits / salary + bonus (depending on option chosen) Strong and consistent lead source from estate agency partners Hybrid working flexibility Administrative support available Opportunity to build and grow within a supportive environment HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV's of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P14465 Full-Time, Permanent and Self-Employed Financial Services Jobs, Careers and Vacancies. Find a new job and work in Sandbach, Cheshire, North West England. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. awd online
Technical Due Diligence - Consultant
Steer
As a specialist in transport infrastructure technical due diligence, you will be joining a highly motivated and specialist team, ranked 1st in the world by Infralogic 'Global Technical Advisory League Tables' in transport infrastructure. Having worked on privately funded infrastructure schemes across the world, we provide industry leading advice to bidders, vendors and governments on potential risks and opportunities for the purpose of financing, acquisition and disposal of major transport and social infrastructure assets across the world. With a strong forward workload of high profile project opportunities, we are delighted to be growing our team to support a range of exciting workstreams, helping our clients achieve successful and sustainable delivery of transport infrastructure world wide. We believe in empowering our people and giving them the opportunities to shine. Being an employee owned company means that our people are dedicated and passionate about what they do, and it is the reason why we are at the forefront of our industry. We are always looking to find new colleagues that share these values. The successful candidate will enjoy working as part of our existing technical due diligence team and will be required to: Demonstrate experience and/or interest in Project Financing, Mergers and Acquisitions, Technical and Commercial Risk Assessment for major transport or social infrastructure projects Undertake technical analysis, report writing and presentations to clients Have knowledge and/or desire to learn about: long term investment planning, decision support, information management, risk and resilience, financial modelling, statistical analysis, regulatory monitoring and reporting and asset management Support senior team to deliver effective, high quality proposals and engage in business development in the UK and overseas Strong analytical, report writing and communication skills Understanding of the transport infrastructure advisory market or prior experience of advising private sector clients Proven ability in leading projects and/or workstreams to a successful conclusion Client facing and/or client side experience Foreign language skills desirable (in particular, Dutch, Spanish, Portuguese, French, German, Italian) Experience in advising investors on assets including: motorways, airports, locks, rolling stock, railways, ports/maritime, and social infrastructure An engineering degree Why join us We believe in empowering our people and giving them the opportunities to shine. As an employee owned company means that our team are dedicated and passionate about what they do, and that's the reason why we are at the forefront of our industry. Steer has 5 offices in the UK: London, Leeds, Hemel Hempstead, Manchester and Birmingham. Steer is an equal opportunity employer and welcomes all candidates regardless of race, color, ancestry, gender identity or expression, religion, national origin, sexual orientation, age, citizenship, marital status, disability, Veteran status, or any other legally protected status. Any other human expressions and experiences not mentioned here are equally welcome. If you require an accommodation, now or throughout your employment, please let us know. We offer a competitive benefits package including: Private medical insurance and health screening Life assurance and group income protection Company pension scheme EAP and mental health first aiders 25 days annual leave and ability to buy and sell annual leave days, Season Ticket Loan/ Cycle to Work, Group Share Incentive Plan, Up to 5 days for volunteering activities Free Mortgage advice service Discretionary bonus scheme based on annual compensation (dependent upon individual and company performance). Learning and Development plan Compensation Steer is committed to ensuring that all its employees are compensated a fair, livable wage. All initial compensation, regardless of location, may be subject to change as skills, abilities, internal equity and geographic location are taken into account. In addition to base salary, all employees will be eligible for an annual discretionary performance bonus. Please review the benefits section for more information on total reward. Steer reserves the right to ultimately pay more or less than the posted range and offer additional compensation. Work Environment All Steer employees seeking a full time opportunity are encouraged to spend 60% of their time either in the office or on site with clients. An employee's typical work week consists of 37.5 hours (Hours, expectations, and exemption status will be adjusted for any applicant seeking a part time opportunity.) We understand that some may be dissuaded to apply based off their compatibility with the job description. That being said, we understand that not everyone is a perfect match on paper and encourage anyone to apply regardless of how much their work experience directly relates to the job description. Part time and flexible working applications will be considered. Ready to apply? Just complete our briefonline application formand attach your CV and covering letter.
Apr 07, 2026
Full time
As a specialist in transport infrastructure technical due diligence, you will be joining a highly motivated and specialist team, ranked 1st in the world by Infralogic 'Global Technical Advisory League Tables' in transport infrastructure. Having worked on privately funded infrastructure schemes across the world, we provide industry leading advice to bidders, vendors and governments on potential risks and opportunities for the purpose of financing, acquisition and disposal of major transport and social infrastructure assets across the world. With a strong forward workload of high profile project opportunities, we are delighted to be growing our team to support a range of exciting workstreams, helping our clients achieve successful and sustainable delivery of transport infrastructure world wide. We believe in empowering our people and giving them the opportunities to shine. Being an employee owned company means that our people are dedicated and passionate about what they do, and it is the reason why we are at the forefront of our industry. We are always looking to find new colleagues that share these values. The successful candidate will enjoy working as part of our existing technical due diligence team and will be required to: Demonstrate experience and/or interest in Project Financing, Mergers and Acquisitions, Technical and Commercial Risk Assessment for major transport or social infrastructure projects Undertake technical analysis, report writing and presentations to clients Have knowledge and/or desire to learn about: long term investment planning, decision support, information management, risk and resilience, financial modelling, statistical analysis, regulatory monitoring and reporting and asset management Support senior team to deliver effective, high quality proposals and engage in business development in the UK and overseas Strong analytical, report writing and communication skills Understanding of the transport infrastructure advisory market or prior experience of advising private sector clients Proven ability in leading projects and/or workstreams to a successful conclusion Client facing and/or client side experience Foreign language skills desirable (in particular, Dutch, Spanish, Portuguese, French, German, Italian) Experience in advising investors on assets including: motorways, airports, locks, rolling stock, railways, ports/maritime, and social infrastructure An engineering degree Why join us We believe in empowering our people and giving them the opportunities to shine. As an employee owned company means that our team are dedicated and passionate about what they do, and that's the reason why we are at the forefront of our industry. Steer has 5 offices in the UK: London, Leeds, Hemel Hempstead, Manchester and Birmingham. Steer is an equal opportunity employer and welcomes all candidates regardless of race, color, ancestry, gender identity or expression, religion, national origin, sexual orientation, age, citizenship, marital status, disability, Veteran status, or any other legally protected status. Any other human expressions and experiences not mentioned here are equally welcome. If you require an accommodation, now or throughout your employment, please let us know. We offer a competitive benefits package including: Private medical insurance and health screening Life assurance and group income protection Company pension scheme EAP and mental health first aiders 25 days annual leave and ability to buy and sell annual leave days, Season Ticket Loan/ Cycle to Work, Group Share Incentive Plan, Up to 5 days for volunteering activities Free Mortgage advice service Discretionary bonus scheme based on annual compensation (dependent upon individual and company performance). Learning and Development plan Compensation Steer is committed to ensuring that all its employees are compensated a fair, livable wage. All initial compensation, regardless of location, may be subject to change as skills, abilities, internal equity and geographic location are taken into account. In addition to base salary, all employees will be eligible for an annual discretionary performance bonus. Please review the benefits section for more information on total reward. Steer reserves the right to ultimately pay more or less than the posted range and offer additional compensation. Work Environment All Steer employees seeking a full time opportunity are encouraged to spend 60% of their time either in the office or on site with clients. An employee's typical work week consists of 37.5 hours (Hours, expectations, and exemption status will be adjusted for any applicant seeking a part time opportunity.) We understand that some may be dissuaded to apply based off their compatibility with the job description. That being said, we understand that not everyone is a perfect match on paper and encourage anyone to apply regardless of how much their work experience directly relates to the job description. Part time and flexible working applications will be considered. Ready to apply? Just complete our briefonline application formand attach your CV and covering letter.
Director, Corporate Development
Law Business Research Limited
Director, Corporate Development Department: Business Operations Employment Type: Full Time Location: London Reporting To: Richard Caruso Description Join us for a bright future Discover where your talent fits best at ALM! Our network of more than 450+ employees globally is united by a shared understanding that the work we do makes a direct impact on the success of our customers and audiences. Our collaborative environment provides a vast amount of opportunities for career development. Our goal is to hire industry's top talent, offer growth opportunities and provide a fulfilling working environment. Here at ALM, we are a customer-focused and market-driven company dedicated to the success of the customers we serve with our information products and marketing services and events. Across ALM, our teams deliver premium content to professionals in the legal, finance, real estate and insurance industries. We promote and value innovation and an entrepreneurial spirit. We believe that integrity must be at the heart of everything we do. We foster an environment of trust and teamwork and believe that employee empowerment drives our progress and success as a business. We insist on quality and continuous improvement in all that we do. We have a winning attitude and seek to celebrate all of our successes big and small. ALM / Law Business Research ALM / Law Business Research is seeking a Director, Corporate Development, to support M&A and strategic investments across a global, tech-enabled legal information and events platform. Reporting to the Chief Strategy Officer, this role will combine rigorous market and financial analysis, structured problem solving, and cross functional leadership to shape and execute the company's long term strategy. ALM / Law Business Research is a leading, technology enabled information services and events company serving the global legal industry with news, data, analytics, and performance insights. The combined business operates globally with a broad portfolio of subscription information products, proprietary data sets, workflow tools, and premium events serving law firms, in house counsel, and adjacent professional services segments. Key Responsibilities Lead and support development of the corporate and inorganic growth roadmap through market research, target mapping, and analysis of trends across legal information, data/analytics, workflow tools, and events. Build and maintain detailed profiles and financial summaries for priority markets, strategic opportunities, and potential acquisition or partnership targets, including preliminary valuation and strategic fit assessments. Support and, where appropriate, lead workstreams in end to end deal execution: financial modeling, valuation scenarios, due diligence coordination, and preparation of transaction documentation in partnership with the CSO and finance team. Develop clear, well structured materials (strategy narratives, investment memos, presentations) for executive leadership and the Board related to corporate strategy, M&A pipeline, and key strategic initiatives. Partner closely with product, commercial, finance, technology, and operations leaders to build business cases, size opportunities, estimate synergies, shape integration plans, and track post close or post launch performance against strategic theses. Conduct competitive and market landscape analyses to inform build-buy-partner recommendations and to refine perspectives on priority customer segments, geographies, and themes. Establish and maintain a structured view of the external ecosystem (competitors, disruptors, adjacent markets) and translate insights into actionable recommendations for product, go to market, and corporate development. Cultivate and maintain relationships with bankers, advisors, and target companies in coordination with senior corporate development and strategy leaders. Contribute to and help facilitate the annual and multi year strategic planning process, including objective setting, KPI definition, and progress tracking. Skills, Knowledge and Expertise 5+ years of experience in strategy consulting, investment banking, transaction advisory, private equity, and/or corporate strategy/development, ideally focused on information services, software, or other B2B recurring revenue businesses. Demonstrated experience contributing to or leading end to end M&A or strategic transaction processes, including financial modelling, valuation, due diligence, and preparation of executive or investment committee materials. Strong analytical and financial skills, with the ability to build robust models, synthesize complex quantitative and qualitative data, and translate insights into clear, actionable recommendations for non financial stakeholders. Strategic and commercially minded, with exposure to market landscaping, growth strategy, pricing, and/or go to market topics for digital or information led businesses. Highly organized and detail oriented, with a track record of managing multiple concurrent projects and stakeholders in a fast paced, global environment. Excellent written and verbal communication skills, including the ability to structure complex problems, craft compelling narratives, and collaborate effectively across editorial, product, technology, finance, and commercial teams. Comfortable operating with a mix of autonomy and collaboration, with a proactive, resourceful, and low ego working style. Bachelor's degree required; advanced degree (e.g., MBA) is a plus but not required with relevant experience. Benefits Our people are our most valuable asset, as such, we offer a wide range of benefits to help ensure that all are supported: Start of employment: Eye care Employee Assistance Programme A day off for your birthday After 3 months employment: Pension (4% employer contribution and 4% employee contribution) After 4 months employment: Life assurance After probation: Cycle to work scheme Season ticket loan £350 annual wellbeing allowance to contribute to gym memberships or fitness classes Puregym access Perks at work platform access After 1 year service: Private healthcare Additional Perks: Company socials Access to Employee Affinity Networks Mentoring scheme Volunteering Day Mortgage Advice Work from anywhere (2 weeks) Generous parental leave We are committed to making our organisation an inclusive, respectful & engaging place to work with a culture shaped by our core values that promote equality, collaboration & respect in everything we do. We are proud to be part of the Disability Confident Scheme, meaning we are committed to being inclusive and accessible, which starts with our application and recruitment process. If you do require any reasonable adjustments to be made, please let us know as part of our application page. At Law Business Research, we believe in the power of growth and the importance of nurturing talent. We have learned that building the right team delivers extraordinary results. Our fast paced journey to becoming a global technology driven information service provider has been built upon the values we hold close: rewarding excellence, providing meaningful work on our leading brands, and fostering an inclusive environment that is diverse, connected, and supportive. By doing this, we have grown together and achieved global success. Join us and be a part of a journey where your contributions are valued, your impact is significant, and your growth is our priority.
Apr 07, 2026
Full time
Director, Corporate Development Department: Business Operations Employment Type: Full Time Location: London Reporting To: Richard Caruso Description Join us for a bright future Discover where your talent fits best at ALM! Our network of more than 450+ employees globally is united by a shared understanding that the work we do makes a direct impact on the success of our customers and audiences. Our collaborative environment provides a vast amount of opportunities for career development. Our goal is to hire industry's top talent, offer growth opportunities and provide a fulfilling working environment. Here at ALM, we are a customer-focused and market-driven company dedicated to the success of the customers we serve with our information products and marketing services and events. Across ALM, our teams deliver premium content to professionals in the legal, finance, real estate and insurance industries. We promote and value innovation and an entrepreneurial spirit. We believe that integrity must be at the heart of everything we do. We foster an environment of trust and teamwork and believe that employee empowerment drives our progress and success as a business. We insist on quality and continuous improvement in all that we do. We have a winning attitude and seek to celebrate all of our successes big and small. ALM / Law Business Research ALM / Law Business Research is seeking a Director, Corporate Development, to support M&A and strategic investments across a global, tech-enabled legal information and events platform. Reporting to the Chief Strategy Officer, this role will combine rigorous market and financial analysis, structured problem solving, and cross functional leadership to shape and execute the company's long term strategy. ALM / Law Business Research is a leading, technology enabled information services and events company serving the global legal industry with news, data, analytics, and performance insights. The combined business operates globally with a broad portfolio of subscription information products, proprietary data sets, workflow tools, and premium events serving law firms, in house counsel, and adjacent professional services segments. Key Responsibilities Lead and support development of the corporate and inorganic growth roadmap through market research, target mapping, and analysis of trends across legal information, data/analytics, workflow tools, and events. Build and maintain detailed profiles and financial summaries for priority markets, strategic opportunities, and potential acquisition or partnership targets, including preliminary valuation and strategic fit assessments. Support and, where appropriate, lead workstreams in end to end deal execution: financial modeling, valuation scenarios, due diligence coordination, and preparation of transaction documentation in partnership with the CSO and finance team. Develop clear, well structured materials (strategy narratives, investment memos, presentations) for executive leadership and the Board related to corporate strategy, M&A pipeline, and key strategic initiatives. Partner closely with product, commercial, finance, technology, and operations leaders to build business cases, size opportunities, estimate synergies, shape integration plans, and track post close or post launch performance against strategic theses. Conduct competitive and market landscape analyses to inform build-buy-partner recommendations and to refine perspectives on priority customer segments, geographies, and themes. Establish and maintain a structured view of the external ecosystem (competitors, disruptors, adjacent markets) and translate insights into actionable recommendations for product, go to market, and corporate development. Cultivate and maintain relationships with bankers, advisors, and target companies in coordination with senior corporate development and strategy leaders. Contribute to and help facilitate the annual and multi year strategic planning process, including objective setting, KPI definition, and progress tracking. Skills, Knowledge and Expertise 5+ years of experience in strategy consulting, investment banking, transaction advisory, private equity, and/or corporate strategy/development, ideally focused on information services, software, or other B2B recurring revenue businesses. Demonstrated experience contributing to or leading end to end M&A or strategic transaction processes, including financial modelling, valuation, due diligence, and preparation of executive or investment committee materials. Strong analytical and financial skills, with the ability to build robust models, synthesize complex quantitative and qualitative data, and translate insights into clear, actionable recommendations for non financial stakeholders. Strategic and commercially minded, with exposure to market landscaping, growth strategy, pricing, and/or go to market topics for digital or information led businesses. Highly organized and detail oriented, with a track record of managing multiple concurrent projects and stakeholders in a fast paced, global environment. Excellent written and verbal communication skills, including the ability to structure complex problems, craft compelling narratives, and collaborate effectively across editorial, product, technology, finance, and commercial teams. Comfortable operating with a mix of autonomy and collaboration, with a proactive, resourceful, and low ego working style. Bachelor's degree required; advanced degree (e.g., MBA) is a plus but not required with relevant experience. Benefits Our people are our most valuable asset, as such, we offer a wide range of benefits to help ensure that all are supported: Start of employment: Eye care Employee Assistance Programme A day off for your birthday After 3 months employment: Pension (4% employer contribution and 4% employee contribution) After 4 months employment: Life assurance After probation: Cycle to work scheme Season ticket loan £350 annual wellbeing allowance to contribute to gym memberships or fitness classes Puregym access Perks at work platform access After 1 year service: Private healthcare Additional Perks: Company socials Access to Employee Affinity Networks Mentoring scheme Volunteering Day Mortgage Advice Work from anywhere (2 weeks) Generous parental leave We are committed to making our organisation an inclusive, respectful & engaging place to work with a culture shaped by our core values that promote equality, collaboration & respect in everything we do. We are proud to be part of the Disability Confident Scheme, meaning we are committed to being inclusive and accessible, which starts with our application and recruitment process. If you do require any reasonable adjustments to be made, please let us know as part of our application page. At Law Business Research, we believe in the power of growth and the importance of nurturing talent. We have learned that building the right team delivers extraordinary results. Our fast paced journey to becoming a global technology driven information service provider has been built upon the values we hold close: rewarding excellence, providing meaningful work on our leading brands, and fostering an inclusive environment that is diverse, connected, and supportive. By doing this, we have grown together and achieved global success. Join us and be a part of a journey where your contributions are valued, your impact is significant, and your growth is our priority.
SF Partners
Sales Advisor
SF Partners Coventry, Warwickshire
SF Recruitment have partnered with an organisation in Coventry who are looking to recruit a permanent Sales Advisor, ideally from the construction industry to operate from one of their sites. Salary: £33,000 Working pattern: either Thurs-Mon 10am-5pm or Saturday - Weds 10am-5pm with 1 weekend off every 4 weeks Responsibilities will include: Maintaining an up to date knowledge of the product and its construction, relevant local information, competitors, our unique selling points, Ensuring Health & Safety Policy and Personal Safety Policy is adhered to and all visitors are made aware of the requirements to wear PPE when entering the construction areas of the development. Initiating approaches to prospects, recording and following up all visitors, regularly updating and progressing all prospects via Weekly Visitors Analysis forms and CRM system. Taking reservations and initiating all paperwork with speed and accuracy to support such sales, ensuring all purchasers understand the sales process, including financial and legal aspects. Ensuring all timescales are adhered to by pro-active contract and completion progressing to meet or exceed set targets. Building up good working relationships and having a continuous liaison with solicitors, estate agents, banks and building society managers and valuers. Regular contact with the recommended Financial Advisor to ensure knowledge of the mortgage market and available products is up to date. Complying with and uphold company policies and procedures. Undertaking any additional tasks as may reasonably be required from time to time.
Apr 06, 2026
Full time
SF Recruitment have partnered with an organisation in Coventry who are looking to recruit a permanent Sales Advisor, ideally from the construction industry to operate from one of their sites. Salary: £33,000 Working pattern: either Thurs-Mon 10am-5pm or Saturday - Weds 10am-5pm with 1 weekend off every 4 weeks Responsibilities will include: Maintaining an up to date knowledge of the product and its construction, relevant local information, competitors, our unique selling points, Ensuring Health & Safety Policy and Personal Safety Policy is adhered to and all visitors are made aware of the requirements to wear PPE when entering the construction areas of the development. Initiating approaches to prospects, recording and following up all visitors, regularly updating and progressing all prospects via Weekly Visitors Analysis forms and CRM system. Taking reservations and initiating all paperwork with speed and accuracy to support such sales, ensuring all purchasers understand the sales process, including financial and legal aspects. Ensuring all timescales are adhered to by pro-active contract and completion progressing to meet or exceed set targets. Building up good working relationships and having a continuous liaison with solicitors, estate agents, banks and building society managers and valuers. Regular contact with the recommended Financial Advisor to ensure knowledge of the mortgage market and available products is up to date. Complying with and uphold company policies and procedures. Undertaking any additional tasks as may reasonably be required from time to time.
Purely Recruitment Solutions
Mortgage Advisor
Purely Recruitment Solutions Corsham, Wiltshire
Mortgage Advisor Corsham Full Time - Permanent Salary is dependent on experience We are currently recruiting for a Mortgage Advisor to join our client based in Corsham. Mortgage Sales Advise clients on the mortgage process by finding them the best deal. Actively take new leads by answering the phone and contacting Future Prospect's Conduct a thorough first call and fact find with clients Ensure all technical jargon and choice explained to line in line with FCA regulation Research the Market Place for the best product for your client in accordance with their needs Give best advice on the most appropriate deal for the client Perform a recommendation (second) call with the client within 2-4 hours of first call Request documentation from the client in line with process Perform a full check that the documents are correct and abide by ML, FCA and Company process' Write, complete, and send suitability letter to client within 24 hours of an application being submitted Actively chase all clients through to application Submit Mortgage Applications in a timely fashion In-House Referrals Actively introduce the services of the company in line with process Spot opportunity and introduce the services of the company as and when required Third Party Referrals Actively introduce third party services of Solicitors, Wills, Trust and Financial Advice. Compliance & Other Send clients all regulatory disclosures and paperwork as required, in line with company procedures Follow company policies and procedures and keep abreast of any changes that are communicated to you from the Compliance department via email. Lead to recommendation conversions to be minimum 80% Lead to application conversions to be minimum 50% Aim to answer the phone within 3 rings Minimum Qualifications and Skills List Qualifications Full CeMap level 3 CAS within 12 months of start date Communication Skills Communicate clearly and concisely, orally and in writing with clients, colleagues, and business contacts Technical Skills Good working knowledge of IT systems relevant to job role Excellent product / industry knowledge Adhere to company standards and procedures at all times including compliance regulations Sufficient depth of technical knowledge to operate efficiently with a low level of supervision A full understanding of the Mortgage & Protection Markets Personal Responsibility and Drive Prioritises effectively Deadlines are met, and work is regularly error free Make confident, effective decisions within scope of job role Portrays a professional image at all times Working with Others Actively participates and co-operates with others Builds effective relationships and contributes to team spirit Negotiates effectively with colleagues and outside agencies Excellent interpersonal skills By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
Apr 06, 2026
Full time
Mortgage Advisor Corsham Full Time - Permanent Salary is dependent on experience We are currently recruiting for a Mortgage Advisor to join our client based in Corsham. Mortgage Sales Advise clients on the mortgage process by finding them the best deal. Actively take new leads by answering the phone and contacting Future Prospect's Conduct a thorough first call and fact find with clients Ensure all technical jargon and choice explained to line in line with FCA regulation Research the Market Place for the best product for your client in accordance with their needs Give best advice on the most appropriate deal for the client Perform a recommendation (second) call with the client within 2-4 hours of first call Request documentation from the client in line with process Perform a full check that the documents are correct and abide by ML, FCA and Company process' Write, complete, and send suitability letter to client within 24 hours of an application being submitted Actively chase all clients through to application Submit Mortgage Applications in a timely fashion In-House Referrals Actively introduce the services of the company in line with process Spot opportunity and introduce the services of the company as and when required Third Party Referrals Actively introduce third party services of Solicitors, Wills, Trust and Financial Advice. Compliance & Other Send clients all regulatory disclosures and paperwork as required, in line with company procedures Follow company policies and procedures and keep abreast of any changes that are communicated to you from the Compliance department via email. Lead to recommendation conversions to be minimum 80% Lead to application conversions to be minimum 50% Aim to answer the phone within 3 rings Minimum Qualifications and Skills List Qualifications Full CeMap level 3 CAS within 12 months of start date Communication Skills Communicate clearly and concisely, orally and in writing with clients, colleagues, and business contacts Technical Skills Good working knowledge of IT systems relevant to job role Excellent product / industry knowledge Adhere to company standards and procedures at all times including compliance regulations Sufficient depth of technical knowledge to operate efficiently with a low level of supervision A full understanding of the Mortgage & Protection Markets Personal Responsibility and Drive Prioritises effectively Deadlines are met, and work is regularly error free Make confident, effective decisions within scope of job role Portrays a professional image at all times Working with Others Actively participates and co-operates with others Builds effective relationships and contributes to team spirit Negotiates effectively with colleagues and outside agencies Excellent interpersonal skills By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
AWD Online
Mortgage Advisor / Life & Protection Financial Advisor
AWD Online Wokingham, Berkshire
Mortgage Advisor / Life & Protection Financial Advisor An exciting opportunity for a self-employed Mortgage Advisor / Life & Protection Financial Advisor to provide expert mortgage advice, protection solutions, and client-focused financial services while building strong client relationships and growing a successful advisory business click apply for full job details
Apr 05, 2026
Contractor
Mortgage Advisor / Life & Protection Financial Advisor An exciting opportunity for a self-employed Mortgage Advisor / Life & Protection Financial Advisor to provide expert mortgage advice, protection solutions, and client-focused financial services while building strong client relationships and growing a successful advisory business click apply for full job details
AWD Online
Mortgage Advisor / Life & Protection Financial Advisor
AWD Online Worcester, Worcestershire
Mortgage Advisor / Life & Protection Financial Advisor A fantastic opportunity for a Mortgage Advisor / Financial Advisor to deliver whole-of-market mortgage and protection advice in a fully remote, flexible, self-employed role with pre-qualified leads and strong earning potential. If youve also worked in the following roles, wed also like to hear from you: Mortgage Consultant, Protection Advisor, L click apply for full job details
Apr 05, 2026
Contractor
Mortgage Advisor / Life & Protection Financial Advisor A fantastic opportunity for a Mortgage Advisor / Financial Advisor to deliver whole-of-market mortgage and protection advice in a fully remote, flexible, self-employed role with pre-qualified leads and strong earning potential. If youve also worked in the following roles, wed also like to hear from you: Mortgage Consultant, Protection Advisor, L click apply for full job details
Mortgage Advisor
Anderson Recruitment Gloucester, Gloucestershire
Due to continued growth, our market-leading, award-winning Estate Agency client is seeking Experienced Mortgage Advisors to join their successful team. They have permanent opportunities available in both their Gloucester and Stroud offices. This is a fantastic opportunity to join a well-established company that prides itself on providing an exceptional service to all its customers click apply for full job details
Apr 04, 2026
Full time
Due to continued growth, our market-leading, award-winning Estate Agency client is seeking Experienced Mortgage Advisors to join their successful team. They have permanent opportunities available in both their Gloucester and Stroud offices. This is a fantastic opportunity to join a well-established company that prides itself on providing an exceptional service to all its customers click apply for full job details
Kings Permanent Recruitment Ltd
Estate Agent Property Valuer / Property Lister
Kings Permanent Recruitment Ltd
Description: Estate Agent Property Valuer / Property Lister Our clients are seeking an experienced Property Valuer who is capable of expanding listing across a geographical area. Someone who is capable of winning instructions from the competition and helping the operation increase overall market share. Are you an experienced Senior Negotiator / Property Valuer looking for a new refreshing challenge? If so, apply today! 23,000 Basic SalaryCompany Car or Car allowanceGuaranteed commission 40,000+ Uncapped On Target EarningsHoliday Commission, 33 days paid Holiday (plus an extra day off for your birthday), Private Healthcare, Pension, Life Insurance, Company Rewards and Incentives, Employee Assistance Scheme Estate Agent Property Valuer / Property Lister - The Role: Our customer's experience starts with YOU! You help us make sure our customers get the best price for their propertiesSuccessfully list a targeted number of properties, advising and helping our vendors sell their homes for the best priceKeep abreast of current market conditions and have a good knowledge of your local marketIdentifying new leads and generating new business to improve performanceWork closely with your team, downloading new properties and agreeing a suitable strategy to match up potential purchasersGeneral assistance to the Branch Manager in the day to day running of the estate agency businessHelping motivate and inspire your team, running morning meetings in the absence of the Branch Manager Estate Agent Property Valuer / Property Lister - Attributes you will Possess: An ability to build great relationships with drive, determination, pace, passion, and enthusiasm!You will have to work hard to keep up with the challenges you will face and be focused on turning the "ordinary" into the "extraordinary"Getting stuck in and making things happenAmbitious and self-motivated with the ability to work under pressureOur company values are central to our ethos, and we work with customers and colleagues alike treating them with courtesy, honesty, trust and respect. You too will need a great work ethic and matching values with heaps of positivity and energyYou will need a full driving license Estate Agent Property Valuer / Property Lister - Who are we? A company that values customers and colleagues alike (currently 4.5/5 on Trustpilot)A company that listens to its colleagues from yearly staff survey feedback (see our website for results of 90%+)A company that invests in its people from Day 1 with the best ongoing training and developmentOngoing professional continuous development with like-minded people who are keen to share their experiences to help you be "the best you can be"A company that embraces change and moves with the timesAccess to up-to-date company communication via social media and WhatsApp groupsHelping the community is high on our agenda and we definitely put our money where our mouths are! We have raised millions over the years for many deserving causes and we even pay entrance fees for our colleagues who want to get involved with raising money for local or national charities Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of! Kings Permanent Recruitment is a Specialist Estate Agency Recruitment Service dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector; Sales, Lettings, Property & Block Management, RICS Surveyors, Land and New Homes, Mortgage and Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment website for all of our vacancies. Find Adam Howes on LinkedIn.
Apr 04, 2026
Full time
Description: Estate Agent Property Valuer / Property Lister Our clients are seeking an experienced Property Valuer who is capable of expanding listing across a geographical area. Someone who is capable of winning instructions from the competition and helping the operation increase overall market share. Are you an experienced Senior Negotiator / Property Valuer looking for a new refreshing challenge? If so, apply today! 23,000 Basic SalaryCompany Car or Car allowanceGuaranteed commission 40,000+ Uncapped On Target EarningsHoliday Commission, 33 days paid Holiday (plus an extra day off for your birthday), Private Healthcare, Pension, Life Insurance, Company Rewards and Incentives, Employee Assistance Scheme Estate Agent Property Valuer / Property Lister - The Role: Our customer's experience starts with YOU! You help us make sure our customers get the best price for their propertiesSuccessfully list a targeted number of properties, advising and helping our vendors sell their homes for the best priceKeep abreast of current market conditions and have a good knowledge of your local marketIdentifying new leads and generating new business to improve performanceWork closely with your team, downloading new properties and agreeing a suitable strategy to match up potential purchasersGeneral assistance to the Branch Manager in the day to day running of the estate agency businessHelping motivate and inspire your team, running morning meetings in the absence of the Branch Manager Estate Agent Property Valuer / Property Lister - Attributes you will Possess: An ability to build great relationships with drive, determination, pace, passion, and enthusiasm!You will have to work hard to keep up with the challenges you will face and be focused on turning the "ordinary" into the "extraordinary"Getting stuck in and making things happenAmbitious and self-motivated with the ability to work under pressureOur company values are central to our ethos, and we work with customers and colleagues alike treating them with courtesy, honesty, trust and respect. You too will need a great work ethic and matching values with heaps of positivity and energyYou will need a full driving license Estate Agent Property Valuer / Property Lister - Who are we? A company that values customers and colleagues alike (currently 4.5/5 on Trustpilot)A company that listens to its colleagues from yearly staff survey feedback (see our website for results of 90%+)A company that invests in its people from Day 1 with the best ongoing training and developmentOngoing professional continuous development with like-minded people who are keen to share their experiences to help you be "the best you can be"A company that embraces change and moves with the timesAccess to up-to-date company communication via social media and WhatsApp groupsHelping the community is high on our agenda and we definitely put our money where our mouths are! We have raised millions over the years for many deserving causes and we even pay entrance fees for our colleagues who want to get involved with raising money for local or national charities Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of! Kings Permanent Recruitment is a Specialist Estate Agency Recruitment Service dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector; Sales, Lettings, Property & Block Management, RICS Surveyors, Land and New Homes, Mortgage and Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment website for all of our vacancies. Find Adam Howes on LinkedIn.
Assistant Manager, Loan Portfolio Diligence
Interpath Advisory Leeds, Yorkshire
Interpath is an international and fast-growing advisory business with deep expertise in a broad range of specialisms spanning deals, advisory and restructuring capabilities. We deliver tangible results for global businesses, their investors, and stakeholders when complex problems arise, and critical decisions need to be made. Interpath is agile, independent, and conflict-free, and our passion for doing what's right, every time, sets us apart. Our diverse teams provide specialist technical knowledge combined with deep sector experience across our service line specialisms. Since our foundation in 2021, Interpath has grown rapidly, and we now have a presence across the UK, Ireland, France, Germany, Austria, Spain, BVI, Cayman Islands, Bermuda, Barbados, and Hong Kong. By 2030 we aim to be one of the world's leading advisory firms with a truly global footprint. Interpath is seeking a self-motivated and detail-oriented Assistant Manager for our growing Loan Portfolio Diligence team, with a focus on securitisation and structured finance transactions. This is a hands on role with a dual focus: performing loan level diligence, re underwriting and data verification for private transactions, whilst having the ability to lead agreed upon procedures (AUP) testing for public securitisations, including oversight of junior team members. The role offers significant variety and exposure across a broad range of structured finance transactions. We perform diligence for private financing deals including asset based lending and forward flow transactions, as well as portfolio sales, significant risk transfers, and full public securitisations. Our clients include banks, investment funds, asset managers, loan origination platforms, and fintech lenders and we work across all asset classes, such as residential and commercial mortgages, auto loans, consumer credit, SME lending, asset finance, and more. Key Responsibilities Perform detailed loan level due diligence, re underwriting, and data verification for portfolios involved in private securitisation transactions. Review and interpret credit files, servicing data and loan documentation to assess credit quality and adherence to underwriting standards. Assess and critique lending policies to evaluate alignment with portfolio characteristics and credit risk appetite. Lead AUP testing for public securitisations, overseeing junior resources and ensuring accuracy and consistency with offering documents and required data templates. Review investor reporting to assess accuracy and produce recommendations for improvements. Co ordinate with internal teams and external stakeholders, including our clients, to ensure timely and high quality delivery of work. This position is ideal for candidates with a background in structured finance, credit risk or loan underwriting, whether from professional services, banking or industry. Typically 2-4 years of experience in loan portfolio analysis, credit risk, structured finance, or securitisation. Alternatively, a background in underwriting or credit assessment, either in professional services or within a lending institution, is highly relevant. An understanding of securitisation structures, and familiarity with AUP engagements and public securitisation reporting requirements is beneficial. Proficiency in Excel is required; experience with data analytics tools or cash flow modelling experience is a plus. Self motivated, with excellent communication skills. Detail oriented with a proactive problem solving approach. Ability to work both independently and collaboratively in a team setting. Commitment to professional development and continuous learning. At Interpath, our people lie at the heart of our business. That's why we provide employees with a competitive and comprehensive reward package including compelling salaries and a range of core and optional benefits. Read more about our benefits; Company Benefits - Interpath Unsolicited Resumes from Third Party Recruiters Please note that Interpath do not accept unsolicited resumes from third party recruiters. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Interpath will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Apr 03, 2026
Full time
Interpath is an international and fast-growing advisory business with deep expertise in a broad range of specialisms spanning deals, advisory and restructuring capabilities. We deliver tangible results for global businesses, their investors, and stakeholders when complex problems arise, and critical decisions need to be made. Interpath is agile, independent, and conflict-free, and our passion for doing what's right, every time, sets us apart. Our diverse teams provide specialist technical knowledge combined with deep sector experience across our service line specialisms. Since our foundation in 2021, Interpath has grown rapidly, and we now have a presence across the UK, Ireland, France, Germany, Austria, Spain, BVI, Cayman Islands, Bermuda, Barbados, and Hong Kong. By 2030 we aim to be one of the world's leading advisory firms with a truly global footprint. Interpath is seeking a self-motivated and detail-oriented Assistant Manager for our growing Loan Portfolio Diligence team, with a focus on securitisation and structured finance transactions. This is a hands on role with a dual focus: performing loan level diligence, re underwriting and data verification for private transactions, whilst having the ability to lead agreed upon procedures (AUP) testing for public securitisations, including oversight of junior team members. The role offers significant variety and exposure across a broad range of structured finance transactions. We perform diligence for private financing deals including asset based lending and forward flow transactions, as well as portfolio sales, significant risk transfers, and full public securitisations. Our clients include banks, investment funds, asset managers, loan origination platforms, and fintech lenders and we work across all asset classes, such as residential and commercial mortgages, auto loans, consumer credit, SME lending, asset finance, and more. Key Responsibilities Perform detailed loan level due diligence, re underwriting, and data verification for portfolios involved in private securitisation transactions. Review and interpret credit files, servicing data and loan documentation to assess credit quality and adherence to underwriting standards. Assess and critique lending policies to evaluate alignment with portfolio characteristics and credit risk appetite. Lead AUP testing for public securitisations, overseeing junior resources and ensuring accuracy and consistency with offering documents and required data templates. Review investor reporting to assess accuracy and produce recommendations for improvements. Co ordinate with internal teams and external stakeholders, including our clients, to ensure timely and high quality delivery of work. This position is ideal for candidates with a background in structured finance, credit risk or loan underwriting, whether from professional services, banking or industry. Typically 2-4 years of experience in loan portfolio analysis, credit risk, structured finance, or securitisation. Alternatively, a background in underwriting or credit assessment, either in professional services or within a lending institution, is highly relevant. An understanding of securitisation structures, and familiarity with AUP engagements and public securitisation reporting requirements is beneficial. Proficiency in Excel is required; experience with data analytics tools or cash flow modelling experience is a plus. Self motivated, with excellent communication skills. Detail oriented with a proactive problem solving approach. Ability to work both independently and collaboratively in a team setting. Commitment to professional development and continuous learning. At Interpath, our people lie at the heart of our business. That's why we provide employees with a competitive and comprehensive reward package including compelling salaries and a range of core and optional benefits. Read more about our benefits; Company Benefits - Interpath Unsolicited Resumes from Third Party Recruiters Please note that Interpath do not accept unsolicited resumes from third party recruiters. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Interpath will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Prestige Recruitment Group
Compliance Officer - File Review
Prestige Recruitment Group Warrington, Cheshire
Compliance Officer - File Review Location: Warrington, Cheshire Salary: £30,000 - £35,000 + Benefits Looking to take your compliance career to the next level? Our client, a fast-growing and highly regarded financial services firm, is on the hunt for a Compliance Officer (File Review) to join their dynamic team. If you've got an eye for detail, a passion for doing things right, and the confidence to support advisers in meeting FCA standards, this could be your perfect move. What you'll be doing: No two days are the same - you'll get involved in a wide range of compliance work, including: Reviewing adviser files across investments, pensions, mortgages, and protection. Producing audit reports and making sure remedial actions are completed quickly. Giving advisers the guidance and support they need to stay compliant. Keeping adviser compliance records up to date and accurate. Checking marketing materials to ensure they're fair, clear, and not misleading. Owning the compliance inbox - handling queries and supporting projects. Getting involved in T&C administration, recruitment processes, audit packs, and more. This is a role where you'll get broad exposure, not just file reviews - you'll be a key player in keeping the business running smoothly and compliantly. What we're looking for: Experience in compliance, file review, or auditing within financial services. Ideally, passed the Level 4 Diploma in Financial Planning or working towards the qualification. If you're a Financial Advisor and looking to move away from advising, please apply. Good knowledge of FCA rules and regulatory standards. Strong organisational skills and razor-sharp attention to detail. Confident communicator who can work with advisers and stakeholders. Proactive, solutions-focused, and ready to take ownership. What's in it for you? A competitive salary + benefits package. Exposure to a wide range of compliance areas. A collaborative, supportive culture where your contribution matters. Ready to step up? Apply now and take the next big step in your compliance career!
Apr 03, 2026
Full time
Compliance Officer - File Review Location: Warrington, Cheshire Salary: £30,000 - £35,000 + Benefits Looking to take your compliance career to the next level? Our client, a fast-growing and highly regarded financial services firm, is on the hunt for a Compliance Officer (File Review) to join their dynamic team. If you've got an eye for detail, a passion for doing things right, and the confidence to support advisers in meeting FCA standards, this could be your perfect move. What you'll be doing: No two days are the same - you'll get involved in a wide range of compliance work, including: Reviewing adviser files across investments, pensions, mortgages, and protection. Producing audit reports and making sure remedial actions are completed quickly. Giving advisers the guidance and support they need to stay compliant. Keeping adviser compliance records up to date and accurate. Checking marketing materials to ensure they're fair, clear, and not misleading. Owning the compliance inbox - handling queries and supporting projects. Getting involved in T&C administration, recruitment processes, audit packs, and more. This is a role where you'll get broad exposure, not just file reviews - you'll be a key player in keeping the business running smoothly and compliantly. What we're looking for: Experience in compliance, file review, or auditing within financial services. Ideally, passed the Level 4 Diploma in Financial Planning or working towards the qualification. If you're a Financial Advisor and looking to move away from advising, please apply. Good knowledge of FCA rules and regulatory standards. Strong organisational skills and razor-sharp attention to detail. Confident communicator who can work with advisers and stakeholders. Proactive, solutions-focused, and ready to take ownership. What's in it for you? A competitive salary + benefits package. Exposure to a wide range of compliance areas. A collaborative, supportive culture where your contribution matters. Ready to step up? Apply now and take the next big step in your compliance career!
First Mortgage
Mortgage & Protection Advisor
First Mortgage
Mortgage Advisor-(Piccadilly, Manchester) Salary: £33,000 + Uncapped Commission (OTE £70,000-£80,000) First Mortgage is a leading UK fee-free mortgage broker , known for its customer-first approach and excellent service. As part of Mortgage Advice Bureau (MAB), advisors benefit from access to a wide lender panel, strong support, and a modern, forward-thinking environment click apply for full job details
Apr 03, 2026
Full time
Mortgage Advisor-(Piccadilly, Manchester) Salary: £33,000 + Uncapped Commission (OTE £70,000-£80,000) First Mortgage is a leading UK fee-free mortgage broker , known for its customer-first approach and excellent service. As part of Mortgage Advice Bureau (MAB), advisors benefit from access to a wide lender panel, strong support, and a modern, forward-thinking environment click apply for full job details
Senior Community Banker
First Horizon
Nelson Rd 4440 Nelson Rd Lake Charles, LA 70605, USA Description Location: On site at location listed in job posting Summary Provides full-service banking to high-net-worth individuals. Manages the basic to moderately complex accounts. Essential Duties and Responsibilities Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions. Cross-sells retail and trust services such as credit cards, personal trusts, and investment, financial, and estate planning services. Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Builds and maintains a portfolio mix of targeted high value and high potential clients. Performs all other duties as assigned. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at . Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave 401(k) with 6% match More Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
Apr 03, 2026
Full time
Nelson Rd 4440 Nelson Rd Lake Charles, LA 70605, USA Description Location: On site at location listed in job posting Summary Provides full-service banking to high-net-worth individuals. Manages the basic to moderately complex accounts. Essential Duties and Responsibilities Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions. Cross-sells retail and trust services such as credit cards, personal trusts, and investment, financial, and estate planning services. Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Builds and maintains a portfolio mix of targeted high value and high potential clients. Performs all other duties as assigned. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at . Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave 401(k) with 6% match More Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
G2 Legal Limited
Conveyancer
G2 Legal Limited Chesterfield, Derbyshire
Residential Conveyancing Fee Earner Location: Chesterfield Salary: Competitive, DOE Employment Type: Full-time, Permanent We are seeking an ambitious and career-minded Residential Conveyancing Fee Earner to join a busy and growing residential property team in Chesterfield. This is an excellent opportunity for a motivated Conveyancer to manage their own caseload while supporting the development and growth of the department. The Role: You will handle a wide range of residential property transactions while contributing to the marketing and development of the team's services. Working within a supportive and professional environment, you will have access to a varied caseload and opportunities to progress your career. Key Responsibilities: Manage a mixed caseload including sales, purchases, re-mortgages, new builds, freehold and leasehold properties and registered/unregistered titles Handle shared ownership, right-to-buy, transfers of equity and assents/severances of joint tenancies Deliver excellent client care and liaise with clients, estate agents, lenders and third-party advisors Use the firm's case management system to maintain accurate records and ensure compliance Contribute to team development and assist with supervising colleagues where needed About You: Minimum of 2+ years residential conveyancing experience , ideally in a busy, fast-moving department Strong communication and IT skills, particularly in client-facing situations Confident handling a variety of conveyancing matters independently Proactive, results-focused and able to work effectively as part of a team Networking skills and the ability to develop strong professional relationships What's on Offer? Competitive salary, based on experience Recognition and achievement awards Pension scheme with employer contributions Generous holiday entitlement, including a day off for your birthday CPD and professional development support Genuine career progression opportunities within a growing practice Friendly, supportive office culture with a strong work-life balance Centrally located Chesterfield office with excellent road and rail links If you are an experienced Residential Conveyancer looking to join a supportive and progressive team, we would love to hear from you. Send your CV to Steven Wade at G2 Legal or call for a confidential discussion.
Apr 03, 2026
Full time
Residential Conveyancing Fee Earner Location: Chesterfield Salary: Competitive, DOE Employment Type: Full-time, Permanent We are seeking an ambitious and career-minded Residential Conveyancing Fee Earner to join a busy and growing residential property team in Chesterfield. This is an excellent opportunity for a motivated Conveyancer to manage their own caseload while supporting the development and growth of the department. The Role: You will handle a wide range of residential property transactions while contributing to the marketing and development of the team's services. Working within a supportive and professional environment, you will have access to a varied caseload and opportunities to progress your career. Key Responsibilities: Manage a mixed caseload including sales, purchases, re-mortgages, new builds, freehold and leasehold properties and registered/unregistered titles Handle shared ownership, right-to-buy, transfers of equity and assents/severances of joint tenancies Deliver excellent client care and liaise with clients, estate agents, lenders and third-party advisors Use the firm's case management system to maintain accurate records and ensure compliance Contribute to team development and assist with supervising colleagues where needed About You: Minimum of 2+ years residential conveyancing experience , ideally in a busy, fast-moving department Strong communication and IT skills, particularly in client-facing situations Confident handling a variety of conveyancing matters independently Proactive, results-focused and able to work effectively as part of a team Networking skills and the ability to develop strong professional relationships What's on Offer? Competitive salary, based on experience Recognition and achievement awards Pension scheme with employer contributions Generous holiday entitlement, including a day off for your birthday CPD and professional development support Genuine career progression opportunities within a growing practice Friendly, supportive office culture with a strong work-life balance Centrally located Chesterfield office with excellent road and rail links If you are an experienced Residential Conveyancer looking to join a supportive and progressive team, we would love to hear from you. Send your CV to Steven Wade at G2 Legal or call for a confidential discussion.
Commercial Insurance Advisor
Get Recruited Ltd Tamworth, Staffordshire
COMMERCIAL INSURANCE ADVISOR BASIC SALARY + UNCAPPED COMMISSION (OTE £50,000+) TAMWORTH + HYBRID WORKING AVAILABLE An exciting opportunity has arisen for an experienced Insurance Adviser to join a growing and high-performing financial services team. This role is ideal for a motivated, customer-focused professional who thrives in a sales environment but prefers warm leads. You will provide expert advice on insurance and protection products including life insurance, critical illness and property protection as well as commercial combined insurance products to existing clients. The Role: Contact prospective clients using the company CRM database via telephone Conduct detailed fact-finds to understand clients' needs and recommend suitable protection solutions Provide advice on life insurance, critical illness and property protection products Explain policy features and benefits clearly to customers Negotiate policy terms and premiums with insurers where appropriate Manage applications, maintain accurate client records and complete sales administration Work towards agreed KPIs and sales targets Collaborate with mortgage advisers to support clients through the home buying process Provide excellent ongoing customer service The Person: Experience in Commercial Insurance and Cert CII qualified (essential) Proven track record of meeting or exceeding sales targets / KPIs Previous outbound calling experience Confident communicator with strong relationship-building skills Well organised with the ability to manage a pipeline effectively Experience using CRM systems and sales tracking tools Motivated, driven and results focused The Package: Basic salary 35,000 plus uncapped commission (circa £2,000 per month commission potential) Hybrid working available Supportive, collaborative team environment Opportunity to join a growing financial services business To Apply: If you are a qualified Insurance Adviser looking for a role where you can maximise your earning potential while delivering valuable advice to clients, we would love to hear from you. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.
Apr 03, 2026
Full time
COMMERCIAL INSURANCE ADVISOR BASIC SALARY + UNCAPPED COMMISSION (OTE £50,000+) TAMWORTH + HYBRID WORKING AVAILABLE An exciting opportunity has arisen for an experienced Insurance Adviser to join a growing and high-performing financial services team. This role is ideal for a motivated, customer-focused professional who thrives in a sales environment but prefers warm leads. You will provide expert advice on insurance and protection products including life insurance, critical illness and property protection as well as commercial combined insurance products to existing clients. The Role: Contact prospective clients using the company CRM database via telephone Conduct detailed fact-finds to understand clients' needs and recommend suitable protection solutions Provide advice on life insurance, critical illness and property protection products Explain policy features and benefits clearly to customers Negotiate policy terms and premiums with insurers where appropriate Manage applications, maintain accurate client records and complete sales administration Work towards agreed KPIs and sales targets Collaborate with mortgage advisers to support clients through the home buying process Provide excellent ongoing customer service The Person: Experience in Commercial Insurance and Cert CII qualified (essential) Proven track record of meeting or exceeding sales targets / KPIs Previous outbound calling experience Confident communicator with strong relationship-building skills Well organised with the ability to manage a pipeline effectively Experience using CRM systems and sales tracking tools Motivated, driven and results focused The Package: Basic salary 35,000 plus uncapped commission (circa £2,000 per month commission potential) Hybrid working available Supportive, collaborative team environment Opportunity to join a growing financial services business To Apply: If you are a qualified Insurance Adviser looking for a role where you can maximise your earning potential while delivering valuable advice to clients, we would love to hear from you. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.
easywebrecruitment.com
Sales Consultant
easywebrecruitment.com Peterborough, Cambridgeshire
A place to make things happen Location: Peterborough, Hybrid Salary: £39,178 per annum (including car allowance) Contract: Permanent, 35 hours per week, Monday Friday 9am 5pm, with evening/weekend work as required (currently 1 in 4 Saturdays) They believe everyone should have a safe, affordable place to call home. This belief drives everything they do and inspires them to deliver excellent customer service. They re also on a journey of transformation, finding new ways to support both their customers and their people. If you want a career where you can grow, learn, and make a real impact, there s a place for you with our client. About the role As a Property Sales Consultant, you ll play a key role in securing sales for new build and resale homes, guiding customers through one of the most important decisions of their lives. From first enquiry to handing over the keys, you ll ensure a smooth and positive experience. You ll generate leads, work with their marketing team to drive interest, and manage your own pipeline to meet weekly and monthly sales targets. You ll also travel regularly to developments across the country, staying close to customer needs and supporting the delivery of high quality homes. What s in it for you? Meaningful Work: This year alone, they ve helped over 200 customers move into their new homes. You ll be part of that journey, supporting sales from early planning to completion. Clear Goals & Rewards: You ll work towards structured sales targets across both new homes and resales, gaining valuable experience in development, homeownership and stakeholder engagement with surveyors, conveyancers, and mortgage advisors. Strong Customer Connections: You ll build real relationships, guiding customers through every stage of the buying process. A Great Career Move: This is a fantastic opportunity to grow your career in property sales within a supportive, collaborative team. Salary The salary is £37,928 per annum for applicants who fully meet the requirements. Those still developing skills may start 5 10% below the spot rate, with clear progression to the full amount. This role is eligible for an essential car user allowance starting from £1,250 per annum. About you Experience delivering excellent customer service in a fast paced environment Motivated by targets and able to manage a high volume of transactions Strong organisational and prioritisation skills Excellent communication and teamwork Proficient in Microsoft Office (Word, Outlook, Excel) Flexibility to work evenings/weekends and travel regularly across their sites Able to work from different locations based on service needs A DBS check will be required as part of pre employment screening. Sales Consultant Interviews Stage 1 A Place to Connect Introductory call with the hiring manager Planned date: 2nd April via Teams Stage 2 A Place to Show Your Strengths Behavioural and scenario based interview with a Customer Service Questionnaire completed beforehand Planned date: Friday 10th April at their Peterborough office They aim to make the process clear, supportive, and valuable, ensuring you feel informed and confident at every step. A place to build a future They re ambitious and want people who want to grow with them. You ll have opportunities to develop, shape your career, and work in a collaborative environment where your ideas matter. What you can look forward to: 28 days holiday plus bank holidays, your birthday off, and the option to buy more Cash health plan, Health MOTs, online GP, gym discounts, and a volunteering day Car leasing, salary sacrifice schemes, and discounts via their benefits platform Defined Contribution or Defined Benefit pension schemes and life assurance Enhanced parental leave, flexible working options Management training, Leadership Academy, apprenticeships and more This is more than a job it s a place to make an impact, feel valued, and be rewarded for what you do. They re committed to inclusion They value diversity and strive to create a place where everyone feels respected and able to thrive. If you need any reasonable adjustments during the recruitment process, just let them know. Please note you must already have the right to live and work in the UK, as our client does not hold a sponsorship licence. If you want to make a positive difference to society, their customers, and your future apply now. Recruitment agencies: They work exclusively with partners on their PSL and do not accept unsolicited CVs or approaches for this role. REF-
Apr 02, 2026
Full time
A place to make things happen Location: Peterborough, Hybrid Salary: £39,178 per annum (including car allowance) Contract: Permanent, 35 hours per week, Monday Friday 9am 5pm, with evening/weekend work as required (currently 1 in 4 Saturdays) They believe everyone should have a safe, affordable place to call home. This belief drives everything they do and inspires them to deliver excellent customer service. They re also on a journey of transformation, finding new ways to support both their customers and their people. If you want a career where you can grow, learn, and make a real impact, there s a place for you with our client. About the role As a Property Sales Consultant, you ll play a key role in securing sales for new build and resale homes, guiding customers through one of the most important decisions of their lives. From first enquiry to handing over the keys, you ll ensure a smooth and positive experience. You ll generate leads, work with their marketing team to drive interest, and manage your own pipeline to meet weekly and monthly sales targets. You ll also travel regularly to developments across the country, staying close to customer needs and supporting the delivery of high quality homes. What s in it for you? Meaningful Work: This year alone, they ve helped over 200 customers move into their new homes. You ll be part of that journey, supporting sales from early planning to completion. Clear Goals & Rewards: You ll work towards structured sales targets across both new homes and resales, gaining valuable experience in development, homeownership and stakeholder engagement with surveyors, conveyancers, and mortgage advisors. Strong Customer Connections: You ll build real relationships, guiding customers through every stage of the buying process. A Great Career Move: This is a fantastic opportunity to grow your career in property sales within a supportive, collaborative team. Salary The salary is £37,928 per annum for applicants who fully meet the requirements. Those still developing skills may start 5 10% below the spot rate, with clear progression to the full amount. This role is eligible for an essential car user allowance starting from £1,250 per annum. About you Experience delivering excellent customer service in a fast paced environment Motivated by targets and able to manage a high volume of transactions Strong organisational and prioritisation skills Excellent communication and teamwork Proficient in Microsoft Office (Word, Outlook, Excel) Flexibility to work evenings/weekends and travel regularly across their sites Able to work from different locations based on service needs A DBS check will be required as part of pre employment screening. Sales Consultant Interviews Stage 1 A Place to Connect Introductory call with the hiring manager Planned date: 2nd April via Teams Stage 2 A Place to Show Your Strengths Behavioural and scenario based interview with a Customer Service Questionnaire completed beforehand Planned date: Friday 10th April at their Peterborough office They aim to make the process clear, supportive, and valuable, ensuring you feel informed and confident at every step. A place to build a future They re ambitious and want people who want to grow with them. You ll have opportunities to develop, shape your career, and work in a collaborative environment where your ideas matter. What you can look forward to: 28 days holiday plus bank holidays, your birthday off, and the option to buy more Cash health plan, Health MOTs, online GP, gym discounts, and a volunteering day Car leasing, salary sacrifice schemes, and discounts via their benefits platform Defined Contribution or Defined Benefit pension schemes and life assurance Enhanced parental leave, flexible working options Management training, Leadership Academy, apprenticeships and more This is more than a job it s a place to make an impact, feel valued, and be rewarded for what you do. They re committed to inclusion They value diversity and strive to create a place where everyone feels respected and able to thrive. If you need any reasonable adjustments during the recruitment process, just let them know. Please note you must already have the right to live and work in the UK, as our client does not hold a sponsorship licence. If you want to make a positive difference to society, their customers, and your future apply now. Recruitment agencies: They work exclusively with partners on their PSL and do not accept unsolicited CVs or approaches for this role. REF-
Assistant Manager, Loan Portfolio Diligence
INTERPATH LTD Leeds, Yorkshire
Interpath is an international and fast-growing advisory business with deep expertise in a broad range of specialisms spanning deals, advisory and restructuring capabilities. We deliver tangible results for global businesses, their investors, and stakeholders when complex problems arise, and critical decisions need to be made. Interpath is agile, independent, and conflict-free, and our passion for doing what's right, every time, sets us apart. Our diverse teams provide specialist technical knowledge combined with deep sector experience across our service line specialisms. Since our foundation in 2021, Interpath has grown rapidly, and we now have a presence across the UK, Ireland, France, Germany, Austria, Spain, BVI, Cayman Islands, Bermuda, Barbados, and Hong Kong. By 2030 we aim to be one of the world's leading advisory firms with a truly global footprint. Interpath is seeking a self-motivated and detail-oriented Assistant Manager for our growing Loan Portfolio Diligence team, with a focus on securitisation and structured finance transactions. This is a hands on role with a dual focus: performing loan level diligence, re underwriting and data verification for private transactions, whilst having the ability to lead agreed upon procedures (AUP) testing for public securitisations, including oversight of junior team members. The role offers significant variety and exposure across a broad range of structured finance transactions. We perform diligence for private financing deals including asset based lending and forward flow transactions, as well as portfolio sales, significant risk transfers, and full public securitisations. Our clients include banks, investment funds, asset managers, loan origination platforms, and fintech lenders and we work across all asset classes, such as residential and commercial mortgages, auto loans, consumer credit, SME lending, asset finance, and more. Key Responsibilities Perform detailed loan level due diligence, re underwriting, and data verification for portfolios involved in private securitisation transactions. Review and interpret credit files, servicing data and loan documentation to assess credit quality and adherence to underwriting standards. Assess and critique lending policies to evaluate alignment with portfolio characteristics and credit risk appetite. Lead AUP testing for public securitisations, overseeing junior resources and ensuring accuracy and consistency with offering documents and required data templates. Review investor reporting to assess accuracy and produce recommendations for improvements. Co ordinate with internal teams and external stakeholders, including our clients, to ensure timely and high quality delivery of work. This position is ideal for candidates with a background in structured finance, credit risk or loan underwriting, whether from professional services, banking or industry. Typically 2-4 years of experience in loan portfolio analysis, credit risk, structured finance, or securitisation. Alternatively, a background in underwriting or credit assessment, either in professional services or within a lending institution, is highly relevant. An understanding of securitisation structures, and familiarity with AUP engagements and public securitisation reporting requirements is beneficial. Proficiency in Excel is required; experience with data analytics tools or cash flow modelling experience is a plus. Self motivated, with excellent communication skills. Detail oriented with a proactive problem solving approach. Ability to work both independently and collaboratively in a team setting. Commitment to professional development and continuous learning. At Interpath, our people lie at the heart of our business. That's why we provide employees with a competitive and comprehensive reward package including compelling salaries and a range of core and optional benefits. Read more about our benefits; Company Benefits - Interpath Unsolicited Resumes from Third Party Recruiters Please note that Interpath do not accept unsolicited resumes from third party recruiters. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Interpath will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Apr 02, 2026
Full time
Interpath is an international and fast-growing advisory business with deep expertise in a broad range of specialisms spanning deals, advisory and restructuring capabilities. We deliver tangible results for global businesses, their investors, and stakeholders when complex problems arise, and critical decisions need to be made. Interpath is agile, independent, and conflict-free, and our passion for doing what's right, every time, sets us apart. Our diverse teams provide specialist technical knowledge combined with deep sector experience across our service line specialisms. Since our foundation in 2021, Interpath has grown rapidly, and we now have a presence across the UK, Ireland, France, Germany, Austria, Spain, BVI, Cayman Islands, Bermuda, Barbados, and Hong Kong. By 2030 we aim to be one of the world's leading advisory firms with a truly global footprint. Interpath is seeking a self-motivated and detail-oriented Assistant Manager for our growing Loan Portfolio Diligence team, with a focus on securitisation and structured finance transactions. This is a hands on role with a dual focus: performing loan level diligence, re underwriting and data verification for private transactions, whilst having the ability to lead agreed upon procedures (AUP) testing for public securitisations, including oversight of junior team members. The role offers significant variety and exposure across a broad range of structured finance transactions. We perform diligence for private financing deals including asset based lending and forward flow transactions, as well as portfolio sales, significant risk transfers, and full public securitisations. Our clients include banks, investment funds, asset managers, loan origination platforms, and fintech lenders and we work across all asset classes, such as residential and commercial mortgages, auto loans, consumer credit, SME lending, asset finance, and more. Key Responsibilities Perform detailed loan level due diligence, re underwriting, and data verification for portfolios involved in private securitisation transactions. Review and interpret credit files, servicing data and loan documentation to assess credit quality and adherence to underwriting standards. Assess and critique lending policies to evaluate alignment with portfolio characteristics and credit risk appetite. Lead AUP testing for public securitisations, overseeing junior resources and ensuring accuracy and consistency with offering documents and required data templates. Review investor reporting to assess accuracy and produce recommendations for improvements. Co ordinate with internal teams and external stakeholders, including our clients, to ensure timely and high quality delivery of work. This position is ideal for candidates with a background in structured finance, credit risk or loan underwriting, whether from professional services, banking or industry. Typically 2-4 years of experience in loan portfolio analysis, credit risk, structured finance, or securitisation. Alternatively, a background in underwriting or credit assessment, either in professional services or within a lending institution, is highly relevant. An understanding of securitisation structures, and familiarity with AUP engagements and public securitisation reporting requirements is beneficial. Proficiency in Excel is required; experience with data analytics tools or cash flow modelling experience is a plus. Self motivated, with excellent communication skills. Detail oriented with a proactive problem solving approach. Ability to work both independently and collaboratively in a team setting. Commitment to professional development and continuous learning. At Interpath, our people lie at the heart of our business. That's why we provide employees with a competitive and comprehensive reward package including compelling salaries and a range of core and optional benefits. Read more about our benefits; Company Benefits - Interpath Unsolicited Resumes from Third Party Recruiters Please note that Interpath do not accept unsolicited resumes from third party recruiters. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Interpath will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Head of Regulatory Compliance and Ethics
BERG KAPROW LEWIS LLP
Job Title: Head of Regulatory Compliance and Ethics Location: Hybrid Working - London NW3 / EC4M / Remote Working Hours: Monday to Friday, 35-hour week (Flexitime) Reporting to: Chief Governance & Sustainability Officer Salary Range: £100,000 - 140,000 About BKL BKL is a Top 40 accountancy and advisory business supporting a diverse client base, from entrepreneurs and high-net-worth individuals to ambitious owner managed businesses and multinational groups. With a legacy spanning over 130 years, we've evolved into a modern, purpose driven business that balances profit with impact. We are proud to be a certified B Corp, reflecting our commitment to sustainability, transparency, and responsible governance. As a member of DFK International, we support clients locally and internationally with cutting edge expertise and a personal touch. We believe all clients deserve the same level of care, innovation, and excellence. Your Opportunity The Head of Regulatory Compliance and Ethics is responsible for overseeing all regulatory and ethical compliance matters within the firm, ensuring adherence to the Institute of Chartered Accountants in England and Wales (ICAEW) regulations. This role includes monitoring and enforcing compliance policies, developing risk management frameworks, and fostering a culture of ethical behaviour across the organization. The ideal candidate will act as a key advisor to the leadership team, providing insights and guidance on regulatory compliance and ethical standards. How You'll Make a Difference In this role, you will: Regulatory Compliance Ensure the firm's full compliance with ICAEW regulations, standards, and guidelines. Stay informed on changes to ICAEW regulations and communicate relevant updates to the firm's leadership and teams. Oversee and conduct regular internal audits to ensure adherence to ICAEW regulations, identifying and rectifying any areas of non compliance. Develop, implement, and maintain a comprehensive compliance framework in line with ICAEW standards. Manage the completion of all ICAEW Annual Returns. Serve as the primary contact for all ICAEW and FRC regulatory reviews. Ultimately be named as the Group's Audit Compliance Partner, Practice Assurance Partner, Practice Compliance Partner, Ethics Partner and Bribery Officer. Ensure compliance with Designated Professional Body (DPB) regulations. Oversight of client money including compliance with the ICAEW Client Money Regulations. Ethical Compliance Establish and promote ethical policies and procedures to maintain high standards of integrity and professional conduct. Advise and train staff on ethical best practices, helping them navigate complex ethical challenges in client engagements. Investigate any potential breaches of ethical standards and recommend corrective actions and improvements. Act as a trusted resource for employees on ethical issues, offering guidance on dilemmas and encouraging open dialogue on ethical concerns. Risk Management Identify compliance risks and develop proactive strategies to mitigate potential issues, safeguarding the firm's reputation and client relationships. Regularly assess compliance risks across all departments and update risk management strategies as needed. Involvement with any potential acquisitions and newly integrated businesses to assess and minimise any identified areas of risk. Collaborate with teams to implement corrective actions for any compliance risks or issues identified, tracking progress and ensuring resolution. Policy Development and Enforcement Create, maintain, and update compliance policies, procedures, and documentation in line with ICAEW requirements and best practices. Conduct annual DPB reviews and report to the DPB contact partner. Ensure all employees are aware of compliance policies and procedures, providing regular training sessions and resources. Enforce compliance policies, addressing any non compliance promptly and effectively to minimize risk to the firm. Training Develop and deliver training programs on ICAEW regulations, ethical standards, and compliance best practices. Foster a culture of compliance through ongoing education and awareness initiatives for all staff. Ensure all staff understand their regulatory and ethical responsibilities and how these principles apply to their daily roles. Reporting and Communication Report on compliance matters to the leadership team, including updates on regulatory changes, compliance activities, and risk assessments. Serve as the main point of contact for compliance related inquiries from external regulators. Prepare and present reports on compliance and ethical practices for internal and external stakeholders as required. You'll Be Ideal for This Role If You Have: Education: Degree in Accounting, Finance, Law, or a related field. Professional Qualifications: Qualified Chartered Accountant (ACA, ACCA) or similar, with ICAEW membership preferred. Experience: Substantial experience in senior compliance, risk management, or a related field within an accountancy practice or professional services firm. Audit qualification or equivalent experience, with RI status preferred. Skills and Knowledge In-depth knowledge of ICAEW regulations and ethical standards. Strong understanding of regulatory compliance, audit, and risk management processes. Excellent communication and interpersonal skills, with the ability to build strong relationships at all levels of the firm. Analytical mindset with attention to detail and problem solving abilities. Proven leadership and team management skills, capable of promoting a culture of compliance and ethical behaviour. Personal Attributes Ethical and professional approach, with a commitment to maintaining the highest standards of integrity. Forward thinking and self motivated, with a strategic mindset and the ability to handle complex regulatory issues. Personable, pragmatic, diplomatic and approachable, capable of handling sensitive situations with discretion and tact. We know you have a lot to offer, which is why we give you the freedom to thrive, no matter who you are or what your background is. Our Values At BKL, we live by five core values: Think Big - Be curious, brave, and open to new ideas. In It Together - Collaborate, care, and build an inclusive culture. Take Pride - Strive for excellence and believe in your impact. Do the Right Thing - Act with integrity, honesty, and fairness. Enjoy It - Bring your whole self to work and have fun doing it. Working With Us: Your Benefits, Wellbeing & Development At BKL, we're committed to creating a people first workplace where everyone can thrive. We offer a carefully curated benefits package, wellbeing support, and meaningful development opportunities that empower you to grow your career. Snapshot of our Benefits Package Private Medical Insurance (PMI) - including mental health cover, hospital treatment & 24/7 GP access. Health Cash Plans - covering everyday costs like dental, optical & physiotherapy and an Employee Assistance Programme. Pension scheme - helping you save for retirement in a tax efficient way. Group Life Assurance - peace of mind with financial protection for your loved ones. Cashback & savings portal - discounts across hundreds of high street and online retailers. Cycle to Work Scheme - spread the cost of a new bike and accessories tax free. Electric Vehicle Scheme - sustainable transportation options that include roadside support and servicing. Free Mortgage Advice - expert guidance for your home buying journey. Season Ticket Loan - support with travel expenses. Enhanced Family Leave - generous leave policies for family related needs. Holiday Entitlement - generous entitlement which increases with promotion. Development & Growth We don't just offer jobs, we support careers: Clear development pathways and progression frameworks. Professional qualifications support - including study time and funding. Internal mentoring, coaching, and buddying schemes. Leadership development programmes to help you grow with us. Regular check ins and performance conversations - driven by your goals, not just metrics. Take Your Next Step Ready to grow your career with a company that balances ambition with purpose? Apply today and discover how far you can go at BKL. Our recruitment process typically involves three stages: An introductory Teams call with our Talent Acquisition team. A first stage interview with two team members. A final interview at our London office, including a tour to give you a feel for our working environment. Compliance & Equal Opportunities In addition to the responsibilities listed above, you will be required to undertake GDPR training in order to fully understand the regulations and ensure all work is carried out in a compliant manner. . click apply for full job details
Apr 01, 2026
Full time
Job Title: Head of Regulatory Compliance and Ethics Location: Hybrid Working - London NW3 / EC4M / Remote Working Hours: Monday to Friday, 35-hour week (Flexitime) Reporting to: Chief Governance & Sustainability Officer Salary Range: £100,000 - 140,000 About BKL BKL is a Top 40 accountancy and advisory business supporting a diverse client base, from entrepreneurs and high-net-worth individuals to ambitious owner managed businesses and multinational groups. With a legacy spanning over 130 years, we've evolved into a modern, purpose driven business that balances profit with impact. We are proud to be a certified B Corp, reflecting our commitment to sustainability, transparency, and responsible governance. As a member of DFK International, we support clients locally and internationally with cutting edge expertise and a personal touch. We believe all clients deserve the same level of care, innovation, and excellence. Your Opportunity The Head of Regulatory Compliance and Ethics is responsible for overseeing all regulatory and ethical compliance matters within the firm, ensuring adherence to the Institute of Chartered Accountants in England and Wales (ICAEW) regulations. This role includes monitoring and enforcing compliance policies, developing risk management frameworks, and fostering a culture of ethical behaviour across the organization. The ideal candidate will act as a key advisor to the leadership team, providing insights and guidance on regulatory compliance and ethical standards. How You'll Make a Difference In this role, you will: Regulatory Compliance Ensure the firm's full compliance with ICAEW regulations, standards, and guidelines. Stay informed on changes to ICAEW regulations and communicate relevant updates to the firm's leadership and teams. Oversee and conduct regular internal audits to ensure adherence to ICAEW regulations, identifying and rectifying any areas of non compliance. Develop, implement, and maintain a comprehensive compliance framework in line with ICAEW standards. Manage the completion of all ICAEW Annual Returns. Serve as the primary contact for all ICAEW and FRC regulatory reviews. Ultimately be named as the Group's Audit Compliance Partner, Practice Assurance Partner, Practice Compliance Partner, Ethics Partner and Bribery Officer. Ensure compliance with Designated Professional Body (DPB) regulations. Oversight of client money including compliance with the ICAEW Client Money Regulations. Ethical Compliance Establish and promote ethical policies and procedures to maintain high standards of integrity and professional conduct. Advise and train staff on ethical best practices, helping them navigate complex ethical challenges in client engagements. Investigate any potential breaches of ethical standards and recommend corrective actions and improvements. Act as a trusted resource for employees on ethical issues, offering guidance on dilemmas and encouraging open dialogue on ethical concerns. Risk Management Identify compliance risks and develop proactive strategies to mitigate potential issues, safeguarding the firm's reputation and client relationships. Regularly assess compliance risks across all departments and update risk management strategies as needed. Involvement with any potential acquisitions and newly integrated businesses to assess and minimise any identified areas of risk. Collaborate with teams to implement corrective actions for any compliance risks or issues identified, tracking progress and ensuring resolution. Policy Development and Enforcement Create, maintain, and update compliance policies, procedures, and documentation in line with ICAEW requirements and best practices. Conduct annual DPB reviews and report to the DPB contact partner. Ensure all employees are aware of compliance policies and procedures, providing regular training sessions and resources. Enforce compliance policies, addressing any non compliance promptly and effectively to minimize risk to the firm. Training Develop and deliver training programs on ICAEW regulations, ethical standards, and compliance best practices. Foster a culture of compliance through ongoing education and awareness initiatives for all staff. Ensure all staff understand their regulatory and ethical responsibilities and how these principles apply to their daily roles. Reporting and Communication Report on compliance matters to the leadership team, including updates on regulatory changes, compliance activities, and risk assessments. Serve as the main point of contact for compliance related inquiries from external regulators. Prepare and present reports on compliance and ethical practices for internal and external stakeholders as required. You'll Be Ideal for This Role If You Have: Education: Degree in Accounting, Finance, Law, or a related field. Professional Qualifications: Qualified Chartered Accountant (ACA, ACCA) or similar, with ICAEW membership preferred. Experience: Substantial experience in senior compliance, risk management, or a related field within an accountancy practice or professional services firm. Audit qualification or equivalent experience, with RI status preferred. Skills and Knowledge In-depth knowledge of ICAEW regulations and ethical standards. Strong understanding of regulatory compliance, audit, and risk management processes. Excellent communication and interpersonal skills, with the ability to build strong relationships at all levels of the firm. Analytical mindset with attention to detail and problem solving abilities. Proven leadership and team management skills, capable of promoting a culture of compliance and ethical behaviour. Personal Attributes Ethical and professional approach, with a commitment to maintaining the highest standards of integrity. Forward thinking and self motivated, with a strategic mindset and the ability to handle complex regulatory issues. Personable, pragmatic, diplomatic and approachable, capable of handling sensitive situations with discretion and tact. We know you have a lot to offer, which is why we give you the freedom to thrive, no matter who you are or what your background is. Our Values At BKL, we live by five core values: Think Big - Be curious, brave, and open to new ideas. In It Together - Collaborate, care, and build an inclusive culture. Take Pride - Strive for excellence and believe in your impact. Do the Right Thing - Act with integrity, honesty, and fairness. Enjoy It - Bring your whole self to work and have fun doing it. Working With Us: Your Benefits, Wellbeing & Development At BKL, we're committed to creating a people first workplace where everyone can thrive. We offer a carefully curated benefits package, wellbeing support, and meaningful development opportunities that empower you to grow your career. Snapshot of our Benefits Package Private Medical Insurance (PMI) - including mental health cover, hospital treatment & 24/7 GP access. Health Cash Plans - covering everyday costs like dental, optical & physiotherapy and an Employee Assistance Programme. Pension scheme - helping you save for retirement in a tax efficient way. Group Life Assurance - peace of mind with financial protection for your loved ones. Cashback & savings portal - discounts across hundreds of high street and online retailers. Cycle to Work Scheme - spread the cost of a new bike and accessories tax free. Electric Vehicle Scheme - sustainable transportation options that include roadside support and servicing. Free Mortgage Advice - expert guidance for your home buying journey. Season Ticket Loan - support with travel expenses. Enhanced Family Leave - generous leave policies for family related needs. Holiday Entitlement - generous entitlement which increases with promotion. Development & Growth We don't just offer jobs, we support careers: Clear development pathways and progression frameworks. Professional qualifications support - including study time and funding. Internal mentoring, coaching, and buddying schemes. Leadership development programmes to help you grow with us. Regular check ins and performance conversations - driven by your goals, not just metrics. Take Your Next Step Ready to grow your career with a company that balances ambition with purpose? Apply today and discover how far you can go at BKL. Our recruitment process typically involves three stages: An introductory Teams call with our Talent Acquisition team. A first stage interview with two team members. A final interview at our London office, including a tour to give you a feel for our working environment. Compliance & Equal Opportunities In addition to the responsibilities listed above, you will be required to undertake GDPR training in order to fully understand the regulations and ensure all work is carried out in a compliant manner. . click apply for full job details
Senior Investment Accountant
The Curve Group
12-Month Contract London (Hybrid 2/3 days in the office a week) We're looking for a Senior Investment Accountant to join a UK life insurance business undergoing an exciting post-acquisition US GAAP accounting transition. This is a hands-on, technical role, reporting into the Head of Investment Accounting & Reporting, and working closely with internal stakeholders and external consultants. Responsibilities: Apply your US GAAP investment accounting expertise (ASC 320, EIR, OCI, debt vs loan classification) across a broad investment portfolio. Build structured Excel models for amortised cost, AFS accounting, and month-end reporting. Design and implement interim processes, controls, and future-state operating models for investment accounting. Support parallel reporting, validation, and handover into business-as-usual operations. Work across diverse investments, including corporate bonds, sovereigns, private debt, commercial mortgages, and infrastructure loans. Requirements: Qualified accountant (ACA, ACCA, CIMA) with strong US GAAP investment experience. Big 4 Audit or Accounting Advisory background, ideally Senior/Assistant Manager level. Experience in accounting transitions, acquisitions, or complex change programmes. Advanced Excel skills and ability to build auditable, financial reporting models. Experience in life insurance or complex investment structures is a plus. This is a unique opportunity to play a key role in a high-profile US GAAP transition, shaping processes, controls, and systems while working with senior stakeholders in a dynamic, hybrid environment. Apply now!
Apr 01, 2026
Contractor
12-Month Contract London (Hybrid 2/3 days in the office a week) We're looking for a Senior Investment Accountant to join a UK life insurance business undergoing an exciting post-acquisition US GAAP accounting transition. This is a hands-on, technical role, reporting into the Head of Investment Accounting & Reporting, and working closely with internal stakeholders and external consultants. Responsibilities: Apply your US GAAP investment accounting expertise (ASC 320, EIR, OCI, debt vs loan classification) across a broad investment portfolio. Build structured Excel models for amortised cost, AFS accounting, and month-end reporting. Design and implement interim processes, controls, and future-state operating models for investment accounting. Support parallel reporting, validation, and handover into business-as-usual operations. Work across diverse investments, including corporate bonds, sovereigns, private debt, commercial mortgages, and infrastructure loans. Requirements: Qualified accountant (ACA, ACCA, CIMA) with strong US GAAP investment experience. Big 4 Audit or Accounting Advisory background, ideally Senior/Assistant Manager level. Experience in accounting transitions, acquisitions, or complex change programmes. Advanced Excel skills and ability to build auditable, financial reporting models. Experience in life insurance or complex investment structures is a plus. This is a unique opportunity to play a key role in a high-profile US GAAP transition, shaping processes, controls, and systems while working with senior stakeholders in a dynamic, hybrid environment. Apply now!

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