Hybrid and Fully Remote Options Available OTE £50,000 to £85,000 + Warm Leads + Central Marketing SupportOur client is an award-winning mortgage business based in Essex, with a strong industry reputation for supporting and developing highly skilled and knowledgeable Mortgage Advisers. They currently employ over 50 staff from their head office in Hornchurch and support over 300 Mortgage Advisers via their nationwide network.As a result of continued commercial expansion, and in order to continue delivering an industry renowned service, they are now looking to significantly increase their team of trusted, professional, Mortgage & Protection Advisors to join either the direct team or one of its adviser firms subject to location. Working on a fully remote or hybrid, self-employed basis, the successful applicants will benefit from operating under an award winning, industry recognised Network. If required, substantial marketing and business development support is available plus a rich stream of regular, warm leads from the firms existing business.Roles exist for those with substantial advisory experience in both regulated mortgages and non-regulated loans such as Buy to Let, Commercial and Development Finance. There are also some opportunities for less experienced advisers supported by the Connect Academy.The company are Key Account Partners Legal and General Mortgage Club, and an additional large network and benefit from exclusive mortgage deals and client referrals from other advisers. They take pride in doing the best for their clients, by having the widest possible lender panel, with over 200 lenders and providers across mortgages and protection. The company offer a bespoke training and knowledge accreditation plan for their advisers and dedicated teams including compliance, research and administration to provide un-paralleled adviser support.Key Responsibilities
Provide high quality mortgage and protection advice to the company’s clients
Secure and build relationships with the company’s introducers to maximise business opportunities for all
Develop own knowledge and skills to expand capabilities, for example into specialist areas,
supported by the company’s Connect Academy and Training Team
Provide advice within regulator standards and keep accurate records
Skills & Experience
Hold the CeMap or an equivalent mortgage qualification
Advising experience and CAS an advantage but not essential
Demonstratable success in a mortgage or other sales environment
Strong analytical and organisational skills together with good computer literacy
Ability to build relationships and communicate effectively
Benefits
Self-employed role with remote and hybrid working options
Multiple opportunities for support from the right firm
Commission advance facility for the first few months until a commission stream is built up
Market leading commissions with high earners achieving to £100,000 OTE including enhanced payments for own referrals or lead sources.
Protection Provider panel with access to market leading providers
Academy training programmes to build and develop knowledge and skills.
Full administration support including DIP and APP submission and case progression.
Market leading technology for research and client management.
This is a fantastic opportunity for ambitious Mortgage and Protection Advisors to join a flourishing, friendly, and progressive growing company offering a wealth of company support designed to achieve mutual goals. Apply now!....Read more...
Support mortgage advisers with administrative tasks
Liaise with clients, lenders, and solicitors to gather and process documentation
Input and maintain accurate client data on CRM systems
Track mortgage applications from submission to completion
Assist in preparing and reviewing mortgage and protection documents
Handle client queries via phone, email, and in person
Provide general office and clerical support to the wider team
Learn and apply industry knowledge as part of apprenticeship training
Training:Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:There is the potential to train & take further qualifications to progress to a Mortgage Adviser role.Employer Description:We are whole of market mortgage and protection advisers based in York. We offer advice to clients on their residential and Buy to Let mortgages. We also offer advice regarding life, critical illness insurance and income protection. We have been established since October 2020 and are an ambitious and growing firm.Working Hours :Flexible. Monday to Friday, 8.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Team working....Read more...
Administrators will assist the Mortgage Advisors with their clients by:
Administering mortgages to offer stage
Selling Home Insurance
Keeping clients, solicitors and estate agents up to date with progress of applications
Establishing and maintaining relationships with Estate Agency introducers
Researching mortgage facilities and placing cases with lenders
Eventually moving on to telephoning warm leads and making appointments
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
Training Outcome:
Assuming sufficient progress is made, we will look to retain the candidate as a permanent employee, give them the chance to finish the industry CeMAP qualification and train as a Mortgage Advisor
Employer Description:Mortgage Required are independent mortgage and protection brokers offering professional, and friendly advice to customers. We are based in Maidenhead and we train young people to become advisers.
Our vision at Mortgage Required is to be a progressive mortgage broking firm delivering first class customer service. We want to be our customer's first choice for all their Mortgage and Protection needs. Mortgage Required is dedicated to being a great place to work; to being a strong, positive presence in the community and to save clients time and money.Working Hours :Monday - Thursday, 9.00am - 5.30pm and Friday, 9.00am - 5.00pmSkills: Communication skills,Attention to detail,Team working,Initiative,Enthusiastic,Personable,Motivated....Read more...
Inputting mortgage applications into lenders' portals
Uploading documents onto our CRM system and lender portals
Actively liaising with clients and estate agents for progress updates
Checking through client documents i.e. bank statements and payslips to ensure they meet compliance requirements and to ensure the correct documents are on file
Answering phone calls and responding to emails promptly and professionally
Training:Business Administrator Level 3.
The training will take place both virtually and in the workplace.
A Work Based Tutor will be assigned to the apprentice and will support them in their weekly minimum of 6 hours off the job training.Training Outcome:Potential full-time administrator role after apprenticeship.Employer Description:Chelmsford Mortgage Solutions was established in 2002 and is based in Moulsham Street in Chelmsford, Essex. We have a friendly team of fully qualified, experienced advisers so whatever your needs, please get in touch.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Team working,Initiative....Read more...
Duties to include:
Greeting visitors - announcing their arrival and providing hospitality
Answering incoming calls - screening calls, taking messages and dealing with queries from clients
Recording and maintaining detailed and accurate records
Post & deliveries - receiving, recording and distributing internal mail and deliveries
Recording and processing outgoing mail
Supporting other areas of the business - provide support with tasks and projects as and when needed
Ad-hoc administrative tasks such as photocopying, collating, scanning, shredding, archiving, composing letters and emails, distributing documents and research
Supporting the mortgage administration team with day-to-day tasks
The Apprentice We're Looking For
You’ll be someone who:
Operate with the upmost integrity given the sensitivity of the information you may have access to
Respect team members, taking on board feedback and act where appropriate
Communicating clearly in both verbal and written communication
Having attention to detail, and working in a methodical & thorough way
Effective time management, whilst prioritising and multi-tasking your workload
Customer Focused
Emotionally intelligent
Able to adapt, quickly and flexibly, to requirements
Able to use information to your advantage in giving the best service to clients
Solution orientated; when provided with an obstacle you will look at ways to resolve this
Have or able to develop coping mechanisms to manage workloads and pressures - and be able and willing to ask for help when it is required
Training:
Within the first 15 months additional training is delivered at Loughborough College, one morning a week for 12 weeks, dates are subject to enrolment date.
Online portfolio to update with learning and development completed onsite
Diarised visits from dedicated Trainer/Assessor
Training Outcome:
Becoming a fully integrated member of our team, with the potential to progress into a Trainee Mortgage Adviser role
Employer Description:As specialist New Build Mortgage Advisers, we can find the most suitable mortgage for you. Meridian has been helping our customers buy their dream homes for over 25 years. Our extensive knowledge and experience, along with our access to a comprehensive range of mortgage products across the UK. including access to exclusive deals, enables us to find the most suitable mortgage for you and your circumstances. We want to help you buy your new home and make the process as simple as possible.Working Hours :Monday to Friday
9:00am- 5.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Presentation skills,Administrative skills,Team working,Creative....Read more...
• General daily admin duties• Taking and directing external & internal phone calls• Sending & receiving emails• Solicitor updates• Invoicing• Broker fee collection• Meeting & greeting customers• Online stationery ordersTraining:
Level 3 Business Administrator
Functional skills
Work based learning
Training Outcome:
Progression onto full time employment
Employer Description:Our founding Director, Richard Tingey set up as a broker back in February 1996. He formed Tingey & Thompson t/a Options Mortgage Centre in 1998 and the company joined the Tenet Network in the same year, moving to the Primis Network in February 2024.
Pete Burdell our second director, joined the firm in 2017, and became a director in 2023. We became a limited company in 2023. We have traded from the same premises on Topping St, Blackpool since January 2000.
We have a combined experience in years across all the team members of 250 years’ in financial services & across the team we convert on average up to 1,500 mortgage applications per annum alongside insurances to support the customer in the event of the unforeseen.
Our head office on Topping Street Blackpool houses all our admin, two of our senior advisers and both directors. We have got more than four thousand live and returning regular clients.Working Hours :Monday- Friday 10am- 5pm
1 hour unpaid lunch
Flexible hours depending on availabilitySkills: IT skills,Customer care skills,Reliable....Read more...
£40,000 OTE £50,000+ Car Allowance + BenefitsAre you an ambitious and driven salesperson ready to make your mark in the mortgage and financial services industry? An exciting and highly rewarding new opportunity to join one of the UK’s most respected and progressive networks in a largely autonomous, sales focussed Relationship Manager role is now available. As a field-based Business Relationship Manager supporting growth across the M4 corridor between London and South Wales, you’ll be the face of the business, nurturing and expanding our client’s network of Appointed Representative (AR) firms. Your role will combine sales, relationship management and strategic business development, focusing on driving results and delivering exceptional service.The successful candidate will benefit from taking on an existing portfolio in a potentially financially rewarding territory. Applicants must have the drive and determination to achieve success, coupled with the ability to connect on an individual basis with AR’s across the network.Whilst transferable skills are very much desirable, specific previous experience from within the financial services or mortgage sector is not required as all relevant training can be provided. Key Responsibilities
Identify and engage potential new network members
Support existing AR firms in recruiting and onboarding new advisers
Conduct regular 6-monthly business reviews with member firms
Drive mortgage, protection and packaging business from network members and external introducers
Actively represent our client at industry events and on platforms like LinkedIn
Maintain up-to-date market knowledge and provide consultative support to our client’s brokers
Collaborate with internal teams to ensure outstanding broker care
What We’re Looking For
Ideally some experience from within a territory or field sales and relationship management role
Exceptional interpersonal and communication skills
A self-starter with drive, determination and commercial awareness
Any experience in the mortgage or financial services industry is a strong advantage, but is not essential
What You’ll Get
Base Salary: Circa £40,000
Car Allowance
Realistic First-Year OTE: £50,000+
Ongoing support from an innovative and supportive head office team
The opportunity to join a forward-thinking company making a real impact in the industry
If you're ready to take your career to the next level and thrive in a dynamic, high-performance environment, we want to hear from you. Apply now to become part of our client’s success story!
Applicants must live on the M4 corridor territory.....Read more...
