An exciting opportunity has arisen for a Mortgage Advisor to join a well-established firm of mortgage brokers. This full-time role offers excellent benefits and a salary range of £30,000 - £50,000.
As a Mortgage Advisor, you will be responsible for advising clients on mortgage and protection solutions, utilising a steady stream of quality leads provided by the organisation. Full training and continuous support will be available to ensure your success in the role.
What we are looking for:
* Previously worked as aMortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialistor in a similar role.
* Ideally have experience in mortgage brokerage or a similar advisory role.
* Hold a CEMAP qualification.
* Excellent communication skills and ability to build client relationships.
What's on offer:
* Competitive salary
* Bonus scheme
* Pension scheme
Apply now for this exceptional Mortgage Advisor opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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An exciting opportunity has arisen for a Mortgage Advisor to join a well-established firm of mortgage brokers. This full-time role offers excellent benefits and a salary range of £30,000 - £50,000.
As a Mortgage Advisor, you will be responsible for advising clients on mortgage and protection solutions, utilising a steady stream of quality leads provided by the organisation. Full training and continuous support will be available to ensure your success in the role.
What we are looking for:
? Previously worked as aMortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialistor in a similar role.
? Ideally have experience in mortgage brokerage or a similar advisory role.
? Hold a CEMAP qualification.
? Excellent communication skills and ability to build client relationships.
What's on offer:
? Competitive salary
? Bonus scheme
? Pension scheme
Apply now for this exceptional Mortgage Advisor opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
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...
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...
Client Communication: Serve as the first point of contact for clients via phone, email, and in-person visits. Handle inquiries professionally and direct them to the appropriate advisor.
Appointment Scheduling: Coordinate and schedule client meetings, ensuring advisors’ calendars are managed effectively.
Document Management: Prepare, review, and manage mortgage application documents. Ensure all required documents are accurately completed and filed.
Data Entry: Maintain and update client information in our database with high accuracy and submitting mortgage applications to banks.
Follow-ups:Assist in following up with clients on required documentation and application status.
Compliance: Assist in ensuring compliance with regulatory requirements by maintaining up-to-date records and assisting with audits.
Administrative Support: Provide general administrative support to mortgage advisors, including preparing reports, presentations, and correspondence.
Coordination: Liaise with lenders, solicitors, and other third parties to facilitate smooth processing of mortgage applications.
Marketing Support: Assist with marketing activities such as managing social media accounts, preparing newsletters, and organizing events.
Training:You will be studying a Level 3 Business Administrator apprenticeship standard over an 18-month period. This is a fully work based programme you will get allocated time to complete your apprenticeship work and also receive regular meetings with your training provider.Training Outcome:
Progression from the role can lead to various pathways within the business including furthering their learning and completing CeMap and becoming a fully qualified mortgage advisor with OTE earnings of £50k+
Employer Description:A newly established Mortgage Advice and Protection company operating under JMH Partners Ltd however use the Mortgage Advice Bureau as their network.Working Hours :Monday to Friday, 9am - 4pm (30 hours per week. - Overtime AvailableSkills: Administrative skills,Analytical skills,Attention to detail,Communication skills,Customer care skills,IT skills,Number skills,Organisation skills,Problem solving skills....Read more...
Each day you'll support our busy team by:
Making calls to lenders and solicitors
Updating case files
Handling advisor queries
Creating marketing materials, and managing referrals.
You’ll learn to use mortgage systems and build strong communication and organisational skills.
Training Outcome:Upon completing the apprenticeship, there is potential to progress into a full-time Administrator role within the business. From there, you could move into more senior positions such as Case Manager, Compliance Support, or Marketing Assistant. With experience and further training, you could even explore routes into Mortgage Advising, Protection Advising, or other roles within our wider Yellow Brick Group, including Financial Planning and Estate Planning.Employer Description:Yellow Brick Mortgages is a national award-winning, independent mortgage brokerage based in Norwich. Since launching in 2018, we’ve grown rapidly, now supporting over 75 authorised advisors across the UK. We provide whole-of-market mortgage advice and pride ourselves on delivering exceptional customer service—something reflected in our 5,500+ 5-star Trustpilot reviews and our status as the UK’s #1 rated finance broker on the platform.
We’re more than just a mortgage firm. Community is at the heart of what we do. We’ve donated over £140,000 to local charities, planted 14,000+ trees for completed mortgages, and invested more than £150,000 in grassroots sports sponsorships. We also offer financial planning, wills, and estate planning through the wider Yellow Brick Group.
Our company ethos centres on support, growth, and doing the right thing—both for our clients and our team. We encourage learning, reward initiative, and believe in giving back. Joining us means becoming part of a forward-thinking business with a big heart and even bigger ambitions.Working Hours :Monday to Friday 9am to 6pm with 1 hour lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience,Approachable,Warm & Friendly,Presentable....Read more...
Mortgage administration
Use of our client management system
Excel spreadsheets
Interact with clients, brokers, and lenders
Training:
You will acheive the Level 3 Business Administrator Apprenticeship Standard
There are 8 workshops which you will need to attend (delivered by Teams)
You will have a mentor for one-to-one teaching and learning
In-house training will be given to support the specifics of the role
Training Outcome:
Upon completion of the Apprenticeship, there will be ngoing opportunities for personal development and career progression
Employer Description:SRC started trading in 2001 and was founded by Managing Director Simon Torry. Four years later the company became incorporated as SRC Financial Services Limited, under the two trading styles of SRC Mortgage Solutions and SRC Wealth Management. In 2024 SRC Mortgage Solutions Limited was born, with Jack Avery & Josh McIlroy joining Simon Torry on the board of Directors.
Our mortgage team work with a variety of clients, ranging from first time buyers, all the way through to professional property investors. We have strong connections in the affordable housing sector, where we also provide support services to some of the country's major housing associations.Working Hours :Monday to Thursday, 9.00am - 5.00pm and Friday, 8.00am - 4.00pm on. 45 minute lunch break.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills....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...
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...
Mortgage administrators at Echo Finance play a key role in our business, providing essential support to our brokers to help them deliver a 5-star service to our customers.
Day-to-day tasks our administrators carry out include:
Handling incoming calls from our customers
Providing support to advisors & clients
Case audits & suitability gradings
Using Microsoft packages including Outlook, Word and Excel (Google Workspace equivalents)
Recording and updating customer records on our in-house Echo CRM
Liaising with our clients, solicitors, estate agents, lenders, insurers & providers
Training:The Level 3 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:Progression and training opportunities for our administrators who have an interest in becoming mortgage brokers.Employer Description:Echo Finance is a whole-of-market Mortgage, Later Life, Protection & Home Finance brokerage who help people all over the UK achieve their financial goals.
With a strong track record in providing quality advice to our clients, we have been able to see sustained growth. You will enjoy a friendly and supportive working environment in the countryside of West Yorkshire, as part of an award-winning team of mortgage brokers.
As an administrator, you will be right at the heart of our client's operations, handling a diverse range of tasks to keep things ticking over smoothly.Working Hours :Monday to Friday 9am to 5pmSkills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Patience....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...
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...
· Assist in processing mortgage applications and documentation.
· Conduct research on mortgage products and market trends.
· Provide administrative support to the mortgage advisors.
· Communicate with clients, lenders and stakeholders.
· Maintain accurate and organized records in compliance with industry regulations.
· Collaborate with team members to ensure smooth workflow.Training:The Financial Services Administrator (Level 3) apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
· A broad understanding of the financial services sector
· An understanding of the role of the appropriate regulatory bodies
· The importance of relationship building with clients and colleagues
· Understanding of processes and procedures relevant to the role
· How to develop commercial awareness
· Building skills and capabilities within an organisation
Professional Qualifications:
· CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
· Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Right candidate may have the opportunity for career advancement within the company.Employer Description:Our core mission as a company is to help our customers achieve their purpose in finding a new, dream home, and because we know that every case is different, we take care to individually assess the needs and finances of our customers . Why? Well, the answer is simply this: our aim is to find solutions that are best tailored for every scenario and customer we come across.Working Hours :Monday to Friday 9.30am to 5.30pmSkills: Communication skills,Attention to detail,Organisation skills,Team working,Motivated,Punctual....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...
Our client, a leading insurance company within the property industry, is recruiting for two Residential Underwriters to join their team. The role would suit a residential conveyancer, who is looking to take a step away from fee earning with a move into the insurance sector.
You will be responsible for making informed underwriting decisions on title insurance policies, typically recommended by solicitors or mortgage brokers acting on behalf of property buyers or sellers. These recommendations often arise when issues are identified during property searches - for example, concerns related to planning permission, access issues, boundary disputes or restrictive covenants.
What’s on offer?:
Salary to £40,000 dependent on experience
27 days’ holiday plus bank holidays plus the option to buy and sell.
3 x death in service.
Healthcare cash plan.
Performance related annual bonus.
Season ticket loans and online discount portal.
Responsibilities:
Working on a client base largely made up of conveyancing Solicitors and mortgage brokers.
Making effective underwriting decisions on title insurance.
Building and maintaining new and existing client relationships.
Providing technical input in the drafting of new policies.
Promotion of residential products to new and existing clients.
Requirements:
Upwards of 2 years’ experience handling your own caseload of freehold and leasehold residential property sales and purchases.
Experienced in title checking.
To apply for this role, please do so via the link or contact Chloe Murphy in the Private Practice East Division on 0113 467 9783.....Read more...
Are You a Conveyancer Looking for an Exciting New Opportunity? Join a fast-growing Conveyancing Department at one of the leading providers of legal services in the residential property and remortgage markets!
The Role: Following private equity investment, our client is expanding their Conveyancing Team in Stockport to meet the demands of their flourishing business. You will act for buyers in property purchases and related sales, managing files from instruction to completion. (Hybrid working available after the initial training period)
Key Responsibilities:
- Process sale/purchase transactions from instruction through to completion, liaising with mortgage brokers, estate agents, solicitors, and clients.
- Manage a diverse caseload, including freehold, leasehold, new build, and shared ownership transactions.
- Build strong relationships with clients and third parties, providing regular updates.
- Deliver exceptional service to clients, introducers, and third parties.
- Identify and resolve potential risks to protect clients and the business.
- Maintain files in compliance with Service Level Agreements (SLAs) and regulatory requirements.
- Prepare and issue contract papers for related sales.
- Analyse search results.
- Liaise with Help to Buy and mortgage lenders to draw down client funds.
- Prepare completion statements and invoices.
- Handle exchange of contracts and legal completion.
The Person:
- Around 2+ years' experience in file handling.
- Enthusiastic team-player and self-starter, able to work on own initiative.
- Ability to deliver high-quality customer service.
- Strong attention to detail and excellent verbal and numerical skills.
In Return, You Can Expect:
- Salary Range: £25,000 to £53,000 dependent on experience.
- Bonus Scheme: Monthly exchange bonus, quarterly quality bonus, and annual billings bonus, with an estimated additional £5k - £6k annually once you have an established caseload.
- Holidays: 25 days (including 2 for religious/cultural leave) + bank holidays + your birthday off.
- Hybrid Working: Minimum 2 days in the office after an initial 8-week training period.
To apply for this Property Lawyer role, please forward your CV to t.carlisle@clayton-legal.co.uk or call Tracy Carlisle on 0161 9147 357 for a chat about the role.
Clayton Legal recruits for law firms and in-house departments across the UK. Based in the North West, our pedigree and service levels offer a refreshingly different recruitment experience. Work with experienced professionals dedicated to your success. Visit www.clayton-legal.co.uk for our latest blogs, legal news, and current vacancies.....Read more...
Meet and greet people coming in to the office.
Book viewings with vendors or viewing persons.
Negotiate house sales to achieve set targets in line with the company business plan
To appraise and record information relating to properties for marketing purposes (post valuation)
Liaise with purchasers, vendors, solicitors, mortgage brokers, surveyors and all other parties involved in the house buying process as and when required.
Ensure that all management information is reported to branch manager within agreed timescales.
To provide leads and arrange appointments for mortgage advisor.
Operate within the appropriate laws, regulations and company policies.
To actively promote all available services offered by the company.
Record all information on a computer based system.
Training:This is a work based programme which means that predominantly, your learning will take place on the site of your employment and within your contracted working hours.
We host supporting workshops regularly throughout the apprenticeship which you will attend in person at our designated training venue. These workshops are carefully designed to support the learning required throughout the apprenticeship programme.Training Outcome:Upon completion of this apprenticeship and in the longer term you will be given the opportunity to undertake further training as an addition to the role. Employer Description:Are you results driven, capable of providing excellent customer service and excited by the prospect of working within the property industry? We fully invest in our new employees, with a complete training programme. If you are looking to get yourself on the career ladder in Estate Agency, then this is the role for you. Excellent career progression on offer!Working Hours :09:00hrs to 17:30hrs Monday to Friday 09:00hrs to 12:30hrs alternate SaturdaysSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Logical,Team working,Initiative,Non judgemental....Read more...
NEW ROLE Property Paralegal / Fee Earner Manchester
Are you an experienced Paralegal or Fee Earner with a passion for property law? Our client, a well-established and highly regarded law firm, is looking to expand their dynamic team by appointing talented individuals to support their busy property department.
As a Residential Conveyancing Paralegal, you will play a crucial role in managing the residential conveyancing process for our clients, primarily mortgage lenders, who have repossessed properties due to mortgage arrears or breaches. Your responsibilities will include:
- Managing all aspects of the residential conveyancing process, ensuring smooth transactions.
- Preparing memos of sale and auction packs.
- Reviewing residential titles and providing detailed reports.
- Drafting, reviewing, and issuing sales contracts and related documents.
- Communicating efficiently and professionally with clients, solicitors, and asset managers.
- Answering queries and providing regular updates to all parties involved.
- Handling the exchange of contracts and post-sale matters, including the distribution of surplus funds where applicable.
Ideally you will have prior experience in a residential conveyancing or paralegal role. Strong organisational skills, attention to detail, and proficiency in Microsoft Office and electronic document management systems are essential. The ideal candidate will have excellent verbal and written communication skills, a sound understanding of the law and legal systems, and a professional, goal-oriented attitude with the ability to meet targets.
While not essential, a law degree or equivalent qualification would be advantageous, as would knowledge of CPR rules. Experience within financial services or working in a legal environment, particularly for a top financial services organisation, is also desirable.
In return you will be part of a supportive organisation that keeps you at their focus and therefore offer a range of additional benefits including:
- Competitive salary commensurate with experience
- 22 Days Holiday Plus bank holidays with the option to buy additional holidays.
- Season ticket loans to ease your commute
- Workplace pension
- Health cash plan
- Critical illness cover
- Discounted gym memberships.
- Discounts on legal services, online shopping, and cycle-to-work schemes.
- Flexibility
- Hybrid working
This is a full-time position working Monday to Friday, the successful candidate can expect a salary ranging from £25-£35k dependant of level of experience / qualification.
For more information on this excellent opportunity please contact Tracy today at t.carlisle@clayton-legal.co.uk or alternately call 0161 9147 357....Read more...
This is a fantastic opportunity to kick start your career in a friendly, inclusive and growing business.
This is a varied role, dealing with all aspects of our post-completion administration procedures relating to existing loans including queries both by telephone and in writing.
You will handle all processes with accuracy and within agreed timescales in a compliant manner and in line with regulatory guidelines.
Work to agreed objectives, service standards and deliverables
Scan, upload and allocate documents/emails to the DPR system
Chase Brokers, Solicitors and Valuers for outstanding information/documentation
Provide support to the Mortgage Services Consultants with post and ad-hoc duties
Ensure relevant documentation and information received is checked for adherence to policy and criteria
Deal with queries and enquiries effectively, accurately, and professionally, delivering excellent customer service
Provide a prompt reply to all written correspondence
Develop positive working relationships with colleagues
Adhere to internal/external compliance, credit review and audit requirements
Apply all aspects of the desired consumer outcomes of Treating the Customer Fairly (TCF)
Use initiative to resolve queries outside own area of expertise
Take responsibility for your own learning and development
All other associated duties and responsibilities and carry out any tasks as required by management
Training:Level 3 Business Administration Apprenticeship standard.Training Outcome:After successfully completing the apprenticeship, apprentices may be able to progress in their careers to a Trainee Mortgage Services Consultant or to another role within different department of the business, such as Underwriting or Completions. There may also be the opportunity to complete industry recognised qualifications.Employer Description:Fleet Mortgages – a fast-growing, specialist buy-to-let lender – commenced trading in December 2014.
Fleet Mortgages has a strong culture, driven by our core values: do the right thing, listen, own it, aim for greatness and keep it simple. Here at Fleet Mortgages, we believe that everything starts with a good conversation, whether that be internally or externally.
Originally a team of 14, Fleet Mortgages has grown to over 200 employees since then.
Fleet Mortgages was acquired by Starling Bank in 2021.Working Hours :Monday – Friday 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Team working,Knowledge of Microsoft Office....Read more...
My client is a well-respected and established national law firm who are experiencing a significant period of growth.
They are currently looking for experienced Residential Conveyancers, qualified Solicitors, Conveyancers or Legal Executives to join their team.
You will be working within a high volume residential conveyancing environment.
You should be able to:
- Run a substantial caseload and perform a full range of tasks
- Act independently when establishing priorities and managing deadlines
- Work well within a team and mentor others
- Utilise your extensive experience and knowledge of residential conveyancing
- Assist team members as and when required
- Communicate, and build, relationships with clients and third parties in a professional and knowledgeable manner
- Provide excellent customer service
- Assist the team to ensure company targets are met
- You will be dealing with a personal caseload of residential property files, and you will have fantastic communication skills both orally and written.
Main Duties & Responsibilities:
- Complete tasks efficiently, accurately and within specified timescales, such as:
- Managing a substantial caseload of freehold and leasehold transactions (circa 100) including new build, unregistered and shared ownership properties, until such time as your manager deems it appropriate to increase your portfolio of cases
- Processing and dealing with post in a timely manner
- Checking contract documentation, mortgage offers and search results
- Replying to complex legal enquiries
- Resolving complex queries which are raised on files by colleagues, both onshore and offshore, and third parties
- Understand and produce accurate financial statements
- Understand the ledgers within Visual Files & Practice Manager
- Dealing with exchange of contracts and completion of transactions
- Processing tasks such as; Conflict of Interest letters, cares calls to the client, contract checks, mortgage reports and search results, replying to freehold and leasehold enquiries
- Daily task list management
- Identifying, monitoring and achieving targets on a monthly basis by using Management Information Reports such as Case Referral and Phone Manager.
- Utilise Management Information reports for housekeeping of files.
- Recognising potential risks and when to report them to a senior member.
- Work to and maintain Service Level Agreements
You will be able to:
- Manage telephone calls.
- Understand and report on complex legal issues and documentation.
- Actively communicating with clients, recommenders, conveyancers, agents and third parties. This will include communication in person, in writing, or by telephone.
- Ability to check, draft and produce accurate comprehensive documentation for clients, professional persons and third parties.
Benefits include full remote working using the best tech, 25 days holiday + Bank Holidays and a range of other benefits.
Salary will be £35k to £45k dependent on experience plus achievable bonus upto £15k.
To apply for this Fully Remote Residential Conveyancer role please forward your CV to t.carlisle@clayton-legal.co.uk or call Tracy Carlisle 0161 6147 357 .....Read more...
My client is a well-respected and established national law firm who are experiencing a significant period of growth.
They are currently looking for experienced Residential Conveyancers, qualified Solicitors, Conveyancers or Legal Executives to join their team.
You will be working within a high volume residential conveyancing environment.
You should be able to:
- Run a substantial caseload and perform a full range of tasks
- Act independently when establishing priorities and managing deadlines
- Work well within a team and mentor others
- Utilise your extensive experience and knowledge of residential conveyancing
- Assist team members as and when required
- Communicate, and build, relationships with clients and third parties in a professional and knowledgeable manner
- Provide excellent customer service
- Assist the team to ensure company targets are met
- You will be dealing with a personal caseload of residential property files, and you will have fantastic communication skills both orally and written.
Main Duties & Responsibilities:
- Complete tasks efficiently, accurately and within specified timescales, such as:
- Managing a substantial caseload of freehold and leasehold transactions (circa 100) including new build, unregistered and shared ownership properties, until such time as your manager deems it appropriate to increase your portfolio of cases
- Processing and dealing with post in a timely manner
- Checking contract documentation, mortgage offers and search results
- Replying to complex legal enquiries
- Resolving complex queries which are raised on files by colleagues, both onshore and offshore, and third parties
- Understand and produce accurate financial statements
- Understand the ledgers within Visual Files & Practice Manager
- Dealing with exchange of contracts and completion of transactions
- Processing tasks such as; Conflict of Interest letters, cares calls to the client, contract checks, mortgage reports and search results, replying to freehold and leasehold enquiries
- Daily task list management
- Identifying, monitoring and achieving targets on a monthly basis by using Management Information Reports such as Case Referral and Phone Manager.
- Utilise Management Information reports for housekeeping of files.
- Recognising potential risks and when to report them to a senior member.
- Work to and maintain Service Level Agreements
You will be able to:
- Manage telephone calls.
- Understand and report on complex legal issues and documentation.
- Actively communicating with clients, recommenders, conveyancers, agents and third parties. This will include communication in person, in writing, or by telephone.
- Ability to check, draft and produce accurate comprehensive documentation for clients, professional persons and third parties.
Benefits include full remote working using the best tech, 25 days holiday + Bank Holidays and a range of other benefits.
Salary will be £35k to £45k dependent on experience plus achievable bonus upto £15k.
To apply for this Fully Remote Conveyancer role please forward your CV to r.davies@clayton-legal.co.uk or call Rebecca Davies on 01512301208.
Clayton Legal recruits for law firms and In House departments across the UK. Based in the North West, our pedigree and service levels give those looking to move in the legal market and law firms looking to recruit a refreshingly different recruitment experience. You will work with experienced professionals, dedicated to your success. Take a look at our web site www.clayton-legal.co.uk for our latest blogs and legal news and to keep up to date with current vacancies.....Read more...
The role will involve processing applications and conducting financial fitness checks for advisors joining our network so you will need to have an eye for detail.
As we work within the FCA regulations, we have to make sure we keep all our records up to date so you need to be able to follow processes and have a good understanding of IT.
You will need to be able to communicate internally and externally via the phone, over the phone or via Teams.
Training:Training will take place at the office via webinars.Training Outcome:This is a permanant role. You could decide to stay within the team or progress elsewhere within the business, such as Compliance or Training.Employer Description:HL Partnership is the largest privately owned mortgage network in the UK.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working....Read more...
Sacco Mann are working with a great law firm, who are recruiting for an experienced conveyancing assistant to join their office in Stockton. The role would suit a residential conveyancing assistant, who ideally has upwards of 1 years’ experience supporting on a residential conveyancing caseload. Preferably candidates will have new build experience though this is not essential.
Responsibilities:
Working 1-2-1 with an experienced conveyancer on a caseload of new build residential conveyancing cases.
Correspondence with clients and third parties.
Dealing with mortgage offers.
Undertaking property searches.
Drafting legal documents.
Preparing files for completion.
Land registry formalities.
This supportive law firm really encourage their assistants in their journey to become conveyancers if this is desirable, ongoing training will be provided.
What’s on offer?:
Salary to £26,000
Quarterly bonus
Buy/ sell holiday scheme
Pension scheme
Flexible salary sacrifice benefits
Free conveyancing fees
Other benefits, extensive range
To apply for this role, please do so via the link or contact Chloe Murphy in the Private Practice East Division on 0113 467 9783.....Read more...
Are you a driven paralegal working in a Residential Conveyancing team and looking for a new role based in Lincoln? Sacco Mann are working with a leading firm who have various offices across the East Midlands and who have been running for over 100 years. They are seeking a proactive paralegal who can support the Residential Conveyancing team in their Lincoln offices.
Joining the Conveyancing Department, you will provide essential support to conveyancers to ensure a smooth-running service. Day to day you will be preparing legal documents including Contracts, Transfers, and Mortgage Deeds, conducting searches, communicating with clients, and assisting with preparation of completion statements and financial transactions.
The firm are wanting to hear from those who are currently working in a residential conveyancing department, and who have at least 2 years’ experience in supporting conveyancing fee earners.
If you are interested in this Residential Conveyancing Paralegal role in Lincoln then please get in touch with Vicky Cavendish on 0113 236 6713 to find out more information or if you’ve a CV to hand, please submit this for review. To hear about other legal opportunities that we have available, please visit our website. Alternatively, if you know anybody who would be suitable for this role then please let them or us know as we offer a reward for successful referral. For full terms, please visit our website.....Read more...
Well-established, boutique law firm looking for a Residential Conveyancer to join their Bury offices.
Sacco Mann has been instructed on an exciting opportunity to join a close-knit Residential Conveyancing team that really invests in their employee’s development and can sponsor team members through various training and development pathways to achieve professional goals.
Within this Residential Conveyancer role, your day-to-day duties may include:
Freehold and leasehold matters
Sales and purchases
Buy to Let
Re-Mortgage matters
New build properties
Auction sales
The successful candidate for this role will ideally have at least 1 years’ previous experience within a similar role, has excellent client care, communication and time management skills and can work well as part of a team.
If you are interested in this Bury based Residential Conveyancer position, please contact Leona Taylor at Sacco Mann on 0161 831 6890 or email your CV to leona.taylor@saccomann.com
To hear about other legal opportunities that we have available, please visit our website. Alternatively, if you know anybody who would be suitable for this role then please let them or us know as we offer a reward for successful referral. For full terms, please visit our website.
*Please note our advertisements use PQE and salary level purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.....Read more...
