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An exciting opportunity has arisen for a Paraplanner with 3 years' experience to join a thriving and forward-thinking accountancy firm.
This full-time, permanent role offers excellent benefits and a salary range of £35,000 - £45,000.
As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions, and investments, utilising the Quilter Platform.
What we are looking for:
* Previously worked as a Paraplanner, Financial administrator, Financial Planning Assistant, Financial Planning Administrator, Wealth Management Administrator or in a similar role.
* At least 3 years' experience in a similar role supporting Independent Financial Advisers (IFAs).
* Commitment to completing STEP exams within 6 months to provide advice on Wills and Trusts.
* Hold Para-Planning qualification.
* Strong IT and communication abilities.
Apply now for this exceptional Paraplanner 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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Type: Permanent Location: Belfast, Northern Ireland
Start:
Duration:
Salary / Rate: £35000 - £45000 Per Annum
Posted: 2025-04-03 17:19:27
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Up to £30,000 Plus Bonus + Benefits
An ambitious, proactive and detail focussed Mortgage Case Manager is required to provide a first-rate administrative support service to a multi-award-winning team of professional mortgage advisers with a strong track record in delivering exceptional customer service.
The company specialises in providing a range of retail customer mortgages as well as ‘business to business' solutions through a network of over 300 Appointed Representatives across the UK.
The business also provides placement and packaging services to other mortgage advisers keen to benefit from their enhanced knowledge in the specialist lending areas of BTL, Commercial and Bridging Loans.As Mortgage Administrator the successful candidate will work closely with both internal and external mortgage and protection advisers, playing an important role in the process of helping customers make their property ambitions become a reality.This is an office based role but with some flexibility in working hours and a hybrid option can be considered for the right candidate.Key Responsibilities
Manage all aspects of mortgage administration from initial ‘decision in principle' to mortgage completion including keying mortgage applications, chasing lenders and third parties, completing diligence checks and reviewing and processing documents
Update and liaise with clients and advisers as their mortgage applications progress
Administer and progress mortgage applications efficiently and with attention to detail
Invest time in building knowledge of lenders and processes to assist with the company's values of delivering excellent customer service
Skills & Experience
Previous experience in a mortgage case manager or similar administrative role and ideally a familiarity with mortgage lenders and their requirements
Naturally highly organised and able to apply a structured approach to administrative processes
Committed to delivering great customer service and working as part of a team
Highly proficient in using a range of electronic systems and software
Benefits
Salary based on experience plus a quarterly bonus scheme based on cases processed
Company benefits scheme including Wellhub and Sodexo discount scheme
Flexibility and hybrid options for suitable candidates
Full training and growth opportunities
Market leading technology to support case processing
This is a fantastic opportunity for an ambitious Mortgage Administrator to join a flourishing, friendly, and progressive company that can offer true career development opportunities to the successful candidate.
The role also provides a great foundation for those who may be considering a long-term career in the mortgage industry, with opportunities to progress into other roles in the mortgage industry including Mortgage Adviser, Mortgage Research Assistant, Compliance supervisor and more.
Apply now! ....Read more...
Type: Permanent Location: Hornchurch, England
Start: ASAP
Salary / Rate: £29000 - £30000.00 per annum + Plus Bonus + Benefits
Posted: 2025-04-02 23:35:03
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An opportunity has arisen for a Sales Progressor to join a well-established estate agency.
This role offers excellent benefits and a salary of £22,500 basic, £26,000 OTE.
As a Sales Progressor, you will be providing vital administrative and sales coordination support, ensuring smooth property transactions from start to finish.
You will be responsible for
* Handling initial enquiries and supporting potential buyers with information on shared ownership schemes
* Preparing and updating marketing materials for resale listings
* Coordinating property exchanges and completions in a timely manner
* Liaising with solicitors, buyers, sellers, and mortgage professionals
* Maintaining accurate records and supporting sales correspondence
* Producing and distributing property listing details
* Assisting with both customer and internal branch queries
* Ensuring properties are promoted across relevant platforms (e.g.
Rightmove, Zoopla)
What we are looking for
* Previously worked as a Sales Progressor, Sales Administrator, Property Sales Administrator, Sales Support Coordinator or in a similar role.
* Prior experience in estate agency, property sales progression, conveyancing, mortgage processing, or administrative support within financial services
* Excellent telephone manner and written communication skills
* Proficient with Microsoft Office (Outlook, Word, Excel) and capable of learning new software quickly
What's on offer
* 33 days of paid holiday
* An additional day off for your birthday
* Company pension and life insurance
* Employee rewards and wellbeing incentives
* Access to an employee assistance scheme
* Free on-site parking
This is a great opportunity for a Sales Administrator to join a dynamic and rewarding environment where your skills will make a genuine difference.
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...
Type: Permanent Location: Pulborough, England
Start:
Duration:
Salary / Rate: £22500 - £26000 Per Annum
Posted: 2025-03-24 08:50:42
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My client is a multi award winning, top tier Legal 500 law firm is seeking an Legal Teams Administrator to asisst the Conveyancing team.
This is an exciting opportunity to be an integral part of a dynamic legal team, with great career progression opportunities.
Key Responsibilities
Assisting solicitors and conveyancers with administrative tasks, including file management and document preparation.
Handling client correspondence via email and telephone, ensuring a high level of professionalism and confidentiality.
Liaising with clients, estate agents, mortgage lenders, and other third parties.
Managing diaries, scheduling appointments, and organising meetings.
Processing legal documents and maintaining accurate records.
What Were Looking For
Min 6 months experience in a legal or conveyancing environment.
Strong administrative skills with high attention to detail.
Excellent communication and organisational skills.
Ability to work under pressure and meet deadlines.
Proficiency in Microsoft Office and case management systems (desirable).
This is a great opportunity to join a fantastic firm.
If you are interested in this role, please send a copy of your CV to Ben at b.richardson@clayton-legal.co.uk or alternatively 01213681833 you can call on .
Additionally, refer a friend or colleague to us and receive £500 in vouchers if we assist them in securing a new career.
Terms apply
At Clayton Legal we passionately believe your talent matters, so we specialise in recruiting the best legal talent and connecting this to the right opportunities.
Clayton Legal is recognised as the talent partner of choice with clients ranging from small legal practices to international and global law firms.
Whether youre looking for total recruitment outsourcing or a single appointment, or an overview of the recruitment market our award recognised service can confidently meet your talent needs. ....Read more...
Type: Permanent Location: Shirley,England
Start: 21/03/2025
Salary / Rate: £23159 per annum
Posted: 2025-03-21 15:37:03
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Up to £30,000 + BenefitsA talented, enthusiastic individual with a good head for numbers and a keen interest in providing key business critical analysis, is required to support the Compliance team of a market leading company helping customers make their property ambitions become a reality; be it their first home or a portfolio of buy-to-let (BTL) investment properties.Our 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.The ideal candidate will be excited by the prospect of joining a highly successful, growing business in a role offering a perfect opportunity to utilise their previous compliance experience gained from within the financial services sector or a related professional services industry such as accountancy, pensions or insurance.
Professionalism, accuracy and an eagerness to learn are essential requirements of the role.
Applications are also encouraged from Mortgage Brokers now looking to move into a compliance focussed role.
Key Responsibilities
File checking mortgage and protection cases
Answering mortgage advisers questions
Approval of financial promotions
Process new member applications from advisers and introducers
Complete due diligence checks on the proposed adviser or introducer
Keep detailed records of the member application progress
Liaise with the Compliance Manager to authorise applicants to become advisers or introducers
Match incoming commissions to relevant adviser or introducer on the management system
Investigate commission queries or errors and identify and communicate pipeline issues
Skills & Experience
Good with numbers and have strong analytical & organisational skills
Proficient in the use of Microsoft office, in particular Excel
Knowledge of financial software and administrative procedures
Have proven experience of working as part of a team
Be keen to learn, enjoy working closely with other team colleagues and customers
Knowledge of the mortgage market or a similar regulated industry is desirable
A CeMAP a qualification is desirable, but absolutely not essential.
This is a great opportunity for a highly organised Compliance Administrator to join a flourishing, friendly and progressive company offering a competitive salary based on experience and genuine career development opportunities as the business continues to grow.
Apply now! ....Read more...
Type: Permanent Location: Hornchurch, England
Start: ASAP
Salary / Rate: £29000 - £30000 per annum + Benefits
Posted: 2025-03-18 23:35:02
