Financial Services

Stable office-based hours | Customer-focused, regulated environment | Clear development support | Values-led culture If you take pride in resolving customer issues properly and want a role where good service genuinely matters, this Customer Service Advisor position offers a supportive, structured environment to build long-term capability. You will work with new and existing customers, helping them navigate their early journey while maintaining high service and compliance standards. This is a people-focused role within a collaborative team that values accuracy, accountability, and continuous improvement. You will be trusted to manage customer interactions professionally, with the time and support needed to do the job well rather than rush through volume. Package & Benefits • Salary £28,750 per annum. • Monday to Friday office hours with no weekend working. • Annual salary reviews. • 23 days holiday plus bank holidays. • Annual company bonus. • Study support. • Ongoing training, development, and internal progression opportunities. • Regular team social events and incentives. About the Company You will be joining an established, customer-led organisation operating in a regulated environment. The business places strong emphasis on service quality, compliance, and developing its people, with a culture that encourages learning and collaboration. Key Responsibilities • Provide proactive, high-quality support to new and existing customers. • Resolve customer queries and complaints efficiently while protecting long-term relationships. • Communicate clearly via phone, email, and written correspondence in line with service standards. • Adhere to internal processes, compliance requirements, and service level agreements. About You • Experience in a customer service or customer support role. • Proven ability to handle customer issues accurately and professionally. • Comfortable working in a regulated or process-driven environment. If you are looking for a customer service role where your attention to detail and commitment to doing things properly are valued, this opportunity could be a strong fit. Contact Jenni on 01614166135 for more information JL_FIN

Are you an experienced mortgage or secured lending professional with a proven track record in sales and outbound calling? We are looking for an Internal BDM to join a thriving, fast-growing lender based in Horwich. This is a fantastic opportunity to join a thriving business specialising in secured lending and be part of ongoing growth. As an Internal BDM, you will play a key role in building strong relationships with brokers, helping them understand lending products, and getting them onto the panel. What you’ll be doing as an Internal BDM: Making outbound calls to mortgage and secured lending brokers to secure panel appointments Building and maintaining strong broker relationships Explaining lending criteria, products, and appetite clearly Supporting brokers with enquiries and guiding them through applications Working closely with external BDMs to increase broker engagement Keeping broker records up to date and tracking activity Identifying opportunities to grow deal flow from broker partners Skills and experience we’re looking for: Background in mortgages or secured lending (essential) Proven sales experience with outbound calling Knowledge of the broker market and panel processes Strong communication skills with a professional, personable phone manner Target-driven and motivated by results Well organised with excellent attention to detail Able to build rapport quickly and manage multiple relationships Salary & Benefits: Basic salary: £35,000 – £40,000 (depending on experience) On-target earnings: £70,000 with uncapped commission 25 days annual leave No bank holiday or weekend working Genuine career progression in a growing lender Supportive, professional working environment This is a thriving new business based in Horwich, specialising in secured lending, recruiting due to business growth. Joining as an Internal BDM gives you the chance to make a real impact, work closely with brokers, and progress your career within a supportive and ambitious company. If you’re an ambitious Business Development Executive mortgage or secured lending professional looking for a new challenge, this Internal BDM role could be the perfect next step in your career.

Are you ready to take your finance career to the next level? An established, employee-owned Payroll and Accountancy business based in Bramhall is looking to appoint an Internal Finance Administrator as part of its continued growth and expansion over the next year. Salary: £25,000 – £27,000 per annum with annual bonus. You’ll benefit from a generous holiday allowance of at least 34 days, including your birthday off, along with monthly team get-togethers and the opportunity to take part in incentive trips to destinations such as Las Vegas, Barcelona, and New York. Our client offers a brand-new office space featuring flexible working areas, a games room, and a bar, creating a fun yet professional environment. The Role As an Internal Finance Administrator, your responsibilities will include: Coordinating and executing financial transactions, including bill payments and invoicing Assisting with audit processes by providing relevant data and documentation Completing administrative finance tasks, monitoring transactions, and liaising with the sales team Monitoring budgets, forecasts, and future cash flows Delivering structured accounting support to senior management Assisting with preparation of weekly group Profit & Loss statements Performing weekly bookkeeping using Sage 50 and posting adjustments Recording company credit card transactions and managing receipts Issuing customer invoices on an ad hoc basis Supporting the collation of information for Direct Debit collections Monitoring aged debt across the group and reporting issues to management Package & Benefits: As an Internal Finance Administrator: £25,000 – £27,000 annual salary Minimum of 34 days holiday (including your birthday off) Monthly team social events Overseas incentive trips Employee healthcare membership Complimentary fresh fruit and smoothies in the office About You As an Internal Finance Administrator: Driven, proactive, and willing to go above and beyond Keen to learn, develop, and contribute ideas A strong team player who thrives in a fast-paced environment An effective communicator with strong attention to detail Confident, self-motivated, and comfortable with responsibility Ambitious and open to new challenges Requirements for the Internal Finance Administrator: Minimum GCSE Mathematics grade B AAT part-qualified, accounting & finance graduate, or equivalent Experience using Sage (or a similar accounting system) This role would suit candidates with experience or interest in positions such as Finance Coordinator, Accounts Executive, Financial Analyst, Bookkeeping Specialist, or Payroll Administrator. Alternatively please call Jenni on 01614166135 for more information. JL_FIN

Are you ready to take your underwriting career to the next level? Our client, a thriving commercial property lender based in Liverpool, is on the lookout for a Mortgage Underwriter to join their dynamic team. This well-established company is renowned for creating a supportive environment where staff are encouraged to share ideas and are given the tools to grow and advance. With a salary ranging from £35,000 to £40,000, this role offers a fantastic opportunity to be part of a company that values its employees. Enjoy the flexibility of hybrid working, a generous holiday package with the option to buy or sell leave, and a bonus scheme that rewards your hard work. Our client is a growing commercial property lender located in Liverpool. They pride themselves on providing the best environment for their staff, encouraging innovation and professional development. This is a business where your contributions are valued, and your career can flourish. As a Mortgage Underwriter, you will: Manage the entire lending process from application to drawdown, including underwriting and due diligence. Prepare detailed credit proposals for the Credit Committee. Ensure all loan conditions are met throughout the drawdown process. Underwrite loans against agreed lending criteria. Handle broker calls and manage customer expectations. Liaise with internal departments and external parties to manage the lending process. Work closely with the Head of Underwriting to progress cases to completion. Coordinate with Valuation Panels and Monitoring Surveyors for quotes and inspections. Maintain CRM records and ensure client/broker details are accurate. Build and maintain effective relationships with stakeholders. Package and Benefits: The Mortgage Underwriter role comes with a comprehensive package, including: Annual salary of £35,000 - £40,000. Quarterly and annual bonus scheme. 25 days holiday plus additional days for years of service. Option to buy or sell annual leave. Flexible hybrid working arrangement. Free car parking facilities. The ideal Mortgage Underwriter will have: Experience in underwriting within the commercial property or land sector. High accuracy and attention to detail. Strong organisational and time management skills. Excellent customer service skills. Ability to represent the business at hospitality and industry events. If you have experience as a Loan Underwriter, Credit Analyst, Mortgage Underwriter, Risk Analyst, or Lending Officer, this Senior Underwriter role could be perfect for you. Your skills and expertise will be highly valued in this position. If you're looking for an exciting opportunity to advance your career as a Senior Underwriter with a supportive and innovative company, this could be the perfect role for you. Don't miss out on the chance to join a business that truly values its employees. Apply today! Or call Jenni Lunt for more information on 01614166135. JL_FIN

Are you an experienced Mortgage Administrator in search of a new opportunity? Our client is seeking a skilled professional to become part of their Portfolio Management team in Bootle. This compelling position entails overseeing post-completion accounts for diverse property types, ensuring compliance with loan agreements, and cultivating robust client relationships. This Mortgage Administrator role offers a competitive salary of £30,000 - £35,000 per year. You'll be part of a dynamic environment where your expertise in loan management and client relations will shine. Plus, enjoy benefits like annual bonuses and salary reviews every April. Our client is a forward-thinking organisation that excels in portfolio management services. They focus on efficient loan management and prioritise strong communication and relationship-building with their clients. As a Mortgage Administrator, your responsibilities will include: Administering new and existing loans, setting up cases, and sending introductory correspondence. Organising electronic files and ensuring all legal documents and correspondence are correctly filed. Proactively monitoring loans, identifying risks, and taking necessary actions to ensure loan performance and redemption. Maintaining and updating electronic case records and data. Instructing and reviewing asset manager appointments and reports to identify risks. Conducting mid-term searches for all loans. Monitoring loan waypoints, key events, and conditions. Communicating with clients to gather information and resolve issues. Monitoring interest payments and ensuring timely collection. Liaising with solicitors for loan repayment and redemption statement preparation. Identifying loans at risk of exceeding their term and alerting the Head of Portfolio Management. Package and Benefits: The Mortgage Administrator role offers: Annual salary of £30,000 - £35,000, plus an annual bonus scheme. Salary reviews every April. 25 days holiday, increasing with length of service, plus your birthday off. Life insurance and onsite parking. Loyalty schemes and a cash-care health plan. Buy and sell holidays option. Regular social events. The ideal Mortgage Administrator will have: Experience in loan administration and portfolio management. Strong organisational skills and attention to detail. Excellent communication skills for client interaction. Ability to identify risks and take proactive measures. Experience in maintaining electronic records and data management. Ability to work independently and as part of a team. If you have experience or interest in roles such as Loan Administrator, Portfolio Analyst, Loan Officer, or Financial Case Manager, this Mortgage Administrator position could be the perfect fit for you. If you're ready to take on the challenge of managing a diverse portfolio and ensuring client satisfaction, this Mortgage Administrator role could be your next career move. Apply now and become a key player in our client's successful team.

Are you ready to take on a new challenge as a Mortgage Administrator in the heart of Manchester? Our client, a Certified B Corp with a mission to redefine financial inclusion, is looking for someone to join their dynamic team. This role offers the chance to work with a company dedicated to empowering individuals and fostering financial well-being through innovative lending solutions. This is a fantastic opportunity for a Mortgage Administrator with a salary ranging from £30,000 to £33,000 per year. Enjoy excellent career progression opportunities, including funding for the CeMAP qualification, and be part of exciting social events. Our client is a forward-thinking company committed to providing bespoke lending solutions to UK homeowners. As a Certified B Corp, they focus on empowering individuals and challenging traditional financial norms to promote long-term financial well-being. As a Mortgage Administrator, you'll be responsible for: Reviewing and manually underwriting second charge mortgage applications. Verifying documentation accuracy and requesting additional information when needed. Updating customer records and application details accurately. Assessing customers based on their individual circumstances. Communicating clearly with customers and stakeholders throughout the process. Meeting KPI requirements and targets. Package and Benefits: The Mortgage Administrator role comes with a comprehensive package, including: Annual salary between £30,000 and £33,000. Competitive bonus scheme. Hybrid working after probation - 2 days at home. Shifts - 3 early shifts 9-5pm and 2 late shifts 11-7pm (Fridays always 9-5pm) - no weekends. Up to 25 days' annual leave plus bank holidays, and your birthday off every year. Healthcare cash plan. Contributory pension scheme matched up to 5%. The ideal Mortgage Administrator will have: At least 12 months' experience in assessing or processing loan applications. Proven ability to thrive in a fast-paced, target-driven environment. Experience maintaining quality standards with a high volume of cases. Strong communication skills and attention to detail. Problem-solving skills and proficiency in Microsoft Office. If you're interested in roles like Loan Processor, Mortgage Underwriter, Loan Officer, Mortgage Advisor, or Financial Administrator, this Mortgage Administrator position could be the perfect fit for you. If you're passionate about making a difference in financial inclusion and have the skills and experience required for the Mortgage Administrator role, we would love to hear from you. Take the next step in your career and apply today! Alternatively please call Jenni on 01614166135 for more information. JL_FIN

Are you a driven Mortgage Advisor looking to make a difference in the financial world? Our client, based in the heart of Manchester City Centre, is on a mission to redefine financial inclusion for UK homeowners. With a focus on bespoke lending solutions, they are committed to empowering individuals and fostering long-term financial well-being. Join a dynamic team with an OTE potential of £50,000 and an expected earning of at least £41,000. Enjoy a supportive environment where your skills and performance are nurtured, and benefit from a modern office location in Piccadilly Gardens, Manchester. Plus, you'll have the opportunity to work in a hybrid model after probation. Our client is a Certified B Corp with a strong social purpose, dedicated to challenging traditional financial norms. They aim to create pathways for those often overlooked by conventional financial institutions, fostering an inclusive and innovative approach to financial services. As a Mortgage Advisor, you'll be at the forefront of delivering outstanding service: Manage leads through multiple channels. Evaluate customer needs to offer tailored recommendations. Ensure compliance with regulatory and ethical standards. Adhere to company policies and procedures. Strive to exceed service levels and targets. Work within responsible lending and underwriting policies. Package and Benefits: The Mortgage Advisor role comes with a comprehensive package: Basic salary ranging from £27,415 to £35,154, depending on CeMAP qualification. Up to 25 days’ annual leave plus bank holidays, and your birthday off each year. A healthcare cash plan and contributory pension scheme, matched up to 5%. Long service awards, cycle to work scheme, and life assurance. About You The ideal Mortgage Advisor will have: A full or part CeMAP qualification, with a commitment to complete it. At least 12 months of experience in an advised sales role. A proven track record of meeting objectives in a fast-paced environment. Ability to work onsite in Manchester at least three days per week. If you have experience as a Financial Advisor, Loan Officer, Mortgage Consultant, Lending Specialist, or Home Loan Advisor, this Mortgage Advisor role might be perfect for you. Our client values diverse backgrounds and skills, so consider applying if you have experience in these areas. If you're a motivated Mortgage Advisor ready to join a forward-thinking company, this role offers the perfect blend of challenge and reward. Don't miss the opportunity to make a real impact in the financial services industry. Apply now to be part of a team that's redefining financial empowerment. AW_FIN Are you a driven Mortgage Advisor looking to make a difference in the financial world? Our client, based in the heart of Manchester City Centre, is on a mission to redefine financial inclusion for UK homeowners. With a focus on bespoke lending solutions, they are committed to empowering individuals and fostering long-term financial well-being. Join a dynamic team with an OTE potential of £50,000 and an expected earning of at least £41,000. Enjoy a supportive environment where your skills and performance are nurtured, and benefit from a modern office location in Piccadilly Gardens, Manchester. Plus, you'll have the opportunity to work in a hybrid model after probation. Our client is a Certified B Corp with a strong social purpose, dedicated to challenging traditional financial norms. They aim to create pathways for those often overlooked by conventional financial institutions, fostering an inclusive and innovative approach to financial services. As a Mortgage Advisor, you'll be at the forefront of delivering outstanding service: Manage leads through multiple channels. Evaluate customer needs to offer tailored recommendations. Ensure compliance with regulatory and ethical standards. Adhere to company policies and procedures. Strive to exceed service levels and targets. Work within responsible lending and underwriting policies. Package and Benefits: The Mortgage Advisor role comes with a comprehensive package: Basic salary ranging from £27,415 to £35,154, depending on CeMAP qualification. Up to 25 days’ annual leave plus bank holidays, and your birthday off each year. A healthcare cash plan and contributory pension scheme, matched up to 5%. Long service awards, cycle to work scheme, and life assurance. About You The ideal Mortgage Advisor will have: A full or part CeMAP qualification, with a commitment to complete it. At least 12 months of experience in an advised sales role. A proven track record of meeting objectives in a fast-paced environment. Ability to work onsite in Manchester at least three days per week. If you have experience as a Financial Advisor, Loan Officer, Mortgage Consultant, Lending Specialist, or Home Loan Advisor, this Mortgage Advisor role might be perfect for you. Our client values diverse backgrounds and skills, so consider applying if you have experience in these areas. If you're a motivated Mortgage Advisor ready to join a forward-thinking company, this role offers the perfect blend of challenge and reward. Don't miss the opportunity to make a real impact in the financial services industry. Apply now to be part of a team that's redefining financial empowerment. AW_FIN

Are you ready to elevate your career as a Commercial & Personal Lines Account Handler? Our client, a respected insurance broker in Macclesfield, is on the lookout for a detail-oriented and client-focused professional to join their dynamic team. With nearly 50 years of experience, the company combines the vibrancy of a modern brokerage with the reliability of a well-established group. The role offers a salary between £35,000 and £40,000 annually, depending on experience. You'll enjoy 25 days of holiday plus bank holidays and full support for professional qualifications. This is a fantastic chance to work with a diverse portfolio, gaining exposure to a wide range of risks. Our client is a part of a larger group that brings strength and capability but maintains a lively, collaborative, and forward-thinking team culture. They are based in Macclesfield and have a long-standing reputation in the insurance brokerage sector. As a Commercial & Personal Lines Account Handler, you will: Manage a mixed portfolio of Commercial SME and high-net-worth personal lines clients. Handle new business and renewals, ensuring top-notch service. Work across general commercial, commercial combined, professional indemnity, property & liability, and personal lines HNW risks. Provide tailored solutions for client accounts with varying premiums. Use Acturis effectively to manage accounts and keep accurate records. Build strong client relationships, offering expert advice and guidance. Support business development and growth within your portfolio. Package and Benefits: The Commercial & Personal Lines Account Handler role includes: Annual salary of £35,000 to £40,000, negotiable for the right candidate. 25 days’ holiday plus bank holidays. Full support for professional qualifications. A supportive and professional working environment with growth opportunities. About You The ideal Commercial & Personal Lines Account Handler will have: Experience in commercial insurance broking and/or personal lines HNW. Competency in Acturis. Cert CII or working towards Cert/Dip CII (study support available). A confident, professional approach with clients. Strong organisational skills and a willingness to learn and develop. If you're interested in roles such as Commercial Insurance Advisor, Personal Lines Account Handler, or Account Executive, this position offers the opportunity to broaden your technical skills while managing a diverse and interesting portfolio. This is a fantastic opportunity for an Account Handler ready to progress their career in a reputable, forward-thinking brokerage. If you’re looking to make a tangible impact and work with a varied client base in Macclesfield, we’d love to hear from you. AW_FIN

Are you a driven Senior Sales Executive looking to make your mark in a thriving financial organisation? Our client, based in the bustling heart of Altrincham, is seeking motivated individuals to join their expanding sales team. This is a fantastic opportunity to generate new business opportunities and grow with a market-leading company. Join an award-winning company and enjoy a basic salary of £30,000 - £35,0000, with the potential for uncapped commission, leading to an OTE of up to £55,000 - uncapped. Enjoy a work-life balance with office hours from Monday to Friday, no weekends or late nights, and celebrate your birthday with a day off every year. Our client is a prominent player in the financial sector, specialising in providing Unsecured Business Loans. They are renowned for their dynamic work environment and commitment to employee growth, offering genuine career progression opportunities in a well-connected location in Altrincham. The Senior Sales Executive will: Handle leads through inbound calls and web enquiries for Business Loans Build and maintain client relationships to boost revenue Drive new business development with existing and prospective accounts Manage accounts effectively while providing excellent customer service Achieve sales quotas by meeting call volume and revenue targets Oversee pipeline management Foster relationships with both new and existing accounts Package and Benefits: For the Senior Sales Executive role, the package includes: Annual salary of £30,000 - £35,000, depending on experience, with OTE of £55,000+ uncapped Office hours from Monday to Friday, with no weekend or late-night work Starting holiday allowance of 20 days, increasing to 25 days with service, plus 8 Bank Holidays Birthday off every year Genuine career progression opportunities Convenient location in Altrincham with excellent transport links The ideal Senior Sales Executive candidate will have: Proven experience in phone-based sales. Background in one or more of the following: Business finance Banking Regulated environments Finance-related business degree (advantageous but not essential) Beneficial Experience: Finance brokerage experience. Dealing directly with business owners. Good understanding of company financials and interpreting financial information. If you have experience as a Sales Executive, Lead Generator, Sales Advisor, or similar roles, this opportunity could be perfect for you. Those with a background in financial services or insurance sales might find this position particularly appealing. If you're a Sales Executive ready to take on a new challenge in a dynamic financial organisation, this is the role for you. Apply now to join a team where your efforts are rewarded, and your career can truly flourish. Alternatively please call Jenni on 01614166135 for more information JL_FIN

Are you a driven Senior Sales Executive looking to make your mark in a thriving financial organisation? Our client, based in the bustling heart of Altrincham, is seeking motivated individuals to join their expanding sales team. This is a fantastic opportunity to generate new business opportunities and grow with a market-leading company. Join an award-winning company and enjoy a basic salary of £30,000 - £35,0000, with the potential for uncapped commission, leading to an OTE of up to £55,000 - uncapped. Enjoy a work-life balance with office hours from Monday to Friday, no weekends or late nights, and celebrate your birthday with a day off every year. Our client is a prominent player in the financial sector, specialising in providing Unsecured Business Loans. They are renowned for their dynamic work environment and commitment to employee growth, offering genuine career progression opportunities in a well-connected location in Altrincham. The Senior Sales Executive will: Handle leads through inbound calls and web enquiries for Business Loans Build and maintain client relationships to boost revenue Drive new business development with existing and prospective accounts Manage accounts effectively while providing excellent customer service Achieve sales quotas by meeting call volume and revenue targets Oversee pipeline management Foster relationships with both new and existing accounts Package and Benefits: For the Senior Sales Executive role, the package includes: Annual salary of £30,000 - £35,000, depending on experience, with OTE of £55,000+ uncapped Office hours from Monday to Friday, with no weekend or late-night work Starting holiday allowance of 20 days, increasing to 25 days with service, plus 8 Bank Holidays Birthday off every year Genuine career progression opportunities Convenient location in Altrincham with excellent transport links The ideal Senior Sales Executive candidate will have: Proven experience in phone-based sales. Background in one or more of the following: Business finance Banking Regulated environments Finance-related business degree (advantageous but not essential) Beneficial Experience: Finance brokerage experience. Dealing directly with business owners. Good understanding of company financials and interpreting financial information. If you have experience as a Sales Executive, Lead Generator, Sales Advisor, or similar roles, this opportunity could be perfect for you. Those with a background in financial services or insurance sales might find this position particularly appealing. If you're a Sales Executive ready to take on a new challenge in a dynamic financial organisation, this is the role for you. Apply now to join a team where your efforts are rewarded, and your career can truly flourish. Alternatively please call Jenni on 01614166135 for more information JL_FIN

Are you a dynamic Insurance Sales Manager with a knack for leading teams to success? Our client, a rapidly growing UK-based insurance broker, is seeking an Insurance Sales Manager for Commercial, Taxi & Personal Lines. With a focus on making insurance simple, transparent, and customer-focused, this is a fantastic opportunity to join a company with a strong track record of growth and ambition. This role offers an annual salary of £35,000 – £40,000+, with the potential for a higher salary for the right candidate. You'll enjoy the flexibility of occasional home working and be part of a supportive work environment. Plus, you'll have the chance to lead a growing insurance sales team and shape the future of the business. Our client is a UK-based insurance broker that has seen impressive growth, expanding from £0.5 million to £11 million in GWP over three years. They specialise in taxi, motor trade, commercial, and personal lines insurance, offering straightforward and transparent insurance solutions. Their mission is to simplify insurance while fostering a motivated and supportive team culture. As an Insurance Sales Manager, you will: Lead and manage sales teams across commercial, taxi, and personal lines insurance. Set, track, and drive performance against sales KPIs and insurance targets. Oversee policy renewals, new business, and ensure regulatory compliance is always met. Report on sales performance and growth at board meetings. Support the team during busy periods to maintain performance, morale, and client satisfaction. Work closely with internal underwriting, operations, and claims teams to ensure smooth insurance product delivery and service excellence. Build a culture of high performance, accountability, and teamwork within an insurance context. Package and Benefits: The Insurance Sales Manager role comes with: Annual salary of £35,000 – £40,000+ with potential for a higher salary for the right candidate. Bonus opportunities linked to insurance sales performance. Laptop provided. Flexible home working options. A supportive work environment. The opportunity to lead and shape a growing insurance team. About You The ideal Insurance Sales Manager will have: Real insurance experience, ideally across commercial, taxi, and personal lines. A proven track record of leading insurance sales teams and hitting targets. An understanding of insurance compliance, regulatory requirements, and risk management. Excellent leadership, communication, and organisational skills. The ability to be both strategic and hands-on in managing insurance operations and sales. A resilient, proactive, and motivated attitude. If you're interested in roles such as Insurance Sales Manager, Sales Director, Business Development Manager, Commercial Sales Manager, or Account Manager, this Insurance Sales Manager position could be perfect for you. If you're ready to take on a leadership role in a fast-paced, ambitious insurance environment, this Insurance Sales Manager position could be your next career move. With a competitive salary, bonus opportunities, and the chance to make a real impact in the insurance sector, don't miss out on this exciting opportunity. Apply now to join a company that values transparency, client focus, and team success. AW_FIN

Are you ready to elevate your sales career? Our client, a leading financial broker in Altrincham, is on the hunt for a dynamic and ambitious Sales Executive to join their thriving team. This role offers a fantastic opportunity to dive into the world of Financial Services, where you'll support seasoned Business Development Managers and manage your own portfolio of SME clients. This is not your average sales role! With a basic salary of £25,000 and uncapped commission, your earning potential is huge, with realistic OTE of £45,000+. Enjoy a Monday to Friday schedule with no late nights or weekends, and look forward to great progression opportunities within the company. Our client is a prominent player in the alternative finance sector, dedicated to providing SMEs with innovative funding solutions. Since its inception in 2008, the company has been committed to offering simple, responsible, and customer-focused financial services, helping thousands of businesses thrive across the UK and Australia. As a Sales Executive, you will: Book high-quality appointments for Business Development Managers. Convert warm leads introduced by brokers into funded deals. Manage your own set of accounts from initial enquiry to completion. Build strong relationships with SMEs to maximise revenue. Maintain a well-organised sales pipeline and ensure compliance. Deliver excellent customer service through effective account management. Hit call and activity targets aligned with revenue goals. Package and Benefits: The Sales Executive role comes with an attractive package: Annual salary of £25,000 with uncapped commission (Realistic OTE £45,000+). First hand feedback where we can confirm commission payments received from a new starter in 2025. 20 days holiday, increasing to 25 with service, plus Bank Holidays and your birthday off. Access to a modern office with an onsite high-tech gym. Genuine progression opportunities into Senior Exec, BDM, and Broker roles. About You The ideal Sales Executive will have: Experience in an outbound sales role such as Sales Executive, Lead Generator, or Sales Advisor. At least 1 year of B2B sales experience, or be a recent graduate eager to enter Financial Services. A confident, driven personality with a passion for building relationships. If you're experienced or interested in roles like Sales Executive, Business Development Executive, Lead Generator, Sales Advisor, or Account Manager, this opportunity could be your perfect fit. Dive into a rewarding career in Financial Services with a company that values ambition and success. If you're ambitious, driven by success, and eager to work with high-quality warm leads, this Sales Executive position is a fantastic opportunity to grow in a flourishing financial environment. Apply now to join a team that celebrates success and supports your career progression. AW_FIN

Are you ready to take on a new challenge as a Mortgage Administrator in the heart of Manchester? Our client, a Certified B Corp with a mission to redefine financial inclusion, is looking for someone to join their dynamic team. This role offers the chance to work with a company dedicated to empowering individuals and fostering financial well-being through innovative lending solutions. This is a fantastic opportunity for a Mortgage Administrator with a salary ranging from £30,000 to £33,000 per year. Enjoy excellent career progression opportunities, including funding for the CeMAP qualification, and be part of exciting social events. Our client is a forward-thinking company committed to providing bespoke lending solutions to UK homeowners. As a Certified B Corp, they focus on empowering individuals and challenging traditional financial norms to promote long-term financial well-being. As a Mortgage Administrator, you'll be responsible for: Reviewing and manually underwriting second charge mortgage applications. Verifying documentation accuracy and requesting additional information when needed. Updating customer records and application details accurately. Assessing customers based on their individual circumstances. Communicating clearly with customers and stakeholders throughout the process. Meeting KPI requirements and targets. Package and Benefits: The Mortgage Administrator role comes with a comprehensive package, including: Annual salary between £30,000 and £33,000. Competitive bonus scheme. Hybrid working after probation - 2 days at home. Shifts - 3 early shifts 9-5pm and 2 late shifts 11-7pm (Fridays always 9-5pm) - no weekends. Up to 25 days' annual leave plus bank holidays, and your birthday off every year. Healthcare cash plan. Contributory pension scheme matched up to 5%. The ideal Mortgage Administrator will have: At least 12 months' experience in assessing or processing loan applications. Proven ability to thrive in a fast-paced, target-driven environment. Experience maintaining quality standards with a high volume of cases. Strong communication skills and attention to detail. Problem-solving skills and proficiency in Microsoft Office. If you're interested in roles like Loan Processor, Mortgage Underwriter, Loan Officer, Mortgage Advisor, or Financial Administrator, this Mortgage Administrator position could be the perfect fit for you. If you're passionate about making a difference in financial inclusion and have the skills and experience required for the Mortgage Administrator role, we would love to hear from you. Take the next step in your career and apply today! Alternatively please call Jenni on 01614166135 for more information. JL_FIN

Are you ready to be part of something big? Our client is on the lookout for a dynamic Mortgage Sales Manager to join their team in Manchester. With a recent acquisition and exciting growth on the horizon, this role offers the chance to drive performance and customer satisfaction in a leading financial platform backed by a global success story. This role offers a competitive salary of £40K - £45K with on-target earnings of £60K - £70K. Enjoy the flexibility of a hybrid work environment with three days in the office and two days from home. Plus, benefit from private health and dental cover, including mental health support through Bupa. As a Mortgage Sales Manager, you will: Lead and manage the Advisor, Trainee Advisor, and Case Manager functions. Deliver an exceptional customer journey with high satisfaction and conversion rates. Oversee Sales and Case Manager departments to maximise profitability while maintaining compliance. Foster a "Customer First" culture and ensure compliance with regulatory requirements. Conduct performance reviews and provide coaching and development for staff. Collaborate with internal teams to align business and marketing strategies. Strengthen partnerships with lenders and support technological improvements. Package and Benefits: The Mortgage Sales Manager role comes with an attractive package: Annual salary of £40K - £45K (OTE £60K - £70K). 25 paid holidays plus a "duvet day" on your birthday. Hybrid work environment (3 days in office, 2 days WFH). Private health and dental cover, including mental health support. Life assurance scheme and up to 4% matched pension. Regular Lunch and Learns, dog-friendly office, and free snacks. Access to discounts and free sports and social clubs. Continued investment in learning and development. The ideal Mortgage Sales Manager will have: Strong leadership experience in managing high-performing sales teams. A customer-centric mindset with a focus on right customer outcomes. Proven ability to drive sales performance while ensuring compliance. Excellent coaching and mentoring skills. Strategic thinking to align departmental goals with business objectives. Strong understanding of regulatory requirements. Ability to build effective relationships with internal teams and external lenders. If you have experience or interest in roles such as Sales Director, Business Development Manager, Account Manager, Sales Team Leader, or Client Relationship Manager, this Secured Sales Manager position could be perfect for you. If you're a motivated leader with a passion for driving sales and customer satisfaction, this Secured Sales Manager role offers an exciting opportunity to make a real impact. Apply now to join a forward-thinking team and be part of a company with a clear vision for the future.

Are you ready to take your career to the next level as a Business Development Executive? Our client, a leading broker in Altrincham, is seeking a dynamic individual to join their team. This role is perfect for someone eager to support Business Development Managers and reconnect with former lenders. This exciting position offers a starting salary from £25,000, with the potential to earn over £45,000 (UNCAPPED) Enjoy a fantastic work-life balance with Monday to Friday office hours and no weekend or late-night work. Plus, there are genuine opportunities for career progression. Our client is a market-leading organisation that collaborates with a panel of lenders to provide business loans to SMEs. Known for their energetic and driven sales team, they are eager to welcome passionate Sales Executives into their fold. They truly value their employees and offer real career growth opportunities. As a Business Development Executive, your responsibilities will include: Booking appointments for Business Development Managers. Generating business opportunities from both self-initiated and company-provided leads. Building and nurturing client relationships to boost revenue. Driving new business development with existing and potential accounts. Delivering excellent customer service through effective account management. Meeting call volume targets aligned with revenue goals. Efficiently managing your sales pipeline. Establishing and maintaining relationships with new and existing accounts. Collecting necessary documentation for compliance purposes. Package and Benefits: As a Business Development Executive, you'll receive: A basic salary of £25,000 with an uncapped commission scheme, with OTE up to £45,000 (uncapped) Monday to Friday office hours, with no weekends or late nights. A holiday allowance starting at 20 days, increasing to 25 with service, plus Bank Holidays and your birthday off each year. Genuine opportunities for career progression. The ideal Business Development Executive will have: Experience in an outbound sales role such as Sales Executive, Lead Generator, or Sales Advisor. A minimum of 1 year's B2B sales experience. Alternatively, a recent graduate looking to break into Financial Services Sales. If you're considering roles like Sales Executive, Lead Generator, Sales Advisor, Account Manager, or Client Relationship Manager, this Business Development Executive position might just be your perfect fit. If you're a motivated individual with a passion for sales and business development, this Business Development Executive role could be your next big career move. Don't miss out on this fantastic opportunity to join a dynamic team and grow your career! JL_FIN

Are you ready to take the next step in your career as a Mortgage Case Manager in South Manchester? Our client is a leading force in the financial technology sector, offering innovative solutions to help users manage their credit and financial decisions. This is a fantastic opportunity to join a team that values growth and customer satisfaction. This Mortgage Case Manager role offers a competitive salary of £30,000 to £32,000, with on-target earnings reaching up to £45,000. Enjoy the flexibility of a hybrid working model, with 2 days in the office and 3 days from home after probation. Plus, benefit from private health and dental cover, and a life assurance scheme. Our client is a trailblazer in the financial technology industry, dedicated to improving financial well-being through user-friendly credit scores, reports, and a marketplace for financial products. With a global presence, the company is committed to leveraging technology to empower users to make informed financial choices. As a Mortgage Case Manager, you will: Review and package secured loan applications for accuracy and completeness. Verify customer information, including income and credit history. Prepare and process essential loan documents. Conduct thorough due diligence on applications. Communicate with lenders and resolve any issues during the loan process. Liaise with customers, guiding them through the application process. Build strong customer relationships, ensuring satisfaction. Meet targets and KPIs while maintaining high customer service standards. Stay informed on industry regulations to provide accurate guidance. Package and Benefits: The Mortgage Case Manager role comes with a comprehensive package: Annual salary of £30,000 to £32,000, with potential earnings up to £45,000. Hybrid work environment with 2 days in the office and 3 days from home after probation. 25 paid holidays plus a duvet day on your birthday. Private health and dental cover, including mental health support. Life assurance scheme and up to 4% matched pension. Daily breakfast, free snacks, and access to discounts. Opportunities for learning and development, including leadership-led training. About You For the Mortgage Case Manager role, the ideal candidate will: Have knowledge of secured loans (desirable but not essential) or have a background in car finance or a similar industry. Possess a performance-driven mindset, focused on achieving targets. Deliver exceptional customer service, fostering long-term loyalty. Be organised and capable of managing multiple cases in a fast-paced environment. Excel in communication and interpersonal skills. Be detail-oriented with strong problem-solving abilities. Be flexible and willing to work shifts as needed. If you have experience or interest in roles such as Loan Processor, Financial Advisor, Credit Analyst, Customer Service Representative, or Loan Officer, this Mortgage Case Manager position could be the perfect fit for you. If you're a motivated individual ready to make a real impact in a thriving company, this Mortgage Case Manager role could be your next career move. Apply now to join a team that values innovation, customer satisfaction, and continuous growth. AW_FIN

Are you ready to make a difference as a Customer Service Advisor? Our client is seeking someone who excels in resolving customer issues efficiently and providing exceptional service. Join a dynamic team in the vibrant location of Altrincham and support new customers as they embark on their business journey. With a starting salary of £28,750, this role offers a fantastic opportunity to showcase your customer care skills. You'll be part of a supportive team that values continual development and encourages you to learn new skills. As a Customer Service Advisor, your responsibilities will include: Proactively nurturing existing customer relationships with outstanding service. Resolving customer issues and complaints swiftly while maintaining relationship integrity. Ensuring compliance processes are adhered to at all times. Communicating effectively with customers via phone, email, and written correspondence. Meeting service level agreements within the Personal Support Team. Supporting new customers through their initial learning curve. Package and Benefits: The Customer Service Advisor role comes with a comprehensive package, including: Annual salary of £28,750 Office hours Monday to Friday, no weekends Yearly salary reviews 23 days holiday plus bank holidays Annual company bonus Regular social events and incentives Study support Opportunities for continual development and skill enhancement The ideal Customer Service Advisor will have: A strong desire to resolve customer issues efficiently. Excellent attention to detail in all tasks. Commitment to providing outstanding customer service. Enthusiasm for learning and personal development. Flexibility to undertake specific projects as required. If you're interested in roles such as Customer Support Specialist, Client Relations Advisor, Customer Experience Representative, Customer Success Agent, or Customer Service Coordinator, this Customer Service Advisor position could be the perfect fit for you. If you're passionate about delivering exceptional customer service and looking for a role that offers growth and development, consider applying for the Customer Service Advisor position. Take the next step in your career and join a company that values your contribution. Call Jenni on 01614166135 for more information JL_FIN

Are you ready to join a growing and dynamic team as Mortgage Administrator in South Manchester? Our client is entering an exciting phase of growth and is looking for a talented individual to help customers secure their financial needs. This role offers a fantastic opportunity to be part of a market-leading financial platform backed by global success. This Mortgage Administrator position offers a basic salary of up to £32k, with on-target earnings reaching £45k. Enjoy a hybrid working model with 2 days in the office and 3 days from home after a successful probation period. Plus, benefit from private health and dental cover, and a life assurance scheme. Our client is a leader in the financial technology sector, providing innovative solutions to help users manage their credit and make informed financial decisions. With a presence in several countries and millions of users worldwide, the company is committed to leveraging technology to enable positive financial choices. As a Mortgage Administrator , you will: Review and package secured loan applications for accuracy and completeness. Verify customer information, including income and credit history. Prepare and process essential loan documents. Conduct thorough due diligence on applications. Communicate with lenders and resolve any issues during the loan process. Liaise with customers, guiding them through the application process. Build strong customer relationships, ensuring satisfaction. Meet targets and KPIs while maintaining high customer service standards. Stay informed on industry regulations to provide accurate guidance. Package and Benefits: The Mortgage Administrator role comes with a comprehensive package: Annual salary of £32,000, with potential earnings up to £45,000. Hybrid work environment with 2 days in the office and 3 days from home after probation. 25 paid holidays plus a duvet day on your birthday. Private health and dental cover, including mental health support. Life assurance scheme and up to 4% matched pension. Daily breakfast, free snacks, and access to discounts. Opportunities for learning and development, including leadership-led training. For the Mortgage Administrator role, the ideal candidate will: Have knowledge of secured loans (desirable but not essential). Possess a performance-driven mindset, focused on achieving targets. Deliver exceptional customer service, fostering long-term loyalty. Be organised and capable of managing multiple cases in a fast-paced environment. Excel in communication and interpersonal skills. Be detail-oriented with strong problem-solving abilities. Be flexible and willing to work shifts as needed. If you have experience or interest in roles such as Loan Processor, Financial Advisor, Credit Analyst, Customer Service Representative, or Loan Officer, this Case Manager position could be the perfect fit for you. If you're a motivated individual ready to make a real impact in a thriving company, this Case Manager role could be your next career move. Apply now to join a team that values innovation, customer satisfaction, and continuous growth.

Are you an experienced Insurance Advisor passionate about commercial insurance? Our client, a growing insurance broker, needs a Remote Commercial Insurance Advisor for their team. This is a great chance to join a company transforming the insurance industry with clear solutions for UK businesses. The role offers a salary up to £28,000, with bonuses pushing earnings over £40,000. It includes remote work, 28 days holiday plus bank holidays, employee discounts, and a strong pension scheme. Our client is an innovative insurance broker offering customised solutions for various commercial risks. Acquired in 2022, they have grown quickly and have big plans ahead. They value teamwork and provide advisors with a wide range of insurers to secure the best coverage for clients. As a Remote Commercial Insurance Advisor, you will: Assist new and existing clients with their commercial insurance needs. Provide quotes, manage policies, and handle mid-term adjustments. Use a panel of insurers to place the perfect cover for clients. Cover a variety of risks including liability, property, motor fleet, and business combined policies. Accurately collect client information and manage admin and accounting tasks. Respond promptly and professionally to client, insurer, and partner inquiries. Ensure compliance with FCA rules and company standards. Support the team with technical and administrative tasks as needed. Package and Benefits: The Remote Commercial Insurance Advisor role comes with an attractive package: Annual salary between £26,000 and £28,000+ Potential to earn circa £35-40k including bonus. Remote working with initial head office induction. 28 days holiday plus bank holidays. Employee discounts and a company pension scheme. Free parking. For the Remote Commercial Insurance Advisor role, the ideal candidate will: Have at least one year of experience in insurance, preferably covering commercial premiums. Be skilled in placing cover across multiple insurers using a panel. Possess a thorough understanding of commercial insurance, including public and employers’ liability, property, fleet insurance, and combined business policies. Be an excellent communicator, organised, and enjoy client interaction. Be motivated, results-driven, and eager to advance their career. If you've worked as a Commercial Insurance Advisor, Account Handler, Insurance Consultant, Insurance Sales Executive, or in a similar role, this opportunity could be the perfect fit for you. The Remote Commercial Insurance Advisor position offers a chance to leverage your skills in a supportive and innovative environment. Ready to take the next step in your career with a company that values your expertise and offers room for growth? Apply today to become a Remote Commercial Insurance Advisor and be part of a team that's making a real difference in the insurance industry. Please contact Aiden Wilson on 07380281167 or apply with your latest CV! AW_FIN

Are you ready to make a difference as a Customer Service Advisor? Our client is seeking someone who excels in resolving customer issues efficiently and providing exceptional service. Join a dynamic team in the vibrant location of Altrincham and support new customers as they embark on their business journey. With a starting salary of £28,750, this role offers a fantastic opportunity to showcase your customer care skills. You'll be part of a supportive team that values continual development and encourages you to learn new skills. As a Customer Service Advisor, your responsibilities will include: Proactively nurturing existing customer relationships with outstanding service. Resolving customer issues and complaints swiftly while maintaining relationship integrity. Ensuring compliance processes are adhered to at all times. Communicating effectively with customers via phone, email, and written correspondence. Meeting service level agreements within the Personal Support Team. Supporting new customers through their initial learning curve. Package and Benefits: The Customer Service Advisor role comes with a comprehensive package, including: Annual salary of £28,750 Office hours Monday to Friday, no weekends Yearly salary reviews 23 days holiday plus bank holidays Annual company bonus Regular social events and incentives Study support Opportunities for continual development and skill enhancement The ideal Customer Service Advisor will have: A strong desire to resolve customer issues efficiently. Excellent attention to detail in all tasks. Commitment to providing outstanding customer service. Enthusiasm for learning and personal development. Flexibility to undertake specific projects as required. If you're interested in roles such as Customer Support Specialist, Client Relations Advisor, Customer Experience Representative, Customer Success Agent, or Customer Service Coordinator, this Customer Service Advisor position could be the perfect fit for you. If you're passionate about delivering exceptional customer service and looking for a role that offers growth and development, consider applying for the Customer Service Advisor position. Take the next step in your career and join a company that values your contribution. Call Jenni on 01614166135 for more information JL_FIN