Financial Services

Experts in Financial Services recruitment

section1.imageAlt

At Fintelligent, we specialise in connecting high-growth financial services businesses with outstanding talent across sectors such as residential mortgages, personal loans, vehicle finance, consumer credit, recoveries, and litigation. Our approach is fully adaptable, enabling us to support both individual hires—whether permanent, temporary, contract, or interim—and large-scale, bespoke recruitment projects tailored to your specific business needs.

With over a decade of industry expertise, we partner with you to understand your strategic objectives and act as a true extension of your team, representing your brand with integrity and professionalism in the market. Whether you need a singular critical hire or an entire team buildout, our recruitment solutions are results-driven and designed to align with your organisational culture and goals.

By partnering with Fintelligent, you gain access to a comprehensive recruitment strategy that prioritises diversity, cultural fit, and long-term impact, ensuring we deliver the talent that will drive sustainable growth and meaningful change for your business.

Get in touch
businessvalueimage.imageAlt

Our Most Recent Successful Projects

10 year partnership & 4 year project – Mortgage & Specialist Lending Brokerage – Greater Manchester

3 year project, we partnered with an established second charge lender to lead their recruitment and retention initiatives post covid-19. Supporting with a headcount increase and introduction of new roles to the business. Total hires of 48, With a CV-to-interview ratio of 1.5:1 and interview-to-offer of 8.4:1.

3 year project – Second Charge Lender – Manchester

Over a three-year project, we partnered with an established second charge lender to drive recruitment and retention efforts post-COVID-19, supporting headcount growth and the introduction of new roles. We completed 48 hires with a CV-to-interview ratio of 1.5:1 and an interview-to-offer ratio of 8.4:1.

6 year partnership – Top-tier Health Insurance Provider – Multiple UK Sites

We successfully partnered with one of the UK’s largest health insurance providers, supporting consistent year-on-year headcount growth and advising on remote and hybrid hiring strategies. This collaboration resulted in 174 hires, with a CV-to-interview ratio of 1.5:1 and an interview-to-offer ratio of 8.4:1.

Operational Change Manager – Property - Conveyancing – Manchester

Successful headhunt of an experienced Operational Change Manager within the Property Space. Candidate was looking for an opportunity to work for a larger more established firm. Secured an uplift on compensation and added significant experience to current leadership team

Areas we cover

Lending & Insurance
  • Mortgage Intermediaries
  • Motor Finance
  • Unsecured Lending
  • Protection & Health Insurance
  • Wealth Management & Pensions
Contact Center
  • Litigation
  • Debt Recoveries
  • Umbrella Services
  • Accountancy & Finance
  • Non-qualified Legal
  • Property Services

Roles we specialise in

Leadership
  • CEO
  • COO
  • CFO
  • Director of Sales
  • HRBP
  • Chief People Officer
  • Director of Compliance
  • Head of Compliance
  • Operations Director
Operational Roles
  • Sales Manager
  • Customer Services Manager
  • Processing Manager
  • Sales Advisor
  • Business Development Manager
  • Key Account Manager
  • Case Manager
  • Collections Advisor
  • Finance Assistant
  • HR Manager
  • Operations Manager

Latest Global Job Opportunities

Warranty Sales Executive

Financial Services
£25,000 - £27,000 - Per Year
Permanent
Are you a passionate and motivated person with a knack for sales? Our client is seeking a Warranty Sales Executive to join their dynamic team. The company is a well-established finance brokerage specialising in vehicle finance, offering a range of products to both private and business users across the UK. This is a fantastic opportunity for someone looking to make a real impact in a growing department. With a basic salary of £25,000 - £27,000 and a realistic OTE of £50k, this role offers the chance to earn well while developing your career. You'll also benefit from ongoing training and support to ensure you succeed. Our client is a top finance brokerage in vehicle finance, with over 25 years of industry expertise. They partner with franchised and independent dealers across the UK, offering customised finance solutions. The company values integrity and personal service, enabling dealers to effectively serve their customers. As a Warranty Sales Executive, you'll be responsible for: Selling warranty insurance products at point of sale or handling customer renewals. Handling a high volume of outbound calls to hot leads. Managing leads efficiently using Excel and dialer systems. Providing feedback and insights as the first member of staff on a new campaign. Identifying buying signals and closing sales effectively. Package and Benefits: The Warranty Sales Executive role comes with a comprehensive package, including: Annual salary of £25,000 - £27,000. Realistic OTE of £50k with sales cycle discussed during telephone interview. Fully remote working pattern with only your first day in the office to collect equipment. Ongoing product training throughout the first month. Proven data provided from high quality marketing partners. Long term progression opportunities as the business continue to grow. The ideal Warranty Sales Executive will have: A background working in selling add-on products like GAP or warranty. A background in car sales or finance, with high-volume outbound call experience. Proven Excel skills and the ability to work efficiently with data. A proactive and motivated attitude, with the ability to manage remote work effectively. A keen eye for buying signals and the ability to close sales quickly. If you're interested in roles such as Sales Executive, Warranty Specialist, GAP Insurance Sales, Add-on Product Sales, or Vehicle Finance Sales, this Warranty Sales Executive position could be the perfect fit for you. This is a unique opportunity to join a reputable company as a Warranty Sales Executive, where you can make a significant impact and enjoy excellent earning potential. If you're ready to take on the challenge, we encourage you to apply and take the next step in your career. Please contact Aiden Wilson on 07380281167 or apply with your latest CV! AW_FIN

Business Development Manager

Financial Services
£50,000 - £55,000 - Per Year
Permanent
Are you a dynamic professional with a knack for building relationships? Our client, a leading fintech lender, is on the hunt for a Business Development Manager to join their Broker Channel team in London. This role is all about driving loan originations and expanding broker networks to empower SMEs across the UK with innovative financial solutions. Enjoy a competitive salary ranging from £50,000 to £55,000 with uncapped commission - OTE £100,000. You'll be part of a supportive team environment, with plenty of opportunities for career growth and development. Our client is a prominent fintech lender dedicated to providing fast and flexible funding solutions to SMEs throughout the UK. With a strong focus on technology and innovation, they offer financial products tailored to the unique needs of businesses, helping them thrive and grow. As a Business Development Manager, you'll be at the forefront of driving loan originations and expanding broker networks. Actively manage and grow a portfolio of brokers to meet and exceed lending targets. Develop and maintain strong relationships with brokers, ensuring alignment with their clients' needs. Identify and onboard new brokers to enhance market reach. Stay informed about industry trends and regulatory changes. Collaborate with internal teams to ensure smooth deal processing. Present and negotiate Capify’s products and services effectively. Monitor and report on broker performance to management. Package and Benefits: The Business Development Manager role comes with an attractive package: Annual salary of £45,000 - £55,000. OTE uncapped - £100,000+ Commission structure to reward your achievements. Opportunities for career advancement and professional development. Work within a collaborative and supportive team environment. The ideal Business Development Manager will have: Proven experience in commercial finance, particularly in a broker-facing role. A strong network of commercial finance brokers within the UK. Exceptional relationship-building skills with a customer-first mindset. A proactive attitude and the ability to work independently. Strong sales, negotiation, and presentation skills. Excellent communication skills, both written and verbal. Familiarity with fintech lending solutions is a plus. If you're experienced in roles such as Broker Manager, Relationship Manager, Commercial Finance Manager, Lending Manager, or Financial Sales Manager, this Business Development Manager position could be the perfect fit for you. If you're a results-driven professional with a passion for commercial finance and relationship management, this Business Development Manager role could be your next career move. Apply now to make a significant impact in the broker channel and help shape the success of our client’s innovative financial solutions.

Loan Administrator

Financial Services
£25,000 - £35,000 - Per Year
Permanent
Are you ready to excel as a BTL Administrator? Our client, a vibrant team with expertise in mortgage products and lenders, is looking for a talented person to join their thriving business. This role is a great chance to handle specialist lending processes and work with relationship managers to complete deals efficiently. With an annual salary of £30,000 - £35,000, this role offers a great opportunity to grow your career in a thriving environment. You'll have the chance to work alongside experienced entrepreneurs and develop your skills in a supportive and fun atmosphere. As a BTL Administrator, your responsibilities will include: Managing the commercial lending process. Assessing the financial position and credibility of customers. Maintaining strong relationships with banks and lenders. Explaining loan repayment schedules and managing loans throughout their lifespan. Reviewing and updating loan files and credit documentation. Ensuring compliance with client transactions. Assisting relationship managers in growing the commercial business. Handling cross referrals to other areas such as accountancy and insurance. Package and Benefits: The BTL Administrator role comes with an attractive package, including: Annual salary of £30,000 - £35,000. Opportunities to work with experienced entrepreneurs. A supportive environment for career progression. The ideal BTL Administrator will have: Experience in commercial advisory and managing application processes. Working knowledge of buy-to-let and commercial real estate operations. Strong emotional intelligence and relationship-building skills. Excellent time management and organisational abilities. Proficiency in IT tools like word processing and spreadsheet software. A firm grasp of financial procedures and strong numerical skills. A degree in business, finance, or accounting is ideal, along with CeMAP Level 3 qualification. If you have experience or interest in roles such as Mortgage Administrator, Lending Specialist, Commercial Finance Officer, Loan Processor, or Financial Services Advisor, you might find this BTL Administrator position a perfect fit for your career aspirations. If you're a proactive and organised individual looking to make a significant impact as a BTL Administrator, this opportunity is perfect for you. Join our client in their mission to deliver financial excellence and enjoy a rewarding career journey. Apply now and take the next step in your professional growth!

Social Media and Marketing Executive

Financial Services
£30,000 - £35,000 - Per Year
Permanent
Are you a creative and dynamic individual looking to make a mark in the world of marketing? Our client, a leading provider of High Court Enforcement & Debt Recovery services, is seeking a Social Media and Marketing Executive to join their vibrant team in Runcorn, Cheshire. This exciting role offers the chance to enhance brand presence and engage with a diverse audience. With a salary of £30,000 per annum and the potential to earn up to £36,000 with bonuses, this role offers a fantastic opportunity for growth. Enjoy a supportive work environment with benefits like free monthly meals, free parking, and a Mersey toll bridge pass. Our client is a renowned leader in High Court Enforcement & Debt Recovery services, known for their professionalism and commitment to helping businesses and individuals. They are dedicated to enhancing their brand and expanding their reach through strategic marketing initiatives. As a Social Media and Marketing Executive, you'll: Develop and implement social media strategies to boost brand awareness and engagement. Create compelling graphics, videos, and written content aligned with the brand's voice. Manage and optimise paid social media campaigns on platforms like LinkedIn, Facebook, Instagram, and X. Engage with the community by managing social media channels and responding to enquiries. Collaborate with a PR agency to ensure consistent communication across channels. Monitor and report on social media performance, providing insights to senior management. Analyse campaign performance and adjust strategies to meet KPIs. Promote internal initiatives and success stories to highlight company culture. Package and Benefits: The Social Media and Marketing Executive role comes with: Annual salary of £30,000, with potential earnings up to £36,000 based on performance. Free monthly meals from a variety of catering companies. Free parking and a Mersey toll bridge pass. Opportunities for professional development and career progression. The ideal Social Media and Marketing Executive will have: At least 2 years' experience managing social media for a business. A minimum of 1 year's experience with paid social media advertising campaigns. Strong design skills for creating visually appealing content. Experience with social media management tools like Hootsuite. Excellent communication skills for engaging with audiences and handling enquiries. Ability to manage multiple projects and meet deadlines. Familiarity with social media analytics and reporting tools. If you're interested in roles such as Social Media Manager, Marketing Specialist, Digital Marketing Executive, Content Creator, or Communications Officer, this Social Media and Marketing Executive position could be the perfect fit for you. This is a fantastic opportunity for a Social Media and Marketing Executive to join a leading company and make a significant impact. If you're ready to take your career to the next level, apply now and become a key player in enhancing our client's brand presence.

Mortgage Support Administrator

Financial Services
£25,000 - £28,000 - Per Year
Permanent
Do you have a knack for spotting details and love chatting with people? Our client is keen to find a Mortgage Support Officer to join their lively crew in Gravesend, Kent. This is a fantastic opportunity to be part of a forward-thinking financial services company, where you'll lend a hand to the Borrower Sales Team and help the company grow. Enjoy a competitive salary ranging from £24,000 to £28,000 per year. This full-time, office-based role offers the chance to work with a supportive team in a fast-paced environment, where you can expand your skills and expertise. Our client is a forward-thinking financial services provider, dedicated to delivering exceptional service and fostering business growth. The company values hard work and encourages employees to continuously develop their skills. As a Mortgage Support Officer, you will: Assist the sales team with administrative tasks for new leads. Build and maintain relationships with brokers and clients via phone and email. Support the packaging of deals for the underwriting team. Provide necessary data to the Senior Leadership Team. Consult with clients and brokers to meet their specific needs. Liaise with brokers, BDMs, and clients to issue suitable DIPs. Chase DIPs to ensure applications are returned. Package completed applications for underwriting. Engage with new brokers to secure deals. Handle direct enquiries and ensure compliance with FCA regulations. Maintain and update the sales pipeline. Upload sales invoices. Package and Benefits: The Mortgage Support Officer role comes with: Annual salary of £24,000 - £28,000. Opportunities for professional growth and skill development. A supportive and dynamic team environment. The ideal Mortgage Support Officer will have: Excellent oral and written communication skills with keen attention to detail. Strong time management skills and the ability to multitask effectively. A proactive attitude and the ability to adapt to industry changes. Experience in customer service. A flexible and motivated approach to work. Desirable but not essential: Experience in the finance industry - ideally within a Mortgage Support role If you have experience or interest in roles such as Sales Support Officer, Mortgage Advisor, Financial Services Administrator, Sales Coordinator, or Client Relationship Manager, this Mortgage Support Officer position could be the perfect fit for you. If you're ready to take on a challenging and rewarding role as a Mortgage Support Officer, we want to hear from you! Join our client's innovative team and contribute to their continued success.

Mortgage Administrator

Financial Services
£25,000 - £28,000 - Per Year
Permanent
Do you have an eye for detail and a passion for organisation? Our client is on the hunt for a Mortgage Administrator to become part of their dynamic team in Wilmslow. This position is pivotal in assisting the business development and underwriting teams, ensuring that every crucial check is meticulously completed to maintain seamless and efficient loan processing. Enjoy a competitive salary between £24,000 - £28,000, along with a fantastic range of benefits. You'll enjoy team social events and trips that foster a collaborative and fun working environment. Our client is a forward-thinking company dedicated to providing exceptional financial services. They pride themselves on their commitment to client satisfaction and their supportive, team-oriented workplace culture. As a Mortgage Administrator, your responsibilities will include: Reviewing applications to ensure all relevant paperwork is submitted. Organising client information for efficient loan processing. Checking loan-to-value and debt-to-income ratios. Completing detailed affordability assessments. Requesting credit checks and issuing necessary paperwork. Handling enquiries from applicants and lenders. Drafting case rationale for investors and senior management. Completing AML checks and maintaining accurate records. Working to deadlines for submission of paperwork. Package and Benefits: The Mortgage Administrator role comes with a comprehensive package including: Annual salary of £24,000 - £28,000. 24 holidays plus bank holidays, increasing to 25 after one year. Westfield Health cash plan. 24-hour colleague assistance helpline. Proximity to Wilmslow train station. Team social events and trips. The ideal Mortgage Administrator candidate will have: Excellent interpersonal and communication skills. Attention to detail and high-level numeracy. Understanding of financial processes and credit scores. Expertise in databases, word processors, and spreadsheets. Proven customer service skills and exceptional organisation. Ability to multi-task and prioritise effectively. If you have experience or interest in roles such as Loan Administrator, Credit Analyst, Underwriting Assistant, Financial Processor, or Loan Officer, you might find the Mortgage Administrator role to be a perfect fit for your skills and career aspirations. If you're ready to take on a challenging and rewarding role as a Mortgage Administrator, apply today to join a company that values its employees and offers a supportive and engaging work environment.

Graduate Business Processor

Financial Services
£25,000 - £25,000 - Per Year
Permanent
Are you ready to step into the role of Graduate Business Processor with a dynamic company in Wilmslow? Our client, a forward-thinking bridging lender, is seeking a highly organised individual to support their business development and underwriting team. If you thrive in a fast-paced environment and have a knack for communication, this could be the perfect opportunity for you! Enjoy a competitive salary of £25,000, with a discretionary annual bonus. You'll also benefit from a modern office environment and a unique company culture that includes exciting team events and trips. With easy access to Wilmslow train station, commuting is a breeze. Our client is a bridging lender based in the North West, known for its modern office and unique culture. They prioritise employee well-being with events like Christmas parties abroad and sales meetings in scenic locations. The company is dedicated to fostering a supportive and engaging work environment. As a Graduate Business Processor, you'll: Review applications to ensure all necessary paperwork is complete. Organise client information to facilitate smooth loan processing. Check loan-to-value and debt-to-income ratios. Conduct detailed affordability assessments. Request credit checks and issue loan agreements. Handle enquiries from applicants and lenders. Draft case rationales for investors and senior management. Complete AML checks and maintain accurate account records. Work to deadlines for paperwork submissions. Package and Benefits: The Graduate Business Processor role comes with: Annual salary of £25,000. Discretionary annual bonus. 24 holidays plus bank holidays, increasing to 25 after one year. Westfield Health cash plan and 24-hour colleague assistance helpline. Team social events and trips. Ideal candidates for the Graduate Business Processor role will have: Excellent interpersonal and customer service skills. Have an excellent academic background, with some previous work or internship experience in financial services. Have an interest in property finance. Strong attention to detail and high-level numeracy. Expert knowledge of databases, word processors, and spreadsheets. Exceptional organisation skills, with the ability to multi-task and prioritise. If you're interested in roles such as Loan Processor, Underwriting Assistant, Credit Analyst, Loan Officer, or Financial Administrator, you might find the Graduate Business Processor position aligns with your skills and career goals. If you're a detail-oriented individual with a passion for finance and customer service, the Business Processor role could be your next career move. Don't miss the chance to join a vibrant team in a accommodating and modern work environment.

Internal Relationship Manager

Financial Services
£30,000 - £35,000 - Per Year
Permanent
Are you all set to take your career to the next level? Our client, a leading name in short-term property finance, is looking for an Internal Relationship Manager to become part of their lively team in Cheshire. This is a fantastic opportunity to work alongside the Head of Sales and play a big role in boosting the company's growth and top-notch customer service. This role offers a salary of £30,000 - £35,000 per year. You'll get the unique opportunity to collaborate directly with the Head of Sales, gaining valuable insights. Plus, you'll be part of a company that prioritises customer service in all they do. Our client is a leading provider of short-term property finance, catering to developers, landlords, and investors. With significant growth under their belt, they have ambitious plans for the future. They are a relationship-driven lender with a keen focus on delivering exceptional customer service. As an Internal Relationship Manager, you will: Manage relationships with customers and brokers from application to loan redemption. Analyse financial accounts, property valuations, and business appraisals. Ensure compliance with regulatory requirements. Stay informed about the short-term lending market. Handle lending enquiries efficiently. Develop and maintain successful working relationships with external and internal contacts. Attend external events and deliver presentations as needed. Package and Benefits: The Internal Relationship Manager role comes with: Annual salary of £30,000 - £35,000. Opportunities for professional growth and development. A supportive and collaborative work environment. Exposure to high-level decision-making processes. The ideal Internal Relationship Manager will have: Experience in property finance. Strong numeracy and analytical skills. Excellent written and verbal communication skills. A self-motivated and results-driven attitude. Strong attention to detail and accuracy in data input. The ability to manage a high volume of cases efficiently. A customer-focused approach and the ability to build long-term relationships. If you have experience as a Case Manager, Credit Analyst, Loan Officer, Relationship Manager, or Lending Specialist, you might find this Internal Relationship Manager role particularly interesting. Ready to take on a new challenge and grow your career with a leading lender? Apply now to become an Internal Relationship Manager and join a company that values customer service and professional development.

Loan Processor

Financial Services
£25,000 - £28,000 - Per Year
Permanent
Got a knack for spotting the little things and love keeping everything in order? Our client is looking for a Loans Processor to join their lively team in Wilmslow. This role is all about supporting the business development and underwriting teams, making sure every important check is done to keep the loan processing smooth and easy. Enjoy a competitive salary between £25,000 - £28,000, along with a fantastic range of benefits. You'll enjoy team social events and trips that foster a collaborative and fun working environment. Our client is a forward-thinking company dedicated to providing exceptional financial services. They pride themselves on their commitment to client satisfaction and their supportive, team-oriented workplace culture. As a Loans Processor, your responsibilities will include: Reviewing applications to ensure all relevant paperwork is submitted. Organising client information for efficient loan processing. Checking loan-to-value and debt-to-income ratios. Completing detailed affordability assessments. Requesting credit checks and issuing necessary paperwork. Handling enquiries from applicants and lenders. Drafting case rationale for investors and senior management. Completing AML checks and maintaining accurate records. Working to deadlines for submission of paperwork. Package and Benefits: The Loans Processor role comes with a comprehensive package including: Annual salary of £25,000 - £28,000. 24 holidays plus bank holidays, increasing to 25 after one year. Westfield Health cash plan. 24-hour colleague assistance helpline. Proximity to Wilmslow train station. Team social events and trips. The ideal Loans Processor candidate will have: Excellent interpersonal and communication skills. Attention to detail and high-level numeracy. Understanding of financial processes and credit scores. Expertise in databases, word processors, and spreadsheets. Proven customer service skills and exceptional organisation. Ability to multi-task and prioritise effectively. If you have experience or interest in roles such as Loan Administrator, Credit Analyst, Underwriting Assistant, Financial Processor, or Loan Officer, you might find the Loans Processor role to be a perfect fit for your skills and career aspirations. If you're ready to take on a challenging and rewarding role as a Loans Processor, apply today to join a company that values its employees and offers a supportive and engaging work environment. Alternatively please calll Jenni on 01614166135 for more information.

Internal Relationship Manager

Financial Services
£30,000 - £35,000 - Per Year
Permanent
Looking to take your career to the next level? Our client, a principal lender specialising in short-term property finance, is seeking a Relationship Manager to join their dynamic team in South Manchester. This is a fantastic opportunity to work directly with the Head of Sales and make a real impact on the company's growth and customer service excellence. This role offers a competitive salary of £30,000 - £35,000 per year. You'll have the chance to work closely with the Head of Sales, providing invaluable support and gaining unique insights. Plus, you'll be part of a company that puts customer service at the heart of everything they do. Our client is a leading lender providing short-term property finance to developers, landlords, and investors. They've experienced significant growth and have big ambitions for the future. This is a relationship-led lender with a strong focus on customer service. As a Relationship Manager, you will: Manage existing relationships with customers and brokers from application to loan redemption. Analyse financial accounts, property valuations, and business appraisals. Ensure compliance with regulatory requirements. Maintain up-to-date knowledge of the short-term lending market. Handle lending enquiries efficiently. Develop and maintain successful working relationships with external and internal contacts. Attend external events and deliver presentations as needed. Package and Benefits: The Relationship Manager role comes with: Annual salary of £30,000 - £35,000. Opportunities for professional growth and development. A supportive and collaborative work environment. Exposure to high-level decision-making processes. The ideal Relationship Manager will have: Experience in property finance. Strong numeracy and analytical skills. Excellent written and verbal communication skills. A self-motivated and results-driven attitude. Strong attention to detail and accuracy in data input. The ability to manage a high volume of cases efficiently. A customer-focused approach and the ability to build long-term relationships. If you have experience as a Case Manager, Credit Analyst, Loan Officer, Relationship Manager, or Lending Specialist, you might find this Relationship Manager role particularly interesting. Ready to take on a new challenge and grow your career with a leading lender? Apply now to become a Relationship Manager and be part of a company that values customer service and professional development. ON_FIN

Graduate Sales Executive

Financial Services
£25,000 - £28,000 - Per Year
Permanent
Our client is seeking a dynamic and ambitious Graduate Sales Executive to take on an exciting challenge. Based in the vibrant centre of Altrincham, our client is a reputable financial brokerage looking to welcome a skilled individual to their team. This role offers an intriguing opportunity to engage in B2B sales, with a focus on converting warm leads from businesses seeking short-term loans. As a Graduate Sales Executive, you'll be rewarded with a basic salary ranging between £25,000 and £28,000, dependent on your experience. Plus, with uncapped commission, you could be taking home up to £45,000! You'll also benefit from a healthy work-life balance, with office hours from Monday to Friday and no requirement for weekend or late-night work. Our client is an award-winning provider of Unsecured Business Loans. They're currently expanding their sales team and are keen to recruit money-motivated sales staff to help drive their business growth. This is a fantastic opportunity to join a dynamic, forward-thinking company that truly values its employees. As a Sales Executive, your duties will include: Generating business opportunities from both self-sourced and company-provided leads Building and maintaining relationships with clients to increase revenue Driving new business development with existing and prospective accounts Delivering excellent customer service through effective account management Meeting sales quotas in line with revenue targets by achieving call volume Effectively managing your sales pipeline Building relationships with new and existing accounts Package and Benefits: As a Graduate Sales Executive, you'll enjoy: A basic salary of £25,000 - £28,000 (D.O.E) with an uncapped commission OTE up to £45,000 Office hours from Monday to Friday with no weekends or late nights A starting holiday allowance of 20 days, rising to 25 with service, plus 8 Bank Holidays off Your birthday off every year Genuine opportunities for career progression A central location in Altrincham with fantastic transport links The ideal Sales Executive candidate will have: Experience working in an outbound sales role, such as a Sales Executive, Lead Generator, or Sales Advisor Sales experience within Financial Services/Insurance A minimum of 1 year's B2B sales experience If you've previously held roles such as a Sales Executive, Lead Generator, Sales Advisor, or a similar position within Financial Services/Insurance, this role could be the perfect next step for you. Don't miss this opportunity to join a thriving financial organisation as a Sales Executive and elevate your career. Apply today with your most recent CV for consideration or please call Jenni Lunt 0161416635. JL_FIN

Sales Executive

Financial Services
£23,000 - £28,000 - Per Year
Permanent
Are you a Sales Executive with heaps of experience and itching for your next adventure? Well, our client, a fantastic broker in Horwich, Bolton, is on the hunt for a Sales Executive to become part of their expanding team. This is a brilliant chance to join a company that supports you with your RO5 qualification and offers a solid base salary of £25,500, along with the opportunity to earn unlimited commission – with an OTE of £35,000 in your first year. This role offers a great package with excellent perks. The basic salary is £25,500, with potential earnings up to £40,000 due to uncapped commission. The client also covers the cost of RO5 qualifications. Our client is one of the UK's top brokers, loved for their dedication to making customers happy and creating a fantastic place to work. They really care about helping people grow in their careers and provide a supportive atmosphere. As a Sales Executive, your responsibilities will include: Calling pre-qualified enquiries for customers looking to purchase Life Insurance / Protection Cover Completing fact finds to establish customers' needs Working with a panel of lenders to find the best rates for customers Managing your diary efficiently Working in a target-driven environment Package and Benefits: The Sales Executive role comes with a comprehensive package: Annual salary of £25,500 with OTE £40,000 uncapped - year 1 Funding for RO5 qualification 22 days holiday, rising to 25 days plus bank holidays Your birthday off 12 flexidays a year Free anniversary bubbly Vitality healthcare Free fruit baskets weekly Access to ongoing training and development Annual awards evening Regular social events Fantastic company culture Free secure parking The ideal candidate for the Sales Executive role will have: We would love to hear from you if you have experience working in Sales as a Sales Executive, Life Insurance Advisor, Loan Advisor, Loan Executive, Outbound Advisor, Protection Advisor or similar Proven experience of working in a target driven environment Ready to take the next step in your career as a Sales Executive, join our client’s dynamic team and enjoy fantastic benefits and career progression opportunities. Apply now with your most recent CV for consideration or call Jenni on 01614166135 for more information.

Trainee Mortgage Advsior

Financial Services
£25,500 - £30,000 - Per Year
Permanent
Are you a Sales Executive seeking a new opportunity? Our client, a top broker in Horwich, Bolton, needs a Trainee Mortgage Advisor. They sponsor your CeMAP qualification and offer a £25,500 base salary with uncapped commission, aiming for £35,000 earnings. The role includes great perks and covers the cost of CeMAP qualifications, setting you up for success. Our client is a popular UK broker known for great customer service and a fantastic work culture. They offer real career growth in a supportive environment. As a Trainee Mortgage Advisor, your duties are: Contacting pre-qualified mortgage enquiries Conducting fact finds to determine customer needs Reviewing credit reports Collaborating with lenders to secure the best rates Organising your schedule effectively Operating in a target-focused setting Package and Benefits: The Trainee Mortgage Advisor role offers: £25,500 annual salary, with potential earnings of £35,000 - £40,000 CeMAP Level 1, 2, and 3 qualifications funded 22 days holiday, increasing to 25, plus bank holidays Birthday leave 12 flexidays annually Complimentary anniversary champagne Vitality healthcare Weekly free fruit baskets Continuous training and development Annual awards night Frequent social events Great company culture Free secure parking The ideal candidate will have: Experience in outbound sales roles like Sales Executive, Sales Consultant, Mortgage Advisor, or Loan Consultant GCSE Maths and English grade C or above If you have experience as an Outbound Sales Advisor, Sales Executive, Sales Consultant, Mortgage Advisor, or Loan Consultant, this Trainee Mortgage Advisor role could be the perfect next step in your career. Ready to take the next step in your career as a Trainee Mortgage Advisor? Join our client’s dynamic team and enjoy fantastic benefits and career progression opportunities. Apply now!

Remote - Mortgage Advisor

Financial Services
£25,500 - £30,000 - Per Year
Permanent
Our client is looking for an experienced First Charge Mortgage Adviser to join their dynamic team. This role will be to work fully remotely or hyrbid depending on location. Known for their commitment to integrity and customer satisfaction, this industry leader offers a fantastic opportunity for those passionate about delivering exceptional service. With a starting salary of £30,000 - £32,000 (doe) with an uncapped bonus up to £60,000 OTE. Enjoy a supportive environment with fully remote or hybrid working, private healthcare, rising holiday entitlements, and fun perks like 'Freebie Fridays'. Our client is a leading financial services company, renowned for being the largest Mortgage Brokers in the UK. As a business they specialise in First & 2nd Charge Mortgages, Equity Release, Insurance, and Bridging Loans and continue to set the industry by storm. As a First Charge Mortgage Adviser, you'll be at the heart of the action: Engage with the New Business team to manage qualified leads. Navigate customer financial landscapes to source suitable products. Maintain comprehensive knowledge of lender criteria. Deliver impactful sales calls with well-researched recommendations. Collaborate with lenders for smooth case processing. Work closely with the Case Management team to ensure successful completions. Proactively follow up on leads and update cases. Achieve targets while maintaining high performance standards. Stay updated on FCA requirements and industry changes. Fulfil CPD requirements and adhere to compliance protocols. Promote best advice and customer care consistently. Package and Benefits: The First Charge Mortgage Adviser role comes with an attractive package: Annual salary starting salary of £30,000 - £32,000 (doe) with an uncapped bonus up to £60,000 OTE Hybrid working or fully remote. Shift-based schedule for a balanced 40-hour work week. Private healthcare with Vitality Health and rising holiday entitlement. Enjoy additional perks like your birthday off and 'Freebie Fridays'. The ideal candidate for the First Charge Mortgage Adviser position should have: You must be fully CeMAP qualififed - Level 1, 2 and 3. A minimum of 12 months experience working in the first charge sector. Money motivated and target driven Commitment to staying informed about industry changes and compliance. If you're a Mortgage Consultant, Mortgage Broker, or this First Charge Mortgage Adviser role could be the perfect fit for you. With opportunities to grow and develop in a thriving company, this position offers a rewarding career path. If you're ready to make a significant impact as a First Charge Mortgage Adviser, this is your chance to join a leading company dedicated to excellence and innovation. Apply now and take the next step in your career journey or call Jenni on 01614166135 for more information.JL_FIN

Payroll Technician

Financial Services
£25,000 - £28,000 - Per Year
Permanent
Are you a detail-oriented individual with a knack for numbers? If so, this Payroll Technician role could be your next career move! Our client, an employee-owned company based in Bramhall, is seeking an enthusiastic team player eager to contribute to the company's growth and success. As a Payroll Technician, you can expect an annual salary between £25,000 and £28,000. Enjoy a minimum of 34 days holiday, which increases with service, and includes your birthday off. Plus, you can look forward to annual incentive trips to exciting destinations like Las Vegas, Barcelona, and New York. Our client is an employee-owned company with a strong team ethic, dedicated to creating a flexible and enjoyable work environment. They offer unique perks like a games room, bar, and fresh fruit daily, while investing in their employees through paid qualifications and a supportive maternity/paternity policy. As a Payroll Technician, your responsibilities will include: Processing payroll with precision and attention to detail Communicating effectively with colleagues and customers Assisting the Head of Payroll with various projects and tasks Adhering to the company's service level agreements Contributing to team improvement with a positive attitude Package and Benefits: In the role of Payroll Technician, you will receive: An annual salary of £25,000 to £28,000 A minimum of 34 days holiday, rising with service, including your birthday off Company incentive targets and annual incentive trips Paid qualifications Employee Healthcare membership A competitive maternity/paternity policy The ideal candidate for the Payroll Technician role should have: At least 1 year's experience in payroll processing Excellent communication and organisational skills A keen eye for detail and a strong team ethic A hard-working, enthusiastic attitude with a willingness to learn and grow Ideally part or fully CIPP qualified in Payroll Technician certificate If you have experience as a Payroll Officer, Payroll Specialist, Payroll Clerk, Payroll Assistant, or Payroll Coordinator, this Payroll Technician role could be a perfect fit for you. If you're a team player with a desire to grow and help a company thrive, don't miss this opportunity to become a Payroll Technician. Send us your CV today and take the next step in your career!

Accounts Team Leader

Financial Services
£30,000 - £35,000 - Per Year
Permanent
Are you ready to lead a dynamic team in a fast-paced environment? Our client is looking for an Accounts Team Leader to join their vibrant accountancy department. If you thrive on challenges and have a passion for numbers, this could be the perfect role for you! With a competitive salary ranging from £31,000 to £37,500, this role offers you the chance to grow and develop within a supportive and innovative company. Enjoy a minimum of 34 days holiday, including your birthday off, and take advantage of the Electric Vehicle salary sacrifice scheme. The client is a 100% employee-owned company, recognised as a world-class 3-star Best Company to work for. They offer a clear career progression path, with 60% of senior managers having progressed from entry-level roles. The company values team spirit and regularly hosts team get-togethers and annual incentive trips. As an Accounts Team Leader, your responsibilities will include: Leading and motivating the accounts team. Providing feedback and support to team members. Contributing new ideas to improve current processes. Ensuring detailed and accurate financial reporting. Managing online accounting systems like SAGE Accounts. Handling challenges and working well under pressure. Package and Benefits: The Accounts Team Leader role comes with an attractive package, including: Annual salary of £31,000 - £37,500. Minimum of 34 days holiday, increasing with service. Electric Vehicle salary sacrifice scheme. Monthly team get-togethers and annual incentive trips. Access to an employee healthcare membership. Fresh fruit and smoothies provided in the office. The ideal Accounts Team Leader will have: At least 3 years of industry experience. ACA/ACCA/CIMA part qualified or fully chartered. A minimum B grade in GCSE Mathematics. Detailed knowledge of online accounting systems such as SAGE Accounts. An 'above and beyond' attitude and a drive to learn and develop. Strong communication skills and the ability to work well under pressure. If you have experience as an Accounting Supervisor, Finance Team Leader, Accounts Manager, Senior Accountant, or Financial Controller, you might find this Accounts Team Leader role particularly interesting. Ready to take the next step in your career? If you have the skills and drive to excel as an Accounts Team Leader, apply now and join a company that values its employees and offers fantastic growth opportunities. JL_FIN

See what people are saying about us!

Fintelligent provided me with a 5-star service. Polite, professional throughout. Assisted me with gaining employment for an employer I was extremely keen to work for and I can't thank Jenni Lunt enough for the help and advice I received.
Jamie K.
Daniel is really experienced and an absolute pleasure to work with. He understands the financial services market and what is expected in the roles provided. Dan makes sure he provides quality candidates rather than just volume. I would highly recommend using Daniel to assist firms in their recruitment.
Jamie Pritchard
I have been working with Jenni and the team at Fintelligent for the past 2 years now, and I can honestly say after 20 years experience of dealing with countless agencies & even attempting myself they are by far the best. Jenni fully understands our business requirements, and will give us an honest appraisal before any interview we have. It says something that we have not ventured elsewhere since partnering with. In addition, they now source for other parts of our business and as we continue our relationship’
Peter Leech
Helped me secure the job I want, Jeni was extremely helpful.
Nathan D.
I have worked with James regarding multiple placements, and would highly recommend him to anyone seeking a professional, expert approach when sourcing quality candidates. I would have no hesitation in working with James again on future vacancies as I am convinced that his knowledge and manner of approach would help add value to my recruitment search.
Del Williams
Fintelligent provided me with a 5-star service. Polite, professional throughout. Assisted me with gaining employment for an employer I was extremely keen to work for and I can't thank Jenni Lunt enough for the help and advice I received.
Jamie K.
Daniel is really experienced and an absolute pleasure to work with. He understands the financial services market and what is expected in the roles provided. Dan makes sure he provides quality candidates rather than just volume. I would highly recommend using Daniel to assist firms in their recruitment.
Jamie Pritchard
I have been working with Jenni and the team at Fintelligent for the past 2 years now, and I can honestly say after 20 years experience of dealing with countless agencies & even attempting myself they are by far the best. Jenni fully understands our business requirements, and will give us an honest appraisal before any interview we have. It says something that we have not ventured elsewhere since partnering with. In addition, they now source for other parts of our business and as we continue our relationship’
Peter Leech
Helped me secure the job I want, Jeni was extremely helpful.
Nathan D.
I have worked with James regarding multiple placements, and would highly recommend him to anyone seeking a professional, expert approach when sourcing quality candidates. I would have no hesitation in working with James again on future vacancies as I am convinced that his knowledge and manner of approach would help add value to my recruitment search.
Del Williams
I had an amazing experience with Jenni Lunt! I applied for a job on Indeed and was called very quickly by Jenni, she took the time to understand my current role and check that my experience would work for the company I had applied for. She came back to me very quickly and arranged for me to have an interview. I was successful in both interviews and have been offered the job! Jenni was really supportive, she gave me lots of great advice, hints and tips. She followed up with me continuously throughout the process to make sure I felt prepared and check I was happy with how the interview went. Its such a pleasant change to have a recruiter genuinely support you and wanting you to succeed. Everyone needs a Jenni when looking for a new role! Thank you again ❤️
Nicolle M.
I was helped by Jenni Booth whilst applying for a job and I cant express enough the support provided was exemplary.
Keith H.
Partnering with Fintelligent has truly revolutionised our approach to call centre staffing at Vitality Health. Their remarkable ability to deliver results swiftly, without compromising on candidate quality, has been instrumental in maintaining the seamless functioning of our operations, even during our busiest periods. One of the standout qualities of Fintelligent is their profound understanding of Vitality Health's ethos and the intricacies of our industry. This depth of understanding enables them to consistently source candidates who not only possess the necessary skills but also resonate with our company culture and values. Moreover, their collaborative partnership approach has been invaluable. They don't just provide a service; they actively work alongside our internal recruitment team, leveraging their expertise to enhance our hiring processes and achieve our overarching talent acquisition objectives. Their commitment to excellence and ability to align with our company's vision makes them an indispensable asset to Vitality Health
Matthew Wilkinson
Jenni was amazing from start to finish. She prepared me for the interview, kept in contact with me throughout the whole process & was friendly throughout. It was a pleasure to have her help throughout the process.
Megan C.
James and Fintelligent have consistently been one of our highest performing agencies and a valued partner to our internal talent function whenever we need to reach out to agencies for hard to fill roles or urgent positions. James and the team are honest, act with integrity, take the time to understand our business, provide valuable advice and insight into the market and most of all find great candidates. I’m used to getting a barrage of calls from Recruiters and I’m always reluctant to add to our PSL. I’d highly recommend James and Fintelligent to any Financial Services business whether they are looking to add to their PSL or not as they have continually delivered for us.
Nadia Morland
I had an amazing experience with Jenni Lunt! I applied for a job on Indeed and was called very quickly by Jenni, she took the time to understand my current role and check that my experience would work for the company I had applied for. She came back to me very quickly and arranged for me to have an interview. I was successful in both interviews and have been offered the job! Jenni was really supportive, she gave me lots of great advice, hints and tips. She followed up with me continuously throughout the process to make sure I felt prepared and check I was happy with how the interview went. Its such a pleasant change to have a recruiter genuinely support you and wanting you to succeed. Everyone needs a Jenni when looking for a new role! Thank you again ❤️
Nicolle M.
I was helped by Jenni Booth whilst applying for a job and I cant express enough the support provided was exemplary.
Keith H.
Partnering with Fintelligent has truly revolutionised our approach to call centre staffing at Vitality Health. Their remarkable ability to deliver results swiftly, without compromising on candidate quality, has been instrumental in maintaining the seamless functioning of our operations, even during our busiest periods. One of the standout qualities of Fintelligent is their profound understanding of Vitality Health's ethos and the intricacies of our industry. This depth of understanding enables them to consistently source candidates who not only possess the necessary skills but also resonate with our company culture and values. Moreover, their collaborative partnership approach has been invaluable. They don't just provide a service; they actively work alongside our internal recruitment team, leveraging their expertise to enhance our hiring processes and achieve our overarching talent acquisition objectives. Their commitment to excellence and ability to align with our company's vision makes them an indispensable asset to Vitality Health
Matthew Wilkinson
Jenni was amazing from start to finish. She prepared me for the interview, kept in contact with me throughout the whole process & was friendly throughout. It was a pleasure to have her help throughout the process.
Megan C.
James and Fintelligent have consistently been one of our highest performing agencies and a valued partner to our internal talent function whenever we need to reach out to agencies for hard to fill roles or urgent positions. James and the team are honest, act with integrity, take the time to understand our business, provide valuable advice and insight into the market and most of all find great candidates. I’m used to getting a barrage of calls from Recruiters and I’m always reluctant to add to our PSL. I’d highly recommend James and Fintelligent to any Financial Services business whether they are looking to add to their PSL or not as they have continually delivered for us.
Nadia Morland

We’d love to chat.
Get in Touch.