Financial advisor Work, Jobs in Portsmouth, Ham (with Salaries)

Mortgage Case Executive
Your Mortgage People —Fareham
- £26,000 - £30,000 a year
- Full-time
- Customer service
- Mentoring
- Organisational skills
Quick apply
10d
Protection Advisor
protected life —Portsmouth
- £30,000 - £120,000 a year
- Full-time
- Sales
- Customer service
- Analysis skills
- Free parking
- Referral programme
Quick apply
Cyber Security Consultant
Redbay —Portsmouth
- £42,000 - £56,000 a year
- Full-time
- Hybrid work
- Travel
- Communication skills
- Work from home
- Gym membership
Customer Sales Advisor
Halfords —Portsmouth
- £10.85 - £12.71 an hour
- Part-time
- Sales
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
Insurance Advisor
Howden Group Holdings —Winchester
- Full-time
- Hybrid work
- Employee discount
Auditing Executive
Your Recruitment People —Fareham
- £25,522.64 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Life insurance
Quick apply
Membership Sales Advisor
Cams Hall Estate Golf and Country Club —Fareham
- £26,436.80 a year
- Weekend availability
- Sales
- Customer service
- Free parking
- Employee assistance programme
6d
Change Specialist (part-time)
Toyota Financial Services, KINTO and KINTO JOIN —Portsmouth
- Part-time
- Hybrid work
- IT
- Communication skills
- Free parking
- Employee assistance programme
Quick apply
Service Advisor
Marshall Motor Group —Southampton
- £31,348 a year
- Customer service
- Communication skills
- Annual leave
- Employee discount
Quick apply
Senior Financial Accountant
Hampshire and Isle of Wight ICB —Eastleigh
- £49,387 - £56,515 a year
- Full-time
- Organisational skills
- Communication skills
- Employee discount
- Sick pay
3d
Bookkeeper
TC-Group —Portsmouth
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Annual leave
- Employee assistance programme
Quick apply
Senior Cyber Security Consultant
Redbay —Portsmouth
- £60,000 - £80,000 a year
- Full-time
- Hybrid work
- English
- Travel
- Financial services
- Work from home
- Gym membership
Customer Experience Advisor | S1 | Retail Banking | Winchester
A01 Santander UK plc —Winchester
- From £25,000 a year
- Full-time
- Customer service
- Banking
Financial Planning Administrator - 12-month FTC
Attivo Group —Fareham
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Sales Advisor
The Dune Group —Portsmouth
- Employee assistance programme
- Employee discount
Quick apply
Risk & Compliance Manager
Kanari —Portsmouth
- Full-time
- Hybrid work
- Analysis skills
- No degree
- Contracts
- Annual leave
- Sick pay
Client Reallocation Administrator
Eight Financial Advice —Whiteley
- £30,000 a year
- Full-time
- Hybrid work
- CRM software
- Microsoft Excel
- Salesforce
- Employee assistance programme
Quick apply
Finance Director
Pure Human Resources —North Baddesley
- £75,000 - £90,000 a year
- Full-time
- Hybrid work
- Management
- Analysis skills
- Tax experience
Change & Project Coordinator
Toyota Financial Services, KINTO and KINTO JOIN —Portsmouth
- Monday to Friday
- Hybrid work
- IT
- Communication skills
- Office experience
- Free parking
- Employee assistance programme
Quick apply
Mortgage Advisor
The Mortgage Experts —Fareham
- £60,000 - £100,000 a year
- Remote
Quick apply

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financial advisor jobs near portsmouth, ham

Mortgage Case Executive

Your Mortgage People
Fareham

Quick apply

Job details

Permanent | Full-time
£26,000 - £30,000 a year
10 days ago

Qualifications

Underwriting
Customer service
CeMap
Mentoring
Organisational skills
Financial services
Communication skills

Full job description

Mortgage Case Executive

Location: Segensworth, PO155SH

Full Time – Office Based

Salary: £26,000 To £30,000

Job Role:

We are looking for a candidate who enjoys solving problems, isn’t afraid of complex scenarios, and likes digging into detail.

Are you someone who wants to build a career in the mortgage industry where you can have a positive influence on customer outcomes?

By immersing yourself into the world of problem solving for mortgages and secured loans you will undertake comprehensive training to develop the skills and understanding to be able to support the Complex Case Manager in ensuring cases pass from enquiry to completion smoothy, compliantly and to company standards.

In time, once you have developed the skills and the confidence, you will work independently with mortgage advisors and administration staff to handle all standard, non-standard and specialist lending scenarios.

Core Responsibilities:

Work alongside the Complex Case Manager to absorb their decades of experience, and to understand the wider context of problem solving secured lending applications and learn how to effectively progress cases to completion.
Undertake continuous training to improve your knowledge and understanding of all aspects the mortgage journey. Helping staff to navigate cases from enquiry, through onboarding, through fitting lender criteria, through resolution of underwriting queries, through overcoming legal complications, and to completion.
Support the Complex Case Manager in feeding back information and solutions to mortgage advisors, processors and completion officers, to help progress customers cases as smoothly as possible.

Development Plan:

A comprehensive training plan will be provided, including areas such as:

Reviewing clients circumstances and eligibility
Researching lenders and criteria
Training on property suitability
Training in Land Registry matters and understanding legal complications
Mentoring from experienced case manager and other stakeholders within the business
Exposure to increasingly complex cases over time
Working towards managing the progression of cases independently

You will be fully supported in this role as you pass through the training, and onto the career pathway. If you are invested in us, we will invest in you.

Requirements:

To be successful in this role, you'll ideally have:

Previous experience within the mortgage industry.
Secured loan experience (desirable).
Experience in secured lending packaging and/or underwriting (desirable).
Excellent attention to detail and the ability to work accurately in a fast-paced environment.
Strong organisational skills with the ability to manage multiple tasks and priorities.
Excellent written and verbal communication skills.
A natural problem-solving mindset with the ability to think logically and find solutions to complex scenarios.
The ability to research information and apply your findings to real-life lending cases.
A willingness to learn, take feedback, and adapt as the role develops.
A genuine interest in building a long-term career within the mortgage and secured lending industry.
Confidence working collaboratively within a team while also developing the ability to work independently.
CeMAP (or equivalent) is advantageous but not essential.
The ability and willingness to work full-time from our office. This is an office-based role and home or hybrid working is not available due to the hands-on nature of the training.

We're looking for someone who is motivated, inquisitive, enjoys solving problems, and is keen to develop specialist knowledge in complex mortgage and secured lending cases.

Pay: £26,000.00-£30,000.00 per year

Application question(s):

Are you CeMAP qualified or hold equivalent qualification?
Do you have experience in Mortgages, Financial Services or Administration?
Do you have an understanding of mortgage processes?
Do you have customer service experience?

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in portsmouth, ham

Mortgage Case Executive

Protection Advisor

Cyber Security Consultant

Customer Sales Advisor

Insurance Advisor

Auditing Executive

Membership Sales Advisor

Change Specialist (part-time)

Service Advisor

Senior Financial Accountant

Bookkeeper

Senior Cyber Security Consultant

Customer Experience Advisor | S1 | Retail Banking | Winchester

Financial Planning Administrator - 12-month FTC

Sales Advisor

Risk & Compliance Manager

Client Reallocation Administrator

Finance Director

Change & Project Coordinator

Mortgage Advisor

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