Financial adviser Work, Jobs in Chadwell Heath, Gtl (with Salaries)

Mortgage Adviser Support Manager
Active Mortgages —Chelmsford
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- CRM software
- Free parking
Quick apply
Junior Financial Adviser
RGH‑Global Limited —London
- £35,000 - £40,000 a year
- Full-time
- Financial services
- Communication skills
Graduate/Entry Level Operations Specialist (Financial Advice)
Nova Wealth —London
- £33,000 - £38,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Flexible schedule
Quick apply
Debt Collection Agent
RSM UK —Brentwood
- Full-time
- Hybrid work
- Communication skills
Financial Adviser
RGH‑Global Limited —London
- £40,000 - £60,000 a year
- Full-time
- Business development
Executive Assistant to the CEO
Encore Spaces Ltd —London Borough of Hackney
- Up to £50,000 a year
- Full-time
- Google Suite
- Writing skills
- English
- Life insurance
Quick apply
5d
Trainee Financial Adviser
Mattioli Woods —London
- Travel
8d
Controller, EMEA West Region (Financial Controller / Finance Manager)
Morningstar —London
- £68,200.00 - £95,333.33 a year
- Full-time
- Hybrid work
- Continuous improvement
- Accounting
Financial Adviser
Partnership Recruitment —London
- £30,000 a year
- Remote
- Customer service
- Communication skills
- School
Policy Adviser - China and Hong Kong
HM Treasury —London
- £44,600 - £50,906 a year
- Part-time
- Hybrid work
- Analysis skills
- Presentation skills
- Financial services
- Annual leave
- Flexitime
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Accounting and Financial Reporting Manager
RSM UK —Chelmsford
- Full-time
- Hybrid work
- Business development
- Supervising experience
Finance Manager
Spring Community Hub —London
- £16,382 a year
- Part-time
- Hybrid work
- Accounting
- Organisational skills
- Budgeting
Quick apply
Financial Adviser
Plum Fintech —London
- Hybrid work
- Referral programme
Quick apply
Financial Controller
Resident Advisor —London
- £70,000 - £80,000 a year
- Full-time
- Hybrid work
- Team management
- Training & development
- Annual leave
- Employee discount
Quick apply
Tax & Finance Assistant
Smart Pension —London
- Hybrid work
- Analysis skills
- Communication skills
- Employee assistance programme
- Employee discount
Senior Adviser, Financial Crime Policy and Advisory (UK, US & EMEA) - 12 Months FTC
Herbert Smith Freehills —London
- Full-time
- Analysis skills
- Communication skills
Chief Finance and Commercial Officer
Medicines and Healthcare Products Regulatory Agency —London
- £100,000 - £162,500 a year
- Full-time
- Management
- Analysis skills
- Presentation skills
9d
Compliance Analyst (Graduate)
Seven Investment Management —London
- Microsoft Powerpoint
- Writing skills
- SharePoint
Finance Officer
RGH‑Global Limited —London
- Full-time

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Mortgage Adviser Support Manager

Active Mortgages -
Chelmsford

Quick apply

Job details

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

Benefits

Free parking
Casual dress
Company pension
Company events
On-site parking

Qualifications

CRM software
Customer service call handling
Meeting coordination
Inbound customer enquiry call handling
Onboarding coordination

Full job description

Active Mortgages: Chelmsford, Essex (CM2 6XW)

Full-time: 35 hours per week

Hybrid available after your first three months

£26,000 – £35,000 depending on mortgage and financial services experience, with a salary review at 12 months as the adviser team grows

If you're the person who normally ends up organising everyone else, clearing the outstanding jobs and making sure nothing gets forgotten, we'd like to hear from you.

Active Mortgages is an established mortgage and insurance brokerage in Chelmsford, working with self-employed mortgage and protection advisers across the UK. We specialise in residential mortgages, property investment and more complex mortgage requirements.

We generate the enquiries and provide the systems, technology and infrastructure that help our advisers build successful businesses. What we need now is someone to sit at the centre of the day-to-day operation and keep it all moving.

THE OPPORTUNITY

We're growing from seven self-employed advisers to around twenty-five over the next twelve months.

This role grows with it. You'll start by taking ownership of the day-to-day running of the brokerage, and as the adviser base expands so does the scope, the responsibility and the salary. If you want a role where you can build something rather than inherit it, this is that role.

WHAT YOU'LL BE DOING

Supporting our advisers

Be the main point of contact for our self-employed advisers and help them stay organised. Check in regularly on pipelines, case flags and outstanding actions, and help them spot opportunities in their existing client relationships that might otherwise be missed.

Enquiries and leads

Manage incoming mortgage enquiries, allocate them to the right advisers, and monitor them through to make sure nothing is left uncontacted or forgotten. Answer incoming calls and handle general adviser and client queries.

Systems, compliance and administration

Keep our CRM and adviser records accurate and up to date. Work with our outsourced compliance support to make sure case checks are submitted, then track any remedial work through to completion. Handle lender and provider registrations, raise invoices and monitor payments.

Onboarding and events

Coordinate the onboarding of new advisers joining the business, paperwork, ID checks, system access, lender registrations and training. Help organise quarterly adviser meetings, training days and team events.

Throughout all of it, you'll be spotting problems before they become bigger ones, taking ownership without waiting for direction, and finding simple ways to make life easier for our advisers.

This is not a mortgage processing role.

You won't be obtaining client documents, submitting applications or running cases through to offer.

WHAT WE'RE LOOKING FOR

Experience in mortgages, financial services or another regulated environment. You don't need to be CeMAP qualified or have worked as an adviser, but you should be comfortable with advisers, lenders, compliance and the language of the industry.

Beyond that, you'll need to be someone who:

Is exceptionally organised and can hold a lot of small moving parts without losing any of them
Takes ownership and works out what needs doing rather than waiting to be told
Follows things through to finished, and is comfortable chasing people when something needs doing
Notices when something has been missed or doesn't look right
Is confident with technology and online systems — we run on ACRE and our own CRM, and you'll be using them daily
Communicates clearly and confidently with advisers, clients and third parties
Understands confidentiality and the importance of working properly within a regulated environment

You'll own the day-to-day here, and there's always plenty on. If you enjoy being busy, like a full task list and get real satisfaction from organising people and getting things finished, you'll enjoy this role.

OUR VALUES

Proactive. Positive. Professional. Personal.

They're genuinely how we work, not words on a wall.

Pay: £26,000.00-£30,000.00 per year

Benefits:

Casual dress
Company events
Company pension
Free parking
On-site parking

Experience:

Mortgage brokerage: 2 years (required)

Work Location: Hybrid remote in Chelmsford CM2 6XW

Quick apply

Refine Your Search

financial adviser jobs in chadwell heath, gtl

Mortgage Adviser Support Manager

Junior Financial Adviser

Graduate/Entry Level Operations Specialist (Financial Advice)

Debt Collection Agent

Financial Adviser

Executive Assistant to the CEO

Trainee Financial Adviser

Controller, EMEA West Region (Financial Controller / Finance Manager)

Financial Adviser

Policy Adviser - China and Hong Kong

Associate Financial Advisor - Hybrid

Accounting and Financial Reporting Manager

Finance Manager

Financial Adviser

Financial Controller

Tax & Finance Assistant

Senior Adviser, Financial Crime Policy and Advisory (UK, US & EMEA) - 12 Months FTC

Chief Finance and Commercial Officer

Compliance Analyst (Graduate)

Finance Officer

I want to receive the latest job alerts for financial adviser in chadwell heath, gtl

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