Financial advisor Work, Jobs in Totton, 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
Service Advisor
Marshall Motor Group —Southampton
- £31,348 a year
- Customer service
- Communication skills
- Annual leave
- Employee discount
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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
8d
Service Charge Analyst
Innovus —New Milton
- Up to £35,000 a year
- Full-time
- Microsoft Excel
- Project management
- Accounting
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Sales Consultant
McCarthy & Stone —Southampton
- Up to £30,000 a year
- Weekend availability
- Sales
- Salesforce
- Microsoft Office
- Employee assistance programme
- Employee discount
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Will Writing & Estate Planning Advisor Self Employed
Simon Hall Will Writing Services —Bournemouth
- £200 - £1,500 a week
- Part-time
- Driving
- Communication skills
- Flexitime
- Flexible schedule
Quick apply
5d
Financial Accountant
cloudpay —Andover
- Full-time
- Analysis skills
- Communication skills
- Employee assistance programme
- Bereavement leave
Customer Service Advisor
Quilter —Southampton
- £18,000 a year
- Full-time
- Hybrid work
International Projects Accountant
University of Southampton —Southampton
- £36,636 - £44,746 a year
- Full-time
- University
- Annual leave
Volunteer - Bournemouth Foodbank Trustee
Bournemouth Foodbank —Bournemouth
- Hybrid work
- Management
- Bachelor's degree
- Travel
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Apprentice Retail Sales Assistant
Superdrug —Southampton
- £9.75 an hour
- Sales
- Customer service
- In-person
- Store discount
- Employee discount
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Sales Advisor
The Dune Group —Portsmouth
- Employee assistance programme
- Employee discount
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Customer Service Advisor
Scania —Fareham
- From £27,295 a year
- Full-time
- Travel
- No travel
- Employee discount
- Life insurance
Money Adviser
Portsmouth City Council —Portsmouth
- £32,061 - £36,363 a year
- Microsoft Excel
- Microsoft Outlook
- Communication skills
5d
Chief Finance Officer - South Coast
The CFO Centre —Southampton
- Hybrid work
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Sustainability and Social Impact Advisor
ABM UK —Steeple Langford
- £36,000 - £44,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Employee discount
Quick apply
8d
Consumer Services Advisor
Twinings Ovaltine —Andover
- Full-time
- Microsoft Office
- IT
- Communication skills
- Employee discount
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4d
Mortgage Advisor
Amore Life Ltd —Portsmouth
- £30,000 - £35,000 a year
- Full-time
- Organisational skills
- In-person
- Communication skills
- Referral programme
Quick apply
3d
Headhunter (Talent Acquisition)
OneDome —Bournemouth
- £35,000 a year
- Full-time
- AI
- Communication skills
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

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Mortgage Case Executive

Your Mortgage People
Fareham

Quick apply

Job details

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

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 totton, ham

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