Financial advisor Work, Jobs in Bishops Waltham, Ham (with Salaries)

Mortgage Case Executive
Your Mortgage People —Fareham
- £26,000 - £30,000 a year
- Full-time
- Customer service
- Mentoring
- Financial services
Quick apply
Customer Service Advisor - Portsmouth
HM Revenue and Customs —Portsmouth
- £28,016 a year
- Part-time
- Hybrid work
- Customer service
- Basic maths
- No experience needed
- Annual leave
- Work from home
8d
Insurance Advisor
Howden Group Holdings —Chichester
- Full-time
- Hybrid work
- Employee discount
HR Advisor
BAE Systems —Portsmouth
- Up to £47,000 a year
- Human resources
- Organisational skills
10d
Employee Benefits Administrator
Beever and Struthers —Solent
- Hybrid work
- Time management
10d
Cyber Security Consultant
Redbay —Portsmouth
- £42,000 - £56,000 a year
- Full-time
- Hybrid work
- Travel
- Communication skills
- Work from home
- Gym membership
8d
Employment Advisor
Get Set UK 1 —Portsmouth
- £26,500 - £29,000 a year
- Monday to Friday
- Sales
- Communication skills
- Employee assistance programme
Quick apply
Associate Banker
Barclays —Southampton
- Sales
- Business development
- Continuous improvement
4d
Customer Experience Advisor | S1 | Retail Banking | Chichester Branch
A01 Santander UK plc —Chichester
- £25,000 - £31,579 a year
- Full-time
- Customer service
- Banking
3d
International Diversity, Equity & Inclusion (DEI) and Wellbeing Lead
Twinings Ovaltine —Andover
- Full-time
- Hybrid work
- Employee discount
Quick apply
4d
Service Advisor
Marshall Motor Group —Fareham
- £30,738 a year
- Overtime
- Customer service
- Communication skills
- Annual leave
- Employee discount
Quick apply
Business Development Manager - Cybersecurity
TD Synnex —Basingstoke
- Full-time
- Hybrid work
- Sales
- IT
- Communication skills
- Annual leave
5d
Mortgage Advisor
The Mortgage Experts —Fareham
- £60,000 - £100,000 a year
- Remote
Quick apply
Technical Security Advisor
Procode Technology Limited —Eastleigh
- £60,000 a year
- Hybrid work
- Annual leave
- Employee assistance programme
Holiday Home Sales Advisor
Annesley Gandon —Chichester
- £27,500 - £100,000 a year
- Full-time
- Sales
- Microsoft Office
- IT
- Annual leave
- Employee assistance programme
Quick apply
3d
Retailer Support Advisor
Castle Trust Bank —Basingstoke
- £26,500 a year
- Full-time
- Customer service
- Financial services
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
Protection Advisor
Carlton Mays —Southampton
- £30,000 - £50,000 a year
- Full-time
- Analysis skills
- In-person
- Negotiation
- Flexitime
- Work from home
Quick apply
10d
Customer Recoveries Advisor
Utilita Energy Limited —Valley Park
- £27,976 a year
- Full-time
- Hybrid work
- Customer service
- Communication skills
- Annual leave
- Employee assistance programme
3d
Financial Planning Administrator - 12-month FTC
Attivo Group —Fareham
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
10d
Senior Finance Manager – Controls & Compliance
Gist Limited —Basingstoke
- Full-time
- Microsoft Excel
- Analysis skills
- Accounting
- Annual leave
- Employee assistance programme
4d

I want to receive the latest job alerts for financial advisor in bishops waltham, ham

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Mortgage Case Executive

Your Mortgage People
Fareham

Quick apply

Job details

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

Qualifications

Customer service
CeMap
Mentoring
Financial services
Communication skills

Full job description

Mortgage Case Executive – Trainee

Location: Segensworth

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.

Skills Required:

Strong attention to detail
Organised and able to manage multiple tasks
Good communication skills (written and verbal)
Willingness to learn and take feedback
Problem-solving mindset
Ability to research and apply findings to real life scenarios

Desirable (not required)

CeMAP qualification (or equivalent)
Experience in mortgages, financial services, or administration
Understanding of mortgage processes
Customer service experience

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 bishops waltham, ham

Mortgage Case Executive

Customer Service Advisor - Portsmouth

Insurance Advisor

HR Advisor

Employee Benefits Administrator

Cyber Security Consultant

Employment Advisor

Associate Banker

Customer Experience Advisor | S1 | Retail Banking | Chichester Branch

International Diversity, Equity & Inclusion (DEI) and Wellbeing Lead

Service Advisor

Business Development Manager - Cybersecurity

Mortgage Advisor

Technical Security Advisor

Holiday Home Sales Advisor

Retailer Support Advisor

Protection Advisor

Customer Recoveries Advisor

Financial Planning Administrator - 12-month FTC

Senior Finance Manager – Controls & Compliance

I want to receive the latest job alerts for financial advisor in bishops waltham, ham

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected