Mortgage specialist Work, Jobs in Boldre, Ham (with Salaries)

Ongoing Advice Specialist
Eight Financial Advice —Broadstone
- £28,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee assistance programme
Quick apply
Mortgage Case Executive
Your Mortgage People —Fareham
- £26,000 - £30,000 a year
- Full-time
- Customer service
- Mentoring
- Organisational skills
Quick apply
Quality Assurance Specialist
Eight Financial Advice —Totton
- Full-time
- Hybrid work
- Salesforce
- Financial services
- Employee assistance programme
- Life insurance
Quick apply
Specialist Finance & Mortgage Advisor
Placing Faces —Christchurch
- Full-time
- Hybrid work
- Communication skills
8d
Compliance Support Specialist - MI270526
Mortgage Intelligence —Bournemouth
- £25,000 - £30,000 a year
- Hybrid work
- No experience needed
- Financial services
- Communication skills
- Annual leave
Headhunter (Talent Acquisition)
OneDome —Bournemouth
- £35,000 a year
- Full-time
- AI
- Communication skills
Quick apply
Mortgage Adviser - Employed or Self-Employed
Skybound Wealth Management —Bournemouth
- Hybrid work
- Business development
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
Mortgage Advisor
PRIMIS Mortgage Network —Portsmouth
- £75,000 - £100,000 a year
- Full-time
- Hybrid work
5d
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
Relief Security Officer
Wilson James —Southampton
- £13.78 an hour
- Weekend availability
- Communication skills
- Employee discount
- Referral programme
11d
Lettings Negotiator
Connells Group —Southampton
- £25,000 a year
- Full-time
- Sales
- Microsoft Office
- IT
Quick apply
1d
Service Technician
KwikFit —Havant
- £28,500 a year
- Full-time
- Employee assistance programme
- Employee discount
Residential Property Lawyer
Modus Talent Ltd —Winchester
- Full-time
- Hybrid work
- Bachelor's degree
- Organisational skills
- IT
- Free parking
- Health & wellbeing programme
Quick apply

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Ongoing Advice Specialist

Eight Financial Advice -
Broadstone

Quick apply

Job details

Full-time
£28,000 a year

Benefits

Company pension
Employee assistance programme
Private medical insurance

Qualifications

Pension
Financial services
Communication skills

Full job description

Eight Financial Advice

Ongoing Advice Specialist

£28,000

We’re looking for an organised and detail-oriented Ongoing Advice Specialist to join our Ongoing Advice Team and support the delivery of high-quality, compliant financial advice documentation.

This is an excellent opportunity for someone with experience in paraplanning, financial services administration, or ongoing advice support who enjoys technical work, thrives in a fast-paced environment, and takes pride in delivering exceptional standards.

The Role

As an Ongoing Advice Specialist, you’ll play a key role in supporting advisers and clients throughout the ongoing advice journey. You’ll be responsible for producing accurate and compliant suitability documentation, supporting case submissions, and ensuring all recommendations align with regulatory and internal standards.

Working closely with advisers, paraplanners, and Business Assurance teams, you’ll help ensure cases are processed efficiently while maintaining an exceptional level of quality and client care.

Key Responsibilities

Produce high-quality suitability letters for:
- Annual Reviews & Fund Switches
- Drawdown Reviews
- Mortgage Recommendations
- Disinvestment Scenarios
- Carry out income sustainability calculations and support ongoing drawdown assessments
- Prepare and submit cases to Business Assurance with accurate supporting documentation
- Review documentation for accuracy, completeness, and compliance before submission
- Liaise with internal teams to resolve queries and support smooth case progression
- Maintain accurate records across Salesforce, iBusiness, Monday.com, and other internal systems
- Keep up to date with FCA regulations, SJP guidance, and evolving compliance standards

Requirements

We’re looking for someone who is:

Highly organised with excellent attention to detail
Experienced within financial services, paraplanning, or ongoing advice support
Confident producing technical and client-facing financial documentation
Comfortable managing multiple cases and deadlines simultaneously
A strong communicator who works well collaboratively across teams
Proactive, dependable, and committed to delivering high standards
Knowledge of pensions, drawdown, investments, fund switching, mortgages, and disinvestment processes would be highly beneficial.

Benefits

Hybrid working: 3 days in the office, 2 days wherever you work best (after passing probation)
Performance bonus + Company-wide bonus (when Eight hits targets)
28 days' holiday + bank holidays + your birthday off
Private medical insurance & life assurance (4x salary)
Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
Free mortgage and pension advice from our in-house experts
Volunteering time: 8 paid hours annually via The Eight Foundation
Regular socials & epic events

Quick apply

Refine Your Search

mortgage specialist jobs in boldre, ham

Ongoing Advice Specialist

Mortgage Case Executive

Quality Assurance Specialist

Specialist Finance & Mortgage Advisor

Compliance Support Specialist - MI270526

Headhunter (Talent Acquisition)

Mortgage Adviser - Employed or Self-Employed

Mortgage Advisor

Mortgage Advisor

Client Reallocation Administrator

Relief Security Officer

Lettings Negotiator

Service Technician

Residential Property Lawyer

I want to receive the latest job alerts for mortgage specialist in boldre, ham

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