Mortgage specialist Work, Jobs in Broadstone, Dor (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
10d
Mortgage Case Manager
Marwell Recruitment —Bournemouth
- £28,000 - £32,000 a year
- Full-time
- CRM software
- Case management
- Organisational skills
- Employee discount
Quick apply
3d
Quality Assurance Specialist
Eight Financial Advice —Broadstone
- Full-time
- Hybrid work
- Salesforce
- Financial services
- Employee assistance programme
- Life insurance
Quick apply
10d
Specialist Finance & Mortgage Advisor
Placing Faces —Christchurch
- Full-time
- Hybrid work
- Communication skills
1d
Tenancy Sustainment Officer
Saha —Weymouth
- £13,485.41 - £26,970.83 a year
- Part-time
- Travel
- Annual leave
- Sick pay
3d
Compliance Support Specialist - MI270526
Mortgage Intelligence —Bournemouth
- £25,000 - £30,000 a year
- Hybrid work
- No experience needed
- Financial services
- Communication skills
- Annual leave
Events Lead
Eight Financial Advice —Bournemouth
- Weekend availability
- Hybrid work
- Employee assistance programme
Quick apply
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
Lettings Negotiator
Connells Group —West Orchard
- £25,000 a year
- Full-time
- Sales
- Microsoft Office
- IT
Quick apply
12d

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Mortgage Case Manager
Marwell Recruitment —Bournemouth
A confident and professional telephone manner. Attending internal sales and lender meetings to maintain up-to-date market knowledge.
£28,000 - £32,000 a year
Quick apply
3d
Mortgage Case Executive
Your Mortgage People —Fareham
Support the Complex Case Manager in feeding back information and solutions to mortgage advisors, processors and completion officers, to help progress customers…
£26,000 - £30,000 a year
Quick apply
9d

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Ongoing Advice Specialist

Eight Financial Advice -
Broadstone

Quick apply

Job details

Full-time
£28,000 a year
10 days ago

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 broadstone, dor

Ongoing Advice Specialist

Mortgage Case Manager

Quality Assurance Specialist

Specialist Finance & Mortgage Advisor

Tenancy Sustainment Officer

Compliance Support Specialist - MI270526

Events Lead

Headhunter (Talent Acquisition)

Mortgage Adviser - Employed or Self-Employed

Lettings Negotiator

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