Financial adviser Work, Jobs in Davenport, Gtm (with Salaries)

High Net Worth Underwriter
Together —Cheadle
- Full-time
- Tax experience
Quick apply
Trainee Mortgage Adviser
The New Homes Group —Stockport
- £25,000 - £50,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
2026 Wealth Management Graduate Trainee (Leeds)
Schroders —Manchester
- £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
Mortgage Broker (Self Employed)
Mortgage Experience Ltd —Manchester
- £50,000 - £120,000 a year
- Part-time
- Basic maths
- Financial services
- Flexitime
- Work from home
Quick apply
6d
Administrator (Financial Services)
Cheetham Jackson Ltd —Sale
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Health & wellbeing programme
- Annual leave
Quick apply
5d
Home Manager
Bridge Oak —Denby Dale
- Weekend availability
- Care plans
- Leadership
Quick apply
6d
Pensions Administrator
K3 Advisory Group —Stockport
- £25,000 - £26,000 a year
- Full-time
- IT
- Financial services
- Communication skills
- Annual leave
Quick apply
12d
Head of Estates
Swanton Care and Community —Farnworth
- £60,000 a year
- Management
- Maintenance
- Organisational skills
14d
Client Contact Executive
Hillview Finance Limited —Salford
- £24,420 - £28,000 a year
- Full-time
- CRM software
- Customer service
- Salesforce
- Free parking
Quick apply
12h
Financial Planning Manager
AJ Bell —Manchester
- From £8,500 a month
- Full-time
- Microsoft Excel
- SQL
- Analysis skills
- Health & wellbeing programme
- Relocation assistance
Quick apply
2d
Account Manager / Leasing Consultant
Fleetprices Ltd —Manchester
- £25,000 a year
- Full-time
- Sales
- Business development
- In-person
Quick apply
12h
Financial Adviser
Eventus Recruitment Group —Manchester
- £42,500 - £50,000 a year
- Hybrid work
- Financial services
IFA Administrator
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Profit sharing
Quick apply
13d
Business Development Manager
MWG Solicitors —Burnage
- £28,000 - £35,000 a year
- Full-time
- Sales
- Business development
- Driving
- Sick pay
Quick apply
VAT Compliance Analyst
RSM UK —Manchester
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Communication skills
5d
Fund Operations Administrator
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- Time management
14d
Financial Controller
Medpal —Runcorn
- £60,000 - £70,000 a year
- Full-time
- Microsoft Excel
- Accounting
Quick apply
Wealth Management Manager
Quilter plc —Manchester
- From £8,000 a month
- Full-time
- In-person
- Profit sharing
- Health & wellbeing programme
Quick apply
1d
Transactional Accounts Assistant
AJ Bell —Manchester
- Full-time
- Hybrid work
- ERP systems
- IT
- Banking
- Employee assistance programme
- Gym membership
Quick apply
4d
Head of Communications
CarFinance247 —Manchester
- Up to £70,000 a year
- Monday to Friday
- Financial services
- AI
- Leadership
Quick apply
4d

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High Net Worth Underwriter

Together -
Cheadle

Quick apply

Job details

Full-time

Benefits

Company pension
Private medical insurance

Qualifications

Underwriting
Tax experience

Full job description

Company Description

Benefits of working at Together

26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays
Free access to company holiday homes
Buy & sell holidays
Discretionary annual bonus plus an additional Shared Reward Bonus
Matched pension contribution
Health cash plan plus Private medical insurance
Life assurance and Critical illness cover
Travel season ticket loans and Ride to work scheme
Free local gym access
Local bar / restaurant discounts

–––––––––––––

Company Description

We’re Together. For over 50 years, we’ve helped thousands of people, businesses and professionals unlock their property ambitions with our common-sense approach to mortgages and secured loans.

We take the time to understand our customers and our door is always open, so we can often help when other lenders can’t or won’t. Based in Cheadle, Cheshire, our 900 colleagues help our customers throughout the UK, backed by the power of a £7 billion loan book.

Job Description

As a High Net Worth Underwriter, we are looking for someone who is capable of unpicking complex financial webs to prove a customer can afford their debt. Allowing you to accurately underwrite, mandate and complete mortgage and secured loan applications for High Net Worth individuals as part of our Premier Service. Focusing on service delivery by following group lending criteria, policies and procedures, you will proactively manage customer and broker relationships whilst delivering a seamless level of service to increase future business.

As a High Net Worth Underwriter, we are looking for someone to:

Interpret full statutory accounts (Ltd/LLP), specifically tracking how money moves between entities via dividends, director loans, and management charges
Reconstruct net income from diverse streams (trading profits, vesting, and carried interest) and assessing its long-term sustainability through multi-year trend analysis and stress testing
Have working knowledge of UK personal and corporate tax (S455, SA302s, and dividend vs. salary) to understand how tax planning impacts actual cash flow
Be familiar with trusts, holding companies, and offshore vehicles is essential to identify who truly controls the wealth and the feasibility of repatriating funds
Navigate FCA MCOB rules regarding HNW exemptions and modified affordability
Be able to accurately triage clients against HNW definitions (£300k+ income / £3m+ net assets) and distinguish between income-based underwriting and Asset-Based Lending (ABL)
Understand how various assets (from private equity to fine art) generate liquidity or future "exit events
Be able to justify policy exceptions and identify "early warning signals" within a client’s portfolio, such as concentration risk or high leverage

Qualifications

Essential

Exposure to HNW/Private Banking underwriting or specialist lending with modified affordability
Familiarity with KYC/AML/PEP nuances for HNW (complex ownership, source of wealth/source of funds checks)
Demonstrable track record assessing dividend/loan account income and reading statutory accounts
Commercial pragmatism with control: balances risk with customer outcome; knows when to say no but starts with a desire to see how we can structure a deal within appetite
Can‑do, hands‑on. Willing to “roll sleeves up” in a fast‑paced, entrepreneurial environment
Communicates clearly and confidently, adapting style for brokers, valuers, solicitors, senior colleagues and HNW customers

Desirable

Cases with cross‑border income/assets and FX conversion to GBP
Experience interacting with accountants/tax advisers and challenging assumptions

If you feel you have some of the skills mentioned above, but not all, please do still apply and we would be happy to have a further discussion with you in regards to your suitability for the role.

Additional Information

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Together embraces diversity and inclusion, and are proud to be an equal opportunity workplace. Not only do we welcome difference – we celebrate it, support it and really value our colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills.

If you feel you'd benefit from any support or reasonable adjustments during any stage of the recruitment process, please don’t hesitate to let us know when completing your application. This information will be picked up by our team, so we can try and put steps in place to help you be at your best through this process.

Click here for more information on our Recruitment Process

Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.

Quick apply

Refine Your Search

financial adviser jobs in davenport, gtm

High Net Worth Underwriter

Trainee Mortgage Adviser

2026 Wealth Management Graduate Trainee (Leeds)

Mortgage Broker (Self Employed)

Administrator (Financial Services)

Home Manager

Pensions Administrator

Head of Estates

Client Contact Executive

Financial Planning Manager

Account Manager / Leasing Consultant

Financial Adviser

IFA Administrator

Business Development Manager

VAT Compliance Analyst

Fund Operations Administrator

Financial Controller

Wealth Management Manager

Transactional Accounts Assistant

Head of Communications

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