Mortgage specialist Work, Jobs in Southampton (with Salaries)

Ongoing Advice Specialist
Eight Financial Advice —Whiteley
- £28,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee assistance programme
Quick apply
Quality Assurance Specialist
Eight Financial Advice —Totton
- £28,000 a year
- 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
- Business development
- Communication skills
Client Reallocation Administrator
Eight Financial Advice —Whiteley
- £30,000 a year
- Full-time
- Hybrid work
- CRM software
- Data analysis skills
- Communication skills
- Employee assistance programme
Quick apply
Compliance Support Specialist - MI270526
Mortgage Intelligence —Bournemouth
- £25,000 - £30,000 a year
- Hybrid work
- No experience needed
- Communication skills
- Banking
- Annual leave
Mortgage Advisor
PRIMIS Mortgage Network —Portsmouth
- £75,000 - £100,000 a year
- Full-time
- Hybrid work
Headhunter (Talent Acquisition)
OneDome —Bournemouth
- £35,000 a year
- Full-time
- Communication skills
- Negotiation
Quick apply
Trainee Protection Advisor
PRIMIS Mortgage Network —Fareham
- £25,000 a year
- Full-time
2d
Relief Security Officer
Wilson James —Southampton
- £13.78 an hour
- Weekend availability
- Communication skills
- Employee discount
- Referral programme

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mortgage specialist jobs near southampton

Ongoing Advice Specialist

Eight Financial Advice -
Whiteley

Quick apply

Job details

Full-time
£28,000 a year

Benefits

Company pension
Employee assistance programme
Private medical insurance

Qualifications

Investment
Financial Conduct Authority guidelines
Pension
Stakeholder collaboration
Suitability report preparation
Stakeholder liaison
Case record updates
Internal department liaison
Financial services
Financial advisory support experience
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 southampton

Ongoing Advice Specialist

Quality Assurance Specialist

Specialist Finance & Mortgage Advisor

Client Reallocation Administrator

Compliance Support Specialist - MI270526

Mortgage Advisor

Headhunter (Talent Acquisition)

Trainee Protection Advisor

Relief Security Officer

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