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Mortgage Services Development Manager This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a Management role. Purpose: To provide assistance with supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, as well as achieve revenue and product sales as a Mortgage Advisor. Responsibilities of a Mortgage Services Development Manager: <ul> <li>Support and develop less experienced colleagues</li> <li>Supervisory support (all aspects of T &amp; C requirements) of a number of mortgage advisors, as agreed with the Sales Manager</li> </ul> Functional Knowledge Required: <ul> <li>An excellent knowledge of Financial Services core products i.e. Mortgages, Life Assurance, Critical Illness, Income Protection and Buildings &amp; Contents Insurance.</li> <li>Knowledge of all house purchase/move related secondary services such as Conveyancing and Estate Agency operations generally.</li> <li>A good level of technical and e-commerce knowledge to promote the services of the group efficiently and effectively.</li> <li>A knowledge of all Financial Services compliance rules and regulations, specific to a mortgage &amp; protection business.</li> <li>An understanding of working within a Training and Competence framework, coupled with a complete understanding of the requirements of the Group T &amp; C Scheme Skills.</li> <li>Excellent communication skills.</li> <li>A demonstrably good track record in a sales and customer facing environment.</li> <li>Strong organisation skills - ability to plan and self organise.</li> <li>Strong negotiation and influencing skills.</li> <li>Ability to identify and maximise potential business opportunities.</li> <li>An aptitude to coach and motivate others (specifically business generation).</li> <li>Ability to identify and analyse clients' needs effectively in order to deliver good customer outcomes.</li> </ul> Background, Experience and Qualifications <ul> <li>Two years financial services experience, with ideally nine months as a Senior Mortgage Advisor.</li> <li>Have demonstrated a consistent performance in respect of business production and quality.</li> <li>Awareness of latest products and market developments.</li> <li>Relevant professional qualifications to fulfill the role e.g. Certificate in Financial Planning, Certificate in Mortgage advice and practice (CeMAP) or industry recognised industry equivalent.</li> </ul> Any internal applicants must inform their line manager. Countrywide Mortgage Services is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02647

Mortgage Services Development Manager

Harris Hill is delighted to partner exclusively with Turning Tides to recruit their new Finance Director. LOCATION: <ul> <li>Worthing Town Hall and occasionally to visit services across West Sussex.</li> </ul> CONTRACT: <ul> <li>Permanent, 37.5 hours per week. Flexible working patterns are available.</li> </ul> HYBRID WORKING: <ul> <li>2/3 Days a week is required in the office.</li> </ul> SALARY: <ul> <li>£70,000 per annum</li> </ul> CLOSING DATE: <ul> <li>Thursday 6th November at 12pm</li> </ul> INTERVIEW DATES: <ul> <li>First stage interviews: Tuesday 18th November (on -site)</li> <li>Second stage interviews: Monday 24th November (on-site)</li> </ul> Turning Tides provides a range of homelessness services to around 1000 people a year in West Sussex and has a turnover of £8m. This includes community hubs, outreach services and supported housing. We have a fantastic opportunity for a Finance Director to join our senior management team and shape the charity's strategic future and ensure it is financially secure and well managed. This comes at an exciting time as we are in the process of registering as a Housing Association. <ul> <li>Reporting to the Chief Executive, and additional responsibilities to the Finance and Audit Committee, and Board of Trustees.</li> <li>Overall responsibility and accountability for Turning Tides' finances, ensuring accurate and timely financial reporting and risk management that is compliant with all relevant accounting standards.</li> <li>Key SMT member, working collaboratively to ensure accurate forecasting and value for money is achieved, and provide review and challenge on expenditure, efficiency and effectiveness.</li> <li>Leadership of a well established finance team to include management of payroll, procurement, and companywide insurances.</li> <li>Ensuring that Turning Tides is compliant with financial aspects of the Regulatory Code for Social Housing providers and Housing SORP</li> <li>Continual process improvement and change management to create a cost-effective finance function to support the Charity.</li> <li>Oversee IT and risk management</li> </ul> About You <ul> <li>Qualified Accountant (ACCA, CIMA, ACA or CIPFA)</li> <li>Have a breadth of finance experience, including good working knowledge of creating strategic financial strategy and business plans</li> <li>Have a proven track record of effective leadership, including experience of managing small finance teams with turnover of around £8m</li> <li>Have experience of influencing and building strong relationships with senior stakeholders to include working with Board and Finance and Audit Committee</li> <li>Possess excellent IT skills and utilisation of Microsoft 365 applications, including Advanced Excel</li> <li>Strong analytical skills with proven experience of using data to support decisions, identify trends and challenge</li> </ul> Benefits <ul> <li>Flexible Working Considered: We recognise the importance of work-life balance and are committed to considering flexible working arrangements that suit your needs.</li> <li>Health Cash Plan: Gain access to a comprehensive health cash plan for contracted employees, ensuring you have the support you need for your healthcare expenses.</li> <li>Community Impact: Play a pivotal role in a community-led organisation with a profound mission, contributing to positive change and making a meaningful impact.</li> <li>Stakeholder Pension Scheme: Participate in our stakeholder pension scheme, securing your financial future with a valuable retirement savings plan.</li> <li>Healthcare and Life Assurance: Enjoy the security of a healthcare cash plan and life assurance, providing you and your loved ones with peace of mind.</li> <li>24/7 Wellbeing Support: Support for your wellbeing, offering valuable advice and money-saving resources.</li> <li>Local Discounts: Benefit from local discounts, including exclusive offers on gym memberships, promoting your physical and mental well-being.</li> <li>Generous Annual Leave: Enjoy up to 25 days of annual leave, with the potential for increases based on your service with us, providing you with the time to recharge and pursue personal interests.</li> </ul>

Finance Director

Trainee Mortgage Advisor Connells in Crawley offers structured and transparent progression opportunities - Competitive basic salary - OTE year one £40,000 realistic and achievable - Warm leads - Industry leading training - Agile and nimble IT systems What's in it for you as our Trainee Mortgage Advisor? <ul> <li>Full support and training provided to become CF1&amp;CF6 qualified and achieve CAS/RMA status.</li> <li>Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.</li> <li> Transparent and fair progression structure allowing you to forge a true career</li> <li>Highly skilled and experienced management team</li> <li>Competitive basic salary with a realistic year one OTE of £40k </li> <li>Central Admin Support and agile IT tools to help you succeed</li> <li> Supportive encouraging and rewarding environmen t - We invest in you!</li> <li>All expense paid trips for top achievers</li> </ul> Key responsibilities of a Trainee Mortgage Advisor: <ul> <li>Building relationships with the Estate Agency team through training and support</li> <li>Take part in regular team meetings to discuss best practice and build relationships</li> <li>You will conduct 2 to 3 appointments a day </li> <li>Providing advice on a range of products and services to meet your customers' needs</li> <li>You will also be attracting new customers and business whilst being motivated to achieve professional goals within a result-driven environment </li> </ul> Skills and experience required to be a successful Trainee Mortgage Advisor: <ul> <li> Resilient, positive and a friendly can do attitude</li> <li> Strong track record in generating new sale s and following through to completion</li> <li>Motivated to be successful</li> <li> Always doing the right thing by the customer </li> <li>Able to work under pressure and build strong alliances</li> <li> Attention to detail </li> <li>Good customer services skills</li> <li> Full UK driving licence </li> </ul> Connells Group, one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more! Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. MS02889

Trainee Mortgage Advisor

Our client is one of the leading National IFA firms in the country and they are looking for a number of office based IFA's to join the team The client will consider inexperienced Financial Advisers but you will need CAS status ideally or very close to it The client is ready to pay up to £60000 base plus comms with no validation. This salary would be for an experienced CAS adviser however they pay extremely competitively for the right people We will not take anyone who hasn't been a Financial Adviser so you must ne Level 4 Dip with experience although that experience could be limited We will consider advisers from banks and tied companies Ote £80000 All leads and clients provided No hunting for business This is your chance to join one of the largest Chartered IFA firms in the country

Financial Adviser, Office based will consider inexperienced, base to £60000

Our client is a major National IFA firm and they are currently in need of an employed IFA to join their team This is an office based role in Hove dealing with all clients both on the telephone and via video All leads and clients provided offering full financial planning and servicing to the client base Any necessary training will be provided however we are looking for competent individuals to join the team Base to £55000 plus a commissions package and great benefits OTE £70000+ You must be Level 4 Diploma qualified and hold CAS status We will consider St James's Place advisers or other Financial Planners

Employed IFA, All Clients and Leads, Hove based

Are you Level 4 qualified in Financial planning and looking for a chance in Financial Services? We are looking for successful advisers who have gained their Level 4 Diploma in Financial Services and are now looking for a chance within the sector The ideal person would come from a financial Services background such as a Mortgage Broker or BDM or even a Paraplanner who has gained their Level 4 Dip or very close to it This is a great chance to master your craft from 1st class training and join this lucrative industry. This role is giving full advice to clients by phone or digital but this is an office based role Please do not apply unless you can get to Brighton daily We may even consider someone who has gained their Level 4 and not from an FS background Base salary circa £38-40000 plus comms and a career path, also all future qualifications will be sponsored All leads, clients and necessary training provided Im also looking for experienced IFA's across Sussex and Surrey For more info call Jason at Astral

Trainee IFA, RARE opportunity Market leading co.

Our client is a successful multi branch IFA firm in Sussex and across the South East and they are currently looking to expand their IFA sales arm in Hove This is mainly an office baaed role assisting existing clients and new clients coming into the firm All leads and clients provided You will offer a phone and video based advice service Potential for 1 day from home after training and competency achieved This is a true IFA, not via a network The client is looking for experienced Level 4 Diploma qualified advisers and is looking to offer a base to £55000 plus discretionary bonuses and commissions on top of that ote £75000 This is a great opportunity in a Mon-Fri 9-5 set up Full benefits package on top of base This is a NEW to market opportunity and the client is ready to hire

Employed IFA, Client base, Leads generated, Multi branch IFA firm "NEW"

NEW to market Our client is a successful local Sussex based IFA business and they are currently looking for an experienced Paraplanner to join their team The client is happy to offer 2 days from home and 3 days in the office We need ideally fully qualified experienced Paraplanners who have ideally worked in an IFA environment You will be in a team supporting a successful IFA The client is happy to pay circa £38-46000 dependent on experience and qualifications maybe more for the right person which makes it one of the most competitive options in Sussex There is also a benefits package on top including 25 days holiday and Healthcare plus more This is your chance to join one of the market leading IFA firms in Sussex Please only apply if you are able to travel into the office on a regular basis Opportunities across Sussex Feel free to call Jason at Astral or send your CV

Paraplanner required, Established IFA firm , HYBRID working option Base to £46000

Our client is a successful and established IFA firm based in Brighton and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £28000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start

77 Private Banking Jobs in Sussex Rd, Brighton and Hove, Hove BN3, UK