Careers
Network & Head Office Vacancies
Here at The Right Mortgage, we want to attract the best talent to help us achieve our vision of becoming not the biggest, but the BEST most trusted & recommended financial services network in the UK. Founded in 2015, we have already become one of the UK’s fastest growing networks, due to our core values aligning with our member’s values and understanding what they are looking for from a network.
We are the only network with specialist propositions for equity release and private medical advisers and in 2019, we were recognised by The London Stock Exchange as one of “1000 Companies to Inspire Britain”.
Our staff have always been at the heart of all that is great about The Right Mortgage, so why not take a look at our current vacancies and be a part of something different…
Location: This role is based at Head Office in Knowle, Solihull
Company: The Right Mortgage
Job title: Senior Applications Administrator
Contract type: Full time, permanent
APPLY NOW: Please email: eva.stenson@therightmortgage.co.uk
The Opportunity
We currently have an excellent opportunity for a Senior Applications Administrator to join our growing Authorisation & Membership department. You will be exceptionally organised with strong administration skills, along with the ability to follow through on multiple tasks by coordinating the work flow within a small, but busy team. You will thrive on providing excellent customer service to all prospective and new advisers, both pre, during and post their application to the Network, ensuring that all documents, administration and underwriting tasks are completed in a timely manner. The role offers day-to-day variety, interacting with multiple stakeholders and you will have the opportunity to use your experience to ensure that the team is working proficiently and that all advisers and firms are onboarded efficiently, in line with Network and Regulatory standards.
Essential Criteria of a Senior Applications Administrator
- Minimum 2 years’ experience in a similar role within the financial services sector
- Excellent organisation skills
- High attention to detail
- Excellent verbal and written communication skills
- Ability to work under pressure, prioritise and work to tight deadlines
- Coaching and mentoring and people management skills
- Good team player, but with the ability to work under own initiative
- The ability to analyse information with a view to making informed decisions
- Competent on Microsoft Office Suite i.e. Excel, Word etc.
Responsibilities of a Senior Applications Administrator
- To ensure Applications team service standards are met.
- To independently coordinate the workflow amongst the Applications team.
- To package and underwrite Appointed Representative/Adviser applications, and to ensure sufficient information is collected to make informed decisions on the applicant’s fitness and propriety and their ability to meet Network and Regulatory standards.
- To ensure once the Appointed Representative/ Adviser has been accepted, that the transition to authorisation is as efficient as possible.
- To be responsible for dealing with agency queries both internal and external.
- To manage projects and workload effectively.
- To submit ARs/ Approved Persons to the FCA via Connect.
- To provide responses/ liaise with the FCA following further questions on individuals seeking Approved Person status.
- To distribute weekly reports as required
- To co-ordinate projects for the Applications team.
- To ensure company CRM is updated following every interaction with advisers and ensure all corresponding data is accurate.
- To be responsible for all adviser files held on file.
- Responsible for maintaining, reviewing and identifying any shortfalls in any department processes.
Further Details:
Working hours: Generally, 9am – 5pm but could vary dependent on business needs
Salary & Benefits:
Competitive salary, dependent on experience.
We’ve always been proud to reward our employees by offering a number of benefits including:
- a profit share scheme.
- a pension scheme.
- access to our discount/cashback app.
- a staff appreciation week.
- an annual company day out.
Our culture is welcoming, friendly, flexible and we aim to make you always feel included. We are an equal opportunities employer which means we believe in embracing difference as it makes us collectively stronger.
APPLY NOW: Please email: eva.stenson@therightmortgage.co.uk
Location: Home based in South England / London with some travel required
Company: The Right Mortgage
Job title: Compliance Manager
Contract type: Full time, permanent
APPLY NOW: Please email: eva.stenson@therightmortgage.co.uk
The Opportunity
We currently have an exciting opportunity for an established Compliance Manager to join our growing Audit & Supervision function, predominately a home-based role with some travel required. You will thrive on supporting our advisers to follow network and regulatory process, as well as building relationships at all levels. You will have the opportunity to use your experience to instruct, coach, monitor and support individual advisers through the implementation of our T&C programme.
Key Responsibilities of a Compliance Manager:
- To maintain a primary point of contact for Appointed Representatives in an allocated area and to manage the T&C program to ensure compliance to Networks standards.
- To ensure compliance with Company and regulators compliance procedures.
- To identify the business risks ensuring all current and future regulatory requirements are adhered to with effective controls in place.
- To ensure appropriate standards/ procedures are followed by authorised appointed representatives.
- Instruct, coach and monitor individuals, producing reports and individual training/ development plans ensuring all outstanding actions are completed within agreed timescales.
- Identifying areas where appointed representatives can improve their standards and associated risk ratings.
- Accurately record any findings and corrective activity.
- To assist and guide the File Review team members regarding technical queries and challenges arising in the file review process.
- Deal with any issues escalated as a result of reviews carried out by the file review team.
- Develop working practices to meet the requirements of the business for accuracy and efficiency.
- Deliver appropriate service to Directly Authorised firms who have subscribed to one of our Compliance Support packages.
Essential Criteria:
- This is a field-based role so the successful candidate will be required to cover an area of advisers within the South of England/London.
- Minimum 2 years’ experience in a similar role within the financial services sector.
- Full CeMAP or equivalent
- Excellent verbal and written communication skills.
- Ability to work under pressure, prioritise and work to tight deadlines.
- Coaching, mentoring and people management skills.
- The ability to analyse information, with a view to making informed decisions.
- Competent on Microsoft Office Suite i.e. Excel, Word etc.
- The successful candidate must have a strong understanding of Mortgages, General Insurance, Pure Protection and Equity Release.
Desirable Criteria:
- Equity Release qualification (ER1/CERER or equivalent).
- IF7 or equivalent.
- Experience with Directly Authorised advisers.
- Strong understanding of Private Medical Insurance.
Further Details:
Working hours: Generally, 9am – 5pm but could vary dependent on business needs
Salary & Benefits:
Competitive salary, dependent on experience.
We’ve always been proud to reward our employees by offering a number of benefits including:
- a profit share scheme.
- a pension scheme.
- access to our discount/cashback app.
- a staff appreciation week.
- an annual company day out.
Our culture is welcoming, friendly, flexible and we aim to make you always feel included. We are an equal opportunities employer which means we believe in embracing difference as it makes us collectively stronger.
APPLY NOW: Please email: eva.stenson@therightmortgage.co.uk
Location: This is a home based role however the successful candidate will be required to attend our head office based in Knowle, Solihull from time to time and may be required to travel occasionally.
Company: The Right Mortgage
Job title: Supervision & Development Manager
Contract type: Full time, permanent
APPLY NOW: Please email: eva.stenson@therightmortgage.co.uk
The Opportunity
We currently have an exciting opportunity for a Supervision & Development Manager to join our growing Supervision function. You will thrive on supporting trainee advisers to follow network and regulatory process, as well as building relationships at all levels. You will have the opportunity to use your experience to train, supervise, coach and support trainee advisers to help achieve Competent Adviser Status.
Key Responsibilities of a Supervision & Development Manager
- Embed, train and enforce the Training, Competence and Supervision programmes
- Conduct training & development meetings
- Complete file assessments, Key Performance Indicator reviews, and role plays
- Respond to all adviser queries in a timely fashion
- Identify areas of improvement, ensuring an appropriate report or action plan is communicated
- Responses to be monitored to ensure deadlines are timely and achievable.
- Supervise individual firm supervisors
- To be aware of business, departmental and personal targets and to endeavour to achieve these targets and goals
- To always consider the principles of Treating Customer Fairly and Customer Outcomes and to operate in a way that puts the customer firs
- From time to time you may be asked to undertake other duties commensurate with the level of position that may be required by the Head of Audit and/or Directors of the Network
Essential Criteria:
- Full CeMAP or MAQ
- ER1 & IF7 a distinct advantage
- Other relevant/appropriate qualifications would be considered in the absence of above
- Minimum 2 years’ experience in a similar role within the financial services sector
- Excellent verbal and written communication skills
- Ability to work under pressure, prioritise and work to tight deadlines
- Ability to motivate and get the best from people
- Coaching and mentoring and people management skills
- Good team player, but with the ability to work under own initiative
- The ability to analyse information with a view to making informed decisions
- Competent on Microsoft Office Suite i.e. Excel, Word etc.
Desirable Criteria:
- FPC1, 2 & 3 or equivalent – although not essential, would be desirable
Further Details:
Working hours: Generally, 9am – 5pm but could vary dependent on business needs
Salary & Benefits:
Competitive salary, dependent on experience.
We’ve always been proud to reward our employees by offering a number of benefits including:
- a profit share scheme.
- a pension scheme.
- access to our discount/cashback app.
- a staff appreciation week.
- an annual company day out.
Our culture is welcoming, friendly, flexible and we aim to make you always feel included. We are an equal opportunities employer which means we believe in embracing difference as it makes us collectively stronger.
APPLY NOW: Please email: eva.stenson@therightmortgage.co.uk
Location: This role is based at Head Office in Knowle, Solihull
Company: The Right DA Club
Job title: DA Support
Contract type: Full time, permanent
APPLY NOW: Please email: eva.stenson@therightmortgage.co.uk
The Opportunity
We currently have an exciting opportunity for a DA Support to join our growing DA Club. You will be a highly organised person with strong IT skills as well as building long lasting relationships and being the first point of call for our DA advisers. You will be responsible for organising and reporting on the development of DA and maintaining strong relationships with advisers of our DA firms, through regular contact, in order to drive growth and increase business levels amongst our DA membership whilst promoting the Club’s compliance packages and ancillary services.
Essential Criteria of a DA Support
- Full CeMAP or equivalent – although not essential, would be desirable
- Previous experience working with Directly Authorised intermediaries advantageous
- Minimum 2 years’ experience in a similar role within the financial services sector
- Excellent verbal and written communication skills
- Ability to work under pressure, prioritise and work to tight deadlines and targets
- Good team player, but must be a self-starter with the ability to work under own initiative
- Excellent organisation skills and attention to detail
- The ability to analyse information with a view to making informed decisions
- Competent on Microsoft Office Suite i.e. Excel, Word etc.
- Strong understanding and working knowledge of LinkedIn
Responsibilities of a DA Support
- To ensure all new DA firms are onboarded and set up accordingly in line with department processes.
- To be organised and able to analyse performance metrics to be able to monitor income from accounts and identify areas of potential growth.
- To drive growth & sales of compliance services and additional service
- help increase business levels amongst our DA membership.
- To assist financial services professionals to make a fully informed decision with regard to engaging the services of The Right DA Club or, if not already directly authorised, the transition to becoming directly authorised.
- To manage the DA member relationship from the initial meeting through to induction into The Right DA Club and, if applicable, throughout the FCA direct authorisation process.
- To establish long lasting relationships with existing DA members, via monthly outbound telephone calls
- To work closely with internal stakeholders to deliver our Compliance Support Packages on time and to agreed service standards.
- To ensure content on the DA Club’s prospect and compliance club websites are up to date and relevant at all times
- Work with the recruitment team to contribute ideas to the Marketing team in order to grow and develop the DA proposition
- To present our proposition at events or adhoc to staff
- To collect & analyse weekly sales figures towards a board report
- Maintain and upskill product and competitor knowledge
- To be responsible for maintaining marketing material for presentations/recruitment purposes/events including the preparation of content for slides and print any material for presentations/events
- To train, supervise and support the member support team with any related administration & agency requirements
Further Details:
Working hours: Generally, 9am – 5pm but could vary dependent on business needs
Salary & Benefits:
Competitive salary, dependent on experience.
We’ve always been proud to reward our employees by offering a number of benefits including:
- a profit share scheme.
- a pension scheme.
- access to our discount/cashback app.
- a staff appreciation week.
- an annual company day out.
Our culture is welcoming, friendly, flexible and we aim to make you always feel included. We are an equal opportunities employer which means we believe in embracing difference as it makes us collectively stronger.
APPLY NOW: Please email: eva.stenson@therightmortgage.co.uk
No roles that suit you? That’s OK – We’re always on the look out for amazing talent to join our team, so please feel free to sent a speculative CV to eva.stenson@therightmortgage.co.uk and we’ll be in touch.
Member Firm Adviser Vacancies
The Right Mortgage member firms are based across the UK. If you are interested in joining a firm near you, take a look through the current vacancies below, or call our Membership Team on 01564 732 744 for an informal chat.
Job Role
Mortgage and Protection Adviser
Firm
TRM Direct
Area Required
West Midlands based, with travel required
About TRM Direct
TRM Direct is a family run, whole of market mortgage and insurance advice firm, regulated by the FCA. We are customer obsessed, and we know what it takes to deliver great advice and provide excellent support to our valued clients across the UK. Our professional, dynamic team are on hand to provide customers with advice from a wide range of mortgage and insurance products, at costs that are affordable to them.
About the Role
We’re looking for professional, motivated, self-starters who are ready for a fun and long-term career in financial services, within a rapidly growing & vibrant family-run business. You will be working in a fast paced, target driven sales environment at our Head Office in Knowle, providing you with the perfect working environment to kickstart your career as a professional mortgage and insurance adviser. You must be pro-active, hungry and be comfortable talking to clients both over the telephone and face to face, whilst adhering to company and industry compliance standards.
Requirements of a Mortgage and Insurance Adviser
- Must have minimum 1 years’ experience in a mortgage and insurance adviser role/sales background
- Full CEMAP 1, 2 & 3 (or equivalent)
- Hold competent adviser status (CAS) or be working towards it
- A basic knowledge of the financial services industry and an in-depth knowledge of the mortgage market
- Must be professional, highly motivated and a passionate self-starter
- Customer obsessed, committed to providing excellent levels of customer service
- Competent using CRM systems and using Microsoft Office Suite i.e. Excel, Word etc.
- Excellent verbal and written communication skills
- Be able to work under pressure and be able to manage their own case load
- Full UK driving license
Benefits:
- Flexible, performance-based salary structures with generous commission splits and high level of uncapped earnings
- Access to a whole of market lender and insurer panels
- Full admin support available
- Leads provided, if required (employed roles only)
- In-depth, on the job training
- Ongoing compliance and marketing support
- Access to sourcing and CRM systems
- Competitive holiday allowance (employed roles only)
- Pension scheme (employed roles only)
Primarily office based in Knowle, Solihull but travel will be required, so candidates must have access to a vehicle and a valid UK driving license.
Package
Employed package: Competitive basic salary with realistic OTE between £50,000-70,000+ plus (uncapped)
Self-employed package: Competitive commission only packages available, with generous commission splits
There really is no limit to your earning potential!
Apply Now
For more information, or to apply for this role, please email us.
Job Role
Self-Employed Mortgage and/or Protection Adviser
Firm
The Right Broker
Area Required
Nationwide – Home based
Job Description
Would you like to work for an established brand, looking after your client’s financial needs? The Right Broker is a family run, whole of market mortgage and insurance advice firm, regulated by the FCA. Our professional team of advisers are based across the country with a unite, providing quality advice and support to our valued clients across the UK. Our professional team are on hand to provide customers with advice from a wide range of mortgage, insurance products and other ancillary products.
We’re looking for self-employed professionals who are motivated and are ready to continue their careers in financial services, within a rapidly growing & vibrant family-run business.
Requirements of the Mortgage and Insurance Adviser role
- Must have minimum 2 years’ experience in a mortgage and insurance adviser role/sales background
- Full CEMAP 1, 2 & 3 (or equivalent)
- Hold competent adviser status (CAS)
- A basic knowledge of the financial services industry and an in-depth knowledge of the mortgage market
- Must be professional, highly motivated and a passionate self-starter
- Customer focused, committed to providing excellent levels of customer service
- Competent using CRM systems and using Microsoft Office Suite i.e. Excel, Word etc.
- Excellent verbal and written communication skills
- Be able to work under pressure and be able to manage their own case load
For trainees, we have in-house T&D training facilities to get you to CAS and get you selling!
Requirements of the Trainee Mortgage and Insurance Adviser role
- Full CEMAP 1, 2 & 3 (or equivalent)
- Must have access to a source of business
- A basic knowledge of the financial services industry
- Must be professional, highly motivated and a passionate self-starter
- Customer focused, committed to providing excellent levels of customer service
- Competent using CRM systems and using Microsoft Office Suite i.e. Excel, Word etc.
- Excellent verbal and written communication skills
- Be able to work under pressure and be able to manage their own case load
Benefits:
- Access to a whole of market lender and insurer panels
- Ongoing compliance and marketing support
- Access to sourcing and CRM systems
- Flexible working to suit you
- Full in-house compliance and sales management support
- Training events
Package
Competitive commission only packages available, with generous commission splits
Apply Now
For more information, or to apply for this role, please email us.
Job Role
Mortgage Broker / Mortgage and Protection Advisor
Firm
Strathon Park Financial
Area Required
North East & North West (ideally based around York, North Yorkshire, Maltern, Bolton or Manchester)
Job Description
Strathon Park Financial is seeking an experienced Mortgage and Protection Advisor to join their flourishing and expanding team. Strathon Park work very closely with Estate Agencies, Accountancy Firms, Solicitors and also benefit from a large client bank with incredible amounts of referrals and returning customers. Due to the continuing success of these affinities, we are now keen to expand our family further, with the addition of an experienced Mortgage and Protection Advisor.
Strathon Park has a real family feel and the offices are warm and friendly, offering a great working environment. Full Admin support is available, a vast lender panel, and an excellent salary / commission packages are negotiable on an individual basis, depending on individual circumstances.
We pride our self’s on sourcing the best mortgage and protection products for any circumstance and require our advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the right Mortgage and Protection Advisor an excellent opportunity to get into the career they have been looking for.
The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real “people person”, with the ambition to be the very best they can be and have estate agency experience.
The Package
Strathon Park are seeking hot and hungry talent and are completely flexible with regards to fitting the right candidate into the right role. The role can be put together on an individual and bespoke basis and can either be Employed or Self-Employed and could either be office based or home / field based, depending on individual circumstances.
Employed – Competitive basic salary, with a potential guarantee, OTE circa £50,000 – £70,000+ uncapped – Initial Guarantee paid while you build your pipeline
Self Employed – Negotiable commission package to factor in individual expectations and circumstances – £70,000 – £90,000+ uncapped OTE – Initial retainer paid while you build your pipeline
Apply Now
For more information, or to apply for this role, please email us.
Job Role
Mortgage Adviser
Firm
GOTO Group
Area required
Solihull
Job Description
Qualified mortgage adviser required
- Salary, bonus & benefits
- Estate agency based
- Solihull location
The ideal candidate would have a working knowledge of estate agency based FS . They should be self-motivated & be happy to work in a busy productive environment.
Apply Now
For more information, or to apply for this role, please email us.