Jenni Lunt

Are you ready to step up your career in the world of finance? Our client, a top Wealth Management firm in Trafford, is on the hunt for a Senior IFA Administrator to join their dynamic Pension & Investment Team. If you have a keen eye for detail and thrive in an independent work environment, this could be the perfect role for you. With a salary ranging from £26,000 to £30,000 per year, this role offers a fantastic opportunity for growth and development. You'll enjoy 24 days of holiday and a supportive environment that encourages professional development, including bonuses for passing exams. Our client is a leading independent financial planning company situated in the heart of Trafford. They pride themselves on blending traditional business values with modern technology to deliver top-notch advice to their clients. The team operates from a beautifully restored former police station, providing a serene setting for financial planning. As a Senior IFA Administrator, you will: Process and submit new business following the new business workflow. Submit Letters of Authority and gather necessary plan details for research. Meet and greet clients, handling incoming enquiries. Conduct portfolio rebalancing, buying, and selling. Accurately process client withdrawals and contributions. Prepare client packs for Annual Review meetings and complete post-meeting tasks. Write basic Suitability Reports. Conduct research for new business cases, focusing on fund and cost analysis. Package and Benefits: The Senior IFA Administrator role includes: Annual salary of £26,000 to £30,000, plus team bonus. 24 days holiday. Company pension scheme. Income protection covering 75% of salary after a 13-week deferred period. Group life cover (death in service) at 4x salary. The ideal Senior IFA Administrator will have: At least two years of experience in a similar role. A high level of attention to detail and the ability to manage their own workload. Progress towards R0 qualifications or completion of some exams. Experience with systems like Intelliflo, A J Bell, Transact, Royal London, Canada Life International, and FE Analytics. If you're experienced as a Financial Administrator, Pension Administrator, Investment Administrator, Client Services Administrator, or Wealth Management Administrator, this Senior IFA Administrator role might just be the perfect fit for you. If you're passionate about financial planning and ready to take on the challenge of a Senior IFA Administrator role, don't miss this opportunity. Apply now and take the next step in your financial career journey!

Are you ready to make a significant impact in the world of business financing? Our client, a leader in SME financing solutions, is on the lookout for a Senior Underwriter to join their Middle Market Lending Division in Altrincham. This role offers the chance to be part of an exciting new initiative, providing substantial loans to larger businesses and playing a key role in the company's growth strategy. This is a fantastic opportunity with a salary ranging from £35,000 to £40,000 per year. You'll be joining a company in a transformative phase, with the potential for uncapped commission. Enjoy working in a state-of-the-art office equipped with an on-site gym, a stylish café, and ergonomic workspaces. The client is a well-established provider of SME financing solutions, with over 15 years of experience in the industry. They are known for their tailored lending solutions that help businesses thrive. With the launch of their Middle Market Lending Division, they are expanding their offerings to cater to larger businesses, marking a significant step in their growth journey. As a Senior Underwriter, you'll be at the forefront of evaluating and approving loans for larger businesses. Conduct thorough financial analysis of company statements. Evaluate cash flow positions for debt servicing capability. Assess real estate and other collateral for secured lending. Ensure robust underwriting standards for middle market loans. Underwrite secured loans up to £5 million with detailed risk assessments. Collaborate with the CFO/COO on loan application reports. Ensure compliance with regulatory and internal risk frameworks. Package and Benefits: The Senior Underwriter role comes with a comprehensive package: Annual salary of £35,000 - £40,000. Office hours from Monday to Friday, with no weekend or late-night work Starting holiday allowance of 20 days, increasing to 25 days with service, plus 8 Bank Holidays Birthday off every year Genuine career progression opportunities Convenient location in Altrincham with excellent transport links Access to a state-of-the-art office with an on-site gym, café, and ergonomic workspaces. The ideal Senior Underwriter will have: Ideally have a minimum of 5 years of experience in financial underwriting for secured business loans. A background with banks, asset-based lenders, or similar institutions. Expertise in analysing financial statements and cash flow. Strong understanding of secured lending, especially with real estate collateral. Proficiency in credit risk assessment and mitigation. Ability to work independently with high standards. Excellent communication skills for presenting decisions to stakeholders. If you're experienced as a Financial Analyst, Credit Risk Analyst, Loan Officer, Lending Manager, or Risk Manager, this Senior Underwriter role could be the perfect fit for you. Your expertise in these areas will be highly valued in this position. If you're ready to take on a senior role that offers both challenge and reward, this Senior Underwriter position is for you. Join our client in their journey of growth and innovation, and contribute to setting new standards in business financing. Apply now to be part of this transformative phase. ```

Are you a skilled Credit Underwriter looking for an exciting opportunity? Our client, a leading provider in SME financing, is on the hunt for a talented Credit Underwriter to join their dynamic team in Altrincham, UK. With ambitious plans to triple their offerings by 2025, this is your chance to be part of a transformative journey. This role offers a competitive salary of £30,000 per annum. You'll be joining a company that's committed to professional growth, providing clear career progression opportunities. Plus, you'll work in a state-of-the-art office complete with an on-site gym and stylish café. Our client has been a trusted name in SME financing for over 15 years, offering bespoke lending solutions to help businesses grow. They're launching a new division to support larger businesses with loans up to £3 million, as part of their Capify 3.0 initiative aimed at significantly expanding their market impact. As a Credit Underwriter, you will: Conduct detailed financial analysis of company statements to assess creditworthiness. Evaluate cash flow to determine loan servicing capability. Review collateral for secured lending when relevant. Ensure robust underwriting standards are applied. Ensure compliance with regulatory and internal risk frameworks. Package and Benefits: The Credit Underwriter role comes with: Annual salary of £30,000. Office hours from Monday to Friday, with no weekend or late-night work Starting holiday allowance of 20 days, increasing to 25 days with service, plus 8 Bank Holidays Birthday off every year Genuine career progression opportunities Convenient location in Altrincham with excellent transport links Access to a state-of-the-art office with an on-site gym, café, and ergonomic workspaces. The ideal Credit Underwriter will have: 3-5 years of experience in financial underwriting for businesses. A background in SME lending or similar financial institutions. Strong understanding of the SME market, KYC, AML, and KYB. Proficiency in credit risk assessment and mitigation. Excellent communication skills for presenting underwriting decisions. If you're interested in roles such as Financial Analyst, Risk Analyst, Loan Officer, Credit Analyst, or Underwriting Specialist, this Credit Underwriter position could be a perfect fit for you. If you're ready to take the next step in your career as a Credit Underwriter, our client would love to hear from you. Join a company that's setting new standards in SME financing and be part of an exciting growth journey. Apply now and make a significant impact in the world of business lending.

Are you someone who thrives on providing outstanding customer service? Our client is on the lookout for a committed Customer Insurance Advisor to become part of their dynamic team. This is a remarkable chance to collaborate with a company that takes pride in simplifying insurance and making it accessible to all. With a competitive salary of £24,000 - £25,000 per year, this role offers you the chance to be part of a dynamic team. Enjoy working in a forward-thinking environment where your contributions make a real impact. Plus, you'll be joining a company that is a leader in the specialist insurance market. The client is a leading specialist insurance intermediary based in Manchester, known for their fresh approach to insurance. They have been revolutionising the industry since for over 15 years with their easy-to-buy, value-driven products. With a strong commitment to customer satisfaction, they serve over 350,000 policyholders and attract millions of visitors to their websites annually. As a Customer Insurance Advisor, you will: Providing exceptional customer service to policyholders Assisting clients in understanding their insurance options Processing insurance applications and renewals efficiently Maintaining accurate records and documentation Collaborating with team members to enhance service delivery Addressing client queries and concerns promptly Package and Benefits: The Customer Insurance Advisor will enjoy: Salary of £25,000 with bonus - OTE £30,000 - £35,000 - UNCAPPED 25 days holiday, plus an extra day for each year worked (up to 28 days). Option to buy or sell up to 5 days Birthday day off Hybrid working after training Up to 2 days volunteering leave a year Enhanced sick pay after 12 months Annual flu jab Free eye tests 24/7 Employee Assistance programme Clear career progression with regular reviews Support for professional qualifications £1,500 loyalty bonus, subject to conditions Quarterly staff awards Workplace pension (NEST) Annual social events Enhanced maternity/paternity pay, adoption, or fertility help Discounts on company products Cycle to Work scheme Free fruit weekly in the office Free monthly office lunch Casual dress code Free onsite parking The ideal Customer Insurance Advisor will have: Strong communication and interpersonal skills Experience in the insurance industry or a related field Ability to work independently and as part of a team Detail-oriented with excellent organisational skills Proficiency in using digital tools and platforms A customer-focused mindset Willingness to learn and adapt If you're interested in roles such as Insurance Consultant, Client Services Advisor, Insurance Specialist, Policy Advisor, or Insurance Account Manager, this Customer Service Advisor position could be the perfect fit for you. If you're ready to take on the challenge of transforming the insurance experience, apply now to become a Customer Service Advisor with our client. Join a team that's leading the way in making insurance straightforward and accessible for everyone.

Are you a detail-oriented professional looking to make your mark in the financial services industry? Our client, a leading multi-award-winning lender specialising in Short-Term Property Finance, is seeking a Sales Support Executive to join their dynamic team in Manchester. This is your chance to work with a company that prides itself on exceptional customer service and tailored financial solutions. This exciting role offers an annual salary of £24,000 - £30,000, depending on experience. You'll have the opportunity to work closely with senior management and be part of a growing, high-performing organisation. Plus, there are fantastic career development opportunities within the respected property finance sector. Our client is a well-established lender with nearly two decades of experience in the Short-Term Property Finance market. They are dedicated to supporting property professionals and developers across the UK, offering bespoke financial solutions and maintaining award-winning standards of customer service. With a focus on growth and innovation, they provide a stimulating environment for career advancement. The Sales Support Executive will: Managing deal pipelines and assist with funding applications. Providing administrative support to ensure smooth deal progression and high service levels for clients and brokers. Liaising with external parties to facilitate efficient progress of funding applications. Maintaining accurate data and pipeline visibility within internal systems. Assisting in managing key broker relationships and follow up on business enquiries. Coordinating communication with brokers regarding deal status and next steps. Package and Benefits: The Sales Support Executive will enjoy: Annual salary of £24,000 - £30,000 (DOE) Annual bonus based on company performance 24 days holiday plus BH Free parking onsite Opportunities to work closely with senior management. Career development in a respected lender within the property finance industry. The ideal Sales Support Executive will have: Experience in a financial services role. Excellent administrative skills with attention to detail. Strong communication skills for handling client and broker enquiries. Ability to manage multiple tasks in a fast-paced environment. Proficiency with CRM or data management systems. A self-motivated and proactive approach to work. If you're interested in roles such as Sales Coordinator, Client Support Specialist, Financial Services Administrator, Sales Assistant, or Customer Relationship Executive, this Sales Support Executive position could be the perfect fit for you. Join our client's team as a Sales Support Executive and contribute to their continued success in the property finance industry. If you're ready to take the next step in your career, apply now and be part of a company that values growth, innovation, and exceptional service.

Are you a driven B2B Financial Services Senior Sales Executive looking to make your mark in a thriving financial organisation? Our client, based in the bustling heart of Altrincham, is seeking motivated individuals to join their expanding sales team. This is a fantastic opportunity to generate new business opportunities and grow with a market-leading company. Join an award-winning company and enjoy a basic salary of £30,000 - £35,0000, with the potential for uncapped commission, leading to an OTE of up to £55,000 - uncapped. Enjoy a work-life balance with office hours from Monday to Friday, no weekends or late nights, and celebrate your birthday with a day off every year. Our client is a prominent player in the financial sector, specialising in providing Unsecured Business Loans. They are renowned for their dynamic work environment and commitment to employee growth, offering genuine career progression opportunities in a well-connected location in Altrincham. The Senior Sales Executive will: Handle leads through inbound calls and web enquiries for Business Loans Build and maintain client relationships to boost revenue Drive new business development with existing and prospective accounts Manage accounts effectively while providing excellent customer service Achieve sales quotas by meeting call volume and revenue targets Oversee pipeline management Foster relationships with both new and existing accounts Package and Benefits: For the Senior Sales Executive role, the package includes: Annual salary of £30,000 - £35,000, depending on experience, with OTE of £55,000+ uncapped Office hours from Monday to Friday, with no weekend or late-night work Starting holiday allowance of 20 days, increasing to 25 days with service, plus 8 Bank Holidays Birthday off every year Genuine career progression opportunities Convenient location in Altrincham with excellent transport links The ideal Senior Sales Executive candidate will have: Proven experience in phone-based sales. Background in one or more of the following: Business finance Banking Regulated environments Finance-related business degree (advantageous but not essential) Beneficial Experience: Finance brokerage experience. Dealing directly with business owners. Good understanding of company financials and interpreting financial information. If you have experience as a Sales Executive, Lead Generator, Sales Advisor, or similar roles, this opportunity could be perfect for you. Those with a background in financial services or insurance sales might find this position particularly appealing. If you're a Sales Executive ready to take on a new challenge in a dynamic financial organisation, this is the role for you. Apply now to join a team where your efforts are rewarded, and your career can truly flourish. Alternatively please call Jenni on 01614166135 for more information JL_FIN

Do you have an eye for detail and a passion for organisation? Our client is on the hunt for a Mortgage Administrator to become part of their dynamic team in Wilmslow. This position is pivotal in assisting the business development and underwriting teams, ensuring that every crucial check is meticulously completed to maintain seamless and efficient loan processing. Enjoy a competitive salary between £24,000 - £28,000, along with a fantastic range of benefits. You'll enjoy team social events and trips that foster a collaborative and fun working environment. Our client is a forward-thinking company dedicated to providing exceptional financial services. They pride themselves on their commitment to client satisfaction and their supportive, team-oriented workplace culture. As a Mortgage Administrator, your responsibilities will include: Reviewing applications to ensure all relevant paperwork is submitted. Organising client information for efficient loan processing. Checking loan-to-value and debt-to-income ratios. Completing detailed affordability assessments. Requesting credit checks and issuing necessary paperwork. Handling enquiries from applicants and lenders. Drafting case rationale for investors and senior management. Completing AML checks and maintaining accurate records. Working to deadlines for submission of paperwork. Package and Benefits: The Mortgage Administrator role comes with a comprehensive package including: Annual salary of £24,000 - £28,000. 24 holidays plus bank holidays, increasing to 25 after one year. Westfield Health cash plan. 24-hour colleague assistance helpline. Proximity to Wilmslow train station. Team social events and trips. The ideal Mortgage Administrator candidate will have: Excellent interpersonal and communication skills. Attention to detail and high-level numeracy. Understanding of financial processes and credit scores. Expertise in databases, word processors, and spreadsheets. Proven customer service skills and exceptional organisation. Ability to multi-task and prioritise effectively. If you have experience or interest in roles such as Loan Administrator, Credit Analyst, Underwriting Assistant, Financial Processor, or Loan Officer, you might find the Mortgage Administrator role to be a perfect fit for your skills and career aspirations. If you're ready to take on a challenging and rewarding role as a Mortgage Administrator, apply today to join a company that values its employees and offers a supportive and engaging work environment.