Financial Services

Experts in Financial Services recruitment

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At Fintelligent, we specialise in connecting high-growth financial services businesses with outstanding talent across sectors such as residential mortgages, personal loans, vehicle finance, consumer credit, recoveries, and litigation. Our approach is fully adaptable, enabling us to support both individual hires—whether permanent, temporary, contract, or interim—and large-scale, bespoke recruitment projects tailored to your specific business needs.

With over a decade of industry expertise, we partner with you to understand your strategic objectives and act as a true extension of your team, representing your brand with integrity and professionalism in the market. Whether you need a singular critical hire or an entire team buildout, our recruitment solutions are results-driven and designed to align with your organisational culture and goals.

By partnering with Fintelligent, you gain access to a comprehensive recruitment strategy that prioritises diversity, cultural fit, and long-term impact, ensuring we deliver the talent that will drive sustainable growth and meaningful change for your business.

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Our Most Recent Successful Projects

10 year partnership & 4 year project – Mortgage & Specialist Lending Brokerage – Greater Manchester

3 year project, we partnered with an established second charge lender to lead their recruitment and retention initiatives post covid-19. Supporting with a headcount increase and introduction of new roles to the business. Total hires of 48, With a CV-to-interview ratio of 1.5:1 and interview-to-offer of 8.4:1.

3 year project – Second Charge Lender – Manchester

Over a three-year project, we partnered with an established second charge lender to drive recruitment and retention efforts post-COVID-19, supporting headcount growth and the introduction of new roles. We completed 48 hires with a CV-to-interview ratio of 1.5:1 and an interview-to-offer ratio of 8.4:1.

6 year partnership – Top-tier Health Insurance Provider – Multiple UK Sites

We successfully partnered with one of the UK’s largest health insurance providers, supporting consistent year-on-year headcount growth and advising on remote and hybrid hiring strategies. This collaboration resulted in 174 hires, with a CV-to-interview ratio of 1.5:1 and an interview-to-offer ratio of 8.4:1.

Operational Change Manager – Property - Conveyancing – Manchester

Successful headhunt of an experienced Operational Change Manager within the Property Space. Candidate was looking for an opportunity to work for a larger more established firm. Secured an uplift on compensation and added significant experience to current leadership team

Areas we cover

Lending & Insurance
  • Mortgage Intermediaries
  • Motor Finance
  • Unsecured Lending
  • Protection & Health Insurance
  • Wealth Management & Pensions
Contact Center
  • Litigation
  • Debt Recoveries
  • Umbrella Services
  • Accountancy & Finance
  • Non-qualified Legal
  • Property Services

Roles we specialise in

Leadership
  • CEO
  • COO
  • CFO
  • Director of Sales
  • HRBP
  • Chief People Officer
  • Director of Compliance
  • Head of Compliance
  • Operations Director
Operational Roles
  • Sales Manager
  • Customer Services Manager
  • Processing Manager
  • Sales Advisor
  • Business Development Manager
  • Key Account Manager
  • Case Manager
  • Collections Advisor
  • Finance Assistant
  • HR Manager
  • Operations Manager

Latest Global Job Opportunities

Mortgage Administrator

Financial Services
£30,000 - £35,000 - Per Year
Permanent
Are you an experienced Mortgage Administrator in search of a new opportunity? Our client is seeking a skilled professional to become part of their Portfolio Management team in Bootle. This compelling position entails overseeing post-completion accounts for diverse property types, ensuring compliance with loan agreements, and cultivating robust client relationships. This Mortgage Administrator role offers a competitive salary of £30,000 - £35,000 per year. You'll be part of a dynamic environment where your expertise in loan management and client relations will shine. Plus, enjoy benefits like annual bonuses and salary reviews every April. Our client is a forward-thinking organisation that excels in portfolio management services. They focus on efficient loan management and prioritise strong communication and relationship-building with their clients. As a Mortgage Administrator, your responsibilities will include: Administering new and existing loans, setting up cases, and sending introductory correspondence. Organising electronic files and ensuring all legal documents and correspondence are correctly filed. Proactively monitoring loans, identifying risks, and taking necessary actions to ensure loan performance and redemption. Maintaining and updating electronic case records and data. Instructing and reviewing asset manager appointments and reports to identify risks. Conducting mid-term searches for all loans. Monitoring loan waypoints, key events, and conditions. Communicating with clients to gather information and resolve issues. Monitoring interest payments and ensuring timely collection. Liaising with solicitors for loan repayment and redemption statement preparation. Identifying loans at risk of exceeding their term and alerting the Head of Portfolio Management. Package and Benefits: The Mortgage Administrator role offers: Annual salary of £30,000 - £35,000, plus an annual bonus scheme. Salary reviews every April. 25 days holiday, increasing with length of service, plus your birthday off. Life insurance and onsite parking. Loyalty schemes and a cash-care health plan. Buy and sell holidays option. Regular social events. The ideal Mortgage Administrator will have: Experience in loan administration and portfolio management. Strong organisational skills and attention to detail. Excellent communication skills for client interaction. Ability to identify risks and take proactive measures. Experience in maintaining electronic records and data management. Ability to work independently and as part of a team. If you have experience or interest in roles such as Loan Administrator, Portfolio Analyst, Loan Officer, or Financial Case Manager, this Mortgage Administrator position could be the perfect fit for you. If you're ready to take on the challenge of managing a diverse portfolio and ensuring client satisfaction, this Mortgage Administrator role could be your next career move. Apply now and become a key player in our client's successful team.

Marketing Manager

Financial Services
£55,000 - £60,000 - Per Year
Permanent
Are you ready to take the reins as a Marketing Manager in a dynamic and rapidly growing company? Our client, known for their award-winning TV series and expertise in debt recovery, is on the hunt for a talented Marketing Manager to join their team in Runcorn. This is your chance to capitalise on a well-established brand and drive growth through innovative marketing strategies. This exciting Marketing Manager role offers a competitive salary of £60,000 per annum, with the potential to earn up to £75,000 through achievable commission. Enjoy 30 days of holiday, including bank holidays, and a vibrant office environment with perks like complimentary tea and coffee, free lunch once a month, and company social events. Our client is a leading provider in the UK for Debt Recovery and High Court Enforcement, working alongside the largest litigator in the country. With a unique approach to debt resolution, they have been trading since 2001 and continue to expand their influence and operations. As a Marketing Manager, you will: Develop and implement marketing strategies across digital and offline channels. Manage email marketing campaigns and align them with PPC, SEO, and social media goals. Build relationships with external partners such as PR agencies and web developers. Support recruitment marketing initiatives and oversee marketing budgets. Oversee content production for blogs, advertising, and press releases. Translate marketing strategies using current data to expand the client base. Lead the design process for digital marketing and written content. Collaborate with internal teams to ensure cohesive marketing efforts. Package and Benefits: The Marketing Manager role comes with: An annual salary of £60,000, with OTE of £75,000. 30 days of holiday, including bank holidays. Monday to Thursday work hours from 9am to 5pm, and Friday from 9am to 4pm. Complimentary tea and coffee facilities, free lunch once a month, and company social events. Employee Assistance Programme and free parking. Full training and opportunities for progression in a rapidly expanding department. The ideal Marketing Manager will have: Over 2 years of B2B experience in a senior marketing role. Strong leadership skills in multi-channel marketing environments. Proven campaign management expertise. Excellent written and verbal communication skills. Experience managing high-value budgets. The ability to manage workload and multitask effectively. Strategic and tactical thinking abilities. If you have experience or interest in roles such as Senior Marketing Manager, Digital Marketing Manager, Marketing Director, Brand Manager, or Communications Manager, this Marketing Manager position could be the perfect fit for you. Don't miss this opportunity to step into a pivotal role as a Marketing Manager with our client. If you're ready to drive growth and innovation in a thriving company, apply now and take your career to the next level! Call Jenni on 01614166135 for more information

Loan Processor

Financial Services
£25,000 - £28,000 - Per Year
Permanent
Got a knack for spotting the little things and love keeping everything in order? Our client is looking for a Loans Processor to join their lively team in Wilmslow. This role is all about supporting the business development and underwriting teams, making sure every important check is done to keep the loan processing smooth and easy. Enjoy a competitive salary between £25,000 - £30,000, 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 Loans Processor, 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 Loans Processor role comes with a comprehensive package including: Annual salary of £25,000 - £30,000. 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 Loans Processor 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 Loans Processor 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 Loans Processor, apply today to join a company that values its employees and offers a supportive and engaging work environment. Alternatively please calll Jenni on 01614166135 for more information.

Client Relationship Manager

Financial Services
£35,000 - £40,000 - Per Year
Permanent
Are you seeking a new challenge? Our client is seeking a Client Relationship Manager to join their award-winning and rapidly expanding team. If you're passionate about client services and have experience in customer service or key account management, this could be the perfect opportunity for you! This role offers a competitive salary of up to £40,000, along with excellent benefits too. Enjoy an early finish on Fridays and 30 days holiday, including bank holidays. Plus, benefit from vibrant office perks like complimentary tea and coffee, free lunch once a month, and company social events. Our client is a well-established organisation, trading since 2001, and built on the core values of delivering outstanding customer service. They are committed to maintaining high standards as evidenced by their numerous accreditations. The company specialises in debt recovery, civil and commercial litigation, and High Court enforcement, and is currently experiencing rapid growth due to the acquisition of major new clients. As a Client Relationship Manager, you will: Provide a first-class service to a portfolio of key clients, exceeding their expectations. Develop and implement effective client management strategies. Create client reports and utilise data to enhance service delivery. Resolve client queries and problems swiftly and efficiently. Ensure client retention and foster client growth. Package and Benefits: The Client Relationship Manager role comes with an attractive package: Annual salary up to £40,000, depending on experience. Early finish on Fridays. 30 days holiday, including bank holidays. Complimentary tea and coffee facilities. Free lunch once a month. Company social events. Employee Assistance Programme. Free parking. Full training provided with opportunities for progression. The ideal Client Relationship Manager will have: Experience within a similar Client Management role is beneficial but not essential. Must have strong attention to detail and a analytical skills Strong Excel skills would be a huge advantage Excellent communication and interpersonal skills with internal and external stakeholders If you have experience as a Client Services Manager, Customer Service Manager, Account Manager, Key Account Manager, or Customer Relationship Manager, you might find this Client Relationship Manager role particularly interesting. It's a great chance to leverage your skills in a growing and dynamic environment. If you're a self-motivated, target-driven individual looking to grow your career as a Client Relationship Manager, this is the perfect opportunity for you. Don't miss out on joining a vibrant team and making a significant impact. Apply now!

Case Manager

Financial Services
£30,000 - £35,000 - Per Year
Permanent
Are you ready to take on an exciting opportunity as a Case Manager in the heart of Manchester City Centre? Our client is urgently seeking a talented individual with a background in Asset, Invoice, or Vendor Finance to join their team. This is a unique chance to become a leader in a growing business, with the potential to shape new functions within the company. With a salary of £30,000 plus a 10% annual bonus, this role offers a great financial package. The position is primarily office-based, with the possibility of a hybrid working arrangement at the director's discretion. This is an opportunity to work closely with field-based Business Development Managers and be part of a dynamic team. Our client is a forward-thinking company specialising in a range of financial products, including Hard and Soft Asset Finance, Unsecured Business Loans, Fleet Funding, Hire Purchase, and Leasing. They are expanding their lender panel and are looking for a Case Manager to play a pivotal role in this growth. As a Case Manager, you will: Package cases for lenders by understanding products, credit papers, and lending criteria. Build and maintain strong relationships with borrowers, lenders, and solicitors. Manage cases from enquiry to payout, ensuring clear communication throughout. Work closely with field-based BDMs to complete fact-finding with businesses. Develop compelling applications that justify the need for funding. Support in structuring repayment plans. Become a leader in this function as the business expands. Package and Benefits: The Case Manager role comes with: An annual salary of £30,000. A 10% annual bonus, equating to £3,000. Primarily office-based work with potential for hybrid working. Opportunities for career progression and leadership within the company. The ideal Case Manager will have: Experience in Asset, Invoice, or Vendor Finance. A solid understanding of products, credit papers, and lending criteria. Strong communication skills to liaise with borrowers, lenders, and solicitors. Experience managing cases from enquiry to payout. The ability to support and structure repayment plans. Industry experience with a lender or broker. If you have experience as a Loan Officer, Credit Analyst, Financial Advisor, Lending Specialist, or Finance Manager, you might find this Case Manager role a perfect fit. This position offers a chance to grow and lead within a dynamic and expanding company. If you are a driven and experienced Case Manager looking to make a significant impact, this is the role for you. Don't miss the opportunity to join a company that values growth and leadership. Apply today and take the next step in your career! Alternatively please call Jenni on 01614166135 for more information. JL_FIN

Sales Executive

Financial Services
£30,000 - £35,000 - Per Year
Permanent
Are you ready to take on an exciting challenge as a Sales Executive in Altrincham? Our client, a leading provider of SME financing solutions, is on the hunt for a driven individual to join their team and help spearhead the growth of their innovative supplier invoice financing product. This is your chance to be part of a dynamic company aiming for 300% growth by 2025. This role offers a fantastic salary package of £30,000 - £35,000, with the potential uncapped commission to £50,000 + you'll enjoy working in a state-of-the-art Altrincham office, complete with an on-site gym and stylish café. Plus, there's a clear path for career progression, with opportunities to grow into a leadership role. Our client is a well-established provider of financing solutions for SMEs, with over 15 years of experience and a reputation for reliability. With a team of over 80 employees, they are trusted by businesses across the UK to provide smart financial solutions. Their innovative products are designed to help businesses manage cash flow and strengthen supplier relationships. The Sales Executive will be responsible for: Engaging with existing customers to tailor solutions to their needs. Reaching out to potential clients to generate new business. Building and maintaining strong partnerships with key referral partners. Understanding and communicating the benefits of the supplier invoice financing solution. Meeting or exceeding monthly sales targets. Providing excellent customer service to ensure long-term client satisfaction. Identifying new opportunities for growth and improvement. Package and Benefits: The Sales Executive will receive: Annual salary of £30,000 - £35,000, with potential earnings up to £50,000 including commission. Access to a state-of-the-art office in Altrincham, featuring an on-site gym and stylish café. Opportunities for career progression and professional development. The ideal Sales Executive will have: 3-5 years of experience in B2B sales or financial services. A proven track record of exceeding sales targets. Strong relationship-building skills with suppliers, accountants, and financial consultants. Excellent communication, negotiation, and organisational skills. An ambitious, proactive, and self-starting attitude. The ability to work independently and as part of a team. Knowledge of SME financing or cash flow management is a plus. If you're a Business Development Executive, Account Manager, Financial Sales Consultant, Client Relationship Manager, or Sales Consultant, this Sales Executive role could be the perfect fit for you. Your experience and skills in these areas will be highly valued. This is a fantastic opportunity for a Sales Executive to join a thriving company and make a real impact. If you're ready to take on the challenge and contribute to the success of a fast-growing business, apply now and take the next step in your career!

Case Manager

Financial Services
£30,000 - £35,000 - Per Year
Permanent
Are you a driven individual looking to excel in the real estate advisory sector? Our client is on the hunt for a motivated Mortgage Administrator to join their ambitious team. With aspirations to become the largest Real Estate Advisory in the UK, the company offers an exciting opportunity for those eager to maximise their earning potential and grow with the business. With a salary ranging from £30,000 to £35,000, this role offers a fantastic opportunity for career growth. Enjoy benefits such as private healthcare and flexible working hours, along with the potential for progression into advisory or team lead roles within the case management team. Our client is a rapidly expanding real estate advisory firm, currently operating from a newly acquired office space with plans to expand further. Their mission is to assemble a team of high performers to achieve their goal of becoming the largest Real Estate Advisory in the UK. As a Mortgage Administrator, you'll be responsible for: Managing a product list that includes Residential Mortgages, Residential BTL, Bridging Finance, and Development Funding. Supporting the team with administrative tasks related to mortgage applications and client management. Ensuring compliance with industry regulations and maintaining accurate records. Assisting in the development of processes to improve efficiency within the team. Providing excellent customer service to clients and stakeholders. Collaborating with team members to achieve business goals. Preparing reports and documentation as required. Package and Benefits: The Mortgage Administrator role comes with a comprehensive package, Annual salary of £30,000 - £35,000. Flexitime options: 08:30-16:30, 08:45-16:45, or 09:00-17:00. Private healthcare coverage. 25 days annual leave plus bank holidays. Pension match up to 5%. Free onsite parking. Potential for progression into advisory or team lead roles. Fully office-based for the first year, with a view to becoming hybrid thereafter. The ideal Mortgage Administrator will possess: Experience in mortgage administration or a related field. Strong organisational skills and attention to detail. Excellent communication and customer service abilities. A proactive and driven attitude, with a desire to excel. Ability to work effectively in a team environment. Familiarity with the products on the company's list is a plus. Willingness to work fully office-based for the first year. If you're interested in roles such as Loan Processor, Mortgage Coordinator, Financial Administrator, Mortgage Assistant, or Real Estate Administrator, this Mortgage Administrator position could be the perfect fit for you. If you're a motivated individual ready to take your career to the next level, the Mortgage Administrator role with our client offers an exciting opportunity to grow and succeed in the real estate advisory sector. Apply now and become part of a team striving for excellence.

Pension Administrator

Financial Services
£26,000 - £3,000 - Per Year
Permanent
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!

Corporate Account Handler

Financial Services
£35,000 - £42,000 - Per Year
Permanent
Are you a skilled Corporate Account Handler looking for an exciting opportunity in Manchester? Our client, a leading business insurance broker, is seeking a talented individual to join their dynamic team. If you have a passion for the insurance industry and thrive in a fast-paced environment, this could be the perfect role for you. This role offers a competitive salary of up to £42,000, depending on experience. You'll enjoy a variety of benefits, including a generous pension scheme and annual profit share. Additionally, you'll have the opportunity for professional development with support for exams and industry-specific training. Our client is a well-established business insurance broker dedicated to protecting freelancers, contractors, and small business owners. They specialise in Professional Indemnity insurance and offer a comprehensive range of business insurance products. Their mission is to help customers plan for the unexpected and feel secure in their business ventures. The Corporate Account Handler will: Provide technical and administrative help to account executives. Assist in developing profitable accounts and retaining existing business. Manage client relationships and ensure high service standards. Maintain knowledge of client industries and insurance policies. Assist in creating bespoke insurance solutions and risk analysis. Produce and manage policy documentation. Prepare risk presentations for clients and carriers. Promote sales development and cross-selling opportunities. Stay informed about new market trends and compliance requirements. Package and Benefits: The Corporate Account Handler will receive: Annual salary up to £42,000. Tiered pension scheme with a minimum 3% employer contribution. Annual profit share, subject to company performance. Life Assurance at 5x annual salary. Minimum of 25 days holiday, with progression based on service. Additional holidays for birthdays and Christmas flexibility. Professional development support, including exams and training. Hybrid working option with two days from home. The ideal Corporate Account Handler will have: At least two years' experience in a corporate handling role. Proficiency with Acturis system. Exceptional relationship-building skills. Ability to manage a potential book size of £1.5m GWP. Excellent organisational and communication skills. A proactive and flexible approach to work. If you're interested in roles such as Insurance Account Manager, Client Relationship Manager, Insurance Broker, Risk Analyst, or Insurance Consultant, this Corporate Account Handler position could be a great fit for you. If you're ready to take the next step in your career as a Corporate Account Handler, this is an opportunity not to be missed. Apply now to join a forward-thinking company and make a real impact in the insurance industry.

Senior Credit Underwriter

Financial Services
£35,000 - £40,000 - Per Year
Permanent
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. ```

Credit Underwriter

Financial Services
£30,000 - £30,000 - Per Year
Permanent
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.

Customer Insurance Advisor

Financial Services
£25,000 - £25,000 - Per Year
Permanent
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.

Case Manager

Real Estate & Senior Debt
£30,000 - £35,000 - Per Year
Permanent
Are you ready to excel as a Case Manager in the bustling financial services sector? Our client, a leading multi-award-winning lender in Short-Term Property Finance, is seeking a Case Manager to join their vibrant team in Manchester City Centre. This is a fantastic opportunity to be part of a market-leading organisation experiencing significant growth. The role offers an enticing annual salary of £35,000, along with the flexibility of hybrid working and genuine career progression. This is your chance to work with a company that provides bespoke bridging and development finance solutions, offering fast, asset-backed funding opportunities. Our client is a collective of alternative finance providers, renowned for delivering swift and customised financial solutions. They specialise in bridging and development finance, offering unique opportunities to borrowers and co-funders alike. As a Case Manager, you will: Manage deal pipelines and assist with funding applications. Provide administrative support to ensure smooth deal progression and high service levels for clients and brokers. Liaise with external parties to facilitate efficient progress of funding applications. Maintain accurate data and pipeline visibility within internal systems. Assist in managing key broker relationships and follow up on business enquiries. Coordinate communication with brokers regarding deal status and next steps. Package and Benefits: The Case Manager role comes with: Annual salary of £35,000. 24 days holiday plus bank holidays. Career development opportunities within a respected lender in the property finance industry. The ideal Case Manager will have: Experience in a similar 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 Case Manager position could be the perfect fit for you. Join our client's team as a Case Manager and play a key role in their ongoing success in the property finance industry. If you're ready to advance your career with a company that values growth, innovation, and exceptional service, apply now.

Sales Support Administrator

Financial Services
£23,000 - £26,000 - Per Year
Permanent
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.

Senior Sales Executive

Financial Services
£30,000 - £35,000 - Per Year
Permanent
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

Sales Executive

Financial Services
£25,000 - £28,000 - Per Year
Permanent
Are you a driven 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 £25,000 - £28,000, with the potential for uncapped commission, leading to an OTE of up to £45,000. 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 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 Sales Executive role, the package includes: Annual salary of £25,000 - £28,000, depending on experience, with OTE of £45,000 - £50,000 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 The ideal Sales Executive candidate will have: Experience in an outbound sales role, such as Sales Executive, Lead Generator, or Sales Advisor Sales experience within Financial Services or Insurance At least 1 year of B2B sales experience A target-driven mindset 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.

B2B Sales Executive

Financial Services
£24,000 - £30,000 - Per Year
Permanent
Looking to make a mark in business sales? Our client, an innovative fintech firm, seeks an energetic B2B Sales executive. With over a decade of experience, the company offers smart funding solutions to help small businesses achieve their goals. This role offers a salary of £26,000-£30,000, with the potential to earn over £50,000 OTE through uncapped commission. Join a lively team in a dynamic setting, where your work helps the company grow. Enjoy a welcoming environment in a fast-growing industry. Our client is a leading business finance company established over 15 years ago, known for its innovative approach to online finance for SMEs. They are committed to providing creative funding solutions and have a strong track record of helping businesses achieve their ambitions. The company values a dynamic, technology-driven approach and is dedicated to supporting the growth of small businesses. As a B2B Sales Executive, the role involves: Meeting sales targets using leads provided by the company. Strengthening client relationships to increase revenue. Developing new business with current and new clients. Managing accounts with top-notch customer service. Assisting clients through the funding process. Reaching sales goals by hitting call targets. Package and Benefits: The B2B Sales Executive role includes: Salary: £26,000-£30,000, OTE £50,000+. Uncapped commission. Fast-paced, entrepreneurial setting. Supportive team. The ideal B2B Sales Executive will have: 2+ years of sales experience. A positive attitude and strong communication skills. Determination and energy to meet targets. A history of achieving sales goals. Ability to excel in a high-pressure, fast-paced setting. Similar job titles to this role include Sales Executive, Internal Sales Advisor, B2B Sales Advisor, Business Sales Executive and Outbound Sales Advisor. This B2B Sales role lets you use your sales skills in an exciting and rewarding setting. If you're a passionate sales professional eager to impact the financial services sector, this B2B Sales Executive role is your ideal opportunity. Apply now to join our client and help shape SME finance's future. Please contact Aiden Wilson on 07380281167 or apply with your latest CV! AW_FIN

Asset Finance Sales Manager

Financial Services
£30,000 - £38,000 - Per Year
Permanent
Are you ready to take your career to the next level as an Asset Finance Sales Manager? Our client, a leader in the financial services industry, is on the hunt for a dynamic individual to lead their sales team in the West Midlands, on the outskirts of Birmingham near the airport. This is your chance to join a company that prides itself on innovation and excellence, driving growth and delivering exceptional client outcomes. Join a company where your efforts are rewarded with a competitive salary ranging from £32,000 to £38,000 per year and realistic OTE of £60,000+. Enjoy the flexibility of working remotely for one week each year from most countries, and benefit from an extra day of holiday for each year you stay with the business. Our client is a trailblazer in the financial services sector, renowned for providing bespoke solutions that exceed client expectations. With a commitment to innovation and cutting-edge technology, they are setting new standards in client service and industry leadership. Their vision is to be the brokerage of choice for clients and lenders seeking exceptional results. As an Asset Finance Sales Manager, you will: Drive and inspire your sales team to achieve and exceed targets. Conduct performance evaluations and give constructive feedback. Develop and implement innovative sales strategies to boost revenue. Oversee project management to ensure timely delivery of initiatives. Analyse sales data to identify opportunities for improvement. Build strong relationships with lenders to secure favorable terms. Optimise sales processes to enhance team efficiency. Foster a culture of excellence and motivate your team to excel. Package and Benefits: The Asset Finance Sales Manager role comes with a fantastic package, including: Annual salary of £32,000 - £38,000. OTE ranging between £60,000 - £70,000+ Uncapped earnings potential. 32 days holiday annually, plus an extra day for each year with the company. Opportunity to work remotely for one week per year from most countries. Access to shopping rewards schemes and cycle to work scheme. Long service benefits and industry-leading training. Regular team social events to celebrate success. For the Asset Finance Sales Manager position, the ideal person will have: A proven track record in sales management, ideally within financial services. Proven management skills and a background working in team development. Excellent communication and social skills. A results-motivated mindset with a passion for exceeding targets. Proficiency in project management and data analytics. If you have experience or interest in roles such as Sales Director, Business Development Manager, Financial Services Sales Manager, Client Relationship Manager, or Account Manager, this Asset Finance Sales Manager position could be perfect for you. If you're ready to lead a high-performing team and drive sales success, this Asset Finance Sales Manager role is the opportunity you've been waiting for. Apply now and take the next step in your career! Please contact Aiden Wilson on 07380281167 or apply with your latest CV! AW_FIN

See what people are saying about us!

Fintelligent provided me with a 5-star service. Polite, professional throughout. Assisted me with gaining employment for an employer I was extremely keen to work for and I can't thank Jenni Lunt enough for the help and advice I received.
Jamie K.
Daniel is really experienced and an absolute pleasure to work with. He understands the financial services market and what is expected in the roles provided. Dan makes sure he provides quality candidates rather than just volume. I would highly recommend using Daniel to assist firms in their recruitment.
Jamie Pritchard
I have been working with Jenni and the team at Fintelligent for the past 2 years now, and I can honestly say after 20 years experience of dealing with countless agencies & even attempting myself they are by far the best. Jenni fully understands our business requirements, and will give us an honest appraisal before any interview we have. It says something that we have not ventured elsewhere since partnering with. In addition, they now source for other parts of our business and as we continue our relationship’
Peter Leech
Helped me secure the job I want, Jeni was extremely helpful.
Nathan D.
I have worked with James regarding multiple placements, and would highly recommend him to anyone seeking a professional, expert approach when sourcing quality candidates. I would have no hesitation in working with James again on future vacancies as I am convinced that his knowledge and manner of approach would help add value to my recruitment search.
Del Williams
Fintelligent provided me with a 5-star service. Polite, professional throughout. Assisted me with gaining employment for an employer I was extremely keen to work for and I can't thank Jenni Lunt enough for the help and advice I received.
Jamie K.
Daniel is really experienced and an absolute pleasure to work with. He understands the financial services market and what is expected in the roles provided. Dan makes sure he provides quality candidates rather than just volume. I would highly recommend using Daniel to assist firms in their recruitment.
Jamie Pritchard
I have been working with Jenni and the team at Fintelligent for the past 2 years now, and I can honestly say after 20 years experience of dealing with countless agencies & even attempting myself they are by far the best. Jenni fully understands our business requirements, and will give us an honest appraisal before any interview we have. It says something that we have not ventured elsewhere since partnering with. In addition, they now source for other parts of our business and as we continue our relationship’
Peter Leech
Helped me secure the job I want, Jeni was extremely helpful.
Nathan D.
I have worked with James regarding multiple placements, and would highly recommend him to anyone seeking a professional, expert approach when sourcing quality candidates. I would have no hesitation in working with James again on future vacancies as I am convinced that his knowledge and manner of approach would help add value to my recruitment search.
Del Williams
I had an amazing experience with Jenni Lunt! I applied for a job on Indeed and was called very quickly by Jenni, she took the time to understand my current role and check that my experience would work for the company I had applied for. She came back to me very quickly and arranged for me to have an interview. I was successful in both interviews and have been offered the job! Jenni was really supportive, she gave me lots of great advice, hints and tips. She followed up with me continuously throughout the process to make sure I felt prepared and check I was happy with how the interview went. Its such a pleasant change to have a recruiter genuinely support you and wanting you to succeed. Everyone needs a Jenni when looking for a new role! Thank you again ❤️
Nicolle M.
I was helped by Jenni Booth whilst applying for a job and I cant express enough the support provided was exemplary.
Keith H.
Partnering with Fintelligent has truly revolutionised our approach to call centre staffing at Vitality Health. Their remarkable ability to deliver results swiftly, without compromising on candidate quality, has been instrumental in maintaining the seamless functioning of our operations, even during our busiest periods. One of the standout qualities of Fintelligent is their profound understanding of Vitality Health's ethos and the intricacies of our industry. This depth of understanding enables them to consistently source candidates who not only possess the necessary skills but also resonate with our company culture and values. Moreover, their collaborative partnership approach has been invaluable. They don't just provide a service; they actively work alongside our internal recruitment team, leveraging their expertise to enhance our hiring processes and achieve our overarching talent acquisition objectives. Their commitment to excellence and ability to align with our company's vision makes them an indispensable asset to Vitality Health
Matthew Wilkinson
Jenni was amazing from start to finish. She prepared me for the interview, kept in contact with me throughout the whole process & was friendly throughout. It was a pleasure to have her help throughout the process.
Megan C.
James and Fintelligent have consistently been one of our highest performing agencies and a valued partner to our internal talent function whenever we need to reach out to agencies for hard to fill roles or urgent positions. James and the team are honest, act with integrity, take the time to understand our business, provide valuable advice and insight into the market and most of all find great candidates. I’m used to getting a barrage of calls from Recruiters and I’m always reluctant to add to our PSL. I’d highly recommend James and Fintelligent to any Financial Services business whether they are looking to add to their PSL or not as they have continually delivered for us.
Nadia Morland
I had an amazing experience with Jenni Lunt! I applied for a job on Indeed and was called very quickly by Jenni, she took the time to understand my current role and check that my experience would work for the company I had applied for. She came back to me very quickly and arranged for me to have an interview. I was successful in both interviews and have been offered the job! Jenni was really supportive, she gave me lots of great advice, hints and tips. She followed up with me continuously throughout the process to make sure I felt prepared and check I was happy with how the interview went. Its such a pleasant change to have a recruiter genuinely support you and wanting you to succeed. Everyone needs a Jenni when looking for a new role! Thank you again ❤️
Nicolle M.
I was helped by Jenni Booth whilst applying for a job and I cant express enough the support provided was exemplary.
Keith H.
Partnering with Fintelligent has truly revolutionised our approach to call centre staffing at Vitality Health. Their remarkable ability to deliver results swiftly, without compromising on candidate quality, has been instrumental in maintaining the seamless functioning of our operations, even during our busiest periods. One of the standout qualities of Fintelligent is their profound understanding of Vitality Health's ethos and the intricacies of our industry. This depth of understanding enables them to consistently source candidates who not only possess the necessary skills but also resonate with our company culture and values. Moreover, their collaborative partnership approach has been invaluable. They don't just provide a service; they actively work alongside our internal recruitment team, leveraging their expertise to enhance our hiring processes and achieve our overarching talent acquisition objectives. Their commitment to excellence and ability to align with our company's vision makes them an indispensable asset to Vitality Health
Matthew Wilkinson
Jenni was amazing from start to finish. She prepared me for the interview, kept in contact with me throughout the whole process & was friendly throughout. It was a pleasure to have her help throughout the process.
Megan C.
James and Fintelligent have consistently been one of our highest performing agencies and a valued partner to our internal talent function whenever we need to reach out to agencies for hard to fill roles or urgent positions. James and the team are honest, act with integrity, take the time to understand our business, provide valuable advice and insight into the market and most of all find great candidates. I’m used to getting a barrage of calls from Recruiters and I’m always reluctant to add to our PSL. I’d highly recommend James and Fintelligent to any Financial Services business whether they are looking to add to their PSL or not as they have continually delivered for us.
Nadia Morland

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