160 Mortgage Specialist jobs in the United Kingdom

At Target Group, we're not just about deadlines and deliverables; we're about making a real impact in the Financial Services and Technology sectors. We thrive on innovation and the ability to adapt, and we currently have a unique opportunity within our Operations Team for a Mortgage Forbearance Specialist who shares our passion for progress.

The successful candidate will manage mortgage accounts in arrears and deliver tailored, compliant forbearance solutions across first charge, second charge, and buy-to-let portfolios. The role ensures fair customer outcomes while mitigating financial and reputational risk, in line with FCA regulations and internal policies.

Please note, this is an initial 12 month FTC. The successful candidate will predominantly work from home but will be required to be in our Cardiff office for some of the training period (this will be fully expensed)

What does the role of Mortgage Forbearance Specialist look like day to day?

• Manage a portfolio of mortgage accounts in arrears, assessing affordability and execution of appropriate forbearance provision.
• Conduct effective and empathetic conversations with customers, including those identified as vulnerable, to gather relevant financial information.
• Apply FCA regulatory frameworks and internal policies to all casework.
• Monitor and review forbearance arrangements to ensure ongoing suitability and compliance.
• Collaborate with internal teams and external stakeholders (debt advisors, solicitors) to resolve complex cases.
• Prepare documentation for litigation proceedings where necessary and support the legal process through to resolution.
• Maintain accurate, auditable records of all customer interactions and decisions.
• Contribute to continuous improvement initiatives in arrears and forbearance processes.

Requirements

What experience are we looking for?

• Lots of experience in mortgage arrears management, with at least 1 years in a forbearance or specialist role.
• Experience across first charge, second charge, and/or buy-to-let mortgage products.
• Strong working knowledge of FCA regulations, including MCOB, CONC, and vulnerability guidance.
• Demonstrable experience in handling complex arrears and vulnerable customer cases.
• Proficient in using mortgage servicing platforms and Microsoft Office tools.
• Litigation experience in mortgage enforcement or repossession processes (desirable)
• CeMAP or equivalent mortgage qualification (desirable)
• Extensive experience working in a regulated financial services environment (desirable)

The successful candidate will ideally be:

• An analytical thinker, with the ability to assess financial data, identify trends, and determine appropriate forbearance strategies
• Confident in making sound, timely decisions that balance customer needs with business risk
• A clear, concise, and professional communicator (both written and verbal), tailored to a range of audiences
• Resilient and empathetic; capable of managing sensitive conversations with professionalism and emotional control.
• Aware of regulatory obligations and able to apply them consistently in case handling.
• Able to work efficiently with internal and external stakeholders to achieve positive outcomes
• Attentive to detail; maintaining accurate records and ensuring all actions are fully documented and compliant
• Able to manage a high-volume caseload efficiently while meeting deadlines and service level agreements

Benefits

• A competitive salary of up to £36,000 per annum, depending on experience
• An attractive commission scheme when achieving sales targets and new revenue growth
• 30 days holiday PLUS bank holidays (That's right! 30 days from Day 1)
• At least two days per year to give back to our community through our volunteering initiative
• Defined Pension Contribution Scheme (Employer matched up to 6%) with the option to contribute via Salary Exchange (Salary Sacrifice)
• Employee Discount Scheme, access to discounts and offers across 100s of leading retailers.  
• Company Paid Private Medical Insurance (benefit in kind)
• Group Life Assurance (4x Annual Salary)
• Group Income Protection
• Annual Pay Review
• Discretionary Annual Bonus Scheme
• – Confidential access to health and wellbeing support to include Employee Assistance Program
• Free Flu Vaccinations, Eye Tests and employer contribution towards glasses
• Recognition Scheme
• Free Mortgage Advice and Support
• Funeral Concierge and Bereavement Services
• 24/7 access to a GP
• Discounted health club memberships
• Salary Sacrifice Technology Buying Scheme
• Access to Wisdom, total wellbeing solution

We wholeheartedly believe in fostering a diverse and inclusive culture by actively implementing our D&I strategy, building strong community ties, and empowering our people and leaders.

Join us and shape your future!

At Target Group, we're not just about deadlines and deliverables; we're about making a real impact in the Financial Services and Technology sectors. We thrive on innovation and the ability to adapt, and we currently have a unique opportunity within our Operations Team for a Mortgage Forbearance Specialist who shares our passion for progress.

The successful candidate will manage mortgage accounts in arrears and deliver tailored, compliant forbearance solutions across first charge, second charge, and buy-to-let portfolios. The role ensures fair customer outcomes while mitigating financial and reputational risk, in line with FCA regulations and internal policies.

Please note, this is an initial 12 month FTC. The successful candidate will predominantly work from home but will be required to be in our Cardiff office for some of the training period (this will be fully expensed)

What does the role of Mortgage Forbearance Specialist look like day to day?

• Manage a portfolio of mortgage accounts in arrears, assessing affordability and execution of appropriate forbearance provision.
• Conduct effective and empathetic conversations with customers, including those identified as vulnerable, to gather relevant financial information.
• Apply FCA regulatory frameworks and internal policies to all casework.
• Monitor and review forbearance arrangements to ensure ongoing suitability and compliance.
• Collaborate with internal teams and external stakeholders (debt advisors, solicitors) to resolve complex cases.
• Prepare documentation for litigation proceedings where necessary and support the legal process through to resolution.
• Maintain accurate, auditable records of all customer interactions and decisions.
• Contribute to continuous improvement initiatives in arrears and forbearance processes.

Requirements

What experience are we looking for?

• Lots of experience in mortgage arrears management, with at least 1 years in a forbearance or specialist role.
• Experience across first charge, second charge, and/or buy-to-let mortgage products.
• Strong working knowledge of FCA regulations, including MCOB, CONC, and vulnerability guidance.
• Demonstrable experience in handling complex arrears and vulnerable customer cases.
• Proficient in using mortgage servicing platforms and Microsoft Office tools.
• Litigation experience in mortgage enforcement or repossession processes (desirable)
• CeMAP or equivalent mortgage qualification (desirable)
• Extensive experience working in a regulated financial services environment (desirable)

The successful candidate will ideally be:

• An analytical thinker, with the ability to assess financial data, identify trends, and determine appropriate forbearance strategies
• Confident in making sound, timely decisions that balance customer needs with business risk
• A clear, concise, and professional communicator (both written and verbal), tailored to a range of audiences
• Resilient and empathetic; capable of managing sensitive conversations with professionalism and emotional control.
• Aware of regulatory obligations and able to apply them consistently in case handling.
• Able to work efficiently with internal and external stakeholders to achieve positive outcomes
• Attentive to detail; maintaining accurate records and ensuring all actions are fully documented and compliant
• Able to manage a high-volume caseload efficiently while meeting deadlines and service level agreements

Benefits

• A competitive salary of up to £36,000 per annum, depending on experience
• An attractive commission scheme when achieving sales targets and new revenue growth
• 30 days holiday PLUS bank holidays (That's right! 30 days from Day 1)
• At least two days per year to give back to our community through our volunteering initiative
• Defined Pension Contribution Scheme (Employer matched up to 6%) with the option to contribute via Salary Exchange (Salary Sacrifice)
• Employee Discount Scheme, access to discounts and offers across 100s of leading retailers.  
• Company Paid Private Medical Insurance (benefit in kind)
• Group Life Assurance (4x Annual Salary)
• Group Income Protection
• Annual Pay Review
• Discretionary Annual Bonus Scheme
• – Confidential access to health and wellbeing support to include Employee Assistance Program
• Free Flu Vaccinations, Eye Tests and employer contribution towards glasses
• Recognition Scheme
• Free Mortgage Advice and Support
• Funeral Concierge and Bereavement Services
• 24/7 access to a GP
• Discounted health club memberships
• Salary Sacrifice Technology Buying Scheme
• Access to Wisdom, total wellbeing solution

We wholeheartedly believe in fostering a diverse and inclusive culture by actively implementing our D&I strategy, building strong community ties, and empowering our people and leaders.

Join us and shape your future!

Role: Financial Services Manager
Type: Contract - 3 to 6 months
Salary: Competitive
Hybrid: 1 to 2 days per week onsite ideally
Location: Leicestershire

Sellick Partnership is partnering with a Local Authority to recruit a Financial Services Manager on an interim basis.

The Responsibilities of the Financial Services Manager will be:

• Leading and developing the transactional finance team across Income and Banking, Debtors, Creditors, Procure to Pay, Suspense Accounts and Reconciliation.
• Driving financial excellence by ensuring efficient, accurate, and fit-for-purpose end-to-end financial processes.
• Ensuring compliance with national legislation, council policies, and timetables while maintaining high standards of financial integrity.
• Overseeing month-end reporting, KPIs, and critical success factors for all transactional areas.
• Implementing strong internal controls and fostering a culture of accountability and financial literacy across the organisation.
• Leading on performance management, talent development, and team engagement to deliver a collaborative and customer-focused service.
• Driving continuous improvement in systems, processes, and financial operations.

The Ideal candidate for the Financial Services Manager will have:

• Proven experience in managing transactional finance functions within a complex organisation.
• Strong leadership and people management skills, with the ability to develop and motivate teams.
• Excellent knowledge of financial controls, reporting requirements, and compliance standards.
• A track record of delivering process improvements and embedding best practice.
• Strong communication skills with the ability to build positive relationships with colleagues, senior stakeholders, and elected members.

How to apply for the Financial Services Manager role:

If you believe that you are well-suited to this excellent opportunity of Financial Services Manager , please apply directly or contact Tim Farnsworth at Sellick Partnership Derby Office for more information.

The closing date for CVs is Friday 29th August due to the urgent requirement of this role. Interviews will be arranged as soon as possible.

Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.

Financial Services Administrator/Client Liaison
Office Based – Derby (our Ref AL1383)

Competitive Salary to c£27,000 + discretionary bonus and  exceptional benefits

At the heart of everything this client centric wealth management company does, is a genuine commitment to placing their clients’ interests first. As a well-established and highly regarded wealth and investment management firm in Derby, they are searching for a Financial Services Administrator who shares their core values of integrity, professionalism, and dedication to exceptional client service. If you are looking to grow your career within a collaborative, supportive environment that encourages personal development and ethical practice, we would love to hear from you.

About the Role

As a valued member of the team, you will work alongside Financial Planners and colleagues, delivering administrative support that underpins their promise of a seamless, high-quality experience for their clients. You will play a crucial role in maintaining high standards, helping to ensure every client interaction, both phone and face-to-face, is handled with care, discretion, and diligence.

• Provide comprehensive administrative support to Financial Planners in their day-to-day work.
li>Maintain and update client records with accuracy and attention to confidentiality.
• Foster strong relationships with clients and third-party providers, ensuring clear and professional communication.
• Prepare valuations, meeting packs, and essential client documentation to the highest standard.
• Champion the use of secure digital tools and client portals to support an efficient, modern service.
• Book appointments for advisers and help them manage their workflows.
• Meet and greet clients.
• Commit to ensuring we adhere to compliance policies.

About You

• At least 2 years’ experience in a financial services administrative role.
< i>Strong organisational skills, attention to detail, and a client-first mindset.
• Professional communication skills, both written and verbal.
• Ability to balance multiple priorities within deadlines.
• Proficient with Microsoft Office and financial back-office systems.
• Motivated to pursue further qualifications after 12 months.

Benefits

• Group Life Assurance (3x salary).
• Employer-contributed Pension Scheme.
• Generous holiday allowance.

Why Join?

This Company is proud of its’ open and inclusive culture, where your contribution is valued and your continued growth is supported. You will be joining a forward-thinking firm that is committed to ethical practice, exceptional client care, and the professional development of every team member.

This is an outstanding opportunity to further your career in financial services within a progressive, values-driven organisation. If you are ready to take the next step and align yourself with a firm that believes in doing the right thing for clients and colleagues alike, please send us your CV to apply.  All CVs will be reviewed and responded to within 10 days

Reports to: Funding Services Manager 

Location: Horsham 

Summary of Position 

The Funding Services Executive is a key role responsible for the administration of all aspects of lease agreements and other internal products within Managed Print Services and IT Solutions, following the deal process through from proposal to pay-out.  

The role requires exceptional attention to detail with a pro-active, problem-solving attitude with good communication skills to maintain effective working relationships with all internal and external stakeholders. There is a particular focus on providing daily support to internal Account Managers. 

Outcomes 

- Adherence to service and SLA standards & agreements. 

- Provide insight and opinion to aid the departmental decision-making process. 

- Demonstrate a commitment to personal development. 

Attitude  

- Adhere to the company's core values. 

- Work effectively in a team environment, actively contributing to business discussions. 

- Understand the company procedures and their impact on all areas of the business. 

- High attention to detail and organisational skills. 

- A pro-active, positive and accountable attitude. 

- Strong communication skills to engage with key stakeholders. 

Responsibilities 

- Process all requests from Account Managers. 

- Carry out full audit of lease and other deal documentation and follow internal processes through to deal completion. 

- Maintain and reconcile Finance House prepay systems, settlements and commissions. 

- Resolve pay-out and new deal queries with a commercial mind-set, actively pursuing outstanding deals. 

- Understand Finance House audit guidelines. 

- Conduct assessments of the financial credibility of customers to enable informed credit clearance and investigation of any credit rejections from the Finance House. 

- Liaising with the Finance House Account Managers on a regular basis. 

- Regularly review existing processes to ensure they are still relevant and risk is mitigated.  

- Willingness to train new staff and Finance Houses in each procedure. 

Skills Requirements 

- Ability to establish strong interpersonal relationships with Key Stakeholders. 

- Excellent prioritisation and organisational skills, with the ability to handle multiple workloads while maintaining attention to detail. 

- Numerate and comfortable with complex calculations. 

- Understanding of IT systems and the use of new tools and programmes. 

- Be able to work independently and take initiative whilst being energetic and self-motivated. 

- Respond positively and proactively to change and feedback. 

- Inquisitiveness in respect of process and risk management. 

The details contained in this Job Description reflect the content of the job at the date it was prepared. It should be remembered, however, that it is inevitable that over time, the nature of individual jobs will change, existing duties may no longer be required, and other duties may be gained without changing the general nature of the duties or the level of responsibility entailed. Consequently, Principal I Ltd will expect to revise this Job Description from time to time and will consult with the post holder at the appropriate time. 

This Financial Services Trainer job in Scotland is ideal for individuals experienced in training IFAs, Paraplanners and Administrators

As a Financial Services Trainer, you will be joining their Performance & Excellence team, playing a key role in helping our client achieve its business objectives, ensuring advice and service standards are maintained at a high standard and supporting continuous development across the team members

The key responsibilities of your duties are:

• Create a culture of high performance and excellence with their Financial Advisers, Paraplanners and support staff
• Encourage the team to educate, inform and influence clients positively
• Develop a supportive network between the advice hubs and share best practice across the national business
• Use data to identify opportunities for improvement and mitigate risks
• Deliver learning and development through face-to-face events, webinars and e-learning
• Support pre-CAS / inexperienced joiners and experienced team members in identifying growth areas
• Provide technical training on individual improvement plans as appropriate

Financial Services Trainer

• You must have technical financial planning product and advice knowledge
• You must be comfortable training individuals and groups including Financial Advisers and Paraplanners
• Seeking individuals from a learning and development background within Financial Services
• You must be willing to travel as part of your role
• Ideally you should hold your full Level 4 Diploma in financial planning or equivalent

The Company

This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already 4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.

Financial Services Trainer Benefits

• Salary of circa 50,000 plus car allowance
• Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
• Hybrid working with attendance at a local office 2 days per week (such as Glasgow or Falkirk), plus occasional travel for monthly planner meetings and quarterly in-person meetings
• 37.5 hours per week
• Excellent working culture with good staff retention
• Great time to join a rapidly growing business

Locations

Scotland

Liability and Disclaimer

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Job Title: Financial Services Administrator
Location: Devon
Salary: £30,000 to £32,000
Hours of Work: Monday to Friday, 9 am–5 pm
Type: Permanent, Full-time

We are seeking an experienced Administrator to support a successful financial services practice. This role is ideal for someone with prior experience in a professional office environment who thrives in a role that combines client liaison with administrative precision. You’ll join a professional team where attention to detail and client service are valued above all else.

Key Responsibilities:

· Provide administrative support to advisers and the wider team
· Maintain accurate client and investment records
· Liaise with providers to obtain information and process transactions
· Prepare and manage documentation for client meetings
· Respond to client queries promptly and professionally

Experience & Skills:

· At least one year of experience in financial services administration
· Excellent written and verbal communication skills
· Strong organisational skills and attention to detail

Desirable:

· Familiarity with investment or pension products
· Experience handling confidential client information
· Ability to work to deadlines in a regulated environment

What’s on Offer:

· Competitive salary plus pension
· Generous annual leave increasing with service
· City centre parking permit provided

About the Client:

Our client is a long-standing, well-regarded financial services business with a loyal client base and a reputation for delivering quality advice. They offer a supportive, professional working environment with opportunities for long-term career development.

Next Steps:

Please apply for this Administrator – Financial Services position through this advert or contact Chloe in our Commercial team on (phone number removed).

If you do not hear back within 7 days, your application may not have been successful, but we will keep your details for suitable future roles.

About Regional Recruitment Services – Leicester

This vacancy is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency established in 2008. We recruit across Commercial, Construction, Industrial and Engineering sectors. Visit (url removed) for more roles nationwide.

Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator, to join the team on a permanent basis.

Working Monday to Friday, 35 hours per week from 9am to 5pm with one hour for lunch. 

• Hybrid or remote working available. 
li>Salary of £28,000 li>27 days annual leave PLUS Bank Holidays
• Private Medical
• Life Assurance
• Discretionary Annual Bonus
• Pension Scheme
• Employee Assistance Programme
• Preferential rates for financial services
• Other perks and benefits

Within this role you will work as part of a friendly team, closely supporting the Paraplanner and Financial Advisors in the business, and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis. 

li>Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts.
• Accurately manage administration tasks and client records to ensure compliance protocols are followed, records are up to date and all requests are logged. 
li>Supporting with diary management and coordinating appointments
• Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital)
• Assist with compliance tasks
• Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner

We are looking for candidates with a minimum of 2 years  existing experience within an IFA/ financial services,  who are confident managing their own workload with strong organisational and prioritisation skills, high levels of attention to detail, excellent communication skills, a friendly team-working attitude and ability to use intiative.

If you're interested in this fantastic opportunity, please ensure your CV is up-to-date and apply online as soon as possible. You will be provided more information on the opporutnity if you are shortlisted through meeting the initial requirements, and will be contacted to discuss the opporutnity further.

Please note, due to the volume of applicants we are unable to provide specific feedback to every applicant.

Financial Services | IFA | Financial Planning | Financial Advisor | Wealth Management | Estate Planning

Financial Services Administrator – Spider is advertising on behalf of a financial services firm who are looking for an experienced Administrator to join their busy team in Ipswich, Suffolk in this full-time, permanent position.

Why them

Known for their transparent, simplified advice, FCA regulation, and track record of satisfied clients, this well-established firm services a broad range of financial services to their clients, who range from Individuals to trustees and small businesses.  

Fantastic company package include:

• Salary: Competitive salary ranging from £25,000 - £30,000 per annum based on skills and experience
• Holiday: 20 days plus bank holidays / annual shutdown between Christmas and New Year.
• Working hours 35 per week – Monday to Friday 9am – 5pm

About the role:

As a Financial Services Administrator you will be an enthusiastic individual who is highly organised with good attention to detail and the ability to multi-task in a busy environment.  This is a varied role that would suit someone with high level administrative skills working for a customer focused business. 

Responsibilities:

• Supporting the adviser administratively.  This can involve but is not limited to, research, calculations, collating data, arranging meetings and corresponding with clients.
• Communicate with providers and clients as required.
• Assisting advisers by preparing documentation such as letters of authority, illustrations, application forms and annual reports.
• Processing client requests such as withdrawals, regular contributions or adhoc investment management requirements.
• Confident IT skills including use of online and internal client management systems, training will be given to support this.

About You:

Experience of working in financial services/financial advisers would be beneficial but not essential. The role is administrative but with a technical element in relation to the involvement of investment and financial terms and procedures. Efficiency and an accurate approach to your work are essential.

If you have the relevant skills and experience for this Financial Services Administrator role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you.

If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments.

Please check your email inbox and spam / junk mail folder for any email correspondence for this role.

Additional keywords: Administrator, Financial Services, Admin, Finance Support, Financial Admin Officer, Coordinator, FCA, Financial Administration

This vacancy is being advertised and handled through Spider, the region’s Online Job Advertiser. We take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text, or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.