Job Title: Administrator

Location: Morpeth, Northumberland

Salary: £Negotiable + Bonus + Benefits – Full or part-time (minimum 3 days per week) – Flexible working hours available

About the Company:

A busy and expanding Financial Advisory firm based in Morpeth, Northumberland. They offer a number of services from retirement to family planning and pride themselves on their ability to cater to all needs. They are a small but dedicated team and they firmly believe in being rewarded for hardwork and loyalty.

Job Description:

  • In this role, you will be responsible for a variety of tasks in order to support the smooth running of the practice. You will take ownership of the full file review preparation process to ensure that the IFAs have everything they need for meetings with clients. You’ll be responsible for updating internal systems and using software such as IO, Dynamic Planner and FE Analytics Planner.  

Skills and experience needed (essential or preferred):

  • Previous office administration experience preferred
  • Ability to demonstrate initiative and undertake work indpendently
  • Proactive and organised approach
  • Exceptional eye for detail
  • A quick learner
  • Ideally, you will be able to start a new role immediately
  • Experience of any of these systems preferable (but not essential):
    • IO
    • Dynamic Planner
    • FE Analytics Planner

For more information then please contact Sophie Cooper on 07432 582338 or by email on sophie@cfrecruitment.co.uk

Job Title: Business Development/Relationship Manager – Full Time – Permanent – Multiple Roles

Location: Field based in the North (Newcastle/Middlesborough, Manchester, Leeds) with a requirement to visit the North East based Head Office when required

Salary: Up to £85k plus benefits package

About the Company:

Our client is a new to market Challenger Bank with a specialism in Development Finance, both Residential and Commercial. This is a rare opportunity to join a growing and innovative organisation, where you can add value and contribute to its strategic direction.

Job Description:

  • The role holder will be responsible for identifying new to bank clients who are wanting to borrowing up-to £5m on a single development. This will include deal structuring, credit application submission, onboarding as well as a hands-on approach to managing the scheme throughout it’s life cycle.

Skills and experience needed (essential or preferred):

  • We are looking for experienced Development Finance lenders with a track record in lending to SME developers and a strong professional introducer network.

For more information then please contact Sophie Cooper on 07432 582338 or by email on sophie@cfrecruitment.co.uk

Job Title: Credit Underwriter – Full Time – Permanent – Multiple Roles

Location: Field based in the North (Newcastle/Middlesborough, Manchester, Leeds) with a requirement to visit the North East based Head Office when required

Salary: Up to £70k plus benefits package

About the Company:

Our client is a new to market Challenger Bank with a specialism in Development Finance, both Residential and Commercial. This is a rare opportunity to join a growing and innovative organisation, where you can add value and contribute to its strategic direction.

Job Description:

  • The role holder will be providing underwriting support to a small team of BDMs in the Development Finance arena. Along with the responsibility of underwriting deals up-to £5m in a single scheme it’s likely that the successful candidate will provide a hands-on approach, working with the BD in structuring the deal and attending joint visits to the client

Skills and experience needed (essential or preferred):

  • We are looking for experienced underwriters in the development finance space as well as a demonstrable track record in lending in the wider commercial lending arena.

For more information then please contact Tracy Fletcher on 07852 150953 or by email on tracy@cfrecruitment.co.uk

Job Title: Business Development Manager (Multiple Roles)

Location: Flexible

Salary: £50 – 70k depending on experience plus benefits

Description: We are looking for at least 2 business development professionals with experience of working within financial services to join a fast-paced new to market fintech. Ideally we are looking for individuals with a network and strong connections within healthcare or the education sector, either within a payments, card services or cash management arena.

For more information or to send applications then contact Tracy Fletcher on tracy@cfrecruitment.co.uk or ring her on 07852 150 953.