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Post-Offer Case Manager

Kind Consultancy is working with a property finance business which is currently seeking a Post-Offer Case Manager to join their Kent office in a full-time, permanent role paying up to £26,200 with a hybrid work model requiring 4 in-office days per week.

The Post-Offer Case Manager plays a pivotal role at account managing by processing a pipeline of mortgage applications from offer to completion, with key responsibilities including:

  • Acting as the first ‘port of call’ for queries on all mortgage applications between Offer stage and Completion.
  • Inputting, updating and maintaining data on the system, accurately reflecting the current stage of each case.
  • Dealing with legal queries and documentation relating to each application.
  • Managing the diary system to monitor applications and deal with any relevant tasks.
  • Obtaining updates on the mortgage applications to ensure that they are progressing smoothly from Offer to completion.
  • Ensuring that we are giving timely, accurate and appropriate responses to telephone calls/enquiries and any other correspondence.
  • Liaising with the Line Manager, escalating any specific problems for discussion and resolution, with Mortgage Brokers and Solicitors, updating them of the progress of specific cases and seeking to resolve any queries that arise, and with the underwriting and risk team, ensuring that mortgage requirements and conditions are complies with and updated.

Our ideal candidate for the Post-Offer Case Manager role:

  • Is proactive, with a can-do attitude and a track record of meeting deadlines with high quality work
  • Has strong interpersonal and communication skills
  • Is highly organised and able to manage their own workload
  • Has a positive Customer Service mindset and experience of Admin-focussed work
  • Having pre-existing knowledge of Mortgages and Financial Services would be beneficial but is not essential

If you’re interested in the Post-Offer Case Manager position and you have the skills, knowledge and experience we’re looking for, please apply with an updated CV today.

Loans Advisor

Kind Consultancy is working with a leading loans company which is seeking a Loans Advisor to join their South Yorkshire office in a full-time, permanent role paying up to £28,000 with an annual OTE of £40,000.

As a Loans Advisor, you will provide expert advice and bespoke solutions to clients, packaging loan applications through to completion while ensuring full regulatory compliance. You’ll be responsible for understanding clients’ needs, assessing their financial situation, and delivering exceptional customer service. Achieving monthly targets and maintaining up-to-date knowledge of loan products and industry trends will be crucial to your success in this role.

For the Loans Advisor role, we’re looking for candidates who:

  • Are passionate about developing a “can do” culture to optimise output, performance, and customer outcomes.
  • Demonstrates outstanding communication skills and strong organisation skills, with excellent time management and the ability to prioritise task in a fast-paced environment.
  • Have the confidence to effectively question and challenge lender requirements.
  • Holding CeMAP would be desirable but is not essential

If you have relevant experience, are based in South Yorkshire and are interested in the Loans Advisor position, please apply with an updated CV today.

Program Administrator – Finance Training

Kind Consultancy is working with a new Finance Training business which is currently seeking a Program Administrator to join them in a full-time, permanent role paying up to £30,000 based in their Blackburn office.

The Program Administrator will support the operational, marketing and logistical work of the business, with key responsibilities including:

  • Supporting trainers by handling inquiries, organising meetings, coordinating course logistics, and assisting with content development and program promotion
  • Assisting with the design, maintenance, integrations, updates, and reporting for the company website to meet operational needs and contribute to the scoping and implementation of a Conduct & Compliance platform.
  • Managing integrations with external course management systems, CRM tools, and payment/registration platforms.
  • Coordinating with funders to address their training needs, manage sponsorship agreements, and facilitate in-house programs.
  • Collaborating with stakeholders to design and implement apprenticeship programs.
  • Issuing invoices and oversee the efficient administration of existing courses.
  • Providing holiday cover for key administrative tasks.

Our ideal candidate for the Program Administrator opportunity:

  • Exhibits exceptional attention to detail, coupled with the ability to manage multiple tasks
  • Has strong problem-solving abilities and excellent project management skills
  • Has demonstrable administrative experience, ideally within an education, training, or corporate setting.
  • Is proficient in website management and CRM tools.
  • Has strong organisational and multitasking abilities.
  • Is an excellent communicator with well developed stakeholder management skills.
  • Is familiar with LinkedIn marketing strategies and tools.
  • Having experience in course logistics and training operations is not essential but would be desirable.

If you’re interested in the Program Administrator opportunity, you have the necessary skills, knowledge and experience and you live in or can commute to Blackburn, please apply with an updated CV today.

Mortgage Underwriter

Kind Consultancy is working with a well-established, long succesful Retail Financial Services organisation which is currently seeking a Mortgage Underwriter to join them in a full-time, permanent role with a hybrid work model based out of their Lancashire office, paying up to £35,000.

With a focus on providing an efficient, professional underwriting service to customers and intermediaries, key responsibilities of the Mortgage Underwriter will include:

  • Processing mortgage Decision in Principle (DIP) requests from intermediaries within SLA.
  • Processing mortgage applications on the organisation’s software system and completing all procedural administrative documentation efficiently liaising with the customer during the application process.
  • Maintaining accurate records and notes throughout all stages of the mortgage application.
  • Approving mortgage applications (direct and introduced) within specified limits in accordance with the Lending Policy.
  • Considering mortgage applications outside standard lending policy where a justifiable business reason exist.
  • Presenting out of criteria cases to the Credit Risk Committee with appropriate recommendations and rationale.
  • Maintaining professional business relationships with BDMs, mortgage introducers and external contacts, providing information and guidance when required.
  • Maintaining knowledge and complying with all legal responsibilities and codes of conduct to which the business must comply with i.e. Vulnerable Customers, AML, MCOB, DPA, FCA etc.
  • Meeting all requirements of the Training & Competence scheme.
  • Dealing with customer dissatisfaction and complaints as required.
  • Identifying opportunities for continuous improvement of products, policy, processes and procedures

Our ideal candidate for the Mortgage Underwriter opportunity:

  • Must hold 5 GCSEs at Grade C or above including Maths and English or equivalent.
  • Has excellent communication skills both written and verbal.
  • Is experienced in the use of Microsoft packages and is a confident user of Word and Excel.
  • Is able to independently manage multiple tasks
  • Demonstrates consistently strong attention to detail

If you’re interested in the Mortgage Underwriter opportunity and you have the skills, knowledge and qualifications we’re looking for, please apply with an updated CV today.

Mortgage Advisor

Kind Consultancy is working with a well-established, long succesful Retail Financial Services organisation which is currently seeking a Mortgage Advisor to join them in a full-time, permanent role in their Lancashire office, paying up to £35,000.

With a focus on providing an efficient, professional mortgage advice service to customers, key responsibilities of the Mortgage Advisor role will include:

  • Provide accurate mortgage advice to prospective mortgage customers face-to-face and/or over the telephone.
  • To support the delivery of the Society’s mortgage retention strategy, through proactive contact of customers in advance of their current scheme ending.
  • Process mortgage applications on the Society software system and complete all procedural administrative documentation efficiently liaising with the customer during the application process.
  • Maintain accurate records and notes throughout all stages of the mortgage application.
  • To approve mortgage applications within specified limits in accordance with Society Lending Policy.
  • To consider mortgage applications outside standard lending policy where a justifiable business reason exist.
  • To present out of criteria cases to Credit Risk Committee with appropriate recommendations and rationale.
  • To maintain professional business relationships with BDMs, mortgage introducers and external contacts, providing information and guidance when required.
  • To take ownership for maintaining up to date knowledge of regulatory matters and sharing with colleagues across the Mortgage Department.

Our ideal candidate for the Mortgage Advisor opportunity:

  • Must be CeMAP qualified
  • Must hold a minimum of 5 GCSEs at Grade C or above including Maths and English or equivalent.
  • Has excellent communication skills both written and verbal.
  • Has experience of Microsoft packages and is a confident user of Word & Excel.
  • Can independently manage multiple tasks
  • Demonstrates consistently strong attention to detail

If you have the necessary skills, qualifications and experience and you live in or can commute to Lancashire, please apply with an updated CV today.

Senior Mortgage Services Officer

Kind Consultancy is working with a well-established Retail Financial Services organisation which is currently seeking a Senior Mortgage Services Officer to join their team in the Bristol area for a permanent, hybrid role paying up to £35,000.

The Senior Mortgage Services Officer will focus on processing applications from offer to completion, while providing exemplary customer service, with key responsibilities including:

  • Ensuring daily tasks are performed by the Post Offer team within appropriate timescales, implementing a weekly rota
  • Processing all mortgage completions, ensuring effective and timely communication with Solicitors and direct customers, while meeting SLA’s.
  • Undertaking stage releases and retention releases,
  • Handling complaints within the required timescales
  • Actively managing arrears cases by way of written and verbal communication with the borrowers, agreeing forbearance where suitable and instructing litigation where necessary.
  • Identifying and monitoring vulnerable customers, maintaining records as appropriate.
  • Liaising with relevant members of the executive team in respect of longstanding and higher profile/value cases including meeting with the borrowers where beneficial.
  • Attending Credit Committee to present the arrears data
  • Enacting all aspects of account updates
  • Ensuring procuration fee payments are remitted accurately and swiftly.
  • Ensuring all the required documentation has been provided that confirms the organisation’s charge is in place.
  • Maintaining accurate records within core systems and the document repository.
  • Ensuring Packagers, Brokers and Direct Customers are provided with a high level of quality service and kept informed at every stage of the process.
  • Liaising with the sales teams to ensure a smooth customer journey.
  • Ensuring the pipeline is accurately maintained, and any applications to be cancelled are actioned promptly.

Our ideal candidate for the Senior Mortgage Services Officer opportunity:

  • Must hold a full CeMAP qualification. (Holding CeRER as well would be desirable)
  • Demonstrates a solid understanding of Financial Accounts.
  • Has strong analytical and numerical skills with the ability to collate and interpret multiple, sometimes complex, supporting documents.
  • Is confident in decision making including the ability to balance risk and reward.
  • Is able to produce written presentations
  • Can communicate and present information effectively to internal stakeholders including the CEO.
  • Displays excellent written and oral communication skills.

If you’re interested in the Senior Mortgage Services Officer, and you have the skills, knowledge and experience we’re looking for, please apply with an updated CV today.

BDM – Bridging Finance (North West)

Kind Consultancy is working with a fast-growing Commercial Finance lender which is currently seeking a Business Development Manager to focus on Bridging Finance across the North West of England, in a permanent field-based role paying £70,000 – £75,000 with a car allowance and 25% commission.

The Bridging Finance BDM will establish the organisation as the preferred lender for Commercial Bridging Finance across the region, with key responsibilities including:

  • Developing and managing relationships with a portfolio of bridging finance introducers in the North West, with responsibility for the day-to-day management of these relationships.
  • Managing the origination, structuring, and progression of bridging applications from Introducers and Borrowers, from initial inquiry to completion.
  • Attending industry events, conferences, and networking functions to promote the company’s brand and identify new opportunities for collaboration.
  • Writing credit papers in line with the organisation’s credit policy and appetite as well as working closely and collaboratively with various stakeholder teams to ensure smooth loan execution.
  • Complying with policies and adhering to operational procedures to maintain internal controls.
  • Delivering the territory Business Plan and making an active contribution to targeted team lending volumes.
  • Establishing and actively managing objectives and a personal development plan.

Our ideal candidate for the North West Bridging Finance BDM opportunity:

  • Is highly capable in business development with a track record of success in the property finance sector.
  • Has very strong knowledge of the bridging finance process, including underwriting, deal structuring, and compliance.
  • Already has a strong network within the North West of England, including brokers, property investors, and developers.
  • Is an excellent communicator, negotiator, and relationship-builder.
  • Is self-motivated and results-driven, with the ability to work independently and manage a regional territory.
  • Has previous experience with other property finance products such as commercial investment and development finance.
  • Is familiar with regulatory requirements and industry best practices.
  • Demonstrates strong sales and business development acumen.
  • Has strong analytical, problem-solving, interpersonal and negotiation skills.
  • Has knowledge of the valuation and legal processes.
  • Is proficient in using CRM software and Microsoft Office Suite.

If you’re interested in the BDM – Bridging Finance (North West) role and you have the necessary skills, knowledge and experience, please apply with an updated CV today.

BDM South West – Bridging Finance

Kind Consultancy is working with an already succesful and fast-growing bank, which is currently seeking a Business Development Manager to cover the South West of England, in a full-time, permanent role, paying £60,000 -£70,000 plus Car Allowance.

The South West BDM will focus on establishing the business as the preferred lender for commercial bridging finance in the South West of England, with key responsibilities including:

  • Developing and managing relationships with a portfolio of bridging finance introducers in the South West of England, with responsibility for the day-to-day management of these relationships.
  • Managing the origination, structuring, and progression of bridging applications from Introducers and Borrowers, from initial inquiry to completion.
  • Attending industry events, conferences, and networking functions to promote the company’s brand and identify new opportunities for collaboration.
  • Writing credit papers in line with the organisation’s credit policy and appetite as well as working closely and collaboratively with various stakeholder teams to ensure smooth loan execution.
  • Delivering territory Business Plan and making an active contribution to targeted team lending volumes.
  • Establishing and actively managing objectives and a personal development plan.

Our ideal candidate for the South West BDM opportunity:

  • Is highly capable in business development with a track record of success in the property finance sector.
  • Demonstrates in-depth knowledge of the bridging finance process, including underwriting, deal structuring, and compliance.
  • Has a strong pre-existing network within the South West of England, including brokers, property investors, and developers.
  • Is an excellent communicator, negotiator, and relationship-builder with excellent interpersonal and negotiation skills.
  • Is self-motivated and results-driven, with the ability to work independently and manage a regional territory.
  • Has experience with other property finance products such as commercial investment and development finance.
  • Is familiar with regulatory requirements and industry best practices.
  • Displays strong sales skills and business development acumen.
  • Has knowledge of the valuation and legal processes.
  • Is proficient in using CRM software and Microsoft Office Suite.

If you’re interested in the South West BDM role and you have the necessary knowledge, skills and network, please apply with an up to date CV today.

Financial Crime Officer

Kind Consultancy is working with an already succesful and rapidly growing alternative Financial Services firm which is currently seeking a Financial Crime Officer to join them in a permanent, full-time hybrid role based in their Birmingham office and paying £40,000 to £45,000 dependent on experience.

The Financial Crime Officer will focus on identifying, assessing, monitoring, and mitigating Financial Crime risks, with key responsibilities including:

  • Conducting quality assurance on the output of Financial Crime operations to detect suspicious activity.
  • Investigating alert outcomes relating to transaction monitoring, name screening, payment filtering and fraud detection.
  • Conducting quality assurance on customer risk assessments and associated due diligence reviews.
  • Ensuring all Line 1 financial crime output complies with regulatory requirements and internal processes.
  • Preparing and communicating detailed quality assurance reports, highlighting individual and thematic issues.
  • Conducting AML/CTF, Sanctions, Political Exposure, and Fraud Investigations in line with internal processes.
  • Supporting the drafting of internal suspicious activity reports (SARs) prior to escalation.
  • Maintaining accurate records of all investigations and reporting activities.
  • Providing advisory support to Customer Due Diligence and Ongoing Monitoring Teams.
  • Assisting in developing and updating Line 1 financial crime procedures and methodologies.
  • Ensuring regulatory and internal process changes are communicated effectively.
  • Assisting with the delivery of training on financial crime awareness and prevention.
  • Contributing to developing training materials to support ongoing education.

Our ideal candidate for the Financial Crime Officer opportunity:

  • Holds a professional certification such as CAMS (Certified Anti-Money Laundering Specialist) or ICA Diploma in Financial Crime Prevention
  • Must have at least 3 years of experience in a similar role within Financial Crime compliance
  • Possesses strong knowledge of regulations and industry best practices
  • Displays excellent analytical and investigative skills and consistently strong attention to detail.
  • Has effective communication skills, both written and verbal.
  • Works equally well independently and as part of a team.
  • Is proficient in using Financial Crime compliance monitoring software

If you’re interested in the Financial Crime Officer role, you have the skills, qualifications and experience we’re looking for and you’re based in or can commute to Birmingham, please apply with an updated CV today.

Recruitment Consultant

Kind Consultancy is the Midlands’ leading Financial Services & Banking recruitment agency, dedicated to specialist roles within Banking & Financial Services. In the decade since Kind Consultancy was founded, we have built a reputation for harnessing our industry knowledge to deliver tailored recruitment and executive search results to our clients, continually growing our customer base through our commitment to outstanding customer service. Now, we work with the biggest global banks, new Fintech start-ups and organisations of every size in between, connecting businesses to game-changing talent faster and more efficiently than any generalist recruiter.

We have an outstanding company culture and have been certified by, as well as being one of the inaugural recipients of, the People’s Platform Award – an award recognising companies that meet verified benchmarks for their commitment to fostering an employee-centric company culture.

As part of our ongoing success and growth, we’re now looking for a Recruitment Consultant, ideally, one who has previous experience working on Financial or Professional Services roles, to join us in a permanent, full-time role with a hybrid work model requiring 3 days per-week in our Lichfield office. Previous Financial Services exposure is not essential, what we’re looking for is 12 months of Recruitment experience and the professionalism and communication skills needed to maintain the above-and-beyond customer service and client care that Kind Consultancy is known for. This is an active interim desk with regular roles coming in from Financial Services and Banking clients and you will be expected to develop account management experience and the ability to bring on new clients using strong business development skills.

Our head office is in Lichfield, but our client base includes organisations all over the world

What can Kind Consultancy offer you?

  • Excellent salary
  • Market-leading uncapped bonus scheme
  • Company Pension
  • Healthcare
  • Life Assurance
  • 2 days per week Working From Home
  • 25 days holiday + bank holidays
  • Early finish on Fridays
  • Quarterly and Annual incentives and trips

We will also:

  • Provide ongoing training on both recruitment techniques and industry knowledge.
  • Provide full administrative support.

We have a collaborative culture that you will become part of. Our team works together, helping each other and pushing each other to achieve all that we can, individually and collectively. We are also dedicated to helping you succeed and develop your career further.

Our Offices

Suite 1, Langton House, Bird Street,
Lichfield. WS13 6PY

Call Us

Telephone:
(+44) 121 643 2100

Email Us

Email:
enquiries@kindconsultancy.com

A specialist recruitment and executive search firm specialising in interim and permanent Governance, Risk, Compliance, Complaints, Financial Crime and Change & Transformation roles across Financial Services

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Registered Address: Kind Consultancy Ltd – St. James House St. James Square CHELTENHAM Gloucestershire, England GL50 3PR

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