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Antony George

Our client is a long-standing and well-established financial planning firm based in Walton-on-Thames, that offers a wide range of financial services to businesses and individuals.

2 years ago they were a team of 15, fast-forward to today they’re now a team of 28 experienced individuals looking for their next hire! With continued growth plans over the next 5 years this is an outstanding company to consider if you’re looking to achieve a successful career in financial planning.

Initially, the role will primarily be for mortgages (including Equity Release) and protection, administration and paraplanning. However, they’re an expanding business and like to support progression where they can and this could potentially be a team management role or progression to adviser over a 2 year period.

Responsibilities:

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  • Daily liaison with lenders and providers to obtain updates on applicant status and pro-actively progress mortgage, equity release and protection applications through to completion and providing the mortgage advisers with clear and concise updates
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  • Speaking to clients with updates and information requests
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  • Writing reports (suitability letters) and sending to clients
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  • Submitting applications to lenders, accurately and efficiently
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  • Updating the internal back office system (Intelligent Office) and ensuring new plans are added accurately
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The ideal candidate should have

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  • A minimum of 1 years’ experience in mortgages and/or financial services in an administrative capacity
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  • A good knowledge of mortgages
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  • A confident and professional communication manner, both written and verbally
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  • Some regulated qualifications, although not essential
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  • The ability to work independently as well as within a small team
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Also to be able to

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  • Show initiative
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  • Be dynamic
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  • Have a common sense approach
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  • Be able to cope with a varied workload, be able to self-prioritise and take ownership of their tasks
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Salary and Benefits

This is a great opportunity to join a highly reputable company, where they highly pay attention to the company’s Core Values which are expected to embody in the employees’ personalities—and not just at work.


They offer a friendly working environment with

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  • £25,000 per annum plus discretionary bonuses (depending on experience)
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  • Excellent benefits package including Life Assurance, Income Protection Insurance, Employee Assistance Program and Private Medical Insurance
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  • Generous contributory pension scheme
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  • 25 days holiday per annum
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  • Flexible working
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  • Excellent career development opportunities
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If you have any questions or would prefer to have a conversation prior to submitting an application, please contact Kelley Giddy on 01268 669 313  or alternatively send an email to kelley@antonygeorge.com


    • Job type: Full-time
    • Location: Walton-on-Thames
    • Date posted:
    • Salary:£24000 - £25000