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Bridging Sales Administration Team Leader

Kind Consultancy is working with a specialist Financial Services firm which is currently seeking a Sales Administration Team Leader to join them in a full-time, permanent role based in their Hertfordshire offices, as part of their Bridging Finance division.

The Bridging Sales Administration Team Leader will oversee and manage the Bridging Sales Administration function and the Sales Administration team, with key responsibilities including:

  • Assisting the sales team in delivery of new business targets by ensuring essential administrative functions are completed within agreed timeframes.
  • Managing the workload and effectively prioritising admin requests to support the sales team in meeting business targets, completing tasks personally where required
  • Speaking to the business’s introducers, handling queries to provide impeccable service and maximise sales opportunities.
  • Maintaining introducers on the system, ensuring they have the required permissions and licences to transact with the organisation and obtaining relevant documentation.
  • Ensuring knowledge of wider group products and criteria to identify opportunities for cross product sales.
  • Maintaining up to date knowledge of the general market where it may impacts sales e.g., basic mortgage definitions, current mortgage market trends and news.

Our ideal candidate for the Bridging Sales Administration Team Leader opportunity:

  • Must have previous experience of Administration or Sales work within Bridging Finance.
  • Is highly tech-literate and a confident user of Microsoft Excel (able to create, provide and maintain management information) as well as Outlook, Word and PowerPoint.
  • Has excellent communication skills, both written and verbal, with the ability to credibly manage a team, liaise with key stakeholders and communicate with clients
  • Is able to to multi-task and prioritise their workload to ensure SLA’s and new business targets are met
  • Demonstrates excellent attention to detail, with the ability to identify errors and ensure accurate information is created and recorded within internal systems
  • Is approachable, resilient and flexible, and able to stay calm under pressure.

If you’re interested in the Sales Administration Team Leader position, you have the necessary skills, knowledge and experience and you are based in or can commute to Hertfordshire, please apply with an updated CV today.

Completions Case Manager – Buy to Let Mortgages

Kind Consultancy is working with a specialist Financial Services firm which is currently seeking a Completions Case Manager to join them in a full-time, permanent role focussing on Buy to Let mortgages , based in their Hertfordshire offices, paying a competitive annual salary.

The Completions Case Manager will take ownership of Buy to Let cases from offer through to completion, with key responsibilities including:

  • Monitoring and managing upcoming expiration of documents and offers
  • Maintaining a pipeline of cases, overseeing cases from offer through to completion
  • Updating all relevant systems to maintain management information
  • Working closely with the underwriting team to effectively manage the post offer caseload
  • Processing incoming completion documentation either via post, email etc
  • Providing daily/weekly/monthly completion forecasts to line manager
  • Providing concise and accurate updates to brokers and solicitors.
  • Proactively chasing brokers for outstanding requirements.
  • Building good relationships with 3rd party suppliers that are integral to business growth including brokers and solicitors.

Our ideal candidate for the Completions Case Manager opportunity:

  • Demonstrates a strong understanding of relevant FCA regulations.
  • Has past experience of working on the completions process for BTL Mortgages.
  • Is CeMAP qualified (desirable, not essential).
  • Is a team player
  • Is highly organised, with consistently strong attention to detail
  • Has strong written and verbal communication skills.

If you’re interested in the Buy to Let Mortgages Completion Case Manager opportunity, you have the skills, knowledge and experience we’re looking for and you’re based in or can commute to Hertfordshire, please apply with an updated CV today.

Underwriter – 2nd Charge Mortgages

Kind Consultancy is working with a specialist Financial Services firm which is currently seeking an Underwriter to join them in a full-time, permanent role focussing on 2nd Charge Mortgages, based in their Hertfordshire offices, paying a competitive annual salary.

The Underwriter will take ownership of 2nd Charge Mortgage cases, from inception to completion, with key responsibilities including:

  • Entering and updating borrower data on the organisation’s lending platform.
  • Ensuring all aspects of the loans are recorded accurately on the system and meet underwriting guidelines.
  • Carrying out assessments of mortgage application to ensure all aspects of the firm’s underwriting criteria are met.
  • Providing concise and accurate updates to brokers.
  • Proactively chasing brokers for outstanding requirements.
  • Ensuring all underwriting is in line with company policy and within relevant regulations.
  • Ensuring that all cases are Underwritten within the Groups Risk appetite.
  • Building a strong, positive working relationships with 3rd party suppliers including brokers and solicitors to assist in the smooth flow of business.
  • Maintaining a pipeline of cases, overseeing cases from inception through to completion.

Our ideal candidate for the Underwriter position:

  • Is CeMAP qualified (desirable, not essential).
  • Demonstrates a good understanding of FCA regulations.
  • Has past experience of Underwriting 2nd and/or 1st Charge mortgage applications.
  • Displays excellent written and verbal communication skills.
  • Is a team-player
  • Is highly organised with consistently strong attention to detail.

If you’re interested in the 2nd Charge Mortgage Underwriter opportunity, you’re based in or can commute to Hertfordshire, and you have the skills, knowledge and experience we’re looking for, please apply with an updated CV today.

Underwriter – 1st Charge Mortgages

Kind Consultancy is working with a specialist Financial Services firm which is currently seeking an Underwriter to join them in a full-time, permanent role focussing on 1st Charge Mortgages, based in their Hertfordshire offices, paying a competitive annual salary.

The Underwriter will take ownership of 1st Charge Mortgage cases, from inception to completion, with key responsibilities including:

  • Entering and updating borrower data on the organisation’s lending platform.
  • Ensuring all aspects of the loans are recorded accurately on the system and meet underwriting guidelines.
  • Carrying out assessments of mortgage application to ensure all aspects of the firm’s underwriting criteria are met.
  • Providing concise and accurate updates to brokers.
  • Proactively chasing brokers for outstanding requirements.
  • Ensuring all underwriting is in line with company policy and within relevant regulations.
  • Ensuring that all cases are Underwritten within the Groups Risk appetite.
  • Building a strong, positive working relationships with 3rd party suppliers including brokers and solicitors to assist in the smooth flow of business.
  • Maintaining a pipeline of cases, overseeing cases from inception through to completion.

Our ideal candidate for the Underwriter position:

  • Is CeMAP qualified (desirable, not essential).
  • Demonstrates a good understanding of FCA regulations.
  • Has past experience of Underwriting 1st and/or 2nd Charge mortgage applications.
  • Displays excellent written and verbal communication skills.
  • Is a team-player
  • Is highly organised with consistently strong attention to detail.

If you’re interested in the 1st Charge Mortgage Underwriter opportunity, you’re based in or can commute to Hertfordshire and you have the skills, knowledge and experience we’re looking for, please apply with an updated CV today.

Business Restructuring Relationship Manager

Kind Consultancy is working with a Commercial Bank which is currently seeking a Business Restructuring Relationship Manager to join them in a full-time, permanent role based in their West Midlands offices, paying up to £71,000 (dependent on experience).

Part of the Credit Risk team, the Business Restructuring Relationship Manager will work on complex and sensitive cases where business customers are experiencing financial difficulty, with key responsibilities including:

  • Providing in-depth, specialist restructuring and realisation knowledge and experience, actively working with customers to understand their business strategy and operations to develop effective strategies
  • Managing a portfolio of debt exposures for customers in financial difficulty.
  • Building strong relationships and trust with customers, enabling delivery of difficult messages, whilst appreciating the sensitivity of customers’ situations and maintaining the highest standards of conduct throughout the relationship.
  • Broaden and deepen third party relationships with sector specialists to optimise outcomes for both the Bank and customer.
  • Manage credit exposures within the portfolio to ensure timely identification and mitigation of key risks.
  • Supporting colleagues in Commercial Banking and Credit Underwriting through the application of specialist skills.
  • Developing and enhance the Restructuring and Recovery skills of colleagues, where required,
  • Producing accurate and timely reports and MI for Senior Management on specific cases and the overall standing of the Business Restructuring portfolio.
  • Proactively updating Business Restructuring related policies in line with changes to regulatory requirements and the banks current approach.

Our ideal candidate for the Business Restructuring Relationship Manager opportunity:

  • Has 5+ years of experience working in Restructuring, Recovery and Relationship Management within Commercial Banking
  • Demonstrates strong operational knowledge of bank processes and legal and regulatory issues
  • Has a proven track record in restructuring and recovery of businesses in the SME market and of relationship managing a portfolio
  • Displays excellent interpersonal, planning and organising and communication skills
  • Has strong financial analysis skills and can interpret and translate financial information for a variety of audiences.
  • Can maintain consistently strong attention to detail while managing multiple responsibilities.

If you’re interested in the Business Restructuring Relationship Manager role and you have the skills, knowledge and experience we’re looking for, please apply with an updated CV today.

Data Protection Officer

Kind Consultancy is working with a large, succesful client which is currently seeking a Data Protection Officer to join them in a full-time, permanent role paying £80,000 to £90,000 dependent on experience. The role will have a hybrid work model requiring 3 in-office days per week, which can be based in the group’s Buckinghamshire or Bedfordshire offices.

The Data Protection Officer will lead the organisation’s Data Protection strategy and compliance programme, with key responsibilities including:

  • Developing, implementing and maintaining data protection strategy, policies, procedures, and controls in line with UK GDPR, the Data Protection Act 2018, and other relevant privacy legislation.
  • Providing expert, independent oversight of Data Protection Compliance, challenging first-line operational teams and business processes where necessary to ensure adherence to policies and mitigate risk.
  • Informing and advising the Board, senior management, and employees of their obligations under data protection law, providing pragmatic, risk-based advice on all data processing activities.
  • Advising on and monitoring compliance with the Privacy and Electronic Communications Regulations (PECR), ensuring all electronic marketing activities meet legal requirements for consent and communication.
  • Monitoring the effectiveness of the first line’s data protection controls and overall compliance with data protection laws, including managing internal data protection audits, identifying gaps, and overseeing remediation plans.
  • Advising on and monitoring Data Protection Impact Assessments (DPIAs) for new projects, systems, and processes involving personal data, maintaining the Group’s record of processing activities (ROPA).
  • Leading the management and investigation of personal data breaches, ensuring timely reporting to the ICO and communication with affected data subjects where required.

Our ideal candidate for the Data Protection Officer opportunity:

  • Has significant experience operating as a Data Protection Officer or in a senior data protection role within a large, complex, multi-site, and multi-brand Group within Financial Services or another regulated sector.
  • Has substantial, hands-on experience managing ICO casework, including responding to subject complaints.
  • Has a proven track record of developing and implementing pragmatic data protection frameworks, within a ‘Three Lines of Defence’ risk model.
  • Has demonstrable experience managing personal data breaches and responding to regulatory investigations.
  • Is experienced in advising on and conducting Data Protection Impact Assessments (DPIAs).
  • Holds a ecognised Data Protection Qualification such as; BCS Practitioner Certificate in Data Protection, Practitioner Certificate in Data Protection (PC.dp), CIPP/E, CIPP/M etc
  • Demonstrates ecellent communication and interpersonal skills, with the ability to articulate complex legal and technical concepts to a non-expert audience.
  • Has strong leadership and influencing skills, with the ability to engage stakeholders and build trust at all levels and the confidence and gravitas to provide constructive challenge to senior management and first-line operations.
  • Is experienced in developing and delivering engaging training sessions.
  • Is able to to independently prioritise work from portfolio ensuring an effective risk-based balance of regulatory, commercial support and compliance activity.
  • Can independently develop innovative solutions for Data Protection compliance in a complex legacy and transformation environment.
  • Demonstrates a highly technical and deep understanding of Data Protection law and regulatory requirements (including those related to AI) such as UK GDPR, GDPR, PECR, DPA18,
  • Is pragmatic and commercially aware, with a solution-oriented mindset.

If you’re interested in the Data Protection Officer opportunity, have the necessary skills, knowledge, experience and qualifications and are based in or can commute to Buckinghamshire or Bedfordshire, please apply with an updated CV today.

Telephone BDM – Bridging

Kind Consultancy is working with an already succesful and still growing alternative Financial Services business which is currently seeking multiple Telephone BDMs to join their Watford office in a full-time, permanent role paying up to £40,000 dependent on experience.

The Telephone BDM will be responsible for creating, managing and developing relationships through proactive telephone contact with intermediaries within an allocated region, promoting the organisation’s Bridging Finance products, with key activities including:

  • Creating, managing and developing relationships with introducers to achieve new business targets.
  • Maintaining expert knowledge of the firm’s Bridging products, criteria, process and USPs in order to to assess enquiries, produce terms and progress these into applications within SLA’s.
  • Collaborating with regional field BDMs to manage intermediaries within the designated region in order to maximise sales opportunities.
  • Speaking to introducers and handling new business enquiries.
  • Ensuring that any reports and the CRM system is kept up to date, accurately recording all discussions and activities.
  • Proactivity calling new, existing and lapsed intermediaries to engage them with the firm’s Bridging products
  • Carrying out thorough fact-finds with intermediaries to asses the size of each opportunity and identify appropriate firms to work in collaborating with the field BDM
  • Booking video calls with intermediaries to present the organisation’s Bridging proposition and USPs
  • Assessing enquiries via telephone and email, identifying sales opportunities and developing expertise in deal structuring in order to produce terms and quotes.
  • Following up on terms issued within SLA in order to progress them into applications, handling objections in order to win the deal
  • Making introductions to new firms registering with the business and ensuring they are aware of key contacts for enquiries and support in their region
  • Keeping intermediaries informed on changes to Bridging products, including but not limited to criteria, pricing and processes

For the Bridging Telephone BDM opportunity, we’re looking for candidates who:

  • Must have excellent knowledge of bridging finance, including the current marketplace
  • Have previous sales experience
  • Display excellent communication skills and professional telephone manner, including listening and influencing skills
  • Have a track record of successfully building lasting working relationships
  • Demonstrate the confidence to pursue leads and use sales techniques to overcome objections.
  • Are IT literate, confident users of Outlook, Word, Excel and PowerPoint
  • Display consistently strong attention to detail
  • Are analytically minded, able to present complex information in a clear, relevant manner
  • Are enthusiastic, pro-active team players

If you have the necessary skills, knowledge and experience, are based in or can commute to Watford, and are interested in the Telephone Bridging BDM role, please apply with an updated CV today.

Mortgage Sales Executive

Kind Consultancy is working with a well-established and succesful Financial Services firm which is currently seeking a Mortgage Sales Executive to join them in a full-time, permanent role in their Stockport offices, paying £30,000 to £33,000 dependent on experience.

The Mortgage Sales Executive, will deliver outstanding service both on the phone and via written communication with key mortgage brokers to build strong relationships, with key responsibilities including:

  • Responding to inbound intermediary telephony enquiries, giving exceptional customer service in relation to product and criteria information
  • Collaborating with with Account Managers, supporting the delivery of Account Plans by making proactive outbound calls to key intermediary partners to drive sales
  • Updating the Account Managers with regular feedback from the brokers and in terms of the market, helping the account managers to identify new opportunities
  • Identifying intermediary needs, clarifying information and providing accurate solutions across all product offerings
  • Presenting a professional image of the company to deliver a positive broker experience throughout the broker journey
  • Managing new and existing relationships, promoting the company’s products and services to immerse themselves fully in the policies, procedures and the culture of the business to enable a high level representation of the company at all levels with intermediary partners.

Our ideal candidate for the Mortgage Sales Executive opportunity:

  • Has a background in Mortgages
  • Has Telephony Sales experience with a Mortgage Lender or Mortgage Broker
  • Has experience of answering inbound service calls, making outbound calls and managing inboxes/emails
  • Demonstrates exceptional relationship building and communication skills
  • Displays strong objection handling and problem solving skills

If you’re interested in the Mortgage Sales Executive role, you have the necessary skills, knowledge and experience and you’re based in or can commute to Stockport, please apply with an updated CV today.

Mortgage Advisor

Kind Consultancy are working with a well-established, nationally active Financial Services organisation, currently seeking a Mortgage Advisor to join them on a self-employed basis.

Key responsibilities of the Mortgage Advisor role include:

  • Carrying out advised mortgage interviews
  • Building customer loyalty and trust
  • Introducing customers to other products provided by the organisation
  • Provide outstanding customer service to both new and pre-existing customers
  • Identifying protection needs in relation to both mortgages, and customers’ personal situations

Our ideal candidate for the Self- Employed Mortgage Advisor position:

  • already holds full CeMAP qualification
  • has a working knowledge of the current mortgage, home insurance and financial planning markets
  • is a very confident communicator with a track record of delivering exceptional customer service
  • has their own pre-existing network
  • is able to work on their own initiative while contributing to the goals and aims of a team

This position offers a desk in a brand new office space in the firm’s Lichfield headquarters to use as and when required, existing relationships with introducers, full marketing and compliance support and some existing clients to be looked after, working with a wider team for referral opportunities. The business is offering a very good and attractive commission split.

If you’re interested in the Mortgage Advisor opportunity and have the necessary experience, please apply with an up to date CV today.

Telephone BDM – Bridging

Kind Consultancy is working with an already succesful and still growing alternative Financial Services business which is currently seeking multiple Telephone BDMs to join their Manchester office in a full-time, permanent role paying up to £45,000 dependent on experience.

The Telephone BDM will be responsible for creating, managing and developing relationships through proactive telephone contact with intermediaries within an allocated region, promoting the organisation’s Bridging Finance products, with key activities including:

  • Creating, managing and developing relationships with introducers to achieve new business targets.
  • Maintaining expert knowledge of the firm’s Bridging products, criteria, process and USPs in order to to assess enquiries, produce terms and progress these into applications within SLA’s.
  • Collaborating with regional field BDMs to manage intermediaries within the designated region in order to maximise sales opportunities.
  • Speaking to introducers and handling new business enquiries.
  • Ensuring that any reports and the CRM system is kept up to date, accurately recording all discussions and activities.
  • Proactivity calling new, existing and lapsed intermediaries to engage them with the firm’s Bridging products
  • Carrying out thorough fact-finds with intermediaries to asses the size of each opportunity and identify appropriate firms to work in collaborating with the field BDM
  • Booking video calls with intermediaries to present the organisation’s Bridging proposition and USPs
  • Assessing enquiries via telephone and email, identifying sales opportunities and developing expertise in deal structuring in order to produce terms and quotes.
  • Following up on terms issued within SLA in order to progress them into applications, handling objections in order to win the deal
  • Making introductions to new firms registering with the business and ensuring they are aware of key contacts for enquiries and support in their region
  • Keeping intermediaries informed on changes to Bridging products, including but not limited to criteria, pricing and processes

For the Bridging Telephone BDM opportunity, we’re looking for candidates who:

  • Must have excellent knowledge of bridging finance, including the current marketplace
  • Have previous sales experience
  • Display excellent communication skills and professional telephone manner, including listening and influencing skills
  • Have a track record of successfully building lasting working relationships
  • Demonstrate the confidence to pursue leads and use sales techniques to overcome objections.
  • Are IT literate, confident users of Outlook, Word, Excel and PowerPoint
  • Display consistently strong attention to detail
  • Are analytically minded, able to present complex information in a clear, relevant manner
  • Are enthusiastic, pro-active team players

If you have the necessary skills, knowledge and experience, are based in or can commute to Manchester, and are interested in the Telephone Bridging BDM role, please apply with an updated CV today.

Our Offices

Shire House, Birmingham Road
Lichfield, WS14 9BW

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

Copyright © 2025 Kind Consultancy

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

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