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Mortgage Administrator

Kind Consultancy is working with a well-established Retail Financial Services organisation which is currently seeking a Mortgage Administrator to join them in a 12-month fixed-term contract role paying £27,000 with a hybrid work model requiring 2 in-office days per week in their Lancashire offices.

The Mortgage Administrator will provide a friendly, efficient and professional mortgage administration service with key responsibilities including:

  • Undertaking administrative duties to ensure the efficient operation of the Mortgage department and in accordance with agreed procedures including rate change implementation, month end and year end processes.
  • Releasing payments in line with authorised mandate level complying with the agreed procedure.
  • Undertaking tranche management monitoring activity.
  • Setting up products in line with company procedures.
  • Communicating with customers, Solicitors and other agencies or professionals in relation to mortgages and insurance.
  • Supporting the production of Management Information as required including information for networks and mortgage clubs.
  • Undertaking MLAR and PSD reporting for the Mortgage Department.
  • Complying with all legal responsibilities and codes of conduct to which the business must comply with i.e. AML, MCOB, Mortgage Code, BSA and FCA etc.
  • Dealing with customer dissatisfaction and complaints as required.
  • Escalating any concerns around source of funds, AML and suspected mortgage fraud.

Our ideal candidate for the Mortgage Administrator fixed-term contract:

  • Has experience of working in a Customer Service environment – preferably within regulated Financial Services
  • Demonstrates excellent communication skills both written and verbal
  • Is proficient in Microsoft packages including Word & Excel
  • Has strong time-management skills and attention to detail, with the ability to balance multiple tasks
  • Holds 5 GCSEs at Grade C or above including Maths and English or equivalent

If you’re interested in the Mortgage Administrator position, you have the skills, knowledge and experience we’re looking for and you’re based in or can commute to Lancashire, 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.

Mortgage Underwriter

Kind Consultancy is working with a well-established Retail Financial Services firm which is currently seeking a Mortgage Underwriter to join them in a permanent, full-time role paying up to £37,000 with a hybrid work model requiring 2 in-office days per week in their Lancashire office.

The Mortgage Underwriter will focus on providing a professional, efficient underwriting service to customers and intermediaries with key responsibilities including:

  • Processing mortgage Decision in Principle (DIP) requests from intermediaries.
  • Processing mortgage applications on a software system, 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 (both 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.
  • Building and maintaining professional business relationships with BDMs, mortgage introducers and external contacts, providing information and guidance when required.
  • Maintaining continually updated knowledge and complying with all relevant legal responsibilities and codes of conduct i.e. Vulnerable Customers, AML, MCOB, DPA, FCA etc.
  • Capturing all risk events and near misses on the events log within 48 hours of identification.

Our ideal candidate for the Mortgage Underwriter opportunity:

  • Is CeMap qualified (or industry equivalent)
  • Holds at least 5 GCSEs at Grade C or above including Maths and English or equivalent.
  • Demonstrates excellent communication skills in writing and speech.
  • Is a confident user of Microsoft Office software including Word & Excel.
  • Can independently manage multiple tasks while maintaining strong attention to detail.

If you’re interested in the Mortgage Underwriter opportunity and you have the necessary skills, knowledge and qualifications and are based in or can commute to Lancashire, please apply with an up-to-date CV today.

Financial Planner

Kind Consultancy are working with a well established Wealth Management firm which is currently seeking a Financial Planner to join them in a full-time, permanent role with a hybrid work model based in their Nottingham office, paying circa £45,000 – £55,000 .

The Financial Planner will provide full holistic wealth advice to new private clients and business owners that the succesful candidate will acquire through their own own activities with networking, webinars and events assisted by the inhouse marketing team, with key responsibilities including:

  • Ensuring that the firm’s clients receive the highest level of financial advice and ongoing service.
  • Contributing to the success of the business by further developing the existing client bank, gaining referrals where possible and strengthening client relationships.
  • Bringing new clients to the business establishing financial plans for their financial goals and aspirations following the client centric ethos already embedded in the business.
  • Maintaining a high profile for both your self and the firm in the local business and professional sectors by way of planned and focused networking.
  • Consistently complying with legislative, financial, procedural and quality requirements
  • Maintaining a proactive and positive working environment, contributing to pulling the team towards shared goals and targets

Our ideal candidate for the Financial Planner opportunity:

  • Must be Diploma qualified to Level 4 and ideally working towards Chartered status
  • Has proven experience in a client facing Wealth Management or Financial Planning role
  • Demonstrates a consistent ability to develop and forge successful business relationships
  • Has a track record of successfully operating within a compliant framework and adhering to corporate and regulatory quality standards.
  • Has strong communication and presentation skills with the ability to plan and prioritise workloads.
  • Displays consistently outstanding attention to detail
  • Possesses a high level of initiative and enthusiasm with the ability to identify opportunities within the wealth management and financial planning arena
  • Strong product, market and technical knowledge. IT literate (Excel, Word, PowerPoint etc)

If you’re interested in the Financial Planner opportunity, you have the skills, knowledge, experience and qualifications we’re looking for and you’re based in or can commute to Nottingham, please apply with an updated CV today.

Paraplanner

Kind Consultancy is working with a fast growing, national Financial Adviser organisation which is currently seeking a Paraplanner to join them in a full-time, permanent role paying £40,000 to £45,000 based on experience. The role is based in their Berkshire offices, with a hybrid work model requiring 2 in-office days per week.

Key responsibilities of the Paraplanner role will include:

  • Accurately preparing suitability reports and letters to target deadlines
  • Undertaking comparative research in preparation of client recommendations
  • Completing technical research as part of the existing arrangement review process
  • Ensuring all client work is compliant and supported with relevant paperwork
  • Performing tax planning analysis
  • Producing and analysing cashflow modelling
  • Understanding clients’ overall financial position from Independent Financial Adviser (IFA) fact-finds
  • Discussing client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the required suitability checks
  • Ensuring all client queries are appropriately investigated and accurate responses given
  • Conducting annual reviews in line with service level agreements.
  • Delivering good client outcomes, comply with the relevant compliance, terms and conditions, and financial crime procedures (anti-money laundering, data security, anti-bribery, fraud, and corruption) of the firm at all times.
  • Keeping up to date with all relevant product, legislative, and technical changes.
  • Ensuring relevant continuing professional development (CPD) is maintained and recorded accurately

Our ideal candidate for the Paraplanner opportunity:

  • Must be Level 4 Diploma qualified
  • Is proficient in all Microsoft Office programs, especially Excel and Word
  • Has strong written and verbal communication skills, including excellent telephone manner
  • Is highly organised, with good planning and time management skills
  • Is accurate in all work, with consistently strong attention to detail

If you’re interested in the Paraplanner opportunity, have the necessary skills and qualifications and can commute to one of the three listed office locations, please apply with an up-to-date 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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