finance – Job Paddy

Senior Regulated Reconciliations

Diligenta — Wed, 22 Jan 2025 00:00:00 +0000

Salary: From £28631.80-£35789.75

Who are Diligenta?

Diligenta’s vision is to be acknowledged as Best in-class Platform based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do and our aim is to transform our clients’ operations. A business that has been described as ‘home’ by existing employees, we drive a culture that is founded on positive change and development.

Summary of the Role

We have an exciting opportunity for someone to join our Finance Operations Team in Edinburgh as a Senior Regulated Reconciliation Analyst.

In this role, you will be responsible for completing daily client money reconciliations, identifying, and resolving discrepancies, documenting findings, and working closely with Operations to implement corrective actions.

If you thrive in a fast-paced environment and have a passion for delivering high standards of financial analysis and reconciliation, we would love to hear from you.

What You’ll Be Doing:

Completing all the underlying processes to enable the production of accurate reports
Preparing the daily System Control Reconciliations to ensure all the control accounts are correct and that any discrepancies have been identified
Performing the Operational Loss processes ensuring all losses are properly investigated and reported
Preparing and inputting manual journals where required
Ensuring any issues you identify which may constitute a CASS breaches are escalated immediately

Benefits

33 days including Bank Holidays
Eligibility for an annual discretionary bonus scheme
Personal and career development opportunities to progress your aspirations within the company as well as through our global parent company (Tata Consultancy Services)
Access to Perks at Work (an online discounted shopping platform) saving you money on a wide range of goods and services, including your weekly food shop, holidays and electrical goods
Cycle to Work Scheme & Interest free Season Ticket loans
A companywide Wellbeing programme, including an Employee Assistance Programme and other benefits/resources to support your mental/physical and financial wellbeing.
A comprehensive set of Moments that Matter policies, such as Carer’s Leave, Foster Leave and Retirement Leave
A contributory company pension scheme where we match your contributions up to 6%, Group Life Assurance (‘Death in Service") & Group Income Protection

What we’re looking for:

Strong knowledge of CASS regulations and how these apply to both CASS Reconciliations’ and Operations’ daily or monthly procedures.
Strong communication and stakeholder management skills
Knowledge of Finance and Accounting principles
Strong attention to detail, good fact finding skills and ability to make evaluative judgments based on both quantitative and qualitative information.
Are able to work effectively under pressure and manage to tight deadlines

M2L Accounts Assistant

KEY GROUP — Wed, 22 Jan 2025 00:00:00 +0000

We believe that helping people unlock a better retirement starts with helping everyone in our organisation unlock their true potential, and thrive.

To do that, we’re mindful of staying true to the values that make us who we are, and proud of what we do.

More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since its launch in 2008. Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the UK.

We are hiring for an Accounts Assistant to join our busy transactional finance team. As our Accounts Assistant you will be responsible for ensuring that all more2life financial transactions within your remit are accounted for accurately and on a timely basis and to support key stakeholders as and when required.

Main duties and responsibilities;

To process system generated interface files
Monitor fund requests and reconcile facility balances
Produce daily bank reconciliations to send to external stakeholders and liaise with external funders to meet contractual requirements.
To post financial transactions into the accounting system in a timely and accurate manner into multiple companie.
Prepare and post month end accruals
Produce broker commission payments and statements
To perform various analyses and reconciliations of company data and maintain and where possible improve robust financial controls
Establish and develop new processes, procedures and reconciliations when required by the business

Key knowledge, skills and experience:

Experience of computerized accounting systems.
Posting to multiple company Nominal, Sales and Purchase ledgers.
Working with Profit & Loss balance sheet statements.
Experience of dealing with internal and external customers in an effective manner.
Experience of working within strict accounting deadlines and with Microsoft Office Packages.
Will hold or be working towards a recognised accounting qualification (AAT, CIMA etc.).
Willingness to use initiative and work without detailed instructions.
Ability to plan workload effectively and work alone or as part of a team.
Awareness of the importance of processing and posting data accurately.

Most of all we look for people who display and work around the core values of our business:

Ambitious – to break ground to help our customers enjoy a better retirement.
Supportive – relationships are key to everything we do.
Personal – going above and beyond to offer exceptional service.
Integrity – honest, true and transparent in all our relationships.
Responsive – whatever the challenge we’ll deliver the right result.
Expert – experts in our field, our thirst for knowledge never stops

Benefits:

23 days holiday, plus bank holidays. Rising to 28 based on length of service.
Additional holiday purchase scheme
1 charity day
Tier 1 pension (5% Employee, 8% Employer)
Simply Health
Life Assurance

EMEA Equity Trader

MFS Investment Management — Wed, 22 Jan 2025 00:00:00 +0000

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

Basic Purpose:

With a focus on EMEA Equities, execute trades for MFS funds and clients, and contribute to the MFS trading and investment process.

Principal Responsibilities:

Execute single stock and program Equities trades across the EMEA region while seeking best execution
Collaborate with global investment team on execution strategy and liquidity needs
Leverage technology and analytics to improve MFS execution quality and liquidity access
Source, filter, develop and distribute relevant market color, content and liquidity opportunities to the investment team
Collaborate with and assist functional teams throughout the firm, including operations, compliance, client services and the broader trading team
Develop and maintain strong internal and external relationships for the purpose of delivering on the above responsibilities
Follow and support MFS policies and procedures, including best execution, trade allocation and more as required
Assume additional responsibilities as required

Job Requirements:

Minimum of 10+ years of Equities trading or related experience, including EMEA-specific experience
Thorough understanding of relevant markets and investments
Experience with order management systems, electronic trading platforms and traditional voice trading practices
Strong interpersonal, communication and teamwork skills
Strong organizational and decision-making skills

#LI-HYBRID

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn’t align perfectly, we encourage you to apply – you might be just the right candidate for this role or others.

What we offer:

At MFS, we view our employees as family — and like you, we want our family happy and healthy. That’s why we provide competitive benefits programs and family-friendly policies which support the work-life balance needs of our employees.

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email

talent_acquisition@mfs.com

for assistance.

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the

Know Your Rights: Workplace Discrimination is Illegal

document and

Pay Transparency Nondiscrimination Provision

, linked for your reference.

Remote Quality Assurance Specialist – Mortgages (Part Time 21 Hours)

MOJO MORTGAGES — Wed, 22 Jan 2025 00:00:00 +0000

Who are we?

At Mojo Mortgages, we are on a mission to become the largest and most disruptive mortgage broker in the UK. With support from our family of brands, including Uswitch, Money, Confused, and Zoopla, we’re scaling fast and taking the industry by storm. We’re not just growing quickly, we’re growing exponentially.

We’re all about pushing the boundaries, doing things differently, and delivering outstanding service that makes a real difference in people’s lives.

We’re looking for talented and driven individuals to join our team and help us achieve our mission. If you’re passionate about making a positive impact, love to innovate, and want to be part of a dynamic and fast-paced team, we want to hear from you.

We are looking to add a Quality Assurance Specialist to our team on a part time basis (21 Hours P/W). We have flexibility in the working hours to fit the successful candidate however we do require you to be able to commit to a 9am-3pm shift on a Friday.

What will you be doing?

Our QA Specialist has the primary role of supporting our Mortgage and Protection experts to deliver a great experience and straightforward mortgage journey to all of our customers. Providing timely feedback and training, ensuring consistent customer experience and monitoring performance with a keen focus on efficiency to drive the team towards their goals.

Objectives and Responsibilities

Complete QA checks to meet regulatory requirements for mortgage experts in line with the Mojo T&C Scheme
Assessing customer outcomes and adherence to conduct rules
Maintain an accurate log of all sampling activities in line with the T&C scheme and regulatory requirements, to provide an audit trail of teammate development and regulatory compliance
Identifying any compliance/regulatory risks and reporting to the managers as and where necessary
Monthly QA checks to monitor RFT and KYC measures making sure DIPs and submissions are timely and accurate
Complete comprehensive file checks for all areas of the operation on a monthly basis and ensure all standards have been met
Feedback results of QA checks real time to teammates in a constructive and positive manner on a one to one basis
Identify training gaps and requirements collaborate with SM’s who will develop and conduct training plans/ training as appropriate
Work closely with Sales Managers and manage own workload to achieve set targets
Ensure service standards are met across the operation
Monitor all methods of customer communications – including calls, emails, live chats and SMS to ensure we are compliant and in line with brand values and company vision
Coach the team to ensure they are on brand, in line with tone of voice and adhering to all company values
Actively participating in call levelling sessions on a weekly basis
Ability to demonstrate a commitment to Consumer Duty
Maintaining audit log of all monitoring activities complete

Requirements

What do we need from you?

Qualifications:

CeMAP is essential

Experience:

A minimum of 2 years’ experience in a regulated advice role as either a QA or Adviser position.
You’ll have done this role or similar before, you’ll know the challenges and how to navigate them
Strong knowledge of FCA advice requirements for mortgages and protection
Experience of giving feedback and coaching for performance
Confident and proactive approach to improve customer experience, quality metrics and drive efficiency gains
You have brilliant communication and listening skills
You are a self-motivator who can work at a fast pace

Benefits

What you’ll get in return..

We’re proud of our high Glassdoor Score, British Bank Awards, and fantastic customer reviews, but we’re always striving to do better. We’ve taken a lot of time to put together a benefits package we think you’ll love.

- Up to £35,000 (Pro-Rata) per annum and 25 days holiday plus bank holidays. Additionally, you’ll get an extra half day off for your birthday, a full day off if you move house, and 2 company-wide close down days per year!
- You’ll also benefit from:
- - Work from anywhere in the world for up to 30 days per year.
  - Sick pay and sick pay insurance.
  - Wellness programme from Able Futures.
  - Subsidised private medical insurance.
  - Critical Illness cover & Death in service.
  - Enhanced parental & adoption pay.
  - Compassionate leave.
  - Long service awards up to £3000.
  - Casual dress.
  - And more!

#Mojo

Senior Salesforce Developer

MOJO MORTGAGES — Wed, 22 Jan 2025 00:00:00 +0000

Who are we?

At Mojo Mortgages, we’re on a mission to become the largest and most disruptive mortgage broker in the UK. Supported by our family of brands, including Uswitch, Money, Confused, and Zoopla, we’re transforming the mortgage experience for our customers. Our focus is on delivering innovative solutions, challenging the status quo, and making a real impact on people’s lives.

If you’re an experienced Salesforce Developer looking to apply your skills in a dynamic, fast-paced environment, and contribute to cutting-edge projects in a collaborative team, we want to hear from you.

About the role

As a Senior Salesforce Developer, you’ll play a critical role in our cross-functional Agile team, working alongside Product, Design, and Engineering to create innovative solutions that enhance efficiency and effectiveness across the business. Reporting to the Salesforce Manager, you will lead the design, development, and maintenance of Salesforce solutions, leveraging your expertise to improve processes, enhance user experience, and drive automation.

Responsibilities

Solution Design & Development: Collaborate with stakeholders to understand business needs and design scalable, automated solutions within our Salesforce environment.
Customisation & Coding: Develop and maintain both declarative and programmatic solutions, with a strong focus on Lightning Web Components (LWCs) and Apex.
Integration Projects: Work on complex integration projects involving external applications, APIs, and web services.
Team Leadership: Support junior team members, promoting best practices in coding, testing, and documentation.
Collaboration: Partner closely with Designers and Product Managers to translate user insights and business requirements into impactful technical solutions.
Continuous Improvement: Identify and implement improvements to optimise system performance and user experience.

Requirements

What we’re looking for

Proven Salesforce Expertise: Certified Salesforce Administrator and Platform Developer I (Platform Developer II is a plus).
Technical Skills:
- Advanced experience with Lightning Web Components (LWCs), including lifecycle hooks, LDS, and complex form handling.
- Strong proficiency in Apex, SOQL, and JavaScript.
- Knowledge of external integrations (e.g., connected apps, Apex callouts, outbound messaging, REST/SOAP APIs).
Agile Methodology: Experience working in a fast-paced Agile environment, using tools like JIRA.
Problem-Solving: A strategic mindset with a track record of designing and delivering impactful, scalable solutions.
Collaboration: Excellent interpersonal and communication skills, with the ability to work effectively across multidisciplinary teams.
Innovative Mindset: Interest in exploring AI and automation technologies to enhance the Salesforce ecosystem.

Desirable Skills:

Marketing Cloud experience.
Certified Sales Cloud Consultant.
Experience with AI models within Salesforce or other platforms.
Knowledge of Salesforce DevOps tools (e.g., Git, Gearset, Copado, or similar).

Benefits

What we offer

Remote-first working with the option to work anywhere in the world for up to 30 days per year.
Competitive salary (£55,000-£75,000, dependent on experience).
25 days holiday plus bank holidays (up to 28 days with length of service).
Half-day holiday for your birthday and a day off for moving house.
Pension via People’s Pension (matched contributions up to 5%).
Wellness programme from Able Futures and subsidised private medical insurance.
Critical illness cover and death in service (4x base salary).
Enhanced maternity, paternity, and adoption pay.
Compassionate leave and long-service awards (up to £3,000).
Opportunities for professional growth and development.

If this sounds like the role for you, apply now and be a part of our journey to revolutionise the mortgage industry at Mojo Mortgages.

#Mojo

Private Credit Associate

Macquarie Group — Wed, 22 Jan 2025 00:00:00 +0000

Join Macquarie Asset Management’s Private Credit team, a global leader in providing debt and structured financing to critical infrastructure and real assets. Our team combines Macquarie’s deep real assets experience with a dynamic approach to investing, developing new strategies, and growing opportunities for our clients. As part of the Private Credit platform, you will also have exposure to other growing product lines such as Fund Capital finance and Direct Lending.

At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 34 markets and with 55 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone – no matter what role – contributes ideas and drives outcomes.

What role will you play?

As an Associate, you will undertake and review due diligence on potential investments, build and review financial models, and assess commercial contracts. You will support the negotiation of term sheets and documentation of facility agreements, benchmark expected returns, and contribute to investment papers. Additionally, you will monitor and manage existing investments, analyse reports, and liaise with management teams directly.

What you offer

2-4 years of experience in project finance, infrastructure, real estate lending, financial advisory, structured lending, or similar fields
Your financial modelling skills, familiarity with Excel and financial statements, and eagerness to learn are essential
You will possess sound judgement, a pragmatic and creative approach to problem-solving, and strong attention to detail
As a highly motivated and proactive individual, you will be able to execute critical work streams efficiently and autonomously
Your effective interpersonal skills will enable you to develop relationships with various stakeholders, borrowers, and institutional investor clients
A degree education and proficiency in a European language are preferred but not essential

We love hearing from anyone inspired to build a better future with us, if you’re excited about the role or working at Macquarie we encourage you to apply.

About Macquarie Asset Management

Macquarie Asset Management is a global asset manager that aims to deliver positive impact. We’re trusted by institutions, pension funds, governments, and individuals to manage billions in assets globally. We provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance.

Benefits

Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include:

Hybrid and flexible working arrangements
One wellbeing leave day per year and minimum 25 days of annual leave
Primary carers are eligible for minimum 20 weeks paid leave and minimum 6 weeks for secondary carer
Paid volunteer leave and donation matching
Range of benefits to support your physical, psychological and financial wellbeing
Employee Assistance Program, a robust behavioral health network with counseling and coaching services
Recognition and service awards

Our commitment to diversity, equity and inclusion

We are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including color and ethnic or national origins), religion or belief.

Collateralised Loan Obligations Operations

Delta Capita — Tue, 21 Jan 2025 00:00:00 +0000

Collateralised Loan Obligations Operations

Location: London

Post-Trade Services

Fixed-Term Contract – 6 Months

We have an exciting opportunity to work for a Tier 1 Investment Bank as part of our Post Trade Services Team. We are seeking a highly motivated CLO Analyst to join our CLO Operations team.

The successful candidate will have prior experience working with CLO’s and strong communication and risk management skills.

Responsibilities:

Stay up to date with industry trends, regulatory developments, and economic factors affecting the CLO market.
Monitor and assess the performance of existing CLO investments, identifying potential risks and opportunities.
Review the portfolio valuation and assess the potential impact of various scenarios on CLO investments.
Assist in the preparation of investment reports, presentations, and recommendations for portfolio managers and senior management.
Collaborate with internal and external stakeholders to support the investment decision-making process including amendment, extension, and repricing requests.
Maintain accurate and up-to-date records of all analysis and activities related to CLO investments.
Ensure compliance with all relevant regulatory requirements and internal policies related to CLO investments. Conduct regular reviews and run compliance tests.
Conduct hypothetical trade testing to evaluate the performance and resilience of CLO structures under various stress scenarios.
Understand and Analyze the waterfall structures of CLO deals, including the prioritization of cash flows and the implications for different tranches. Provide detailed analysis of waterfall mechanics and their impact on investment performance.
Process loan settlements on Clearpar
Daily, interim and monthly reconciliation of cash and asset characteristics.

Finance Operations Temp ( 3month FTC)

Dynamic Planner — Tue, 21 Jan 2025 00:00:00 +0000

Raising sales invoices for new business, renewals & additional users ensuring alignment with contractual terms ·
Processing cancellation requests ·
Updating direct debit contracts in PaySuite ·
Resolving bounced direct debit instructions ·
Chasing delinquent customer debts ·
Fielding customer queries via phone and email, providing a high level of customer service ·
Assisting with the investigation of anomalies in the Trade Debtors ledger ·
Cleaning master data contained within our Xero & Salesforce systems ·
Assisting with the review and cleaning of deferred income record Systems Experience (desired but not essential)

Xero
Salesforce
PaySuite
Excel A flexible approach to task allocation ·
A desire to take ownership of tasks and see them through to completion ·
Ability to prioritise workloads and be organised ·
A deadline driven mentality ·
Strong attention to detail Hybrid Working (WFH 2 days, Central Reading 3 days per week with amazing and supportive finance team)
Health & Wellbeing
Simplyhealth; AXA (Management) Healthcare; Employee Assistance Programme (& much more!)
Financial & Retirement
Discretionary annual bonus; Company pension scheme; Life Assurance (& much more!)
Discounts & Perks
Benefit Hub; Cycle to work; Give as you earn (& much more!)
Leave
25 days per year; Anniversary holiday increase; Company sickness (& much more!)
Recognition & other rewards
Team events; Quarterly treats; Recommend a friend scheme (& much more!)

Why Join Us?

Be part of an award-winning, fast-growing company with a clear vision for the future.
Work in an inclusive and dynamic culture that values diversity and cares about your growth.
Have the opportunity to work as part of a professional finance team in a fast-paced environment.
Collaborate with passionate colleagues who embrace technology and innovation.
Enjoy a challenging yet rewarding role where your contributions will directly impact the business.

If you’re ready to take on the challenge in a forward-looking finance team, we want to hear from you! Apply today and help shape the future of Dynamic Planner.

Financial Planning Client Support – Preston

MHA MacIntyre Hudson — Tue, 21 Jan 2025 00:00:00 +0000

Are you ready to bring your expertise to a role where your skills and unique perspective can make a lasting impact?

What Sets Us Apart

At MHA, we’re about people first – our people, our clients, and the communities we serve. As one of the UK’s top 15 accountancy firms and a proud member of Baker Tilly International, the 9th largest network in the world, we are a hub of global knowledge with a strong local commitment.

Our people-focused approach truly sets us apart. Here, you won’t just be another face in the firm; you’ll be part of an ambitious, driven team dedicated to continuous learning and growth. We invest in our people because they are the foundation of our success. With access to unparalleled resources and award-winning development programmes, you’ll have the freedom to shape your career while making a meaningful impact. We take immense pride in being awarded gold for Investors in People. This recognition reflects our deep commitment to nurturing talent and ensuring every individual feels valued and supported.

Here, You’ll Go Beyond Numbers

We’re looking for a talented Senior Client Support Administrator who thrives in a dynamic environment and embraces the chance to tackle complex challenges. At MHA, you’ll be surrounded by passionate professionals who are dedicated to making a difference. Your work in Financial Planning will go beyond the numbers – it’s about building meaningful client relationships, understanding their businesses, navigating risks, and delivering insights that drive real results.

Responsible for specific Client Support Team tasks, which may vary from time to time
Take ownership for identified projects
Troubleshoot issues within the Client Support Team, finding solutions and implementing them, seeking support from senior management where appropriate
Working closely with other Senior Client Support to lead the delivery of the Client Support Team function
Ensure that processes are being followed
Working closely with fellow team members to lead the delivery of the Client Support Team function to the standard required, holding each other accountable for respective responsibilities as appropriate
Ensure that processes are being followed
Be a point of contact for clients, colleagues and external stakeholders
Adhering to regulatory requirements, compliance procedures, departmental and firm-wide processes
Help to manage the consultant diary to help ensure the most effective use of their time

Ensuring a complete and accurate audit trail is maintained at all times
Deal with all aspects of the new business process and ongoing servicing of clients’ plans, liaising with colleagues in other service lines and product providers as appropriate
Work closely with technical support to gather accurate information required for preparing and planning cases
Taking ownership for keeping up to date with legislative / regulatory changes / CPD
Proactively get involved and contribute ideas as part of continuous improvement. Support and embrace necessary changes. Share best practice and knowledge
Ensure agreed personal objectives are progressed on a timely basis
Provide ‘subject matter expert’ input as appropriate and when requested, and provide appropriate training, direction and support for others where needed

What We’re Looking For

Ability to deliver first class client service
A proactive and positive approach and the ability to take the initiative
Attention to detail
Excellent communication skills
Ability to prioritise workload effectively
Adequate technical ability to provide assistance to other members of the team
Confidence to seek guidance or refer complex/unusual/non-compliant cases to the Operations or Compliance Manager
An appreciation and understanding of how other roles within the department are inter-dependant
Advanced experience using the full Microsoft Office suite

Desirable Attributes

Experience of using Iress XPLAN and provider platforms
Previous experience of working within a professional financial services firm
Previous experience of working within a strong compliance culture

Rewards That Resonate

You’re more than a number to us; you’re an individual with unique talents and aspirations. Our benefits are designed to support your well-being, foster your professional growth, and recognise your contributions.

Agile Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days, allowing you to balance your work and personal commitments seamlessly.
25 days holiday plus bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
Competitive salary package
Employee recognition awards: Outstanding Performance Award Bonus and other recognition initiatives.
New and improved programme for succession planning and supportive management structure to help you realise your potential
Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counseling sessions and virtual doctors available for you and your family.
And lot’s more!

Are You Ready to Elevate Your Career?

Apply now and be part of a team that celebrates diversity, champions innovation, and prioritises your success!

Mortgage Case Management Team Leader

MOJO MORTGAGES — Tue, 21 Jan 2025 00:00:00 +0000

Who are we?

At Mojo Mortgages we are on a mission to become the largest and most disruptive mortgage broker in the UK. With the support from our family of brands, including Uswitch, Money, Confused, and Zoopla, we’re scaling fast and taking the industry by storm. We’re not just growing quickly, we’re growing exponentially.

We’re all about pushing the boundaries, doing mortgages differently, and delivering outstanding service that makes a real difference in people’s lives.

We’re looking for talented and driven individuals to join our team and help us achieve our mission. If you’re passionate about making a positive impact, love to innovate and want to be part of a dynamic and fast-paced team, we want to hear from you.

What you’ll be doing:

Motivate, support, and lead your case management team to proactively, efficiently, and effectively manage customers’ applications from submission to completion with a direct focus on achieving the best customer outcomes, utilising MI and performance data to drive improvements.
Day-to-day line management of a team of up to 15 Case Managers, including 121’s, target setting, and resource planning, ensuring key performance data informs decision-making and enhances team effectiveness.
Work allocation and ensuring appropriate resource cover within your team, including cover for inbound phone calls and live chats during working hours, using data insights to optimise workload distribution.
Work with existing TL and Line Manager to ensure weekend rota and month-end cover is in place if required and communicated effectively within the team and wider management, applying structured project management to maintain seamless operations.
Manage a pipeline of VIP (confidential or referral customers) and escalation customer cases, managing updates from lenders and filtering this back to customers with comprehensive updates, ensuring data is used to track and improve resolution times.
Conduct regular performance reviews for the different responsibilities within your cohort, providing feedback to and from the Case Management team to identify ways to improve efficiencies, leveraging MI to support continuous improvement.
Provide coaching and training, conducting regular individual and peer coaching sessions based on performance data and companywide updates to drive continuous improvement for customer outcomes and colleague experience.
Take ownership of wider projects, ensuring the successful execution of initiatives that drive operational efficiency and service enhancements, applying structured project management principles to deliver on key business objectives.

Requirements

What do we need from you?

- A minimum of 2 years hands on Team Leadership experience is essential.
- Experience in leading a high case load team of end to end Case Managers with thorough understanding of the mortgage journey.
- Organisation – You’ll be busy, constantly and change happens a lot, so you’ll need to be organised, managing a pipeline of your own complex cases.
- Flexibility – Occasional Saturday work or hands-on support is rare, but we value a proactive, committed team player willing to step up when needed.
- Data driven with the ability to analyse and curate data to understand your team’s performance, identify trends and opportunities. With the ability to translate data into actionable insights that drive business decisions.
- Clear communicator – Able to deliver key information and data to Individuals and key Stakeholders across our business in order to effectively communicate key results, challenges and messaging as part of our continuous development.
- Strong project management skills with a track record of successfully delivering initiatives.

Benefits

Our Company Behaviours

At Mojo, we opt to stand by behaviours as opposed to values. Behaviours are more useful than values because they’re concrete and actionable, not abstract. Our core behaviours below provide the blueprint of how to thrive at Mojo.

Keep Exploring
Put People First
Love What You Do
Always Accountable
Care Personally, Challenge Directly

What you’ll get in return..

We’re proud of our huge growth, awards, and fantastic customer reviews, but we’re always striving to do better so we’ve taken a lot of time to put together a benefits package we think you’ll love.

25 days holiday plus bank holidays and because that isn’t enough, you will also get an extra half day off for your birthday, full day off if you move house and 2 companywide close down days per year.

You’ll also benefit from:

A base salary of up to £45k
Work from anywhere in the world for up to 30 days per year
Sick pay and sick pay insurance
Wellness programme from Able Futures
Subsidised private medical insurance
Critical Illness cover & Death in service
Enhanced parental & adoption pay
Compassionate leave
Long service awards up to £3000
Casual dress
And more!

#Mojo