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Bank finance jobs in United Kingdom

  • Secretary
    Secretary
    7 days ago
    Full-time
    London

    Job Description Secretary / Office Administrator AA Mortgage Gateway Job Title: Secretary / Office Administrator Location: Kensington, London Company: AA Mortgage Gateway Position Type: Full-Time AA Mortgage Gateway is an independent mortgage and protection brokerage that provides mortgage, protection, buy-to-let, commercial finance, and property finance solutions. We pride ourselves on delivering excellent customer service and building long-term relationships with our clients and business partners. Role Overview We are seeking a highly organised, professional, customer-focused Secretary/Office Administrator to support the business's day-to-day operations. The successful candidate will play a key role in ensuring the office runs smoothly, maintaining client relationships, supporting mortgage applications, and providing excellent administrative support to advisers and management. Key Responsibilities Administrative Duties • Manage incoming and outgoing telephone calls, emails, and correspondence., • Maintain accurate client records and filing systems., • Prepare letters, reports, meeting notes, and other business documents., • Manage office diaries, appointments, and meeting schedules., • Handle incoming and outgoing post. Client Support • Act as the first point of contact for clients and introducers., • Welcome clients attending face-to-face meetings., • Schedule appointments and follow up on enquiries., • Maintain regular communication with clients throughout the mortgage process., • Obtain and organise client documentation. Mortgage Processing Support • Assist advisers with mortgage and protection applications., • Chase lenders, solicitors, estate agents, surveyors, and clients for updates., • Upload and organise documentation through lender portals., • Monitor case progress and maintain accurate records., • Assist with preparing compliance documentation and suitability records. Marketing & Business Development Support • Manage social media updates and company communications., • Support networking events and business development activities., • Help maintain the company website and online presence., • Prepare marketing materials and client newsletters. Compliance & Data Protection • Ensure all information is handled in accordance with GDPR regulations., • Assist with audit and compliance requirements., • Maintain confidentiality of client information at all times. General Office Support • Coordinate office meetings and events., • Assist with recruitment administration when required., • Support directors and advisers with additional administrative projects. Person Specification Essential Skills • Excellent written and verbal communication skills., • Strong organisational and time-management abilities., • High attention to detail., • Professional and friendly telephone manner., • Ability to prioritise workload effectively., • Strong IT skills including Microsoft Office (Word, Excel, Outlook)., • Ability to work independently and as part of a team. Desirable Experience • Previous experience in a mortgage brokerage, financial services, banking, or estate agency environment., • Knowledge of mortgage application processes., • Experience using CRM systems., • Understanding of GDPR and compliance procedures. Qualifications • GCSEs (or equivalent) including English and Maths., • Business Administration qualification desirable., • CeMAP knowledge or experience within mortgage services would be advantageous but not essential. Personal Attributes • Professional appearance and manner., • Trustworthy and discreet with confidential information., • Proactive and self-motivated., • Positive, enthusiastic, and customer-focused., • Strong problem-solving skills. Salary & Benefits • Competitive salary dependent on experience., • Performance-related bonus opportunities., • Ongoing training and development., • Career progression opportunities within AA Mortgage Gateway., • Supportive and professional working environment. Working Hours Monday to Friday, 9:00 am – 5:30 pm, with occasional flexibility required to meet business needs. To apply, please submit your CV and a covering letter explaining why you would be a great fit for AA Mortgage Gateway.

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  • Investment Broker
    Investment Broker
    24 days ago
    £30000–£40000 yearly
    Full-time
    Wembley

    My client is a London-based financial services and technology group headquartered in Canary Wharf. Through its portfolio of businesses, the Group is engaged in corporate finance, financial technology, digital payments, embedded banking, and investment-related activities. We are committed to operating with professionalism, integrity, and strong governance, while providing an inclusive and collaborative environment where talented individuals can develop their careers, contribute to innovative projects, and support the continued growth of the group. The Role: We are seeking an ambitious, relationship-driven, and commercially focused Senior Investment Broker – EIS Investments to join our growing Private Markets team based in Canary Wharf. This is an exceptional opportunity for an experienced EIS professional to play a pivotal role in raising capital for innovative, high-growth fintech businesses that are shaping the future of financial services. Working alongside senior leadership, you will engage with sophisticated investors, financial advisers, wealth managers, and professional intermediaries, building long-term relationships while supporting the Group’s strategic fundraising initiatives. If you have a proven track record in EIS fundraising, enjoy building trusted relationships, and are looking to represent an ambitious and innovative financial services group, we would welcome the opportunity to speak with you. Key Responsibilities: • Lead capital raising initiatives for the Group’s EIS investment opportunities., • Build, develop, and manage relationships with sophisticated investors, financial advisers, wealth managers, and professional introducers., • Identify and convert new fundraising opportunities through your professional network and business development activities., • Present the Group’s investment propositions with confidence, professionalism, and commercial awareness., • Manage investor relationships throughout the fundraising process, ensuring a high standard of communication and service., • Maintain an active pipeline of opportunities, providing accurate activity updates and sales forecasts., • Work closely with senior leadership to execute fundraising strategies and support the Group’s long-term growth objectives., • Represent company at investor meetings, networking events, conferences, and industry functions., • Maintain a strong understanding of market developments, EIS investment trends, and the wider fintech sector. Requirements: • Proven experience in EIS investment sales, capital raising, or investment broking., • A successful track record of raising capital and achieving commercial objectives within the financial services sector., • An established network of sophisticated investors, financial advisers, wealth managers, family offices, or professional intermediaries would be highly advantageous., • Excellent communication, presentation, negotiation, and relationship management skills., • Strong commercial awareness with the ability to develop and convert high-quality opportunities., • Self-motivated, entrepreneurial, and driven to perform in a target-oriented environment., • A professional, ethical, and relationship-focused approach aligned with the Group’s values of integrity, collaboration, and excellence. Preferred Qualifications: • Experience raising capital under the Enterprise Investment Scheme (EIS)., • Previous experience within investment management, private markets, venture capital, corporate finance, or wealth management., • A sound understanding of EIS, growth investing, and fundraising within the UK private investment market., • Professional qualifications relevant to financial services or investment would be advantageous., • A genuine interest in financial technology, digital banking, payments, artificial intelligence, and innovation. What They Offer: • A highly competitive remuneration package with an attractive performance-based commission structure., • The opportunity to raise capital for innovative, high-growth fintech businesses with significant long-term potential., • Access to senior leadership and the opportunity to play an influential role in the Group’s fundraising strategy., • A collaborative, entrepreneurial culture that rewards initiative, professionalism, and ambition., • Modern offices in the heart of Canary Wharf with a supportive, high-performing team., • Ongoing professional development and opportunities for career progression within a growing financial services and technology group., • The opportunity to represent a business at the forefront of fintech, embedded finance, digital banking, and investment innovation.

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