Skip to main content
Post your CV and find your next job on Indeed!

Financial Adviser jobs in Knaphill

Sort by: -
100+ jobs
    • Deliver exceptional service to clients, ensuring their financial needs are met with tailored solutions.
    • With access to a steady stream of pre-qualified leads…
    • Prepare detailed financial analysis and suitability reports.
    • Support advisers with research, modelling, and client meeting prep.
    • Pay: Up to £50,000.00 per year.
    • Experience & Qualifications: Proven track record in financial advising with relevant qualifications.
    • You find yourself spending more time on admin and less…
    • You will be responsible for researching, analysing and compiling financial planning reports in conjunction with your advisers, ensuring compliance with both…
    • The ultimate role will involve helping individuals and businesses achieve their financial goals through effective investment strategies, risk management, and…
    • Basic Salary £30,000 - £35,000.
    • Experience in a Senior Mortgage Administrator, Mortgage Paraplanner or Mortgage Broker role is essential.
    • 1–2 years of experience as a Mortgage Adviser.
    • Proven ability to write business independently.
    • Full system setup – we provide your tech stack and tools.
  • View similar jobs with this employer
    • Whether it be advising on technical elements of accounting standards, ensuring that our clients have the right information to hand to make well informed…
    • View all Menzies LLP jobs - Staines-upon-Thames jobs - Apprentice jobs in Staines-upon-Thames
    • Salary Search: Accounts Entry Level Apprenticeship - August 2025 salaries in Staines-upon-Thames
    • See popular questions & answers about Menzies LLP
    • You’ll be responsible for underwriting and packaging loans to meet lenders' criteria, ensuring all third-party tasks are delegated appropriately, and acting as…
    • You will be working with our highly experienced team of professional advisers and support staff.
    • Identify customer’s financial needs and advise them with the…
    • Working on financial planning admin duties / assisting with the more complexed work load.
    • To be involved in technical discussions and provide support to others…
    • We’re looking for someone who can bring strong knowledge and an understanding of regulated financial planning, ideally as an existing, practising and authorised…
    • Understanding of the financial services and products we provide.
    • Utilising your exceptional sales experience, you will help families and individuals reach their…
    • Lifestyle, health, and wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP.
    • Liaising with the financial advisers as appropriate.
    • Completing non-client facing tasks in relation to the preparation and administration of recommendations…

People also searched:

financial advisor
financial planner
ifa
financial
mortgage advisor
trainee financial advisor
wealth management
part time
finance
paraplanner

Job Post Details

Commercial Mortgage Adviser

Swarm Recruitment
Godalming GU8 6LA

Job details

Pay

  • £80,000 - £100,000 a year

Job type

  • Permanent
  • Full-time

Shift and schedule

  • No weekends
  • Monday to Friday

Location

Godalming GU8 6LA

Benefits
Pulled from the full job description

  • Company pension
  • Employee discount
  • Flexible schedule
  • Free parking
  • On-site parking

Full job description

Job Title: Commercial Mortgage Adviser

Salary: up to £40,000 Basic, OTE £80,000 - £100,000

Location: Godalming

About our clients and the role:

Swarm Recruitment is working with a directly authorised, well-established & growing mortgage firm looking to expand their team. Their company was founded with one goal in mind: to simplify the mortgage process.

Due to growth and an influx of strong leads, they are now looking for an experienced Commercial Mortgage Adviser to go the extra mile and service these clients. This is a fantastic opportunity to join a fast-paced growing independent mortgage firm that deals with lots of types of lending.

As a Commercial Mortgage Broker, you’ll be at the forefront of delivering bespoke finance solutions to clients. With access to a steady stream of pre-qualified leads and a competitive commission structure, your focus will be on building relationships, managing a diverse client portfolio, and closing high-value deals.

Salary & Benefits:

  • Basic Salary – £30,000 - £40,000
  • OTE £80,000 - £100,000
  • High numbers of leads, through a number of lead sources.
  • Up to 50% commission on all banked business
  • Progression opportunities
  • Parking
  • 25 days holiday + bank holidays

Working Hours:

  • Standard hours of 9am-5:00pm (Flexible hours available)
  • Monday – Friday
  • No Weekends
  • Office Based

Key Responsibilities:

  • Work with provided high-quality leads to secure bridging and development finance deals.
  • Deliver exceptional service to clients, ensuring their financial needs are met with tailored solutions.
  • Collaborate with the team and contribute to the brokerage’s continued success.

Skills and Experience Required:

  • Proven experience in commercial mortgage brokering, particularly in bridging and development finance.
  • Strong understanding of both regulated and unregulated finance products.
  • Excellent relationship-building skills and the ability to manage high-value cases.
  • Highly motivated, target-driven, and client-focused.

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Job Types: Full-time, Permanent

Pay: £80,000.00-£100,000.00 per year

Additional pay:

  • Commission pay

Benefits:

  • Company pension
  • Employee discount
  • Free parking
  • On-site parking

Schedule:

  • Monday to Friday
  • No weekends

Work Location: In person

Let Employers Find YouUpload Your Resume