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  • Mortgage & Protection Adviser – Self-Employed Opportunity!
    Mortgage & Protection Adviser – Self-Employed Opportunity!
    8 hours ago
    £45000–£70000 yearly
    Full-time
    London

    Mortgage & Protection Adviser – Self-Employed Opportunity Build Your Own Business. Own Your Time. Create Your Future. Are you ambitious, self motivated, and driven to succeed? Do you want the freedom of being your own boss while benefiting from exceptional training, ongoing support, and a clear career progression pathway? We are seeking motivated individuals to join our growing team as Self-Employed Mortgage & Protection Advisers. Whether you're already CeMAP qualified, newly qualified with no practical experience, or looking to enter the industry and gain your qualifications, we provide everything you need to build a successful and rewarding career. The Opportunity As a Self-Employed Mortgage & Protection Adviser, you'll help clients achieve their homeownership and financial goals through expert mortgage and protection advice. You will advise clients on: • Residential Mortgages, • Remortgages, • First-Time Buyer Mortgages, • Buy-to-Let Mortgages, • Life Insurance, • Critical Illness Cover, • Income Protection, • Family Protection Solutions With the flexibility of self-employment, you'll have complete control over your diary, your earnings, and the growth of your business. New to the Industry? Full Training & Support Provided For candidates who do not yet hold their CeMAP qualification, we provide: Structured training and development Mentoring from experienced advisers A clear pathway into mortgage and protection advice Already CeMAP Qualified but Lack Practical Experience? Many newly qualified advisers struggle to find a business willing to invest in their development. We specialise in turning qualified candidates into successful advisers through comprehensive hands-on training, including: Mortgage broking skills and real-world client advice Lender criteria knowledge and research Sourcing system training Compliance and regulatory guidance Fact-finding and recommendation processes Sales training and client conversion techniques Case packaging and submission Lead management and relationship building Business development and self-employed success strategies Ongoing coaching and mentoring What We Offer Self-employed opportunity with unlimited earning potential Freedom and flexibility to manage your own time Full training and continuous professional development Access to industry-leading systems and support Dedicated compliance guidance Experienced mentoring and business coaching A supportive environment designed to help you succeed The opportunity to build a valuable long-term business Clear Career Progression We don't just help advisers become successful mortgage and protection specialists—we help them build long-term careers in financial services. Successful advisers will have the opportunity to progress into becoming Financial Advisers, with support towards further qualifications, professional development, and advanced advice opportunities. This creates a genuine career pathway from: Mortgage & Protection Adviser Financial Adviser allowing you to expand your expertise, increase your earning potential, and provide clients with a broader range of financial planning solutions. Who We're Looking For We are seeking individuals who are: • Hungry for success, • Self-motivated and disciplined, • Entrepreneurial in mindset, • Professional and client-focused, • Strong communicators, • Ambitious and driven to achieve their goals, • Committed to personal and professional growth Experience in sales, estate agency, banking, recruitment, customer service, or financial services is advantageous but not essential. Why Join Us? This is more than just a role—it's an opportunity to build your own business with the backing, training, and support of an experienced and successful organisation. If you're looking for flexibility, unlimited earning potential, industry-leading development, and a clear pathway to becoming a Financial Adviser, we'd love to hear from you. Apply today and take the first step towards a rewarding career as a Self-Employed Mortgage & Protection Adviser.

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  • Business Development & Client Acquisition Executive
    Business Development & Client Acquisition Executive
    2 days ago
    £12.71 hourly
    Part-time
    Ilford

    Company: Rothstone Accountants Employment Type: Part-Time Working Hours: Monday to Friday, 10:00am–2:00pm Hours: 20 hours per week Pay: £12.71 per hour Commission: 10% of qualifying first-year fees from new clients successfully introduced to Rothstone Location: Ilford About Rothstone Accountants Rothstone Accountants is a growing accountancy practice supporting individuals, sole traders and businesses with a range of accounting, tax and financial services. As we continue to grow, we are looking for a confident, motivated and personable Business Development & Client Acquisition Executive to help us identify new business opportunities, generate leads and build relationships with prospective clients and referral partners. This is an ideal role for someone who enjoys speaking to people, building relationships and working towards targets. You do not need to be an accountant, as technical accounting queries can be passed to the relevant members of the Rothstone team. The Role The primary purpose of this role is to generate new business for Rothstone through outbound calls, lead generation, follow-ups, networking and marketing activities. You will be responsible for identifying potential clients, making initial contact, understanding their requirements and introducing them to Rothstone's services. Where appropriate, you will arrange consultations or pass qualified prospects to a senior member of the team to complete the onboarding process. Alongside your hourly wage, you will have the opportunity to earn uncapped commission based on the new clients you successfully bring to the firm. Key Responsibilities · Make outbound calls to prospective businesses and individuals who may require accounting or tax services. · Identify and research potential new clients. · Generate leads through sources such as Companies House, LinkedIn, Google, business directories and other appropriate platforms. · Contact prospects through telephone, email, LinkedIn and other approved communication channels. · Introduce potential clients to Rothstone and explain our services. · Identify prospective clients' accounting requirements and qualify opportunities. · Arrange consultations and meetings for interested prospects. · Follow up prospective clients who have received quotations or previously expressed an interest in Rothstone. · Re-engage previous enquiries and potential clients. · Maintain regular contact with leads throughout the sales process. · Build relationships with potential referral partners such as mortgage brokers, estate agents, solicitors, consultants and other businesses. · Promote the Rothstone Referral Scheme to suitable businesses, clients and professional contacts. · Assist with social media, email campaigns and other marketing initiatives. · Help develop ideas and campaigns to increase Rothstone's visibility and attract new clients. · Maintain accurate records of calls, leads, follow-ups, meetings and conversions. · Update the company's CRM or lead-tracking system. · Provide regular updates on business development activity and results. · Work closely with Rothstone's accountants and management team to ensure prospective clients receive a professional and consistent experience. Commission Structure: In addition to the hourly wage, the successful candidate will be eligible to receive: 10% commission on qualifying first-year fees generated from new clients personally sourced and successfully introduced to Rothstone. For example: If you introduce a new client whose qualifying first-year fees are £1,200, your commission would be: £120 If you generate £10,000 of qualifying new client fees: £1,000 commission There is no fixed limit on the amount of commission that can be earned. Commission will be calculated on qualifying fees actually received by Rothstone, excluding VAT, refunds, disbursements and third-party charges, and will be subject to the company's commission policy and employment terms. Referral Scheme: The successful candidate will also help develop Rothstone's wider referral network. This will involve identifying businesses and individuals who may regularly come across people requiring accountancy services and introducing them to the Rothstone Referral Scheme. The objective is to develop long-term relationships with referral partners who can regularly introduce new clients to Rothstone. Key Performance Indicators Performance may be measured against areas including: · Number of outbound calls made. · Number of new prospects contacted. · Number of qualified leads generated. · Number of consultations or meetings booked. · Number of quotations followed up. · Number of new clients successfully acquired. · Value of new annual client fees generated. · Number of new referral partnerships established. · Quality and accuracy of CRM/lead records. Targets will be realistic and reviewed regularly with management. About You We are looking for someone who is: · Confident speaking to new people over the telephone. · Friendly, professional and persuasive. · Comfortable making outbound and cold calls. · Able to build rapport quickly. · Motivated by achieving targets and earning commission. · Organised and able to manage follow-ups effectively. · Comfortable using email, Microsoft Office and online platforms. · Able to work independently and manage their own workload. · Persistent without being overly aggressive when selling. · Professional when representing Rothstone. · Interested in sales, marketing and business development. Desirable Experience Previous experience in any of the following would be beneficial but is not essential: · Business development. · Telesales. · Lead generation. · Account management. · Recruitment. · Customer service. · Marketing. · Appointment setting. · Financial or professional services. · Accountancy or bookkeeping firms. Full guidance on Rothstone's services and how to identify suitable prospective clients will be provided. What Rothstone Offers · Part-time weekday working hours of 10:00am–2:00pm. · £12.71 per hour basic pay. · 10% commission on qualifying new business generated. · Uncapped commission potential. · Training on Rothstone's services and client offering. · Opportunity to develop experience in sales, marketing and business development. · Exposure to a growing professional services business. · Opportunity for the role and responsibilities to grow as Rothstone expands. Working Hours: Monday–Friday 10:00am–2:00pm 20 hours per week This position may suit someone looking for school-hours employment, a part-time business development position or an opportunity to build a career in sales and professional services. Job Purpose Ultimately, your role is simple: Create conversations, develop relationships and bring new clients to Rothstone. We are looking for someone who can become a key part of Rothstone's growth by consistently identifying new opportunities and turning prospects into long-term clients.

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  • Accounting Technician
    Accounting Technician
    11 days ago
    £33000–£50000 yearly
    Full-time
    London

    TENGFEI INTERNATIONAL LTD is an accounting, tax and business consultancy firm providing accounting, payroll, VAT, company compliance and business support services to UK and overseas clients. We are looking for an Accounting Technician to join our growing accounting team. The role will support both UK businesses and overseas companies establishing and operating businesses in the United Kingdom. TENGFEI INTERNATIONAL LTD – Oxford Salary: £33,000 per annum Hours: 37.5 hours per week Full-time TENGFEI INTERNATIONAL LTD is an accounting, tax and business consultancy firm providing accounting, payroll, VAT, company compliance and business support services to UK and overseas clients. We are looking for an Accounting Technician to join our growing accounting team. The role will support both UK businesses and overseas companies establishing and operating businesses in the United Kingdom. Key Responsibilities · Maintain accounting records and prepare journals and reconciliations. · Assist with management accounts, year-end accounts, VAT and payroll records. · Review financial information and investigate accounting discrepancies. · Support overseas clients with UK accounting and financial compliance requirements. · Communicate with clients to obtain records and resolve accounting queries. · Work closely with the Financial Director and other internal professional teams. Candidate Requirements · Degree, professional training or relevant experience in accounting, finance or a related field. · Previous accounting, banking, fund accounting or financial services experience would be advantageous. · Good knowledge of bookkeeping, financial reporting and accounting procedures. · Strong numerical, analytical and organisational skills. · Good written and verbal communication skills in English. · Mandarin language skills would be advantageous due to the company’s growing portfolio of Chinese-speaking corporate clients. · Experience working with international or cross-border clients would be advantageous. Work location: Oxford, United Kingdom

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