Private Clients Development Underwriter Job at Lawes Consulting Group (London)

HNW Trading Underwriter

A big name in the HNW/PC space is seeking a Trading Underwriter to join their we...

Location

United Kingdom , Birmingham

Salary:

45000.00 - 55000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Logical and analytical thinker
Underwriting experience within HNW/Private Clients
Natural flair for building relationships with brokers
Collaborative team player
Ambitious and driven

Job Responsibility

Underwriting Art and Private Client products
Working towards set targets including profitability, GWP, conversion, productivity, referral rate reduction, and turnaround times
Developing sales skills and appreciation of sales and underwriting strategy
Negotiating with internal and external parties, including key broker partners
Challenging non-standard underwriting decisions and identifying process improvements

Fulltime

Investment Banking Associate - Financial Sponsor Coverage

Develop and manage relationships with financial sponsor clients, including priva...

Location

United States , San Francisco

Salary:

175000.00 - 225000.00 USD / Year

Citi

Expiration Date

February 16, 2026

Requirements

5-8 years of relevant experience
Bachelor’s degree in Finance or closely related areas of Business Administration
Master's degree in Business Administration
Experience in evaluating corporate transactions and structures
Experience creating financial analyses
Demonstrated problem solving and organizational skills
Consistently demonstrates clear and concise written and verbal communication skills
Experience assisting with client development
Ability to work with teams and track business development (collect research, analyze industry trends)
Series 79 and 63 licenses

Job Responsibility

Utilize knowledge of corporate finance, accounting, M&A, credit underwriting, business valuation and capital markets concepts in order to develop, review and present financial models related to valuation, M&A, and credit underwriting
Provide advisory services to private equity clients on capital raising, risk management, M&A, valuation and capital deployment
Analyze and interpret financial statements, equity research, economic data, credit rating reports, and accounting and business diligence in support of client transactions and advisory assignments, either in the form of modeling or credit analysis
Prepare and present credit analyses materials to senior stakeholders and decision-makers in support of credit underwriting and capital markets transactions
Conduct detailed credit analyses including modelling, credit worthiness assessment, and potential risks and mitigants identification
Utilize financial data platforms including MergerMarket, LCD, FactSet and Capital IQ to help build out financial analyses and usable data

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Fulltime

New

Associate Director

Join our M&A team in Manchester and help shape the future of transactional insur...

Location

United Kingdom , Manchester

Salary:

Not provided

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

Qualified corporate lawyer (1-3 years PQE), corporate finance advisor, or private equity professional with M&A experience
Network of contacts in Manchester and the North West
Problem-solver who thrives under pressure and tight deadlines
Confident communicator with strong interpersonal and negotiation skills
Organised and analytical
Ready to take ownership of new challenges

Job Responsibility

Expand our network: Meet with legal, corporate finance, and private equity professionals across Manchester and the North West
Build relationships with existing contacts and new prospects
Host events: Organise and lead Gallagher events to connect with industry professionals
Deliver presentations: Share insights on M&A insurance and market trends with diverse audiences
Lead transactions: Be the main point of contact for deals ranging from £2m to £1bn+
Guide clients and underwriters through the process, ensuring the best outcomes
Collaborate with insurers: Maintain strong relationships with transactional insurers and stay updated on market developments

What we offer

Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days
Defined contribution pension scheme, which Gallagher will also contribute to
Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
Income protection, we’ll cover up to 50% of your annual income, with options to top up
Health cash plan or Private medical insurance
Three fully paid volunteering days per year
Employee Stock Purchase plan, offering company shares at a discount
Share incentive plan, HMRC approved, tax effective, stock purchase plan
Critical illness cover
Discounted gym membership, with over 3,000 gyms nationally

New

Private Mortgage Banker

Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lendi...

Location

United States , Bellevue

Salary:

20.82 USD / Hour

Wells Fargo

Expiration Date

March 11, 2026

Requirements

2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
SAFE registration at the time of employment
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled

Job Responsibility

Participate in soliciting residential mortgages from various sources
Produce high quality jumbo loans which are compliant and provide excellent customer service
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Private Mortgage Banker

Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as p...

Location

United States , Naples; Saint Petersburg; Tampa

Salary:

Not provided

Wells Fargo

Expiration Date

March 01, 2026

Requirements

2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through work experience, training, military experience, or education
SAFE registration at the time of employment
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled

Job Responsibility

Participate in soliciting residential mortgages from various sources
Produce high quality jumbo loans which are compliant and provide excellent customer service
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data

Private Mortgage Banker

Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as p...

Location

United States , Minneapolis

Salary:

Not provided

Wells Fargo

Expiration Date

March 26, 2026

Requirements

2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
SAFE registration at the time of employment
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled

Job Responsibility

Participate in soliciting residential mortgages from various sources
Produce high quality jumbo loans which are compliant and provide excellent customer service
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Private Mortgage Banker

Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lendi...

Location

United States , San Mateo

Salary:

Not provided

Wells Fargo

Expiration Date

February 26, 2026

Requirements

2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
SAFE registration at the time of employment
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled

Job Responsibility

Participate in soliciting residential mortgages from various sources
Produce high quality jumbo loans which are compliant and provide excellent customer service
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Private Mortgage Banker

Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lendin...

Location

United States , Bellevue

Salary:

20.82 USD / Hour

Wells Fargo

Expiration Date

March 08, 2026

Requirements

2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
SAFE registration at the time of employment
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled

Job Responsibility

Participate in soliciting residential mortgages from various sources
Produce high quality jumbo loans which are compliant and provide excellent customer service
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Private Clients Development Underwriter

Lawes Consulting Group

Location:
United Kingdom , London

Category:
Insurance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 27, 2025

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Job Description:

Job Responsibility:

Requirements:

Additional Information:

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Job Posted:
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