Finance Consultant with experience in Bridging finance, development Finance and Portfolio buy to let? Are you looking to progress your career with and Award Winning tech focused Finance brokerage with a lively social team?
About the Company
A multi-award winning, FCA-registered firm, NACFB and FIBA member, the brokerage has access to over 130+ key partners from the high street, challenger banks, specialist lenders, family offices and HNWs.
The brokerages online tools enable the team to source, compare and select the most suitable deals in the market for their customers. With online case tracking and regular updates, clients can monitor how their case progresses.
The team possesses an in-depth understanding of lender's criteria, preferences, requirements, and operational methods. This enables them to meet deliverability expectations and required timelines effectively. Strong relationships with key partners help the team to go above and beyond to meet customer requirements.
The Finance Consultant role
As the Finance Consultant for the brokerage, you will discuss clients' circumstances and provide advice and support to secure the best financial solution to meet their requirements. There will be a range of cases for you to work on, these can include regulated and unregulated bridging and development finance and portfolio buy to let.
It would be desirable for you to have a varied knowledge and a passion for property finance, with the ability and drive to build your professional network, generating new business to supplement the clients provided by the Finance brokerage. The company provide in-depth training and support to develop your knowledge and experience on complex cases, a social and lively work environment and opportunities to progress your career within an award-winning tech focused brokerage.
Finance Consultant k ey responsibilities
- Provide expert advice and guidance to clients
- Assess clients' financial information, creditworthiness, and eligibility
- Analyse and compare finance products from various lenders.
- Build and maintain relationships with clients
- Actively seek new relationships and generate new business
Finance Consultant PackageSelf Employed - Remote
- Self-Generated lead: 60% commission
- Provided lead: 40% Commission
- Administrative support
- Pension contribution
- Very social team
- Training provided
- Leads Provided
Finance Consultant desired skills and experience
- Experience as Finance Consultant / Finance Broker
- Experience with Bridging Finance, Development Finance and Portfolio buy to let
- Ability to generated new business
- Build and maintain relationships
- Proven track record of sales
- Passion and enthusiasm for property finance
- Articulate and confident
- Professional and friendly approach
Think that this role is right for you?
Contact us to arrange a call, we'd love to find out more about you.