Finance Advisor

3 weeks ago

Watford Hertfordshire, United Kingdom Rico Property Finance Ltd (TA D&R Recruitment) Full time

Bridging Finance Advisor

Watford

£40-45k + Commission + Private Health Care + Pension Contribution + Many more

Key Responsibilities:

- Conduct thorough assessments of client needs and financial situations

- Offer personalized advice and recommendations on bridging finance options

- Assist clients in completing loan applications and gathering necessary documentation

- Liaise with lenders to negotiate terms and secure competitive rates for clients

- Provide ongoing support and guidance throughout the loan process, ensuring a smooth transaction

- Keep abreast of market trends and regulatory changes affecting bridging finance

- Build and maintain strong relationships with clients, lenders, and other stakeholders

Requirements:

- Previous experience in financial advisory role, preferably with a focus on bridging finance

- Strong understanding of lending products and regulations

- Excellent communication and interpersonal skills

- Ability to work independently and manage multiple client relationships

- Proficiency in financial analysis and decision-making

- Relevant industry qualifications (e.g., CeMAP) preferred

Type:

Permanent

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