Senior Mortgage Financial Specialist

11 hours ago


Woking, Surrey, United Kingdom Fintelligent Search Full time

Company Overview

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Fintelligent Search is a unique advisory business in Surrey, dedicated to making finance simple and delivering financial excellence for our clients. We provide connected services across the financial spectrum, including mortgages, commercial lending, accountancy, and insurance.

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Job Summary

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We are seeking a talented Senior Mortgage Financial Specialist to join our growing team. As a key player in our innovative financial services team, you will have the opportunity to work with high net worth clients, LTD company Directors, and property entrepreneurs, providing comprehensive financial services.

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Key Responsibilities

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  • Advise on mortgage applications and develop strong relationships with clients\
  • Pursue new customer opportunities and originate deals\
  • Structure commercial transactions exceeding £500,000\
  • Grow new introducers and professional parties\
  • Manage and coach junior team members\
  • Ensure strong compliance with every client and transaction\
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Requirements

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  • CeMAP Level 3 qualification or equivalent experience\
  • At least three years of experience in financial institutions\
  • Strong understanding of FCA and MCOB regulations\
  • Excellent interpersonal and communication skills\
  • Ability to analyse loan applications and supporting documents\
  • Great emotional intelligence and relationship-building skills\
  • Strong numerical skills for loan calculations and repayments\
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Benefits

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  • Annual salary of £30,000 - £35,000\
  • Full-time, permanent position\
  • Hybrid working\
  • Opportunity to work with high net worth clients and successful entrepreneurs\
  • Cross-referrals to other areas of the group, such as accountancy, commercial, and insurance teams\
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About Us

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Fintelligent Search is a forward-thinking advisory business that delivers financial excellence for our clients. We offer a dynamic and rewarding environment where you can grow your career and make a significant impact in a successful business.



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