Financial Services Expert

4 weeks ago


London, Greater London, United Kingdom Gold Finance Limited Full time
Job Title: Financial Services Expert

About Gold Finance Limited:
Gold Finance Limited is a well-established financial services firm based in London, specialising in providing expert mortgage offerings to a wide range of clients. Our mission is to help individuals and businesses secure their mortgage requirements with bespoke advice on mortgage solutions.

Position Overview:
We are currently seeking a talented Financial Services Expert to join our company. In this role, you will provide professional and quick mortgage offerings to clients, helping them make informed decisions. You will work closely with clients to assess their financial needs and develop customised solutions.

Key Responsibilities:
Provide tailored mortgage offerings to clients within the unregulated mortgage market.
Originate business from local and international network of clients.
Conduct thorough risk assessments to understand clients' income, expenses, assets, and liabilities.
Advise clients on suitable mortgage solutions, ensuring they select the right offering for their needs.
Monitor financial market trends and advise clients on opportunities and risks.

Requirements:
A bachelor's degree in finance, economics, business, or a related field is required. Professional certifications such as the CFP (Certified Financial Planner), DipFA (Diploma in Financial Advice), or CeMAP (Certificate in Mortgage Advice and Practice) are highly preferred. A minimum of 2 years' exposure to the UK unregulated mortgage market is required. Demonstrated experience in providing mortgage offerings and handling large transactions is essential. Proven track record of building and maintaining client relationships is a must. Strong knowledge of financial products and mortgage solutions is required. Excellent analytical skills with the ability to assess financial situations are necessary. Excellent understanding of financial statements is required. Knowledge of financial regulations and compliance standards is essential. Monday to Friday, 9:00 AM to 6:00 PM. Competitive salary of £42,000 per annum. Ongoing training and career development opportunities. Additional leave, bereavement leave, company events, company pension, UK visa sponsorship, work from home options.

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