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