Offer summary

Qualifications:

Must hold a full CeMAP Qualification or equivalent., Previous mortgage advising experience is required., Experience dealing with BTL, complex BTL, and bridging is essential., Ideally, some commercial experience is also preferred..

Key responsabilities:

Identify customer financial needs and recommend suitable products.

Ensure customers understand the products and services offered.

Engage in business development and relationship building.

Produce and deliver audit-compliant files to meet regulatory requirements.

Job description

Job Profile:

Are you a motivated, hungry career driven individual?

Do you have Experience with BTL, bridging and commercial?

Would you like to work for a company that pays a basic and commissions with clear transparent structures?

Then this might be the role for you.

Company Description.

Calculated Financial Services Ltd are a property investors dream. Aimed at providing exceptional service for its clients throughout all stages of the mortgaging/financing process.

They are part of Calculated Group which has an accountancy practise that is property focussed and helps around 500 landlords/property investors.

Ambitious business looking to grow both the tax & accountancy as well as the mortgaging/financing.

Do you want to me part of those growth plans?

Role Description

We are looking for customer centric individual who has good experience in dealing with landlords / property investors. A skilled and proactive Mortgage Adviser with the ability to prioritise and organise their time productively.

You will identify our customer’s financial needs and advise them with the products that would best suit their requirements and ensure our customers understand the products and services recommended.

You will liaise with lenders, client solicitors. Your role is to provide a service that promotes Calculated Financial Services Ltd as the go to specialist mortgage broker within the property investor space. You should be motivated and dynamic, a touch a touch of entrepreneurial side to you.

Key Responsibilities

Identify our customer’s financial needs and advise them with the products that would best suit their requirements.
Ensure our customers understand the products and services.
An element of business development and relationship building & networking.
Deliver a professional and credible service and ensure your knowledge is always up to date.
To comply with legislation and regulation.
To produce and deliver audit compliant files to maintain the PRIMIS networks rigorous audit requirements limiting failures or risks to the company.

Key requirements