Expertise
- Mortgage & Protection Advice
- Buy to Let mortgages
- Income Protection
- Mortgage Advice
- Remortgages
- First Time Buyers
- Critical Illness Insurance
- Life Insurance
- Residential Mortgages
- Self Employed Mortgages
Summary
Client Consultation: Conduct in-depth consultations to understand clients’ financial circumstances, property goals, and mortgage needs.
Mortgage Solutions: Research and recommend appropriate mortgage products, ensuring clients receive the best possible deals.
Application Process: Assist clients with mortgage applications, ensuring all necessary documentation is accurately completed and submitted.
Regulatory Compliance: Ensure all advice and processes comply with Financial Conduct Authority (FCA) regulations and industry best practices.
Market Analysis: Stay updated on mortgage products, interest rates, and financial regulations to provide informed advice.
Relationship Management: Build and maintain strong relationships with clients, lenders, and other stakeholders.
Negotiation: Negotiate mortgage terms with lenders to secure the most favorable conditions for clients.
Administrative Support: Maintain detailed records of client interactions and applications using CRM systems.
Cross-Selling: Identify opportunities to offer additional financial services, such as insurance and protection plans.
Experience
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Arigal Consulting
Manager
6 - 20 Employees 2025 - CurrentAs a dedicated and result-oriented professional with a background in the retail and housing sectors, I am eager to transition into the role of a Mortgage Advisor. My passion for financial services, combined with a strong commitment to helping clients achieve their homeownership goals, positions me as a valuable asset to any organization.
I excel at building and maintaining strong client relationships by actively listening and understanding their unique needs. My goal is to provide personalized mortgage solutions that align with their financial situations, ensuring a seamless and supportive journey from application to approval.
With a strong foundation in market analysis, credit assessment, and mortgage products, I am prepared to contribute to the success of your team while continuing my professional growth.
Qualifications
CEMAP-3
