Commercial Broker

• Jun 2015 - Present

To help investors both get the original finance for projects and recycle their money toward momentum investing!!!

Specialist Commercial Broker

• Jun 2015 - Present

Advice on commercial and development finance for property investment for individuals and ltd companies.

Mortgage Specialist

• 2015 - 2015

Front line advisor

• 2014 - 2015

For the last months I have worked with the money advice service as a financial adviser on many social issues such as debt, bereavement insurance and consumer issues,pension advice including pension credit and state pension advice. For the last months I have worked with the money advice service as a financial adviser on many social issues such as debt, bereavement insurance and consumer issues,pension advice including pension credit and state pension advice.

Mortgage adviser

• Jun 2013 - Mar 2014

In the last year I have been working as an insurance adviser dealing with client in a call centre environment taking inward and making outward bound calls progressing them toward sales and completing the relevant compliance packs. In the last year I have been working as an insurance adviser dealing with client in a call centre environment taking inward and making outward bound calls progressing them toward sales and completing the relevant compliance packs.

Mortgage Adviser

• Feb 2010 - Apr 2013

Sourced mortgage leads and provided face to face consultation with many varied clients in a business and residential market place. Introduced new clients and cross sold insurance contracts and fee based advice developing strong bonds with providers and clients in a whole of market financial environment, Maintained continuous professional development and compliance management within a directly authorised Mortgage Brokerage. Administer all financial management systems, evaluating and integrating new applications. Develop relationship building activities and present in depth insurance product advice. Interact with the brokerage director concerning financial forecasts and reports. Provided experienced and valuable insurance advice for back office support team. Sales and client relationship building Served as key adviser in effectively implementing lead generation activities. Show less

Mortgage Adviser

• Jul 2008 - Feb 2010

Prepared financial reports, developed solutions and performed various analysis in Mortgage based department of an independent financial advisor brokerage. Maintained regulatory compliance, ensuring operational efficiency in a mainly self administered department. Prepared financial reports, developed solutions and performed various analysis in Mortgage based department of an independent financial advisor brokerage. Maintained regulatory compliance, ensuring operational efficiency in a mainly self administered department.

Mortgage Adviser

• Mar 2008 - Jul 2008

Mortgage Consultant

• Mar 2006 - Mar 2008

Carried out financial and mortgage advisory service and renewed my qualifications after writing my first mortgage in 1985. Legislation v experience Carried out financial and mortgage advisory service and renewed my qualifications after writing my first mortgage in 1985. Legislation v experience