Experience

Principality Building Society

• Financial Services
• 700 & Above Employee

• Mortgage Advisor

  • Jan 2020 - Present



Moginie James

• United Kingdom
• Real Estate
• 1 - 100 Employee

• Mortgage & Protection Adviser

  • Apr 2018 - Jan 2020

   Specialising as a Mortgage and Protection adviser.  Arranging mortgages for clients on their residential properties for both purchases and remortgages as well as on their investment properties (BTL & LTD Company BTL).  Advising on range of insurances to protect a client's home, income or investments.  Estate agent liaison.  Tailoring mortgage and protection products for clients.  Documenting properly to meet regulation criteria and achieve high standard of case acceptance rates.  Advising and building strong relationship with clients. Show less



London & Country Mortgages

• United Kingdom
• Financial Services
• 400 - 500 Employee

• Mortgage & Protection Adviser

  • May 2013 - Feb 2018

   Gather all appropriate information so that the most suitable financial advice is given.  Comprehensively searching the mortgage market and finding the most suitable mortgage products for clients.  Utilizing leads and developing them into mortgage sales.  Gather all appropriate information so that the most suitable financial advice is given.  Comprehensively searching the mortgage market and finding the most suitable mortgage products for clients.  Utilizing leads and developing them into mortgage sales.