We're looking for a motivated Specialist Property Finance Consultant who enjoys helping clients navigate their finance options with confidence.
You’ll provide expert property finance advice, taking the time to understand each client’s circumstances before recommending suitable solutions. Alongside delivering an excellent client experience, you’ll work within our internal procedures and, where applicable, ensure all FCA requirements are met.
This is a role for someone who enjoys building relationships, keeps up to date with the market, and takes pride in doing things properly.
What you’ll bring
- A relevant FCA‑approved qualification, or a willingness to achieve one within 12 months of joining.
- A good understanding of FCA regulations and record‑keeping requirements.
- Excellent communication and relationship‑building skills.
- Strong attention to detail and the ability to manage documentation accurately.
- A proactive approach to learning and ongoing professional development.
What you’ll be doing
- Building relationships with prospective clients and understanding their individual needs.
- Gathering and analysing client information to recommend suitable property finance solutions.
- Researching the market to ensure recommendations are appropriate and compliant.
- Preparing and maintaining accurate client records and supporting documentation.
- Keeping up to date with changes to products, legislation and the wider property finance market.
- Working in line with the firm’s Compliance, Training & Competence procedures at all times.
- Complying with the requirements of the Financial Services and Markets Act 2000, FCA Principles, Rules and Conduct Rules.
- Maintaining a valid Statement of Professional Standing (SPS) through an approved Accredited Body.
- Achieving and maintaining Competent Adviser status as defined by the FCA and the firm.
- Meeting agreed performance standards and Key Performance Indicators (KPIs).
- Taking ownership of your ongoing professional development by completing a minimum of 35 hours of Continuing Professional Development (CPD) each year, including at least 21 hours of Structured CPD.
What we’re looking for
You’ll be someone who genuinely enjoys helping people, communicates clearly, and takes a professional, client‑first approach to everything you do. You’ll be organised, curious, and committed to continually developing your knowledge so you can deliver the best possible outcomes for your clients.
