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A financial services company in Birmingham is looking for an Advisory Role focused on property finance. The position involves providing mortgage advice, assessing client needs, and being part of broader community engagement efforts. Ideal candidates will have client-facing experience and a desire to contribute to a modern, customer-centered lending platform.
Our client, a fast-growth specialist property-finance lender, is strengthening its advisory function as they scale across the UK. Operating at the intersection of fintech mortgages, specialist BTL, and bridging finance, the business is known for swift credit decisioning, transparent terms, and a modern, tech-enabled service model.
This is a high-impact advisory role with strong visibility across the underwriting, credit, and broker-relationship channels — ideal for someone who enjoys both client-facing work and structuring property-finance solutions.
In this role, success isn’t driven solely by KPIs. While quality advice and strong pipeline performance remain important, the remit is far more rounded. You’ll play an active part in shaping the wider customer‑engagement strategy — supporting community events, charity days, broker‑education sessions, and market‑awareness initiatives. There’s also meaningful exposure to business planning, product feedback loops, and cross‑functional projects that help refine the lender’s proposition. It’s a role for someone who wants to contribute beyond day‑to‑day casework and be part of a team that’s building a modern, customer‑centred lending platform.
Conduct full fact-finds, assess client affordability, and recommend suitable lending sol...