Specialist Finance Adviser

Cardiff, WLS, GB, United Kingdom

Job Description

Summary:


Ezra Finance, a forward-thinking mortgage brokerage in Cardiff, is looking for a

Specialist Finance Case Manager

to join our dedicated team. We pride ourselves on offering a personal, human-centric approach to clients with complex financial situations. This is an exciting opportunity for a dedicated professional with a keen eye for detail to play a crucial role in our mission, ensuring a smooth and efficient journey for both our clients and brokers.

Responsibilities:



Case Management:

Efficiently manage a pipeline of complex finance applications from submission to completion, with a focus on second-charge mortgages and bridging finance.

Lender Liaison:

Act as the primary point of contact between clients, lenders, and brokers, ensuring clear communication and the timely submission of all necessary documents.

Client Support:

Provide exceptional administrative support and customer service, keeping clients informed and confident throughout the application process.

Compliance:

Maintain meticulous records and ensure all work adheres to FCA and company policies.

Broker Collaboration:

Work closely with our specialist brokers to ensure applications are packaged correctly and progressed as quickly as possible.

What We're Looking For:



CeMAP qualified

(essential). Demonstrable experience in

second-charge mortgages

and

bridging finance

. Proven experience in a case manager or mortgage administrator role. A meticulous and highly organised approach to your work. Excellent communication skills, both written and verbal. A positive attitude and a passion for providing outstanding customer service.

The Perks:



Hybrid/Flexible working options.

Positive Company Culture:

Enjoy a supportive and fun workplace where we celebrate our successes and genuinely care about our team's well-being

Competitive salary

with a clear commission structure of

5% for non- generated business and 10% for generated business

Career development opportunities

within a growing company.

Casual dress

and a friendly, supportive team environment.

On-site parking

and good transport links.
If you're ready to make a real impact and grow your career with a company that values expertise and customer care, we'd love to hear from you.

Job Type: Full-time

Pay: 28,000.00-32,000.00 per year

Benefits:

Casual dress Free parking On-site parking Transport links
Licence/Certification:

CeMap (required)
Work Location: Hybrid remote in Cardiff, CF10 5DY

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Job Detail

  • Job Id
    JD3758983
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Cardiff, WLS, GB, United Kingdom
  • Education
    Not mentioned