Website Fintelligent

Are you an experienced Real Estate Debt Advisor looking to make a real impact? Our client, a unique advisory business based in London, is seeking a talented individual to join their growing team. This is your chance to work with high net worth clients, high growth businesses, and property entrepreneurs, all while helping to shape the future of a successful company.

This role offers a competitive salary and the opportunity to leave your mark on a thriving business. You’ll have the chance to:

  • Build and nurture client relationships
  • Work with experienced and successful entrepreneurs
  • Develop your professional network

Our client is a one-of-a-kind advisory business that provides comprehensive financial services across mortgages, capital markets, accountancy, and insurance. They are dedicated to making finance simple and delivering financial excellence to their clients. The company values talent, proactivity, and responsiveness, focusing on internal excellence to achieve external success.

As an Associate Director, you will:

  • Advise across the whole capital stack on CRE transactions
  • Build out further lending partners in the £5m+ lending space
  • Obtain new debt mandates
  • Develop business to bring in new partners and clients
  • Assess the financial position and credibility of customers seeking commercial debt
  • Advise on other financial products to customers
  • Approve and reject loan applications based on borrowing thresholds
  • Explain loan repayment schedules and manage loans through their lifespan
  • Review and update loan files and credit documentation
  • Maintain strong compliance with every client and transaction
  • Manage and coach junior members of the business
  • Assist senior leadership in strategic growth of the commercial business
  • Cross-refer clients to other areas of the group such as accountancy, mortgages, and insurance teams
  • Ensure clients adhere to loan agreements and manage timely repayments

Package and Benefits:

The Associate Director role comes with a comprehensive package, including:

  • Competitive salary
  • Opportunities for professional growth and career progression
  • Direct line management responsibilities
  • Interaction with high net worth clients and successful entrepreneurs
  • Involvement in strategic business development

The ideal Associate Director will have:

  • At least five years of experience in financial institutions, particularly in banking or financial services
  • Experience originating CRE transactions over £5m
  • A strong understanding of debt advisory operations with banks or lenders
  • Excellent emotional intelligence and relationship-building skills
  • Confidence in communicating with all levels of seniority
  • Strong time management, planning, and organisational skills
  • Proficiency in various IT tools, including financial and administrative software
  • Excellent interpersonal and communication skills, both verbal and written
  • Impeccable customer service skills
  • A firm grasp of financial documentation and administration procedures
  • Strong numerical skills for loan calculations and repayments

If you have experience or interest in roles such as Financial Advisor, Loan Officer, Credit Analyst, Mortgage Advisor, or Banking Consultant, you might find this Debt Advisor position particularly appealing.

Ready to take the next step in your career as a Debt Advisor? This is your opportunity to join a dynamic and growing company, make a significant impact, and work with some of the best in the industry. Apply now or call Tom at Fintelligent on 07828883198 and start your journey towards financial excellence!

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