Austin Friars Financial was established with one main objective, to provide clear, high quality and independent advice. At Austin Friars Financial, we challenge the industry and it's association with negative cliches and provide impartial advice and service over a long and trusted relationship.

I started as a self employed independent mortgage and protection broker. As the mortgage market picked up I decided to start this avenue of the business up again. The main objective is to take a client from cradle to grave and offer a service for each eventuality life could conjure up. All protection, mortgage and estate planning solutions provided. Maintaining the relationship and reviewing the client’s needs periodically is vital to grow the client bank through referral business.… Show more I started as a self employed independent mortgage and protection broker. As the mortgage market picked up I decided to start this avenue of the business up again. The main objective is to take a client from cradle to grave and offer a service for each eventuality life could conjure up. All protection, mortgage and estate planning solutions provided. Maintaining the relationship and reviewing the client’s needs periodically is vital to grow the client bank through referral business. • Providing accurate financial advice to customers, finding the right mortgage deal to suit their needs.• Researching and analysing mortgage products to remain professional and knowledgeable at all times.• Successfully building good rapport with customers and the ability to find new leads.• Develop sales through to the end, from finding new leads to developing them into mortgage deals. • Experienced in carrying out all financial background checks and researching references thoroughly• Advising on the best suited protection and insurance solutions. Show less

Recruited as a fully regulated protection adviser my duties consist of recommending the best suited protection solution on an individual basis, considering the clients needs. I consistently finished within the top ten of the company and was regarded as a senior member of staff who excelled in the technical aspect of my occupation. I was also involved with pioneering a new project whereby LifeSearch would also offer advice on mortgage and other financial products. This would in essence create… Show more Recruited as a fully regulated protection adviser my duties consist of recommending the best suited protection solution on an individual basis, considering the clients needs. I consistently finished within the top ten of the company and was regarded as a senior member of staff who excelled in the technical aspect of my occupation. I was also involved with pioneering a new project whereby LifeSearch would also offer advice on mortgage and other financial products. This would in essence create an alternative revenue stream and also encourage cross selling within the business. • Build rapport, establish need and then recommend on the best suited protection solution for client.• Maximize sales opportunities by cross selling.• Continuing support and maintaining a working relationship with all clients.• Trained junior members of staff and assist management with workflow.• Meeting and liaising with senior account managers and press officers from the UK’s insurance industry. Show less

A self motivated independent mortgage advisor with a successful background in sales and with a proven track record in achieving and exceeding set sales targets. Fully qualified and with experience of dealing with clients from their initial enquiry all the way to mortgage completion. Providing a high degree of customer service by offering the best mortgage advice.• Ensuring that all mortgage applications and transactions are processed correctly.• Adhering to all financial… Show more A self motivated independent mortgage advisor with a successful background in sales and with a proven track record in achieving and exceeding set sales targets. Fully qualified and with experience of dealing with clients from their initial enquiry all the way to mortgage completion. Providing a high degree of customer service by offering the best mortgage advice.• Ensuring that all mortgage applications and transactions are processed correctly.• Adhering to all financial requirements.• Cross selling financial products.• Developed leads from existing bank of clients.• When necessary referring clients to colleagues.• Providing financial advice to both individuals and also corporate clients.• Compiling monthly financial planning reports. Show less