Summary
Overview
Work history
Education
Skills
Languages
References
Timeline
Generic

Bektas Yavuz

Enfield,Lon

Summary

I am an experienced Mortgage and Protection Adviser with a strong background in financial services, business management, and strategic consultancy. I have a proven ability to provide tailored financial solutions, guiding clients through complex mortgage and protection decisions with expertise and professionalism. My career spans multiple industries, where I have successfully led businesses, managed financial operations, and built strong client relationships. I am adept at strategic planning, regulatory compliance, and business growth, with a commitment to delivering high-quality advisory services and positively impacting the community.

Overview

4
4
years of professional experience

Work history

Mortgage and protection adviser

Access Financial Services
Enfield, City of London
11.2023 - Current

As a Mortgage and Protection Adviser at Access Financial Services, I offer expert guidance on residential and buy-to-let mortgages, life insurance, income protection, and general house insurance. With a deep understanding of the market, I help clients navigate the complexities of securing the right mortgage, whether for their first home, a property investment, or a long-term plan. In addition to mortgage advice, I specialise in recommending comprehensive protection solutions, including life insurance and income protection, ensuring clients are safeguarded against life's uncertainties. My focus is on delivering tailored, transparent advice that empowers clients to make well-informed financial decisions, providing peace of mind and a secure future.

Business owner

Piyaz Bistro and Lounge
Cuffley, Hertfordshire
01.2021 - 11.2023

I have over 16 years of experience in the hospitality industry, where I owned and managed several businesses. As the owner and operator, I took full responsibility for all aspects of the business, including managing staff, overseeing finances, maintaining stock levels, and negotiating with suppliers. I ensured health and safety standards were met for both staff and customers, and I maintained strong relationships with local residents to foster a positive community connection.

I have over 16 years of experience in the hospitality industry, where I owned and managed several businesses. As the owner and operator, I took full responsibility for all aspects of the business, including managing staff, overseeing finances, maintaining stock levels, and negotiating with suppliers. I ensured health and safety standards were met for both staff and customers, and I maintained strong relationships with residents to foster a positive community connection.overseeing successful businesses.

Education

Bachelor of Arts - Politics, Philosophy, Economics

The Open University
London
09/2010 - 06/2017

CeMAP 1,2,3

London Institute of Banking and Finance
London
09/2016 - 11/2017

CeMAP Diploma (Level 4)

London Institute of Banking and finance
London
09/2020 - 06/2021

Level 3 Certified Practitioner in Specialist Property Finance (CPSP)

London Institute of Banking and Finance
Londonderry, Northern Ireland
02/2024 - 02/2025

Skills

  • Financial software use
  • Credit scoring knowledge
  • Regulatory compliance understanding
  • Risk assessment proficiency
  • Mortgage brokerage expertise
  • High level networking
  • Market trend insight
  • FCA regulation knowledge
  • Interpersonal diplomacy
  • Client confidentiality respect
  • Mortgage market acumen
  • Debt counselling
  • Specialist mortgage experience
  • Credit scoring expertise
  • Mortgage assessment
  • Protection planning
  • Insurance claims processing
  • Budgeting and finance
  • Advanced numeracy
  • Insurance knowledge
  • Risk identification
  • Project Management
  • Analytical-thinking
  • Customer engagement
  • Communication and presentation
  • Marketing strategy application
  • S employee training
  • F budget planning
  • Budgeting and accounting
  • Customer Service
  • Business development
  • Business administration
  • Employee management
  • Bookkeeping
  • High-value project management
  • Project budgeting
  • Payroll administration
  • Financial management
  • Supplier liaison
  • Staffing oversight
  • Food hygiene compliance
  • Staff management
  • Staff leadership
  • Health and Safety regulations
  • Business analysis

Languages

Turkish
Proficient (C2)

References

References available upon request.

Timeline

Mortgage and protection adviser

Access Financial Services
11.2023 - Current

Business owner

Piyaz Bistro and Lounge
01.2021 - 11.2023

Bachelor of Arts - Politics, Philosophy, Economics

The Open University
09/2010 - 06/2017

CeMAP 1,2,3

London Institute of Banking and Finance
09/2016 - 11/2017

CeMAP Diploma (Level 4)

London Institute of Banking and finance
09/2020 - 06/2021

Level 3 Certified Practitioner in Specialist Property Finance (CPSP)

London Institute of Banking and Finance
02/2024 - 02/2025
Bektas Yavuz