KALPAN PATEL
Harrow,London
Summary
Cemap qualified professional with extensive knowledge of home finance and financial products. Experienced in regulatory compliance and up-to-date on mortgage law and taxation. Seeking opportunities within a compliance framework, aiming for authorization as an appointed representative. Proficient in mortgage sourcing software and adaptable to various financial advisory roles, including investments and insurance.
Overview
8
8
years of professional experience
3
3
years of post-secondary education
Work history
Pharmacy Customer Advisor
Boots
2018.01
- Pharmacy dispenser, customer advisor
B2B sales Broadband provider
Go2Telecommunications
2014.01
- Field based sales and telephone sales
Marketing
Emotio Design Group
2013.01
- Product development, market positioning
Various Roles in logistics and admin
Various
London
2022.01 - Current
Logistics, admin and warehouse work on a temporary basis. Usually through an agency.
Mortgage sales
Doorsteps
London
2019.03 - 2020.02
Calling potential mortgage customers to investigate their finance and record details for a callback.
Education
A level - Business Studies
Harrow College
2005.01 - 2007.01
CeMAP Certificate - Mortgage Advice and Practice
London Institute of Banking and Finance
2017.01 - 2018.01
Bachelor of Science - Business Management and Marketing
Brunel
LondonSkills
- Fully flexible
- Able to relocate / have vehicle / license
- MCOB/ MCD/ Mortgage process: Home buying process:
- Conveyancing / Law
- Fact finding / sourcing
- Taxation / planning
- Calculating affordability
- Investments
- Pensions
- Insurance / ICOB
- KFI/ ESIS
- Finance or related fields:
- Insurance
- Estate Agency
- Lettings
- Banking
- Finance Brokerage
- Experienced in an office, corporate, retail, field sales
- Independent performer
- Team player
- Highly motivated and driven to achieve goals and targets
- Experienced in working within regulatory frameworks
- Experienced in using industry specific software
Timeline
Various Roles in logistics and admin
Various
2022.01 - Current
Mortgage sales
Doorsteps
2019.03 - 2020.02
Pharmacy Customer Advisor
Boots
2018.01
CeMAP Certificate - Mortgage Advice and Practice
London Institute of Banking and Finance
2017.01 - 2018.01
B2B sales Broadband provider
Go2Telecommunications
2014.01
Marketing
Emotio Design Group
2013.01
A level - Business Studies
Harrow College
2005.01 - 2007.01
Bachelor of Science - Business Management and Marketing
Brunel