Job Summary
We are seeking a dynamic and motivated Commercial Finance Broker / Banking Consultant to join our team. In this role, you will serve as a vital link between clients and financial institutions, helping businesses secure the funding they need to grow and succeed. Your expertise in financial services and basic math will enable you to assess client needs accurately, recommend suitable financial products, and facilitate smooth loan or credit arrangements. This position offers an exciting opportunity to make a tangible impact on clients’ business journeys while developing your career in the financial sector.
Responsibilities
- Engage with clients to understand their financial requirements and business goals
- Analyze clients’ financial information using basic math skills to determine suitable funding options
- Present tailored financing solutions from a range of banking products and services
- Guide clients through the application process, ensuring all documentation is accurate and complete
- Liaise with banks and lending institutions to negotiate terms and expedite approvals
- Maintain detailed records of client interactions, applications, and approvals for compliance purposes
- Stay informed about current market trends, banking regulations, and new financial products to provide expert advice
Qualifications
- Proven experience or strong interest in financial services or banking environments
- Basic math skills necessary for analyzing financial data and calculations
- Excellent communication skills with the ability to explain complex concepts clearly
- Strong organizational skills to manage multiple client accounts efficiently
- Ability to build rapport quickly and maintain professional relationships
- A proactive attitude with a desire to learn and grow within the finance industry
Join us in helping businesses unlock their potential through expert financial guidance! We value energetic individuals who are eager to make a difference, thrive in fast-paced environments, and are committed to delivering exceptional service.
Pay: £40,000.00-£60,000.00 per year
Benefits:
- Bereavement leave
- Free parking
- Life insurance
- On-site parking
- Profit sharing
- Referral programme
- Sick pay
- Work from home
Experience:
- Banking: 2 years (required)
Work Location: In person
