Company Overview
White Label Resources specialises in helping businesses achieve success by bringing together the professional services that are vital to any organisation. Whether our clients are looking for an accountant, a lawyer or back office support, we can help.
We are currently recruiting for a Trainee Commercial Finance Broker to join our already successful and established financial services practice. We offer a broad range of business and financial services from traditional accountancy to bespoke business advice, specialist taxation services and corporate advice.
As a Trainee Commercial Finance Broker, you will support the Commercial Finance team in delivering funding solutions to businesses across a range of commercial finance products, including asset finance, invoice finance, commercial loans, development finance and property finance.
You will work alongside experienced brokers and advisers, learn the commercial finance market whilst providing administrative, operational and client support throughout the funding process.
You will be responsible for supporting deal progression, maintaining accurate records, communicating with clients and lenders, and ensuring applications move efficiently from enquiry through to completion.
This role is designed to provide a structured pathway into a Commercial Finance Broker position through on-the-job learning, coaching and development.
Core Responsibilities
Broker & Administrative Support
- Support Commercial Finance Brokers with day-to-day administration
- Assist in gathering client information and documentation
- Prepare funding application packs for lender submission
- Maintain accurate records within CRM and business systems
- Monitor deal progress and update stakeholders accordingly
- Assist with lender communications and information requests
- Manage broker diaries and appointments where required
- Support reporting and pipeline management activities
- Maintain accurate client files and records
Client Service & Communication
- Act as a professional first point of contact for clients
- Support clients throughout the funding journey
- Provide updates on application progress
- Liaise with lenders, accountants, solicitors and other third parties
- Build positive relationships with clients and stakeholders
- Deliver a responsive and professional customer experience
- Support brokers in achieving positive client outcomes
Commercial Finance Learning & Development
- Develop knowledge of commercial finance products and markets
- Learn lender criteria and funding structures
- Participate in training, coaching and development activities
- Build understanding of business finance requirements
- Develop consultative communication and relationship-building skills
- Progress towards managing opportunities independently
Compliance & Risk Management
- Ensure documentation is accurate and complete
- Follow internal processes and compliance requirements
- Maintain accurate audit trails and client records
- Support compliance monitoring activities
- Maintain confidentiality and data protection standards
- Escalate concerns, risks or issues appropriately
- Support the business in maintaining FCA and regulatory standards where applicable
Team Support & Collaboration
- Work collaboratively across Financial Services divisions
- Support colleagues during busy periods
- Participate positively in team meetings
- Contribute ideas for service and process improvements
- Demonstrate flexibility and willingness to learn
Skills & Knowledge
Essential
- Strong administration and organisational skills
- Excellent communication skills
- Good attention to detail
- Strong Microsoft Office skills
- Ability to manage competing priorities
- Professional and positive attitude
- Desire to build a career within Commercial Finance
Desirable
- Previous administration or customer service experience
- Financial Services experience
- Experience using CRM systems
- Sales support experience
- Knowledge of commercial lending or business finance
What We Offer
At White Label Group, we are committed to creating a supportive, professional and rewarding environment where people can develop their careers and contribute to business success.
We offer:
- Competitive salary package
- Supportive and collaborative working environment
- Ongoing learning and development opportunities
- Career progression opportunities within a growing organisation
- Modern systems and technology to support efficient working
- Company pension scheme
- Annual leave entitlement plus bank holidays
- Opportunities to contribute ideas and continuous improvement initiatives
Pay: £24,784.50-£26,000.00 per year
Benefits:
- Company pension
- Employee mentoring programme
- Free parking
- On-site parking
Work Location: In person
