- - Assisting clients to purchase, expand or re-finance their business(es)
- - Arranging commercial mortgages and at all times treating our customers fairly.
- - To identify and develop relationships with active lending institutions.
As a Finance Consultant you will be assisting clients to purchase, expand or re-finance their business(es) by arranging commercial mortgages and at all times treating our customers fairly.
- To maintain up to date market knowledge to enable the identification of appropriate solutions for customers.
- To source and present facilities to clients.
- To work to fulfil both the business's, and individual, business development plan.
- To generate business from the database of registered business purchasers and existing operators.
- To create close working relationships with colleagues to maximize referral opportunities and reciprocal business.
- To maintain ongoing contact with prospective clients (both internal and external) to ensure the business is foremost in their minds for any business finance opportunity.
- To prepare and submit quality applications for finance on behalf of clients.
- To identify and develop relationships with active lending institutions.
- To plan, manage, and execute several ongoing assignments at any one time while ensuring that tight deadlines are met.
- To operate in line with FCA Guidelines.
- To maintain professional expertise through course attendance, reading of financial journals, and further training in line with but not limited to CPD requirements.
- To understand what Treating Customers Fairly means in regard to the business and embed this fully within the work.
What you’ll be measured on?- Able to develop strong reciprocal working relationships
- Sales and service orientation
- Detail conscious
- Analytical
- Self-motivated
- Driven and energetic
- Determined and resilient
- Honest and trustworthy
- Critical thinking and problem solving
- Communication skills - listens carefully and gives feedback
What I’m looking for?- 2 years+ professional experience in sales within property or finance
- Degree level education or equivalent
- Excellent English writing and presentation skills
- Computer literacy - MS Word, Excel and PowerPoint
- Industry Awareness - regulations (TCF, money laundering, FCA etc.)
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