Company

Integro Partners LtdSee more

addressAddressLondon, England
type Form of workPermanent, full-time
salary Salary£35,000 - £50,000 per annum
CategoryHuman Resources

Job description

  • To source and present facilities to clients.
  • to fulfill both the business's, and individual, business development plan
  • 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 fulfill 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.)
Refer code: 3181648. Integro Partners Ltd - The previous day - 2024-04-10 09:19

Integro Partners Ltd

London, England
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