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.)
