Trainee Finance Consultant
Region: North West
Trainee Finance Consultant
£25,000-£27,000 Per Annum
The position is situated at our client’s Chester office. Specialising in Asset Finance and Unsecured Loans, our client is a Commercial Finance Brokerage. Additionally, their wider teams tend to focus on Mortgage & Property.
Our client is dedicated to investing substantially in staff training, with all team members actively participating in a professional development program to maintain and enhance their skills. Operating as a dynamic and forward-looking business, their goal is to simplify and make commercial finance straightforward for their clients.
Purpose of Job:
To generate opportunities for the business to assist both existing and new clients in obtaining finance in the format of unsecured loans and asset finance in a timely and professional manner. The ongoing goal is to support train and develop successful individuals to progress into the position of Finance Consultant.
? To maintain up to date market knowledge to enable the identification of appropriate solutions for customers.
? To source and present facilities to clients.
? To maintain successful working relationships with their funder panel, assist and with its development as required.
? To generate business from their CRM database of registered business purchasers and existing operators.
? To create close working relationships with colleagues to maximise referral opportunities and reciprocal business.
? To maintain ongoing contact with prospective clients (both internal and external).
? To plan, manage and execute several ongoing assignments at any one time whilst 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 CF CPD requirements.
? An understanding of SME business and their typical finance requirements.
? Able to develop strong reciprocal working relationships.
? Detail conscious.
? Driven and energetic.
? Determined and resilient.
? Honest and trustworthy.
? Critical thinking and problem solving.
? Organised and planned.
? Calm considered approach when handling diverse demands.
? A team player.
? Interpersonal skills.
? Communication skills – listens carefully and gives feedback.
Experience & Qualifications
? Proven ability in creating new business opportunities from both external and internal relationships.
? Excellent English writing and presentation skills.
? Computer literacy – MS Word, Excel, and PowerPoint.
? 1-2 year of sales experience.
Do you have experience working within a sales environment (outbound sales) from the likes of Automotive, Insurance, Finance, IT, Recruitment or Telecoms? Please feel free to apply so we can discuss this opportunity.