Trainee Finance Consultant

Type: Trainee
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.

Main Duties

? 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.

Person Specification:

? Able to develop strong reciprocal working relationships.

? Detail conscious.

? Self-motivated.

? 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.

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Job Overview
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