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Asure Recruit
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Bristol, Bristol
Finance Consultant
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Job Type: Full-time |
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Salary: £25,000 per annum |
Overview
Finance Consultant Location: Bristol Salary: £25,000 plus Car allowance £4,500 Summary A reputable, specialist commercial mortgage company are looking for a Finance Consultant to join their progressive team. Their highly experienced and motivated team of Finance consultants are based across five regional UK Hubs, so they are close to their clients. Their combined knowledge of the company's specialist sectors helps them personalise their services. Purpose of Job To assist clients to purchase, expand or re-finance their business(es) by arranging commercial mortgages and at all times treating customers fairly. Main Duties To maintain up to date market knowledge to enable the identification of appropriate solutions for customers To source and present debt facilities to clients To generate business from the 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 ensure the company 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 whilst ensuring that tight deadlines are met To maintain professional expertise through course attendance, reading of financial journals, and further training in line with but not limited to CF CPD requirements General Responsibilities To contribute to the development of corporate image and perception as a whole by demonstrating quality, consistency and reliability To comply with company policies regarding Equal opportunities, Health and safety, Data protection and Environmental impact. To fulfil any other duties as may be reasonably expected. Person Specification 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 Organised and planned Calm considered approach when handling diverse demands A team player Interpersonal skills Communication skills - listens carefully and gives feedback Experience & Qualifications 2 years professional experience in sales, possibly 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.)