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Trainee Finance Consultant
- Posted 18 January 2024
- Salary £25000 - £27000 per annum
- LocationChester
- Job type Permanent
- Discipline Commercial, Sales
- ReferenceJ923422
- ContactDanny Mongan
Job description
Trainee Finance Consultant
Salary:
£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.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, NMS Recruit will be acting within your interest and will contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please get in touch with us here.
Salary:
£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.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, NMS Recruit will be acting within your interest and will contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please get in touch with us here.
