Clifton Private Finance is a progressive and dynamic specialist finance broker based in Bristol, Cardiff & Frome.
This is an exciting opportunity to join our firm as a Business Finance Executive in our Cardiff-based finance team.
Working closely with the Head of Business Finance, you will be involved with helping businesses source the most appropriate funding for their circumstances through our online platforms.
Types of Financing:
* Asset finance
* Invoice finance
* Unsecured business loans
* Working capital finance
Full training will be provided.
Essential Skills:
* Motivated and driven by success in a sales environment
* Excellent telephone manner and communication skills
* Clear ability to build relationships with business clients from a wide range of backgrounds
* Excellent client service standards
* Strong organisational and time management skills
* Quick to learn about new products and services
* Ability to think and work independently and creatively
* Ability to quickly build confidence, respect and trust with others
* Accuracy and an eye for detail
Responsibilities:
* Provide a highly professional, effective and proactive advice service to business clients
* Provide an exemplary level of customer service to business clients
* Build strong working relationships with business clients
* Communicate well and build strong relationships between all parties involved throughout the lending process
* Proactively initiate and maintain strong working relationships with a wide range of banks and lending partners
* Enter, maintain and update client notes, details, and relevant information on the company’s CRM system
* Follow a compliant advice process and maintain full records in line with the company’s internal compliance standards
* Understand the regulatory framework and maintain an excellent compliance record with business clients
* Provide evidence of research in all cases
* Proactively liaise with clients pre and post application submission, checking all documentation for correctness and compliance
* Implement a strategy for reviews and client referrals in line with the company’s procedures
* Offer full and proactive support to all requests from accounts, compliance, and senior management
* Work as a team with other business finance executives and commercial finance brokers, sharing knowledge and offering support as required
Qualifications & Experience:
* At least 2 years' experience working in a business or retail sales capacity - experience within a business finance role is an advantage
* A demonstrable ability to deliver a successful record within a business finance environment
* Used to working effectively under pressure and to financial targets
* Clear understanding of all types of business finance solutions
* Experience in delivering excellent client service standards
* Computer literate - proficient in PC-based software, including Microsoft Word and Excel
Package:
* Title: Business Finance Executive
* Job type: Full-time, permanent
* Location: Office-based role - Cardiff
* Hours: 9.00 am to 5.30 pm, Monday to Friday
* Holiday: 22 days (plus statutory), increasing to 25 days after 3 years’ service
* Basic salary: £27,000
* OTE: Year 1 £43k+, Year 2 £50k+
* Company pension scheme: in line with auto-enrolment
Additional Pay:
* Commission pay
Benefits:
* Canteen
* Company events
* Company pension
* On-site gym
* On-site parking
* Shuttle service provided
Schedule:
* Monday to Friday
Application Deadline: 15/11/2024
Reference ID: Business Finance Executive - Cardiff
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