Finance Consultant - Commercial Mortgages
other jobs INTEGRO PARTNERS LTD
Added before 14 Days
- England,North East,Tyne and Wear,Newcastle upon Tyne
- full-time
- £30,000 - £40,000 per annum
Job Description:
* To generate business from the database of registered business purchasers
* To maintain ongoing contact with prospective clients
* assisting clients to purchase, expand or re-finance their business(es)
As a Finance Consultant you will be assisting clients to purchase, expand or re-finance their business(es) by arranging commercial mortgages and at all times treating our customers fairly.
* To maintain up to date market knowledge to enable the identification of appropriate solutions for customers.
* To source and present facilities to clients.
* To work to fulfill both the business’s, and individual, business development plan.
* To generate business from the database of registered business purchasers and existing operators.
* To create close working relationships with colleagues to maximize referral opportunities and reciprocal business.
* To maintain ongoing contact with prospective clients (both internal and external) to ensure the business 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 while 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 CPD requirements.
* To understand what Treating Customers Fairly means in regard to the business and embed this fully within the work.
What you’ll be measured on?
* 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
* Communication skills - listens carefully and gives feedback
What I’m looking for?
* 2 years+ professional experience in sales 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.)
* To maintain ongoing contact with prospective clients
* assisting clients to purchase, expand or re-finance their business(es)
As a Finance Consultant you will be assisting clients to purchase, expand or re-finance their business(es) by arranging commercial mortgages and at all times treating our customers fairly.
* To maintain up to date market knowledge to enable the identification of appropriate solutions for customers.
* To source and present facilities to clients.
* To work to fulfill both the business’s, and individual, business development plan.
* To generate business from the database of registered business purchasers and existing operators.
* To create close working relationships with colleagues to maximize referral opportunities and reciprocal business.
* To maintain ongoing contact with prospective clients (both internal and external) to ensure the business 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 while 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 CPD requirements.
* To understand what Treating Customers Fairly means in regard to the business and embed this fully within the work.
What you’ll be measured on?
* 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
* Communication skills - listens carefully and gives feedback
What I’m looking for?
* 2 years+ professional experience in sales 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.)
Job number 1595861