Finance Consultant

4 weeks ago


Glasgow, United Kingdom Christie Finance Full time

Purpose of Job


To assist clients to purchase, expand or re-finance their business(es) by arranging commercial mortgages and at all times treating our customers fairly.


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 work to fulfil both the Christie Finance, and individual, business development plan.
  • To generate business from the Christie & Co database of registered business purchasers and existing operators
  • To create close working relationships with Christie & Co colleagues to maximise referral opportunities and reciprocal business
  • To maintain ongoing contact with prospective clients (both internal and external) to ensure Christie Finance 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 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
  • To understand what Treating Customers Fairly means in regard to Christie Finance and embed this fully within the work.


General Responsibilities


  • To present and promote Christie Finance as a professional organisation with the highest standards of excellence and client care
  • To contribute to the development of Christie Finance’s 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.



Working Relationships & Contacts


  • Clients - Purchasers and Operators
  • Bank representatives
  • Christie Finance colleagues
  • Christie & Co employees
  • Christie Group employees


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 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.)


Please click apply today. For more information, please email jobs@christie.com.


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