Finance Consultant
4 weeks ago
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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