Commercial Broker

1 month ago

Cardiff, United Kingdom Totaco Ltd Full time

The Opportunity - OTE up to £80k+ 

Role Overview

Focusing on high-value inquiries, you will provide top-tier business finance advice. You will report directly to the Head of Commercial Finance and contribute to the development of a strong brokerage team with excellent standards.

The successful candidate will collaborate closely with the Head of Commercial Finance, offering tailored advice to business clients who require:

Asset finance
Acquisition finance
Invoice finance
Commercial mortgages
Unsecured business finance
Working capital financeYou should be comfortable providing advice to business owners and senior management on their financial needs. Experience in assessing business finance applications within a commercial, lending, or underwriting environment is essential.

Key Responsibilities:

Deliver outstanding business finance advice to clients.
Provide guidance and undertake assessments of business finance needs.
Assist businesses with the finance application process.
Evaluate existing business finance facilities.
Manage relationships with existing business finance clients.
Support the Head of Commercial Finance in networking and business development, including meetings with lender business development managers.
Contribute to continuous process and service improvement.
Maintain accurate business records on the company CRM.
Perform other tasks as deemed appropriate by the Head of Commercial Finance.Key Skills Required:

Excellent communication skills, particularly over the phone, with the ability to build rapport and maintain long-term client relationships.
Strong understanding of the financial needs of businesses across various sizes and sectors.
Ability to assess business finance applications.
Prior experience in a commercial, lending, or underwriting environment.
Team player with the ability to work independently.
Strong time management skills and ability to meet deadlines.
Initiative and creativity in generating solutions for new business.
Ability to build relationships with external parties, business partners, and key influencers.
High standards of client service.
Strong organizational and planning skills.
Quick to learn about new products and services.Qualifications & Experience:

A minimum of 2 years of experience in a business finance role.
Previous self-employed experience is an advantage.
Proven success in a business/commercial finance operation.
Ability to work effectively under pressure and meet financial targets.
Experience in delivering high standards of client service.Package:

Job Type: Full-time, permanent
Location: Office-based in Cardiff
Hours: 9:00 am to 6:00 pm, Monday to Friday
Holiday: 22 days (plus statutory), increasing to 25 days after 3 years of service
Pension: Company pension scheme in line with auto-enrollmentAdditional Pay:

Commission payRelocation: Ability to commute/relocate to Cardiff is required

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