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Financial Services Specialist
2 months ago
About the Role:
As a Financial Services Specialist at Integro Partners, you will be assisting clients to purchase, expand or re-finance their enterprises by arranging commercial mortgages and at all times treating our customers fairly.
Key Responsibilities:
- Maintain up-to-date market knowledge to enable the identification of suitable solutions for clients.
- SOURCE and present facilities to clients.
- Work to fulfill both the business's and individual business development plans.
- Generate business from the database of registered business purchasers and existing operators.
- Create close working relationships with colleagues to maximize referral opportunities and reciprocal business.
- Maintain ongoing contact with prospective clients (both internal and external) to ensure the business is foremost in their minds for any business finance opportunity.
- Prepare and submit quality applications for finance on behalf of clients.
- Identify and develop relationships with active lending institutions.
- Plan, manage, and execute several ongoing assignments at any one time while ensuring that tight deadlines are met.
- Operate in line with FCA Guidelines.
- Maintain professional expertise through course attendance, reading of financial journals, and further training in line with but not limited to CPD requirements.
- Understand what Treating Customers Fairly means in regard to the business and embed this fully within the work.
Requirements:
- 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 We're 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.)
