Finance Broker Assistant

24 hours ago

Smethwick B AA, United Kingdom I F Brokers Full time

Job Overview

We are seeking a detail-oriented and proactive Finance Assistant to support our commercial finance broker in managing daily financial operations. An ideal candidate would have a conveyancing or banking background. Have knowledge about mortgage, bridging and commercial mortgage applications. The successful candidate will play a vital role in maintaining accurate financial records, processing mortgage and finance applications, meeting clients, liaising with solicitors and assisting with reporting tasks. This position offers an excellent opportunity for individuals looking to develop their career within finance in a dynamic and professional environment.

Responsibilities

  • Assist with processing property finance applications.
  • Maintain and update financial applications using lender software
  • Speaking to clients to gather fact finds, income documents, bank statements etc
  • Support the preparation of financial reports and statements
  • Reconcile bank statements and ensure all transactions are correctly recorded
  • Proactively chase solicitors to ensure property transactions are completed in a timely manor.
  • Respond to internal queries related to financial data and documentation
  • Ensure adherence to company policies and relevant financial regulations

Requirements

  • Proven organisational skills with high attention to detail
  • Basic understanding of accounting principles and financial procedures
  • Proficiency in MS Office applications, particularly Excel; experience with accounting software is desirable
  • Strong numerical skills and accuracy in data entry
  • Excellent communication skills, both written and verbal
  • Ability to work independently as well as part of a team
  • Previous experience in a finance or administrative role is advantageous but not essential
  • A recognised qualification or ongoing studies in finance, accounting, or related fields are preferred

This role is ideal for motivated individuals eager to expand their knowledge of finance operations within a supportive environment.

Job Types: Full-time, Part-time, Permanent

Pay: £24,420.00-£26,635.09 per year

Expected hours: 15 – 40 per week

Work Location: Hybrid remote in Smethwick B66 4AA

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