Finance 4 Business
Finance 4 Business, 9th Floor Cornerblock, 2 Cornwall Street Birmingham B3 2DX
3 months ago

Senior Finance Adviser

Location: Birmingham City Centre (Office Based)
Salary: Up to £35,000 – dependent on experience. Plus an Attractive Bonus Scheme

Are you excited by the financial industry?

Finance 4 Business are a specialist broker, with luxury offices based in the heart of Birmingham’s business district. Offering a unique proposition as being part of the ARMCO Group, they have been trading for over 15 years and are currently expanding. Already recognised as one of the leading specialist finance brokerage firms in the UK, their aim is to further enhance this reputation by recruiting people who are ambitious and likeminded, enabling them to continue to be the go-to-partner, for both introducing brokers and clients direct.

F4B are hiring a driven, enthusiastic Senior Finance Adviser, to join their friendly, ambitious team at a time where the business is expanding and developing at a fast rate! As a Senior Finance Adviser, you will have the ability to selfgenerate business and convert and manage leads provided. You will be supporting the successful Commercial Mortgage Team, with your expert knowledge whilst working with direct clients who have a finance requirement as well as introducing partners who refer business to Finance 4 Business. You will be joining a company that has a reputation for providing excellent customer service, in a hardworking, favourable and fun environment.

Main Duties & Responsibilities:

  • Handle and convert incoming finance enquiries
  • Maintain and develop customer and introducer portfolio
  • Ability to identify other finance opportunities that can be referred to other departments within the business.
  • Maintain expert knowledge of the Residential & Commercial lending market and trends, not limited to CPD requirements, with the ability to convey that expertise to clients and introducers.
  • Maintain accurate records of activity on the company operating system (CRM)
  • Manage diary to ensure follow up call and service levels agreements are met
  • Managing lead through from enquiry to completion
  • Understanding what is meant by TCF (Treating Customers Fairly) and acting accordingly
  • Ensure work undertaking is compliant and meets Data Protection regulations
  • Provide advice to client on regulated transactions (if CeMap qualified)
  • Adherence to T&C and AML

Personal Requirements:

  • Experience within the finance sector, ideally with a good understanding of commercial finance funding requirements to enable you to hit the ground running
  • CeMap qualification preferred
  • Strong communication skills both written and verbal with a good telephone manner to ensure sound relationships with clients and colleagues alike
  • Ability to work well under pressure and in a fast paced, energetic environment
  • Excellent time management to be able to work to deadlines where necessary
  • Able to build a rapport and maintain relationships over the phone with clients
  • Self-motivated and driven to exceed targets
  • Energetic team player with the ability to be proactive and work with autonomy, working with integrity and honesty at all times
  • Capable of using and maintaining databases and CRM systems

Who are Finance 4 Business?

Finance 4 Business have been trading for over 15 years and are currently expanding. Our aim is to become the go to partner for both introducing brokers and clients direct, offering unrivalled service with the best customer outcomes.

  • We are proud to be different, we think outside of the box and explore every opportunity. We seek new ideas and different ways of thinking.
  • We have a number of sister companies within the group, all are able to provide additional support to our clients meaning we are a one stop shop for funding solutions.
  • We believe in transparency and communicate openly and honestly, at all levels both internally and externally, it’s essential our introducing partners have trust in what we do and say.
  • We organise for speed and efficiency whilst never wavering from our service standards always striving to improve.
  • We have an excellent management team that coach and don’t preach, we develop our teams and allow people to grow ensuring people have a career not just a job.