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- Tasks: Manage customer portfolios and write funding proposals while providing top-notch service.
- Company: Join Charles & Dean, a leading UK finance broker known for tailored funding solutions.
- Benefits: Enjoy a hybrid work model with flexibility and access to a broad panel of lenders.
- Why this job: Be part of a dynamic team that supports clients in achieving their financial dreams.
- Qualifications: 3+ years in asset finance sales with a proven track record and strong customer management skills.
- Other info: This is a mid-senior level full-time role based in Stamford.
The predicted salary is between 36000 - 60000 £ per year.
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Head Of Commercial at Charles and Dean Finance | 07751 802673 | stuart@charlesanddean.com | Asset Finance | Business Loans | Refinance | Sale & HP…
Company Description
Charles & Dean is one of the UK’s leading independent finance brokers, specializing in bespoke commercial, asset, and car finance solutions. We partner with ambitious individuals and businesses to deliver tailored funding solutions, from supporting business growth to helping clients secure their dream vehicles. With access to a broad panel of trusted lenders and a reputation for exceptional service, we offer a personalized and transparent approach to simplify the finance journey. Over the past decade, we’ve supported over 7,500 clients and facilitated more than £700 million in funding.
Role Description
This is a full-time hybrid role for an Asset Finance Specialist (Broker), located in Stamford with some limited work from home allowed. The Finance Specialist will be responsible for business development including generating and managing a customer portfolio. Writing proposals for submission to our funding panel. Liaising with funders, customers and suppliers to ensure good customer outcomes. Day-to-day tasks include managing your own pipeline, providing exceptional customer service, and collaborating with the wider team develop tailored solutions for clients.
Qualifications
- Asset Finance experience (3yrs or more preferred)
- Proven & Verifiable track record of success in AF Sales
- Proficiency in compiling complex funding proposals to a high level
- Ability to manage multiple client accounts and customer relationships
- Efficient lead and customer management skills.
- Proactive with a positive attitude and good at collaboration.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
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Asset Finance Specialist (Broker) employer: Charles & Dean
Contact Detail:
Charles & Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Asset Finance Specialist (Broker)
✨Tip Number 1
Network with professionals in the asset finance industry. Attend relevant events or webinars where you can meet potential colleagues or clients. Building relationships can give you insights into the company culture and expectations.
✨Tip Number 2
Familiarise yourself with the latest trends in asset finance. Understanding current market conditions and emerging technologies can help you stand out during discussions with the hiring team.
✨Tip Number 3
Reach out directly to the job poster, Stuart from Charles & Dean, via the provided contact details. A direct message can show your enthusiasm for the role and may give you an edge over other candidates.
✨Tip Number 4
Prepare to discuss your previous successes in asset finance during the interview. Have specific examples ready that demonstrate your ability to manage client accounts and deliver exceptional service.
We think you need these skills to ace Asset Finance Specialist (Broker)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Asset Finance Specialist. Familiarise yourself with the key tasks such as business development, managing customer portfolios, and writing funding proposals.
Tailor Your CV: Highlight your relevant experience in asset finance, particularly any proven track record in sales. Make sure to include specific achievements that demonstrate your ability to manage client accounts and relationships effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the finance industry. Mention your experience in compiling complex funding proposals and how you can contribute to Charles & Dean's mission of providing tailored funding solutions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail and professionalism, which are crucial in the finance sector.
How to prepare for a job interview at Charles & Dean
✨Showcase Your Asset Finance Experience
Make sure to highlight your relevant experience in asset finance during the interview. Be prepared to discuss specific examples of how you've successfully managed client accounts and generated business in this field.
✨Prepare Tailored Proposals
Since writing proposals is a key part of the role, practice discussing how you approach compiling complex funding proposals. Bring examples if possible, as this will demonstrate your proficiency and attention to detail.
✨Demonstrate Customer Relationship Management Skills
Be ready to talk about your strategies for managing multiple client accounts. Discuss how you ensure exceptional customer service and maintain strong relationships with clients, funders, and suppliers.
✨Exude Positivity and Collaboration
Charles & Dean values a proactive attitude and teamwork. During the interview, convey your enthusiasm for collaboration and share instances where you've worked effectively within a team to achieve common goals.
