At a Glance
- Tasks: Support clients in securing funding and build strong relationships within the team.
- Company: Join Christie Finance, a vibrant company simplifying commercial finance for over 45 years.
- Benefits: Enjoy competitive commissions, car allowance, holiday carryover, and employee wellbeing support.
- Other info: This role is full-time and based in Bristol; sponsorship is not available.
- Why this job: Be part of a dynamic team focused on personal and professional growth in a collaborative environment.
- Qualifications: Experience in banking or finance broking is essential; knowledge of key sectors is a plus.
The predicted salary is between 28800 - 48000 Β£ per year.
Christie Finance embodies a culture where teamwork meets ambition. Our expertise ensures client success, supported by a flexible, dynamic team that values hard work. We have created a positive and rewarding place to work. We work in a collaborative autonomous environment where driven individuals are given the support to see each day as an opportunity for personal and professional growth. We invest heavily in training for our employees where skills are maintained through a program of Continuing Professional Development. This is a fantastic opportunity to join a team of experienced brokers, learning the role, our sectors and forging a long lasting career in brokering unsecured and asset finance on behalf of our clients.
The Role
The purpose of the role is to assist both existing and new clients to obtain unsecured loans and asset finance in a timely and efficient manner. Building strong relationships with the Christie & Co agents and other finance consultants across the business is key to assisting in generating leads and supporting the needs of our clients.
Responsibilities
In this role you will:
- Keep up to date with industry knowledge or changes to enable the identification of appropriate solutions for customers.
- Source and present facilities to clients
- Maintain successful working relationships with our funder panel and assist with its development as required
- Leverage the Christie & Co database of registered business purchasers and existing operators to develop business opportunities
- Foster working relationships with Christie & Co colleagues to maximise referral opportunities and reciprocal business
- Have a relationship-led mentality and maintain ongoing contact with prospective clients (both internal and external) to ensure Christie Finance is foremost in their minds for any business finance opportunity and ensure an exceptional client experience.
- Plan, manage and execute several ongoing assignments at any one time whilst ensuring that tight deadlines are met
- Operate in line with FCA Guidelines, internal company policies & best practice
- Maintain professional expertise through course attendance, reading on financial journals, and further training in line with but not limited to CF CPD requirements.
What we are looking for
The suitable candidate for this role would bring:
- Experience within the financial services in a sales environment
- An understanding of SME businesses and their typical finance requirements
- Experience/ knowledge of unsecured lending and asset finance
- Demonstrates a strong work ethic with a commitment to excellence
- Proven ability to retain and apply knowledge effectively
- Driven by continuous growth, development, and achievement
- Customer-facing experience: understanding customer needs and identifying pain points
- Strong relationship-building skills
- Excellent communication skills- both verbal and written
- Industry awareness (TCF, AML, FCA regulations)
What we offer you
- Car allowance and Insurance for you plus one
- Mileage Allowance Relief
- Holiday carryover & additional Christmas leave
- Employee wellbeing assistance via Plumm
- Cycle to work scheme
- Recommend a Friend employee referral bonus
Finance Broker employer: Christie Finance
At Christie Finance, we pride ourselves on being a vibrant and progressive employer that champions personal and professional growth. Our collaborative work culture in Bristol fosters strong relationships and teamwork, while our commitment to employee development through extensive training and a competitive benefits package ensures that our finance brokers thrive in their roles. Join us to be part of a dynamic team dedicated to making commercial finance accessible and straightforward for our clients.
StudySmarter Expert Adviceπ€«
We think this is how you could land Finance Broker
β¨Tip Number 1
Familiarise yourself with the commercial finance landscape, especially in sectors like Pharma or Medical. This knowledge will not only help you understand client needs better but also demonstrate your commitment to the role during interviews.
β¨Tip Number 2
Network actively within the finance community, particularly with professionals from banks and boutique finance organisations. Building these connections can lead to valuable insights and potential referrals that could set you apart as a candidate.
β¨Tip Number 3
Engage with Christie Finance's existing content and updates on social media. Showing that you are informed about their recent developments and culture can give you an edge in interviews and help you align your values with theirs.
β¨Tip Number 4
Prepare to discuss how you would maintain and foster relationships with clients and colleagues. Highlighting your relationship-building skills and providing examples of past successes can resonate well with the team-oriented culture at Christie Finance.
We think you need these skills to ace Finance Broker
Some tips for your application π«‘
Tailor Your CV:Make sure your CV highlights relevant banking or finance broking experience, especially in corporate finance. Emphasise any knowledge of key sectors like Pharma or Medical, as this is desirable for the role.
Craft a Compelling Cover Letter:Write a cover letter that showcases your problem-solving abilities and your professional approach when dealing with clients. Mention your strong networking skills and how you can contribute to building relationships within the Christie Group.
Showcase Your Skills:In your application, clearly outline your self-motivation, tenacity, and attention to detail. Provide examples of how you've successfully managed multiple assignments and met tight deadlines in previous roles.
Research the Company:Familiarise yourself with Christie Finance and its mission to make commercial finance simple and accessible. Understanding their culture and values will help you align your application with what they are looking for in a candidate.
How to prepare for a job interview at Christie Finance
β¨Research the Company
Before your interview, take some time to learn about Christie Finance and its mission. Understand their approach to commercial finance and how they support clients. This will help you tailor your answers and show genuine interest in the role.
β¨Showcase Your Relationship-Building Skills
As a Finance Broker, building strong relationships is key. Prepare examples from your past experiences where you've successfully developed client relationships or collaborated with colleagues. Highlight your networking skills and how they can benefit Christie Finance.
β¨Demonstrate Industry Knowledge
Stay updated on the latest trends and changes in the finance sector, especially in corporate finance. Be ready to discuss relevant topics during the interview, showcasing your expertise and ability to identify appropriate solutions for clients.
β¨Prepare for Problem-Solving Questions
Expect questions that assess your problem-solving abilities. Think of scenarios where you've had to overcome challenges in finance broking or banking. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.