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- Tasks: Transition from banking to broking, helping clients access tailored lending solutions.
- Company: Join a well-established professional services firm with a successful brokerage arm.
- Benefits: Enjoy a strong base salary, uncapped commission, and additional benefits.
- Why this job: Make a real impact by offering diverse solutions and building lasting client relationships.
- Qualifications: Seeking experienced Relationship Managers, Relationship Directors, or Commercial Bankers.
- Other info: This role offers UK-wide opportunities for career growth and resilience.
The predicted salary is between 36000 - 60000 £ per year.
Location: UK-Wide Opportunities | Sector: SME & Commercial Lending | Package: Strong Base + Uncapped Commission + Benefits
Our client is a well-established professional services firm with a highly successful brokerage arm. As demand from SME and Commercial customers for tailored lending solutions continues to rise, they are expanding their team — and looking for experienced bankers who are ready to make the move into broking.
Why are more bankers becoming brokers? Because they want to say yes to their clients. But traditional banks are making that harder:
- Cost-cutting has thinned out RM & RD teams
- Automation replaces relationships
- Lending appetite is narrow and risk-averse
- Product sets are limited, leaving customers underserved
As a broker, you can finally:
- Offer solutions from a full panel of lenders – not just one
- Say yes to more deals by structuring the right blend of products
- Build lasting client relationships based on results, not restrictions
What’s in it for you?
- Client impact – Help customers access the funding they truly need
- Career resilience – Free yourself from changing internal policies and lending appetite
- Earning potential – Competitive base + unrivalled commission structure
If you are an experienced RM, RD or Commercial Banker ready to take control of your future — while still doing what you do best — we’d love to talk. Message us today for a confidential discussion about how this move could work for you.
From Banker to Broker: A Smarter Career Move for 2025 employer: Fintellect Recruitment
Contact Detail:
Fintellect Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land From Banker to Broker: A Smarter Career Move for 2025
✨Tip Number 1
Network with professionals in the broking industry. Attend industry events, webinars, or local meetups to connect with brokers and learn about their experiences. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 2
Research the key players in the SME and Commercial Lending sector. Understanding the market landscape and the major lenders will help you speak confidently about your knowledge during interviews and discussions.
✨Tip Number 3
Prepare to discuss your transferable skills from banking to broking. Highlight your relationship management experience, understanding of client needs, and ability to structure deals that benefit customers.
✨Tip Number 4
Stay updated on industry trends and changes in lending practices. Being knowledgeable about current market conditions will demonstrate your commitment to the role and your ability to adapt to the evolving landscape.
We think you need these skills to ace From Banker to Broker: A Smarter Career Move for 2025
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the transition from banker to broker. Research the differences in responsibilities and how your skills as a banker can translate into broking.
Tailor Your CV: Highlight your relevant experience in banking, focusing on client relationships, deal structuring, and any experience with SME and commercial lending. Make sure to emphasise your ability to offer tailored solutions.
Craft a Compelling Cover Letter: In your cover letter, express your motivation for transitioning to broking. Discuss why you want to help clients access funding and how your background equips you for this role.
Showcase Your Achievements: Include specific examples of successful deals or client relationships you've built in your previous roles. Quantify your achievements where possible to demonstrate your impact in the banking sector.
How to prepare for a job interview at Fintellect Recruitment
✨Understand the Brokerage Landscape
Familiarise yourself with the differences between banking and broking. Be prepared to discuss how your banking experience can translate into a successful broking career, especially in terms of client relationships and tailored lending solutions.
✨Showcase Your Client-Centric Approach
Emphasise your ability to build lasting relationships with clients. Prepare examples of how you've successfully met client needs in the past and how you plan to continue doing so as a broker.
✨Highlight Your Problem-Solving Skills
Be ready to discuss specific instances where you've structured deals or found creative solutions for clients. This will demonstrate your capability to say 'yes' to more deals, which is a key aspect of the broking role.
✨Research the Company and Its Values
Make sure you know about the professional services firm and its brokerage arm. Understanding their mission and values will help you align your answers with what they are looking for in a candidate.
