At a Glance
- Tasks: Engage potential clients through calls and secure new business opportunities.
- Company: Fast-growing finance firm with a vibrant and meritocratic culture.
- Benefits: Competitive salary, rapid career progression, and 1-1 training.
- Other info: Exciting office culture with corporate outings and performance recognition.
- Why this job: Join a dynamic team and make an impact in the finance industry.
- Qualifications: A Levels ABB and a 2.1 degree; passion for sales required.
The predicted salary is between 36000 - 50000 £ per year.
An incredible opportunity for a motivated, driven and commercially astute graduate to rapidly progress their career within a fast growing, meritocratic and dynamic finance firm. As a Graduate Finance Broker, you will be contacting potential clients through outbound calls, positioning Portman Finance Group’s financial solutions in a consultative manner and passing qualified leads to our busy Sales Team. With an annual starting salary ranging from £36,000 to £50,000 (depending on academic background and interview performance), we are looking for someone who has a natural flair to build telephone rapport alongside the ability to drive sales processes to completion and achieve key KPI targets in a highly competitive and lucrative environment.
Please do not apply if you consider yourself more of an analyst as this role will not be right for you.
Responsibilities
- Conduct outbound sales activity to establish rapport and interest with potential new clients, ultimately building a pipeline and securing new business opportunities;
- With a customer-centric approach, qualify client interest through a consultative sales process to understand their commercial standing and position Portman’s financial solutions;
- Write and prepare proposal documentation and credit applications as and when required, including working with clients to gather appropriate financial and non-financial paperwork;
- Record all sales activity in our CRM;
- Build and maintain a pipeline of live opportunities;
- Any other appropriate job duties in line with the associated skill and experience of the post holder.
RequirementsSkills & Experience Required
- Motivated and driven individuals with a passion for sales;
- Ability to communicate clearly and concisely whilst building rapport and trust;
- Minimum of ABB at A Level and a 2.1 or above University Degree across any discipline;
- Resilient with the capability to work under pressure in a fast-paced meritocratic environment;
- Strong commercial acumen, with an interest in business;
- Dynamic individuals with an entrepreneurial, self-starter approach;
- Positive and engaging telephone manner.
Personal Attributes
- Success and winning motivated. If coming third is good enough for you, please do not apply;
- Excellent written and oral communications skills;
- Ability to build strong and effective working relationships at all levels, including senior stakeholders;
- Adept at problem-solving with a can-do attitude;
- Strong organisational skills with a high attention to detail;
- Ability to prioritise and handle multiple tasks at any given time;
- Ability to work on own initiative as well as being a team player.
Benefits
- Very competitive salary and incentives;
- Rapid career progression;
- Vibrant office culture with break out lounge, bar and corporate days out;
- 1-1 training and mentoring;
- Meritocratic culture;
- Performance recognition.
Please note that as part of the recruitment process a criminal records check/credit history check will be carried out by an authorised third party.
Graduate Finance Broker - March 2027 in Northampton employer: Portman Finance Group
Portman Finance Group is an exceptional employer that fosters a dynamic and supportive work culture in Northampton, where ambitious individuals can thrive. With competitive salaries and performance-based incentives, employees are encouraged to grow rapidly within the finance sector, benefiting from comprehensive training and mentorship opportunities. Join us to be part of a forward-thinking team that values innovation and personal development, making your career journey both meaningful and rewarding.
StudySmarter Expert Advice🤫
We think this is how you could land Graduate Finance Broker - March 2027 in Northampton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Portman Finance Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Graduate Finance Broker - March 2027 in Northampton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Portman Finance Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Portman Finance Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Portman Finance Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Portman Finance Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Portman Finance Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Portman Finance Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
