Job Description

On-site | London (Bank)

Location

: City of London (EC3V) | Hybrid (1 day WFH)

Hours

: Full-time | Monday to Friday | 9:00 AM - 5:30 PM

Are you ambitious, driven, and eager to build a career in finance?

At Charles & Dean, we don't simply offer a job; we provide a clear pathway towards becoming a professional Finance Broker.

Beginning in a Sales Development role, you will engage directly with both prospects and existing customers to understand their requirements and introduce them to the full range of financial products and services we provide. Your focus will be on initial engagement, account activation, and opportunity creation. This role is designed to establish the foundational skill set required for long-term success as a Finance Broker.

Alongside working towards KPIs within your core role responsibilities, you will participate in a structured learning and development programme. Progression is based on competence, with formal assessments across the following areas:

Industry-specific sales skills Core credit knowledge Product expertise Compliance and conduct Systems and process knowledge
This structured pathway ensures you build the capability and confidence needed to advance your career and transition into a professional Finance Broker role.

What You Will Be Doing

As a Sales Development Representative at Charles & Dean, your role will focus on the critical first stages of the client journey - driving engagement, activating new accounts, and creating opportunities for long-term relationships. Your responsibilities will include:

Initial Engagement: Making first contact with prospective and existing customers to understand their requirements, nurture the lead, and introduce the services we provide. Account Activation: Guiding prospects through the onboarding process, ensuring accounts are activated and prepared for future finance opportunities. Opportunity Creation: Identifying client needs and generating qualified opportunities for our Finance Specialists to develop further. Relationship Building: Establishing rapport with clients early on to create trust and position Charles & Dean as their long-term finance partner. CRM & Data Management: Maintaining accurate client records to ensure smooth handovers and support ongoing relationship management. Collaboration: Working alongside Finance Specialists and wider teams to ensure opportunities are maximised and clients receive a seamless experience.

The Charles & Dean Finance Broker Training Programme

Our Finance Broker Training Programme has been recognised within the industry as a standout development pathway, setting the benchmark for broker training. It is structured into three core phases, each designed to develop your skills step by step and prepare you for full qualification as a Finance Broker:

Phase 1: Foundations

Months 1-3

Outbound engagement and structured learning and development

Core sales skills, product knowledge, compliance fundamentals, CRM and data management, and credit basics

Phase 2: Broker Integration

Months 4-5

Continued outbound activity and broker shadowing

Applied learning: client discovery, proposal drafting, credit assessment, and supervised client interaction

Phase 3: Assessment

Month 6

Full broker assessment month

End-to-end deal handling, role-play scenarios, compliance exam, and a formal pass/fail decision

At the end of this programme, successful candidates will progress into the role of Finance Broker, equipped with the technical knowledge, confidence, and real-world experience to excel in the industry. As a Finance Broker at Charles & Dean, you will consistently be supported by leadership and more senior members of the team to ensure a smooth transition into the broking role.

What We're Looking For

We're seeking driven, ambitious, and customer-focused individuals who are ready to grow with us. Ideally, you'll bring:

Excellent communication skills both written and verbal A passion for customer engagement and relationship-building Ambition to develop into a qualified Finance Broker Strong attention to detail and organisational skills Resilience and the ability to thrive in a fast-paced environment Computer literacy and confidence using CRM systems and digital tools A natural curiosity to understand client needs and deliver tailored solutions Alignment with and a genuine appetite for learning
Whilst no prior industry experience is required, previous experience in sales, broking or recruitment may prove advantageous.

We'll provide comprehensive training, mentoring, and support to help you excel.

Why Join Charles & Dean?

At Charles & Dean, we offer more than just a job; we offer a career pathway. Here's what's in it for you:

Hybrid working

: 4 days in-office, 1 day from home

Clear Progression Route:

this role is the gateway to becoming a well equipped qualified Finance Broker

Industry-Recognised Training Programme:

widely regarded as one of the best in the sector

Expert Training & Development:

gain deep financial knowledge while learning from industry leaders

Hands-On Leadership:

our management and supervisors do the job alongside you, meaning they understand the challenges, stay connected, and provide real-world guidance and support

Exclusive Lender & Industry Events:

as your career progresses, you'll gain access to prestigious networking opportunities and industry-leading events aligned with your seniority Private Healthcare via Vitality Mental Health Support through Spill Financial Wellbeing Guidance via Octopus Money Enhanced Sick Pay for added security Cycle-to-Work Scheme Company Pension Annual Leave: 22 days plus your birthday off Regular Company Events to celebrate success Employee Referral Programme A fun, supportive, collaborative, and ambitious culture where your growth is our priority

Locations

London Office: Bank, London Head Office: Near Stamford, Lincolnshire

Compliance & Professionalism

As a business regulated by the Financial Conduct Authority (FCA), you'll ensure compliance with all company and regulatory policies.

If you're

ambitious, personable, and eager to become a Finance Broker

, this is your opportunity to

start your journey

with one of the UK's leading finance brokerages.

Job Types: Full-time, Permanent

Pay: 27,000.00-55,000.00 per year

Benefits:

Bereavement leave Company events Company pension Cycle to work scheme Employee mentoring programme Financial planning services Health & wellbeing programme Private medical insurance Referral programme Sick pay
Ability to commute/relocate:

London EC3V: reliably commute or plan to relocate before starting work (required)
Application question(s):

When would you be able to start a new position?
Education:

A-Level or equivalent (required)
Language:

English at a highly proficient and professional level (required)
Work authorisation:

United Kingdom (required)
Work Location: In person