We are looking for a motivated and detail-oriented Commercial Broker to join our dynamic team. As a Commercial Broker, you will be responsible for providing exceptional financial advice and support to clients, helping them achieve their financial goals. This role requires a combination of analytical skills, market knowledge, and a strong ability to communicate and build relationships with clients.
Key Responsibilities:
Client Consultation:
Work closely with clients to assess their financial needs and objectives.
Tailored Financial Strategies:
Develop personalized financial strategies based on clients' specific goals and circumstances.
Financial Guidance:
Provide clients with a clear understanding of financial options, explaining complex concepts in an easily digestible way.
Market Research:
Stay up-to-date with the latest market trends, ensuring that the financial strategies provided are aligned with current conditions.
Negotiation & Deal Closure:
Assist clients in negotiations and ensure deals are structured in their best interests.
Relationship Building:
Foster long-term relationships with clients to support their ongoing financial success.
Compliance & Documentation:
Ensure all transactions comply with regulatory requirements and maintain accurate client records.
Collaborate with other financial professionals:
to deliver comprehensive service to clients.
Requirements
Previous experience in finance, banking, or a related field
is preferred but not essential. We value transferable skills and a willingness to learn.
Strong analytical skills
with the ability to interpret financial data effectively and make informed recommendations.
Excellent communication skills
- both verbal and written, with a focus on building rapport and fostering long-term relationships with clients.
A proactive approach to problem-solving
- able to think on your feet, find solutions, and drive results both independently and as part of a team.
A genuine interest in helping others
- passionate about supporting clients in achieving their financial goals and delivering value through expert advice.
Relevant qualifications in finance or business
would be advantageous, though not mandatory, as we are open to individuals willing to develop their skills within the role.
What We Offer - Commercial Brokers
Deal placement
- With our comprehensive deal placement support, you can focus on building relationships while we help get your deals over the line.
Work with Fully FCA-Regulated Professionals
- Collaborate with experienced brokers operating under strict regulatory standards.
Professional Indemnity insurance -
included, you can operate with confidence, knowing you're protected under our comprehensive coverage.
Regulatory & Compliance Support
- Stay compliant effortlessly with expert guidance and oversight.
Whole of Market
- Work with a diverse panel of our lending partners offering tailored financial solutions.
Collaborative Community
- Engage with a network of experienced finance professionals for shared insights and support.
Competitive Commission Structure
- Enjoy attractive commission rates, negotiated directly with lenders.
Competitive Commission Split
-designed to reward your efforts and ensure that you are fairly compensated for the business you generate.
Flexible Partnership Options
- Choose between Appointed Representative (AR) and Introducer Only (IAR) models to suit your business needs.
What We Offer - Introducer Only (IAR)
Simple & Straightforward
- As an Introducer, you can refer clients to us without the responsibility of advising them directly.
Commission Based
- Earn commissions for each successful referral, with no need for extensive regulatory oversight.
No Advice Responsibility
- You focus on introducing clients, and we handle the advice and suitability process.
The ideal candidate must have a well-established existing client portfolio, demonstrating a strong network and the ability to manage and nurture ongoing client relationships. In addition, the candidate must possess a proven track record in generating new business leads independently.
Success in this role requires a self-driven, motivated individual who can effectively grow their business while maintaining high levels of customer satisfaction and retention.
We are looking for motivated individuals who are ready to make a real impact and grow within a supportive and dynamic environment. If you're ready to take your career to the next level, we want to hear from you!