Job Description

We are seeking a dynamic and experienced professional to join our team in a fast-paced, client-focused role. The ideal candidate will uphold the highest personal standards, demonstrate exceptional communication skills, and possess a strong ability to organise, prioritise, and manage a high-volume workload while maintaining full compliance with regulatory requirements.

Preferred Experience:

Candidates with a proven track record of working with high-net-worth (HNW) individuals and commercial clients will be highly regarded.

Key Responsibilities:

Preparing credit papers and submitting mortgage applications Conducting compliance checks on both new and ongoing cases Supporting junior staff and collaborating with colleagues Managing correspondence with new and existing clients Effective communication and relationship management with key stakeholders Building and maintaining a strong professional network Updating and maintaining our CRM system Client invoicing Creating tailored client presentations Case file management General office administration (scanning, printing, etc.) Managing and distributing leads Proactively contacting clients in our back book to generate new business

Requirements:

Minimum 5 years' experience in Commercial Finance (preferred) Previous experience dealing with HNW and commercial clients (highly desirable) Excellent verbal and written communication skills Proficiency in Xero and Microsoft Office Suite (Word, Excel, PowerPoint) Confident, professional, and outgoing demeanour Ability to multitask and perform well under pressure

Benefits:

20 days annual leave plus bank holidays and Christmas shutdown Company holidays and team trips Hybrid working opportunities available for the right candidate
Job Type: Full-time

Pay: 30,000.00-40,000.00 per year

Benefits:

Company events Company pension Work from home
Experience:

mortgage/property finance/banking: 5 years (required)
Work Location: Hybrid remote in Chester CH1 1HG

Reference ID: 0002