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Commercial broking director north west

Liverpool (Merseyside)
Commercial
£65,000 a year
Posted: 13h ago
Offer description

This role joins a leading accountancy firm in their banking & finance arm of the business. Responsible for the acquisition of new business from offices within your designated area, and for generating your own introductions from a range of introducers. You will have day to day responsibility for managing the transition of each prospect to a client, for managing those clients whom you have obtained funding for, to ensure that the facilities are running smoothly, mediating on the clients behalf with the funders where necessary and ensure that if a client terminates a facility that you are given the opportunity to act on their behalf to obtain an alternative funding solution. You should be able to explain clearly to the partners what funding options are available to their clients and why you have chosen to place business with a specific funder. You will be responsible for presenting to Partners, to networking events and seminars to build the brand. As part of the team you will liaise with the Directors on an on-going basis as appropriate to provide input into the future direction and growth of the Company. Key Skills and Abilities Are able to quickly gain a clear understanding of a prospects business and their funding needs to utilises the correct funder at every opportunity. Ability to be able to understand & identify the funding solutions available in the market. Be able to present to the prospect the suitable solutions and the benefits of each of them. Provide strategic guidance to clients on debt structures. Collate the information from the client and package it for the lender(s) Liaise between prospect and funder to ensure that each transaction is completed smoothly and in the appropriate time scales. Ensure have we have the appropriate agreements in place. Excellent sales negotiation skills, interpersonal skills, excellent communication skills both written and verbal plus attention to detail. You must be financially literate and able to interpret a set of financial statements. Prior experience of using CRM system to plot and pro-actively manage the progress of each client. Proven ability to deliver sales targets within an agreed time frame. Communicate the core values Ability to create satisfactory presentation material for in house and external presentations. Ability to stay abreast, and report on all funding options that become available in the marketplace.

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