Commercial Finance Associate (Entry Level / Trainee)
Commercial Finance Associate (Entry Level / Trainee)
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Pinnacle Global Advisory Ltd is a boutique corporate finance and advisory firm supporting entrepreneurs, SMEs and high-growth ventures with strategic advice, funding solutions and M&A services. We’ve recently expanded our offering to include commercial lending and property finance solutions via a network of 250+ lenders – and we’re growing our team to match.
The Opportunity
We’re looking for a motivated, ambitious and commercially minded individual to join our Commercial Lending division. This is an exciting entry-level role where you’ll receive full training and mentorship to become a qualified commercial finance broker. You’ll support clients in accessing a wide range of business and property finance solutions while developing core skills in business development, client advisory and lender engagement.
This is a hybrid role. You will be expected to work from our Sevenoaks office 2–3 days per week, especially during the training period and for team collaboration.
What You’ll Do
* Support the Commercial Director in managing inbound and outbound client enquiries
* Help assess client finance needs and match them to suitable lending products
* Assist in preparing funding proposals, documentation and lender applications
* Build relationships with business owners and property investors
* Maintain accurate records of client interactions and deal progress using our CRM
* Learn about the lending landscape including asset finance, invoice finance, bridging, development finance and commercial mortgages
What We’re Looking For
* A self-starter with a strong work ethic and willingness to learn
* Excellent communication skills, both written and verbal
* Confidence to engage with clients and follow up leads
* Organised, detail-oriented and motivated to build a career in finance
* No previous experience required – full training will be provided
* A genuine interest in business, finance, or entrepreneurship is a plus
Preferred Qualifications (Not Essential)
* Degree in Business, Finance, Economics, or a related field
* GCSEs including Maths and English (Grade C/4 or above)
* Any relevant coursework or certifications in finance, property, or sales
What We Offer
* Full training and ongoing mentorship
* Basic salary (minimum wage) + generous commission structure
* Career development pathway to become a qualified commercial finance broker
* Hybrid working flexibility after initial training
* Be part of a small, growing team with real impact and progression opportunities
How to Apply
Apply directly via LinkedIn or email your CV with a short note explaining why you’re a good fit to hr@pinnacleglobaladvisory.com
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Sales and Management
* Industries
Business Consulting and Services
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