Broker Account Manager

Recruit So Simple Ltd; Cardiff; In loco; GBP 25.000 - 26.000; Tempo pieno

Vantaggi offerti da questo lavoro

22 days’ holiday plus bank holidays

Company pension

On-site parking

Gym

Descrizione del lavoro

Recruit So Simple Ltd in Cardiff is seeking a Relationship Account Manager for a full-time, office-based role. You’ll support experienced brokers, communicate with clients and lenders, and help prepare finance applications.

No prior specialist finance experience is required as structured training, mentoring and professional qualifications are provided, with a clear path to becoming a Commercial Finance Broker within 12–18 months.

Competenze

• At least 12 months’ experience in a professional working environment.
• Strong numerical skills and excellent attention to detail.
• Confident written and verbal communication skills.
• Professional and enthusiastic approach.

Mansioni

• Support experienced brokers with live commercial finance cases.
• Speak with clients, lenders, solicitors and valuers.
• Research suitable funding options for different client requirements.
• Gather and review financial and property-related information.
• Assist with the preparation and packaging of finance applications.
• Keep clients updated and help transactions progress smoothly.
• Develop understanding of commercial mortgages, bridging and development finance.
• Gradually take responsibility for your own cases as experience grows.

Conoscenze

Numerical skills

Attention to detail

Communication

Organisation

Time management

Rapport building

Willingness to learn

Driving licence

Financial services experience

Formazione

Bachelor degree or equivalent beneficial

Descrizione del lavoro

Relationship Account Manager

Location: Cardiff – office-based

Salary: £25,000- £26,000

Earning progression: Year 2 £34,000 | Year 3 £42,000+

Are you ambitious, good with numbers and interested in building a successful career within property and finance?

We are working with an established specialist finance business that is looking for a bright and motivated individual to join its Cardiff team. You don’t need previous commercial finance or broking experience, as you’ll receive structured training, professional qualifications and one-to-one mentoring from two experienced finance brokers.

This is a genuine career opportunity where you’ll learn how to arrange commercial mortgages, bridging and development finance, with the aim of progressing into a fully qualified Commercial Finance Broker within approximately 12–18 months.

What you’ll be doing

• Supporting experienced brokers with live commercial finance cases
• Speaking with clients, lenders, solicitors and valuers
• Researching suitable funding options for different client requirements
• Gathering and reviewing financial and property-related information
• Assisting with the preparation and packaging of finance applications
• Keeping clients updated and helping transactions progress smoothly
• Developing your understanding of commercial mortgages, bridging and development finance
• Gradually taking responsibility for your own cases as your experience grows

What we’re looking for

You don’t need to be an experienced broker. We would be interested in candidates from banking, property, sales, account management, customer service or another professional environment.

You should have:

• At least 12 months’ experience within a professional working environment
• Strong numerical skills and excellent attention to detail
• Confident written and verbal communication skills
• A professional and enthusiastic approach
• Good organisation and time-management skills
• The ability to build rapport with clients and colleagues
• A genuine willingness to learn and develop
• A full UK driving licence and access to a vehicle
• A degree or previous financial services experience would be beneficial, but neither is essential.

What’s on offer

• £25,000 starting salary
• Clear earning progression to £34,000 in year two and £42,000+ in year three
• Structured commercial finance training programme
• Support towards an industry-recognised qualification
• One-to-one mentoring from experienced brokers
• Progression into a fully qualified Commercial Finance Broker role
• Monday-to-Friday working
• 22 days’ holiday plus bank holidays, increasing with service
• Company pension
• On-site parking and gym

This is a full-time, office-based position in Cardiff and would suit someone who is ambitious, commercially minded and looking for a long-term professional career.