Commercial Finance Associate (Entry Level / Trainee)

Pinnacle Global Advisory Ltd; Sevenoaks; Hybrid; GBP 21,000 - 30,000; Full time

Job summary

A leading corporate finance firm seeks a motivated and commercially minded individual for the role of Commercial Finance Associate. This entry-level position offers comprehensive training and mentorship to develop into a qualified commercial finance broker, focusing on business and property finance solutions in a hybrid work environment.

Benefits

Full training and ongoing mentorship

Basic salary + generous commission structure

Career development pathway

Hybrid working flexibility

Qualifications

• Entry-level role with full training provided.
• Motivated individuals who can engage clients.
• Interest in business or finance is a plus.

Responsibilities

• Support managing client inquiries and assess finance needs.
• Prepare funding proposals and lender applications.
• Build relationships with clients and maintain records.

Skills

Communication

Client Engagement

Organizational Skills

Education

Degree in Business, Finance, or Economics

GCSEs including Maths and English (Grade C/4 or above)

Job description

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 [e-mail]

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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