Finance Consultant

Christie Finance; Bristol; On-site; GBP 30,000 - 54,000; Full time

Benefits offered by this job

Competitive commission structure

Car allowance and insurance for you +1

Holiday carryover & Christmas leave

Life assurance

Employee wellbeing via Plumm

Cycle to work scheme

Refer a Friend bonus

Job summary

Christie Finance is a dynamic, client-focused firm within the Christie Group. We specialise in sourcing funding for first-time buyers and business owners, backed by a culture of teamwork and continuous professional development.

The role supports clients to realise their ambitions by sourcing funding packages for purchases, growth or repositioning, while building strong internal and external relationships across our multi-service group.

Qualifications

• Banking or finance broking experience in corporate finance is essential.
• Knowledge of sectors such as Pharma or Medical is desirable.
• Professional approach when speaking to clients.

Responsibilities

• Keep up to date with industry knowledge to identify client solutions.
• Source and present facilities to clients.
• Maintain successful relationships with our lender network.
• Leverage Christie Finance databases to develop business opportunities.
• Foster relationships to maximise referral opportunities and reciprocal business.

Skills

Finance broking experience

Relationship building

Professional communication

Problem solving

Job description

We are a vibrant, progressive business and we’re on a mission to make commercial finance simple, accessible and straightforward for our clients. Our mission is to help first time buyers and existing business owners secure funding, which we have done for over 45 years.

As part of the Christie Group network, we work closely with Christie & Co (business agents) in providing financial solutions for commercial business owners and buyers. Our Finance brokers are equipped to specialise in one of our specialist areas formed of four divisions: Core, Corporate Debt Advisory, Unsecured and Real Estate. We have attracted talent from some of the UK’s leading banks as well as boutique finance organisations. Our leadership invest heavily in training our employees and aiding them to maintain their skills through a programme of Continuing Professional Development.

About the team

Christie Finance embodies a culture where teamwork meets ambition. Our expertise ensures client success, supported by a flexible, dynamic team that values hard work. We have created a positive and rewarding place to work. We work in a collaborative autonomous environment where driven individuals are given the support to see each day as an opportunity for personal and professional growth. In our Core Team we have a growing team of 15, with ambitions to grow due to the opportunity via our sister company Christie & Co (business agents).

The Role

The purpose of this role is to support clients to realise their ambitions, by sourcing funding packages to aid a purchase, growth or reposition their business(s). Also, building strong working relationships with all parts of the group is key as we have a multi service group, that will either generate leads or support the need of our clients. This is a fantastic opportunity for someone who wishes to develop a deeper understanding of our sectors and be part of a group of companies that prides itself on knowledge, expertise and excellence.

Responsibilities

In this role as a Finance Broker, you will:

• Keep up to date with industry knowledge or changes to enable the identification of appropriate solutions for customers
• Source and present facilities to clients
• Maintain successful working relationships with our lender network
• Leverage the Christie & Co database of registered business purchasers and existing operators to develop business opportunities
• Foster working relationships with Christie & Co colleagues to maximise referral opportunities and reciprocal business
• Have a relationship-led mentality and maintain ongoing contact with prospective clients (both internal and external) to ensure Christie Finance is foremost in their minds for any business finance opportunity and ensure an exceptional client experience.
• Plan, manage and execute several ongoing assignments at any one time whilst ensuring that tight deadlines are met
• Operate in line with FCA Guideline, internal company policies and best practice

What we are looking for

The suitable candidate for this role would bring:

• Banking or finance broking experience in corporate finance - must have
• Knowledge of our key sectors (e.g. Pharma or Medical) - desirable
• Professional approach when speaking to clients
• Ability to problem solve
• Resolute approach to obtaining competitive client outcomes

More about you

At Christie Finance, we value the importance of creating and maintaining meaningful personal relationships in and outside of the workplace to achieve success, our people are:

• Self-motivated and tenacious
• Strong networking and relationship building skills
• Collaborative and a team players
• Solutions orientated
• A keen eye for attention to detail and due diligence

What we offer you

• A competitive commission structure
• Car allowance and Insurance for you plus one
• Holiday carryover & additional Christmas leave
• Life assurance
• Employee wellbeing assistance via Plumm
• Cycle to work scheme
• “Recommend a Friend” employee referral bonus