Trainee Commercial Finance Broker – Cardiff (Mentored)

Recruit So Simple Ltd; Cardiff; On-site; GBP 25,000 - 26,000; Full time

Benefits offered by this job

22 days’ holiday plus bank holidays

Company pension

On-site parking

Gym

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Numerical skills

Attention to detail

Communication

Organisation

Time management

Rapport building

Willingness to learn

Driving licence

Financial services experience

Education

Bachelor degree or equivalent beneficial

Job description

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.