Asset Finance Broker

Financial Personnel Solutions Limited
From £0 to £100,000 per annum
11 Oct 2018
20 Oct 2018
Contract Type
Full Time

This job is nationwide, field/home based. The job holder would cover their own region and is self employed

Job Description

***Are you ready for a challenge?***

Do you have knowledge of Asset Finance? Do you want to be well rewarded for your hard work?

Are you ready to break out on your own but with the comforting support and backing of a close, professional team?

Then this is the challenge for you! A role that offers freedom, rewards hard work and allows you to control your own destiny.

Our UK-wide client specialises in advice and arrangement of finance for businesses and business owners - be it for additional equipment, machinery, vehicles, or IT (hard & software) etc. - through their approved panel of 70+ lending sources including High Street and Merchant Banks, Commercial Finance Houses and Independent Finance Sources.

The main purpose of this role is therefore to source finance for customers who wish to purchase tangible business assets.

The main tasks:

·Communicating with customers via telephone, email and letter.

·Having knowledge of different types of asset finance in order to assess which product would best suit the customer’s needs

·Be able to read and understand financial information provided by the customer.

·Understand and comply with our clients’ compliance procedures

·Complete finance documentation.

·Communicating with funders at all levels

·Explain the pros and cons of financial products to ensure the customer understands the products they are considering.

·Attend regular sales training meetings

·Possess the necessary IT skills to be able to carry out everyday tasks such as using Word, Excel, Outlook and any CRM system in place.

·Comply with data protection and security procedures.

·Keep up to date with Anti-Money Laundering procedures, complaints handling procedures, the firms approach to Treating Customers Fairly, Management of Conflict procedures, Whistle blowing procedures and Data Protection / Data Security requirements within the firm

·Must work within the company framework

·Access to over 70 funders

·Total freedom to develop your own relationships with funders – no central control/dictation

·Unlimited access to Creditsafe

·All day to day stationery

·Brokers can realistically expect earnings of over £120k per annum.

·Annually limited commission override amount – 80/20 broker/company split up to £120k in calendar year, once £120k is reached the broker keeps 100% of excess earnings.

·Holiday/sickness support

·24/7 IT support including remote repair

·Admin support from head office

·CRM system

One of the fundamental aspects of this role is being aware of your responsibilities to the customer to ensure that they are treated fairly. Our client is regulated by the FCA and has a duty to comply with the rules and regulations in carrying on its business. As a self employed agent of our client, you are expected to comply with all compliance procedures. Accuracy when completing finance documentation and an attention to detail and when executing compliance procedures.

This is NOT any ordinary commission-based job, our clients' current team of brokers have worked for them for an average of 6 years, with this role, you can expect longevity.

So what do you need? You’ll require a laptop, mobile phone and car. An existing client portfolio is essential for this role in order to hit the ground running.

Job Type: Full-time

Salary: £0.00 to £100,000.00 /year

Please note that due to the huge demand in our roles, we may not be able to contact you in the event you are unsuccessful. We will however keep your details and put you forward for similar roles unless you request us not to do so.

Application Questions

We would ask the following questions:

·How many years of Asset Finance experience do you have?

·How many years of sales experience do you have?

·Do you have a Driving License?

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