Job Overview: Commercial Broker
We are looking for a motivated and detail-oriented Commercial Broker to join our dynamic team. As a Commercial Broker, you will be responsible for providing exceptional financial advice and support to clients, helping them achieve their financial goals. This role requires a combination of analytical skills, market knowledge, and a strong ability to communicate and build relationships with clients.
Key Responsibilities:
- Client Consultation: Work closely with clients to assess their financial needs and objectives.
- Tailored Financial Strategies: Develop personalized financial strategies based on clients’ specific goals and circumstances.
- Financial Guidance: Provide clients with a clear understanding of financial options, explaining complex concepts in an easily digestible way.
- Market Research: Stay up-to-date with the latest market trends, ensuring that the financial strategies provided are aligned with current conditions.
- Negotiation & Deal Closure: Assist clients in negotiations and ensure deals are structured in their best interests.
- Relationship Building: Foster long-term relationships with clients to support their ongoing financial success.
- Compliance & Documentation: Ensure all transactions comply with regulatory requirements and maintain accurate client records.
- Collaborate with other financial professionals: to deliver comprehensive service to clients.
Requirements
- Previous experience in finance, banking, or a related field is preferred but not essential. We value transferable skills and a willingness to learn.
- Strong analytical skills with the ability to interpret financial data effectively and make informed recommendations.
- Excellent communication skills – both verbal and written, with a focus on building rapport and fostering long-term relationships with clients.
- A proactive approach to problem-solving – able to think on your feet, find solutions, and drive results both independently and as part of a team.
- A genuine interest in helping others – passionate about supporting clients in achieving their financial goals and delivering value through expert advice.
- Relevant qualifications in finance or business would be advantageous, though not mandatory, as we are open to individuals willing to develop their skills within the role.
What We Offer - Commercial Brokers
- Deal placement - With our comprehensive deal placement support, you can focus on building relationships while we help get your deals over the line.
- Work with Fully FCA-Regulated Professionals – Collaborate with experienced brokers operating under strict regulatory standards.
- Professional Indemnity insurance - included, you can operate with confidence, knowing you're protected under our comprehensive coverage.
- Regulatory & Compliance Support – Stay compliant effortlessly with expert guidance and oversight.
- Whole of Market – Work with a diverse panel of our lending partners offering tailored financial solutions.
- Collaborative Community – Engage with a network of experienced finance professionals for shared insights and support.
- Competitive Commission Structure – Enjoy attractive commission rates, negotiated directly with lenders.
- Competitive Commission Split -designed to reward your efforts and ensure that you are fairly compensated for the business you generate.
- Flexible Partnership Options – Choose between Appointed Representative (AR) and Introducer Only (IAR) models to suit your business needs.
What We Offer - Introducer Only (IAR)
- Simple & Straightforward – As an Introducer, you can refer clients to us without the responsibility of advising them directly.
- Commission Based – Earn commissions for each successful referral, with no need for extensive regulatory oversight.
- No Advice Responsibility – You focus on introducing clients, and we handle the advice and suitability process.
The ideal candidate must have a well-established existing client portfolio, demonstrating a strong network and the ability to manage and nurture ongoing client relationships. In addition, the candidate must possess a proven track record in generating new business leads independently.
Success in this role requires a self-driven, motivated individual who can effectively grow their business while maintaining high levels of customer satisfaction and retention.
We are looking for motivated individuals who are ready to make a real impact and grow within a supportive and dynamic environment. If you’re ready to take your career to the next level, we want to hear from you!
Job Types: Full-time, Part-time, Temporary, Freelance
Pay: £50,000.00-£100,000.00 per year
Additional pay:
- Commission pay
- Performance bonus
Benefits:
- Company events
- On-site parking
- Work from home
Work Location: Hybrid remote in Solihull B91 3XZ
