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Job Title: Senior Finance Broker
Reports to: CEO/Managing Director
Summary of Role
To generate sales from a portfolio of accounts in accordance with agreed targets and to maximise company profitability.
Key Accountabilities

  • Generate sale from a portfolio of accounts to achieve annual sales targets.
  • Research new sales opportunities within the existing portfolio of accounts and identify new potential clients within the sales area.
  • Monitor feedback from customers to measure satisfaction with company customer service and products.
  • Provide customers and potential customers with information about company products and services.
  • Establish and maintain effective communication links with other company departments to identify all sales opportunities.
  • Maintain awareness of sales and other developments amongst competitors and pass any relevant information to the appropriate company staff.
  • Maintain all required records of sales and other relevant information to allow performance to be measured and monitored.
  • Maintain an awareness of developments in sales generation and product development.
  • Other ad Hoc duties, as required by the business.
Key Performance Indicators

  • Meeting mutually agreed sales targets.
  • Sales data or records kept up to date and securely stored.
  • All relevant regulatory requirements are met and complied with..
Qualifications & Experience


  • A-C GCSE Maths and English, or equivalent.
  • At least 3 years relevant experience.


  • Educated to degree level or higher..
Jobholder Attributes

  • The ability to handle confidential data securely and discretely
  • Able to accurately input data and keep records up to date.
  • Excellent organisational skills
  • Excellent verbal and written communication
  • Excellent phone manner
  • Able to effectively communicate with and to form appropriate working relationships with people at all levels within the company
  • Able to effectively communicate with and to form appropriate working relationships with people at all levels within the company
  • Attention to detail
  • Commercial awareness and ability to understand business needs.
  • Familiarity with Microsoft Office programs and a good standard of general computer literacy.
  • Target Driven and Results Oriented
  • Team Player
  • Ambition and Desire to succeed
  • Strong work ethic
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Disclaimer: JD Capital Finance helps UK firms access business finance, working directly with businesses and their trusted advisors. We are a credit broker and do not provide loans ourselves. All finance and quotes are subject to status and income. Applicants must be aged 18 and over and terms and conditions apply. Guarantees and Indemnities may be required. JD Capital Finance can introduce applicants to a number of providers based on the applicants' circumstances and creditworthiness. JD Capital Finance may receive a commission or finder’s fee for effecting such introductions.

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