Asset Finance Specialist (Broker)

Company Description

Charles & Dean is one of the UK’s leading independent finance brokers, specializing in bespoke commercial, asset, and car finance solutions. We partner with ambitious individuals and businesses to deliver tailored funding solutions, from supporting business growth to helping clients secure their dream vehicles. With access to a broad panel of trusted lenders and a reputation for exceptional service, we offer a personalized and transparent approach to simplify the finance journey. Over the past decade, we’ve supported over 7,500 clients and facilitated more than £700 million in funding.

Role Description

This is a full-time hybrid role for an Asset Finance Specialist (Broker), located in Stamford with some limited work from home allowed. The Finance Specialist will be responsible for business development including generating and managing a customer portfolio. Writing proposals for submission to our funding panel. Liaising with funders, customers and suppliers to ensure good customer outcomes. Day-to-day tasks include managing your own pipeline, providing exceptional customer service, and collaborating with the wider team develop tailored solutions for clients.

Qualifications

• Asset Finance experience (3yrs or more preferred)
• Proven & Verifiable track record of success in AF Sales
• Proficiency in compiling complex funding proposals to a high level
• Ability to manage multiple client accounts and customer relationships
• Efficient lead and customer management skills.
• Proactive with a positive attitude and good at collaboration.