Trainee Finance Broker, Jobs, 528

Trainee Finance Broker

Ref: 528 | Posted: 2nd Aug 2022

Customer Services


£22,000-£24,000 plus commission

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Our client is a highly successful finance company based in Bishops Stortford.  Due to internal promotion, they are looking to recruit a TRAINEE FINANCE BROKER to join their team. This role is very much so a customer service based role that would suit someone who has that natural ability to do sales but perhaps doesn't want to. 

The TRAINEE FINANCE BROKER is responsible for working on a customers behalf to find them the best finance options available to them through external suppliers. You will need to be strong at building relationships and working to tight deadlines. 

The role could suit an education leaver or someone who is already working but would like a job change. 

As well as a highly supportive working environment, they offer training, mentoring and access to the senior leadership team to help you develop your career and grow within the company.



  • £22,000 - £24,000 per annum plus commission after probationary period
  • 9am - 5pm Monday - Friday
  • Pension
  • 21 days holiday plus 8 bank holidays
  • Full job training and support
  • Mentorship from an experienced manager
  • Opportunities to progress your career


  • Working on behalf of the customer to identify credit opportunities from a panel of lenders
  • Building and maintaining a great relationship with the panel of lenders
  • Speaking with the lenders to discuss the customer as a potential new contract
  • Coordinating the set up of new reseller accounts, ensuring that they are approved by the underwriting team
  • Providing quotations, calculating and quoting rates
  • On-boarding new reseller accounts
  • Preparing and sending documents via Docusign for e-signature
  • Advising customers of the credit decision
  • Answering the phone 
  • Updating the internal system with all developments

the application process

Apply right now! By using the apply button on this page and attaching your CV.

the agency

A recruitment agency you can trust, Ellis Mason have been matching talented candidates with new job opportunities since 2017. Working with Hertfordshire, Bedfordshire & Cambridgeshire’s most successful businesses, Ellis Mason specialise in commercial recruitment; recruiting people skilled in administration, customer service, HR, finance, marketing, IT & more.

Being an independent recruitment agency means we really get to know our candidates. Saving time for both employers and employees by making the best possible matches. Acting as both a recruitment business and recruitment agency in the fulfilment of this role.

Thank you for your application, Where possible, we endeavour to contact all candidates, however due to the volume of applications, we ask that if you have not heard from us within 7 days to please accept that your application has been unsuccessful on this occasion.