Financial Adviser jobs in Stevenston
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- Liaising with intermediary advisers to assist in processing loan applications.
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- DSL Business Finance LtdHybrid work in Glasgow G51 2JA·
- Liaising with intermediary advisers to assist processing of loan applications.
- Working with external advisers to ensure DSL services meet the changing needs of…
- View all DSL Business Finance Ltd jobs - Glasgow jobs
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- Knowledge of financial services compliance and business operations (preferred but not essential).
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Job Post Details
LOAN OFFICER (IFS) - job post
Job details
Pay
- £25,000 - £32,000 a year
Job type
- Part-time
Shift and schedule
- Flexitime
- Monday to Friday
Location
BenefitsPulled from the full job description
- Bereavement leave
- Company pension
- Flexitime
- Free parking
- On-site parking
- Paid volunteer time
- Sick pay
Full job description
Job Purpose:
The Loan Officer is responsible for engaging with IFS loan applicants to submit proposals for loans to underwriting, ensuring alignment with our lending criteria. The post holder will also develop partnerships with local business support agencies, generate new leads, and promote DSL services in the market to grow brand awareness.
Assignment and Review of Work:
Duties are determined by the Chief Operating Officer. An annual appraisal will take place with interim reviews of objectives, along with ongoing informal meetings as required in line with normal business practice. Priorities are set based on business needs.
Key Result Areas:
The role will include, but not be limited to, the following:
Loan Officer Activities
- General administration and appraisal of client applications for all relevant funds.
- Dealing with enquiries and signposting.
- Actively managing work in progress and maintaining good communications with applicants.
- Liaising with intermediary advisers to assist in processing loan applications.
Development/Support Activities
- Supporting clients who wish to make an application with advice and information.
- Making presentations through partner organisations to potential new clients.
- Assisting the DSL team in developing new services for clients and being part of their implementation.
- Working with external advisers to ensure DSL services meet the changing needs of clients and the organisations that support them.
- Referring clients to other agencies where further help is required.
- Actively seeking new opportunities to win and convert loans for new clients.
Corporate Activities
- Assisting with the organisation of DSL client and partner events.
- Representing the company at relevant events.
Job Requirements
Essential
- Personally organised, diligent with strong attention to detail.
- Excellent verbal and written communication skills.
- Ability to work independently and as part of a team.
- Ability to take initiative as required.
- Desire to learn and gain new skills.
- Business plan assessment skills.
- Minimum 2 years of lending experience to SMEs.
Desirable
- Financial qualification/experience.
- 3 years' general business experience.
- Car owner with a clean licence.
- Experience working as part of a team in a fast-paced environment.
Job Type: Part-time
Pay: £25,000.00-£32,000.00 per year
Expected hours: 14 per week
Benefits:
- Bereavement leave
- Company pension
- Flexitime
- Free parking
- On-site parking
- Paid volunteer time
- Sick pay
- Work from home
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Glasgow G51 2JA
Application deadline: 21/04/2025
Reference ID: Loan Officer (IFS)
Expected start date: 01/05/2025