Broker Support Assistant

Job Title: Broker Support Assistant – Commercial Lending & Asset Finance

Salary & Benefits: Competitive Salary + Performance Bonus + Benefits

Location: Predominantly Remote; occasional travel across Bristol & Bath

About the Role

Working closely with the Asset Finance Broker and leadership team, you will play a pivotal role in supporting all day-to-day sales activity across commercial lending and asset finance transactions. You will own the operational and administrative deal flow—ensuring smooth submission, approval, and payout across our panel of lending partners. This position is ideal for a detail-oriented professional with strong commercial awareness who thrives in a fast-paced brokerage environment. Although the role is advertised initially as a broker support assistant, this role offers excellent career development opportunities within the wider business to move into a management, relationship manager or sales role depending on your preference.

Key Responsibilities

• Onboarding & Compliance: Request, gather, and verify essential Know Your Customer (KYC), AML, banking, and accounting information from clients.
• Lender Liaison: Act as a key point of contact for funding partners, submitting full deal packages and tracking progress from credit review through to sanction.
• Sales Support: Manage the administrative workflow for the Asset Finance Broker, handling client enquiries and coordinating documentation from initial enquiry to payout.
• Data & System Management: Maintain accurate client files, transaction pipeline data, and CRM records using modern systems and technology.
• Stakeholder Coordination: Communicate effectively with clients, introducers, and internal colleagues to resolve queries and streamline payout timelines.
• Sales Support: Managing all sales support activity for the brokers BDMs
• Systems Administration: Co-ordinating all broker system activity to ensure compliance with sales and regulatory processes
• Invoicing: Work with the external accountants to ensure accurate invoices and finance administration.

Skills & Experience

• Proven experience in a sales support, commercial credit processing, or administrative role within commercial lending, asset finance, or banking.
• Solid understanding of financial documentation, including bank statements, management accounts, and standard KYC/AML requirements.
• Strong written communication skills with the ability to articulate credit proposals clearly.
• High attention to detail and strong organizational skills to manage multiple live deals simultaneously.
• Proficiency with modern CRM platforms, spreadsheet software, and digital onboarding tools.
• Self-motivated and collaborative team player comfortable working independently in a remote setting.

Benefits

• Competitive salary with annual performance bonus.
• Flexible hybrid/remote working model.
• Exposure to a broad panel of top-tier commercial and asset finance lending partners.
• Ongoing training, mentorship, and career progression opportunities into brokering or credit roles.
• Opportunity to make a significant impact within a rapidly growing brokerage.