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Trainee Commercial Finance Broker

Rhondda Cynon Taff
  • Employer – CF Finance Ltd
  • Location RTC
  • Hours – 8:30am to 5:00pm
  • Permanent – Full time – Permanent

Applications close: 30th July
Reporting to – Directors and Commercial Manager

Job Overview
Training to be a fully qualified CeMap Bridging and Commercial Finance broker

You will experience each element of being a broker manager from sales through to the completion with the support of a senior broker manager.

You will be required to speak to clients, introducing brokers and solicitors to assist in the completion of the cases you are working on.

Learn more about CF Finance Ltd at

Introduction to CF Finance Bridging and Commercial

Introduction to CF Finance
Learning about lenders products and Mortgage Brain
Learn about data privacy and data protection
Learn the phone and computer systems
Learn the compliance procedures

Sourcing New Deals

Call brokers to discuss products and services we can offer them whilst building broker relationships
Add new clients and brokers on our CRM System
Broker Checks

Case Processing

Liaising with designated brokers clients / banks / solicitors on cases
Issuing of mortgage and loan documents
Requesting client personal documentation
Run ID Checks and Land Registry

Trainee Underwriting

Learn to source the correct lender and provide evidence to support your research
Manage a Bridge, BTL and a Commercial case from start to finish under the guidance of a senior broker manger
Pass CeMAP Exams

Broker Manager

Manage 5 fully compliant cases from start to finish under the supervision of a senior broker manager

Essential Position Requirements

Recent undergraduate degree – minimum 2.1
Financial, Business, Sale or Marketing degree
Confident mathematical ability
Enthusiastic, personable and self-driven
Comfortable with numbers/figures
Proactive attitude

Financial experience is helpful however successful recruitment is merit based so not essential
Full driving license and own vehicle

Cardiff Capital Region
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