We’re looking for an organised and motivated individual to join our Advisory team in a trainee support role. This position provides hands‑on exposure to deal progression, client interaction, and financial advisory processes, with a clear development pathway into more senior support or coordination roles.
The Role
You’ll provide day‑to‑day administrative and operational support to Relationship Managers and Relationship Directors, helping to ensure accurate processing, smooth deal progression, and excellent customer outcomes.
Key responsibilities include:
- Supporting the preparation of quotes, documentation, and deal progression
- Liaising with clients, funders, suppliers, and internal teams
- Managing data, records, and communications through the CRM system
- Supporting meetings, follow‑ups, and stakeholder communication
- Ensuring work is completed accurately and in line with regulatory and compliance requirements
- Contributing to a positive customer experience, following Treating Customers Fairly principles
What We’re Looking For
- Strong attention to detail and good organisational skills
- Confident written and verbal communication
- A professional, customer‑focused approach
- Willingness to learn about financial products, credit processes, and the asset finance market
- Comfortable working with data, systems, and documentation
- Previous experience in administration, customer service, finance, or property is beneficial but not essential.
Development & Progression
This is an entry‑level role with structured training and support, including:
- Credit and deal processes
- Funder relationships
- Deal structuring and market understanding
- Operational and regulatory compliance
If you’re looking to start or develop your career within commercial finance and advisory, this role offers strong foundations, exposure to real deals, and clear progression opportunities.
What we're looking for
- Have a desire to work in a professional services environment
- Are curious, eager to learn, and enjoy solving problems.
- Have strong communication and customer service skills
- Proactive and open to taking on new challenges
- Have excellent attention to detail and a knack for organising tasks.
- Eager and willing to learn new skills
- Communicate clearly and confidently, both in writing and face-to-face.
- Comfortable to work both independently and as part of a team
- Confident with IT
- Are resilient and able to stay calm under pressure.
- Have a 9 to 4 in Maths and English at GCSE or equivalent
Why join us?
As a broader PLC group, we’ve doubled in size since 2019 and we have ambitions to maintain that growth profile moving forward, so we’re looking for people who want to help us shape our future. We value applied intellect, curiosity and an entrepreneurial spirit and we’re committed to creating an inclusive environment where everyone can thrive.
- Company pension
- Cycle to work scheme
- 23 days’ holiday (plus bank holidays)
- Option to Buy Holidays
- Professional Qualification Support
- Enhanced maternity and paternity leave
- Employee discount scheme (Gym, Retailers etc)
- Social events throughout the year
- Health & Wellbeing programme
- Paid volunteer time
- 24/7 Access to virtual GP + Mental Health Support
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