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Small Business Loan Advisor

Pertemps, Reading

Small Business Loan Advisor

£32000 - £40000 per annum

Pertemps, Reading

  • Full time
  • Permanent

Posted 5 days ago, 11 Sep | Get your application in now to be included in the first week's applications.

Closing date: 09-10-2026 (In 23 days)

Job ref: 224103539

Location ref: Reading

Full Job Description

Small Business Loan Advisor
Location: Reading
Salary: £32,000–£40,000 DOE

We are looking for a Small Business Loan Advisor to support applicants through the Start-Up Loan process, helping them develop their business ideas and assess funding applications.

Key Responsibilities
  • Manage applicants throughout the Start-Up Loan application process.
  • Review business plans, financial forecasts and supporting documentation.
  • Assess affordability, cash flow and overall business viability.
  • Make funding recommendations in line with credit policies.
  • Provide advice and guidance to applicants.
  • Maintain accurate CRM records and work towards KPIs and targets.
  • Liaise with internal teams and external stakeholders.

About You
  • Strong communication skills and commercial awareness.
  • Confident analysing financial information and assessing applications.
  • Excellent organisation and time-management skills.
  • Proficient in Microsoft Office and Excel.
  • Experience using CRM systems such as Zoho or Salesforce.
  • Self-motivated, target-driven and able to use initiative.
  • Experience in business planning, lending, credit assessment or loan approvals is highly desirable.
  • Banking, financial services or start-up advisory experience would be advantageous.

Apply directly

Direct job link

https://www.jobs24.co.uk/job/small-business-loan-advisor-127382171

About this company

Pertemps

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