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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, 25 Sep | Get your application in now to be included in the first week's applications.

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

Job ref: 224103569

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-127465033

About this company

Pertemps

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