£32000 - £40000 per annum
About the Role
This full-time Small Business Loan Advisor role in Reading offers £32,000 to £40,000 depending on experience. The successful candidate will guide applicants through the Start-Up Loan process, helping them shape business ideas and assess funding requests. Duties include reviewing business plans, financial forecasts and supporting documentation, then evaluating affordability, cash flow and overall viability. The advisor will make lending recommendations aligned with credit policy, offer guidance to applicants, and keep accurate CRM records while meeting KPIs and targets. Liaison with internal colleagues and external stakeholders is also central. Strong communication, commercial awareness and confidence analysing financial information are essential for this position.
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.
- 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.
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!