Small Business Loan Advisor
Job in
Reading, Berkshire, RG1, England, UK
Listed on 2026-09-15
Listing for:
Pertemps Reading
Full Time
position Listed on 2026-09-15
Job specializations:
-
Finance & Banking
Loan Officer / Lending, Financial Advisor / Consultant
Job Description & How to Apply Below
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.
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