I have been working in the Broker market since graduating from York St John University in 2017, having studied Business & Marketing Management. I began working for a North Yorkshire Property Brokerage in an internal role and had a fantastic introduction to the market. However, after a year and a half with the firm, I decided that it was time for a new challenge and joined Liquidity Club.
1. My first key learning has been gaining an understanding of the financial products available to clients, and the ways in which deals can be structured according to the business’ specific circumstances. Although it has been a steep learning curve, it has also been a fantastic experience. To develop my understanding, I have read previously finalised case summaries, taken notes, asked questions and learnt from the team’s responses. Although it's been challenging at times, I am thankful to have a truly supportive and welcoming team behind me, helping each day to develop my understanding of the market and the funding solutions available to our clients.
2. My second key learning has been recognising the importance of client care and service when advising commercial clients on funding solutions. I first recognised this during my time shadowing and supporting Commercial Director Adam Simpson with his day to day activities. Based in the North, Adam supports businesses by assessing and recommending the appropriate funders to provide cashflow solutions to suit their needs. From the very beginning, it has been clear that Adam’s number one objective is to do right by his clients and introducers.
During my time working alongside Adam I have attended client meetings, written up case summaries, liaised with both lenders & clients on live cases and most importantly asked questions. All of which has been vitally important during this time in developing my knowledge. It has also highlighted to me the importance of both understanding your client's requirements and objectives to be able to plan out their next 18 months – 2 years’ worth of funding requirements, so that you can pair the client with a lender who will support that journey, not just the next 6 or 12 months.
On reflection, I can honestly say it has been a fantastic start to my new role, and I can't quite believe that I have learnt so much in such a small space of time. I am truly excited for the future at Liquidity and to be working alongside such a great team.
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