News & Updates

We are hiring – Client Account Manager



Balance for Business is a young and vibrant firm founded in 2010 by our Managing Director, Dave Ottley.

We are a Commercial Finance Brokers that specialises in sourcing all forms of funding, on behalf of our clients, who are predominantly based in the South West/South East of England.

As well as Commercial Finanace, we provide advisory and consultancy services to a small number of our clients on a retained/contracted basis.


Role Description

To provide ongoing support to our existing client base and identify any potential areas where we may be able to assist them further. This demonstrates our client centric approach and desire to work closely with our clients ongoing.

The Business Development side of the role is to work closely with businesses, organisations & networks in the South West of England to identify, develop and manage new income sources for the company as we continue our development. This will include attending networking events on regular basis.


Nature of Role

To liaise with clients, banks, solicitors, valuers and other business associates to monitor and support all aspects of the lending process.

To establish, develop and maintain the marketing strategy as set out by the Managing Director.

This plan will then need to be implemented on a daily/weekly & ongoing basis to our network of introducers and clients.

This will be achieved by also working closely with our retained Marketing Partner, Fuel Communications to deliver a joined up Social Media Strategy.


Notes from Dave Ottley – Managing Director

As the leading Commercial Finance Broker in the South West, it is vital that all of our staff are truly team players, who are flexible, due to the varied nature of the work we undertake.

Whilst we must all work to the maximum of our ability, it is also equally important that we enjoy what we do and the company of our colleagues

Any new employee to our business must adopt these practices to ensure that we achieve success together and all share the rewards that this will bring.


Requirements of Role

 Excellent Communication Skills – You must LOVE to talk, communicate & use social media

 Good literacy skills – We pride ourselves on the presentation we give to our clients

 Excellent organisational skills – We’re busy!!! – You must be self-motivated to achieve in this important area.

 Attention to detail – We MUST “get it right first time” – Our reputation depends on it

 Confident telephone manner – Happy “chatterboxes” make for great team members!!!

 Customer focused – Our clients are why our company exists and we must “over deliver” on every occasion.

 Time Management – As stated above “We are busy” – Deadlines need to be met for our clients and its vital to plan & over prepare daily.

 Work under own initiative – We will support you 100%, but you do need to be inventive and be focused to achieve

 Team player – Goes without saying!!! We have a great team ethic and achieve success together.

 Flexible – A vital component of the role. We are pretty much a 9am to 5pm, Monday to Friday company, but at times we all need to go that bit extra to achieve our goals. So some days may need a few minutes over time and there will be some networking events that are early in the morning or in the evening.

 Competent – in Word, Excel & ideally PowerPoint – Great IT skills make our lives so much easier. Full training can be provided to help our team members.

 Mortgage or Commercial Lending experience would be advantageous, but not essential – We work in a banking/finance & funding environment, so knowledge is helpful but don’t worry if you have little or no previous experience – We can train, develop and support you along the way!!!


Role Specifics

 35 hours per week but flexibility required

 Limited evening & weekend work

 Predominantly Monday to Friday

 Office & Mobile based


Salary & Benefits

 Basic Salary & Bonus/Commission structure

 Realistic Year 1 earnings potential £18,000 to £25,000

 4 weeks’ annual leave (rising annually)

 Company Pension Scheme

 Life Cover


Interested ? Please send your CV to

(We don’t accept applications from agencies !)

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