Business Finance Assistant

Overview Details Apply


Number of vacancies:
1 or 2

Company name:
Balance for Business Ltd

Company location:
28A Estover Close Plymouth PL6 7PL

Salary per week:
National Minimum Wage depending on age etc.

9am to 5pm (Monday to Friday) totalling 35 hours a week.


  • Completion of standard documentation
  • Administration tasks
  • Support to the wider non-sales team
  • Preparing basic documentation
  • Working with our Social Media partners
  • Research of lending products
  • Attending internal client meetings to broaden experience levels
  • In house training to ensure industry knowledge remains constantly updated.


All training to be provided by City College Plymouth alongside the employer.

Qualities and skills:

  • Excellent Communication Skills – You must LOVE to talk, communicate & use social media
  • Good literacy skills – We pride ourselves on the presentations that 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 – You have got to love talking on the phone. Happy “chatterboxes” make for great team members!!!
  • Social Media – We need our people to love communicating via social media including Facebook, Linked In & Twitter
  • 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 both internally & 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. 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.


This is the first step on a great career path within the business finance/funding environment.

There are excellent opportunities to progress towards either a more senior sales support role of further training in our Business Development Team

Other info:

We are a firm of Commercial Finance Brokers, who source business funding for SME’s & Corporate Clients.