Capiteq
Commercial Finance Broker & BDM
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Broker – Job Spec (Capiteq Finance)
Role Summary
Job Title: Commercial Finance Broker & BDM
Location: Manchester
Contract: Full-time, permanent (employed or self-employed)
We are building out our commercial finance brokerage arm from Manchester and are hiring a Broker & BDM to originate, structure, and place deals across development finance, business loans, bridging loans, short-term lending, and commercial mortgages. Beyond origination, this person will take the lead in building out Capiteq's external lender panel sourcing, appointing, and managing lender relationships alongside our own-book lending capacity effectively running the brokerage desk day-to-day.
Key Responsibilities
- Lead the build-out of Capiteq's external lender panel across development finance, bridging, business loans, and commercial mortgages - sourcing, appointing, and negotiating terms of business with new lenders.
- Own and run the brokerage desk day-to-day: coordinating case flow, panel relationships, and deal placement, as the senior point of contact.
- Originate new business across development finance, commercial bridging, business loans, short-term lending, and commercial mortgages, via introducers, direct enquiries, and self-generated pipeline.
- Assess borrower requirements and structure the most appropriate finance solution, balancing speed, cost, and lender fit.
- Package and present cases to lenders — including Capiteq's own-book lending arm and panel lenders — managing the process from initial enquiry through to completion.
- Negotiate terms with lenders on the client's behalf, securing competitive rates and workable structures, and monitor panel service levels and pricing benchmarks.
- Maintain and grow a network of introducers (accountants, solicitors, property professionals, other brokers) to generate consistent deal flow.
- Keep accurate, compliant records of client interactions, recommendations, and deal progression on the CRM.
- Stay current on lender criteria, market pricing, and regulatory requirements across the relevant finance products.
- Work closely with Capiteq's credit and underwriting function on own-book placements.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Candidate Requirements
- Proven track record originating and placing deals in development finance, bridging, business loans, or commercial mortgages — minimum 2-3 years in a comparable brokerage or lending role.
- Prior experience building, negotiating, or managing lender relationships/panel agreements is strongly preferred, given the panel-build remit of this role.
- Existing network of introducers and/or a transferable client book is strongly preferred.
- Working knowledge of the specialist and short-term lending market: typical products, lender criteria, and pricing across the panel.
- Strong negotiation and relationship-management skills, with the commercial judgement to balance client outcomes against lender appetite.
- Comfortable operating as the senior figure on the desk day-to-day.
- CeMAP, CeRER, or equivalent qualification an advantage; study support provided where required.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Compensation
- Basic salary: £30,000–£40,000, dependent on experience and existing book.
- Commission: Uncapped, on a tiered structure against fees generated, indicative OTE £80,000+ in year one, rising with pipeline maturity.
- Self-employed / introducer route available for established brokers with a transferable client base, on an enhanced commission split.
- Full FCA compliance support, CRM, and lender panel access provided regardless of employment structure.
What Capiteq Offers
- A leading role in shaping Capiteq's lender panel from the ground up, with real influence over which lenders and terms the desk works with.
- A boutique, entrepreneurial environment with direct access to senior leadership and decision-makers.
- Genuine progression as Capiteq scales toward full FCA authorisation and a wider fund platform.
- Modern CRM, compliance, and back-office support so the desk can focus on origination and panel relationships.
- Manchester base with connectivity to the London and Dubai offices.
How to Apply
Applicants should submit a CV and brief covering note outlining relevant transaction experience and, where applicable, details of any existing introducer network or client book.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London