Dynamic Sales Executive - Finance & Broker Relationships

Together; Cheadle; On-site; GBP 25,000 - 27,000; Full time

Benefits offered by this job

Birthday day off

Holiday allowance 26 days

Bonus scheme

Life assurance

Critical illness cover

Travel season ticket loans

Ride to work scheme

Gym access

Bar/restaurant discounts

Job summary

Charles Street Finance (CSF) is seeking a Sales Executive in Cheadle to drive new and repeat business by building relationships with brokers and clients, proactively generating deal opportunities and supporting cases to completion.

You'll work with field-based and internal teams to package deals efficiently, maintain momentum across cases, and maximise client retention and long-term value. This is a target-driven, fast-paced role.

Qualifications

• Strong interpersonal and communication skills.
• Excellent organisational skills and attention to detail.
• Good telephone manner with clear articulation.
• Ability to multi-task to meet SLAs.
• Develop trusting relationships with intermediaries.
• Self-motivated and enthusiastic.
• Punctual and well organised.

Responsibilities

• Issue terms on agreed deals in line with credit appetite and service standards.
• Manage cases from initial enquiry through to completion.
• Prepare clear, accurate case summaries for underwriting.
• Ensure all leads and updates are entered on internal systems.
• Maintain the CRM to support pipeline visibility and follow-ups.
• Regularly contact existing clients to identify refinancing and retention opportunities.
• Package cases for submission to underwriting with external BDMs.
• Build and maintain strong, long-lasting relationships with brokers and introducers.
• Liaise with internal teams to progress cases efficiently.
• Hit KPI’s for application packs and deals completed.

Skills

Interpersonal skills

Organisational skills

Telephone manner

Multi-tasking

Client relationships

Self-motivation

Punctuality

Tools

CRM

Job description

Charles Street Finance (CSF) is seeking a Sales Executive in Cheadle to drive new and repeat business by building relationships with brokers and clients, proactively generating deal opportunities and supporting cases to completion.

You'll work with field-based and internal teams to package deals efficiently, maintain momentum across cases, and maximise client retention and long-term value. This is a target-driven, fast-paced role.