Financial Relationship Manager

March Personnel; Weybridge; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading finance recruitment consultancy is seeking a Financial Relationship Manager for their Finance team. This client-facing role requires managing financial relationships, invoicing, and reconciliations while collaborating with internal teams and external partners. Ideal candidates will have proven experience in a similar role and strong analytical, communication, and organisational skills. Benefits include a performance-related bonus, private healthcare, and 25 days’ annual leave plus your birthday off.

Benefits

Annual performance-related bonus

Private healthcare

Life insurance

Pension scheme

25 days’ annual leave plus birthday off

Qualifications

• Proven experience in a similar client-facing finance role.
• Experience in the Collections & Recoveries sector is desirable.
• Knowledge of Data Protection legislation and ISO27001 is desirable.

Responsibilities

• Manage client finance requirements, including onboarding and invoicing.
• Attend client meetings and provide financial insights.
• Reconcile client and holding bank accounts.
• Manage relationships with external partners.
• Ensure compliance with financial regulations.
• Recommend process improvements.

Skills

Client-facing finance experience

Strong communication skills

Analytical skills

Problem-solving skills

Organisational skills

Attention to detail

Job description

Our client are seeking a Financial Relationship Manager to join their Finance team, reporting in to the Head of Finance. This is a client-facing role, responsible for managing financial relationships, invoicing, reconciliations and collaboration with internal teams and external partners.

3 Days in office, 2 Days WFH : Mon-Thurs 9am-5 : 30pm, Fri 9am-5pm / 8am-4pm

Key Responsibilities

• Manage client finance requirements, including onboarding, invoicing and reconciliations
• Attend quarterly and ad-hoc client meetings and provide financial insight to support performance
• Reconcile client and holding bank accounts and support credit control and cash flow
• Manage partner relationships (DCAs, solicitors, enforcement agencies), supporting invoicing, payments and onboarding
• Work closely with Client Services, Operations and IT to align processes and reporting
• Ensure contractual obligations and SLAs are met, identifying opportunities for additional services
• Maintain compliance with financial regulations and internal controls
• Recommend process and system improvements and support ad-hoc finance projects

Key attributes

• Proven experience in a similar client-facing finance role
• Strong communication, analytical and problem‑solving skills
• Highly organised, adaptable and able to manage multiple priorities
• Excellent attention to detail
• Experience in the Collections & Recoveries sector (Desirable)
• Knowledge of Data Protection legislation and ISO27001 (Desirable)

Benefits

• Annual performance‑related bonus
• Private healthcare
• Life insurance
• Pension scheme
• 25 days’ annual leave (pro‑rated) plus your birthday off

Pre‑Employment Checks

Employment is subject to Right to Work, DBS, financial credit checks and references, in line with Financial Services requirements.

Please note: Due to the large volume of applications we receive for each position we will only be able to respond to applications received with the relevant skills. Should you not hear from us within a week, unfortunately on this occasion your application has been unsuccessful.

March Recruitment is an equal opportunities employer and complies with all relevant UK legislation. Please note that by applying for this vacancy you accept March Recruitment’s Privacy Policy and GDPR Policy which can be found on our website and therefore give us consent to contact you.

Consultant: Donna Jackson