Outbound Relationship Associate

Hilton-Baird Financial Solutions; Southampton; Hybrid; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Rewarding and uncapped discretionary bonus structure

Life Assurance benefits

25 days holiday

Ongoing training and personal development

Employee Assistance Programme

Flexible Benefits Scheme

Job summary

A commercial finance brokerage in the UK seeks an Outbound Relationship Associate to generate new business opportunities through proactive outreach. The role involves introducing services to businesses, managing leads, and ensuring compliance. Candidates should have excellent communication skills, attention to detail, and be educated to GCSE standard or above. The position offers hybrid working and a rewarding bonus structure, fostering a vibrant and committed workplace.

Qualifications

• Background in finance, business, or telemarketing preferred.
• Ability to learn quickly and meet touchstones.
• Driven and hard worker.

Responsibilities

• Generate new business opportunities through calls.
• Introduce services and ascertain funding requirements.
• Manage own diary to meet targets.

Skills

Excellent communication skills and telephone manner

Attention to detail

Team player

Computer proficiency – Word, Excel, Outlook and CRM

Education

Educated to GCSE standard or above

Tools

SalesLogix or similar CRM System

Job description

About Hilton-Baird Financial Solutions

Founded in 1997, Hilton-Baird Financial Solutions is an award-winning, FCA-authorised commercial finance broker. We help businesses of all sizes unlock working capital by introducing the most suitable funding solutions from a wide range of banks and independent lenders. With deep expertise in the invoice finance sector and broader commercial finance landscape, we’ve supported thousands of UK businesses in overcoming cash flow challenges and achieving growth.

Hilton-Baird is part of FRP Advisory Group, a leading national business advisory firm with 35 offices and more than 850 team members, including over 100 Partners, across the UK and overseas. We’re a group that values clarity, integrity, and considered thinking - and we’re always looking for talented people to help our clients make confident, informed decisions.

Role Description

This is an outbound consultative telesales role, contacting businesses to introduce our services and deliver new business opportunities to our brokerage team.

Purpose of role

Hilton-Baird Financial Solutions is looking for hard working and driven individuals to join our team of Funding Consultants and help UK businesses secure the finance they need to operate and flourish. As an integral member of our telemarketing team, the Outbound Relationship Associate's primary role is to generate new business opportunities. You will be responsible for contacting businesses on our database to introduce our services as a commercial finance broker, managing your own diary, establishing rapports with key decision makers at these businesses and building a sales pipeline full of relevant and engaged prospects. We hire for attitude and aptitude above all else. If you possess the drive and determination to succeed, we will teach you the skills you need to prosper within this challenging and rewarding role. Our ethos is one of partnership – both externally and internally. The more value each individual adds to our clients and our business, the more value they receive in return.

Key Responsibilities

• Generate new business opportunities through cold and warm telephone calling
• Introduce our company and services to a variety of businesses and ascertain if there is any current or longer-term funding requirement
• Complete a full fact-find, which involves gathering information on the business and discussing the options available to them
• Ensure compliance with all procedures, policies and wider regulations (FCA, GDPR etc.)
• Manage and develop your own diary in order to meet touchstones
• Build relationships and rapport to gain valuable insights and important information, in a compliant manner
• Maintain the highest level of quality, integrity and professionalism in an effective yet courteous manner
• Perform against touchstones, set across your Balanced Scorecard
• Attend and engage in regular team meetings, contributing as appropriate
• Maintain a detailed and accurate record of all business dialogue
• Any duty you may be asked to perform as part of a special project

Qualifications

• Educated to GCSE standard or above
• A background in finance, business, or telemarketing is preferred
• Excellent communication skills and telephone manner
• Ability to learn quickly, digest information and possess the will to excel in the role
• High level of attention to detail
• Determination and drive to meet touchstones
• A good level of business acumen
• Proven team player with excellent interpersonal skills
• Able to work on their own initiative and as part of a team
• Driven, hard worker
• Punctual and reliable
• Computer proficiency – Word, Excel, Outlook and SalesLogix or a similar CRM System

What We Offer

• A vibrant, enjoyable and committed workplace with hybrid / flexible working
• Rewarding and uncapped discretionary bonus structure
• Profit-related pay after completing a full financial year (May to April)
• Life Assurance benefits
• 25 days holiday (excluding bank holidays)
• FRP pension scheme after three months' service
• Ongoing training both internally and externally - we invest in our employees’ personal development
• The opportunity to be an integral part of a company that makes a real difference to UK SME and corporate businesses
• Opportunities to develop your skills and enhance your career within or alongside our parent company, FRP
• Annual flu vaccination
• Employee Assistance Programme
• Flexible Benefits Scheme, with the option to enhance core benefits and select additional optional benefits

Additional Information

• Our Values: Straightforward, Confident, Pragmatic, Real
• Our Commitment to You and the Environment: We are committed to sustainability, equal opportunities, learning and development, and long-term client relationships.

Seniority level

Associate

Employment type

Full-time

Job function

Customer Service