Senior Account Manager - Commercial Finance Brokers

ZipRecruiter; Towcester; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading consultancy company is seeking a finance professional to build client relationships and provide tailored financial solutions. The role involves developing new business, analyzing client needs, and maintaining high professional standards. Flexible working options are available.

Benefits

Pension

Commission and bonus

Fully employed and self-employed roles available

Option to work fully remotely

Full telephony and CRM infrastructure provided

Dedicated sales support team

Access to a wide range of funders

Qualifications

• Must have a background in the finance sector, preferably as a finance broker.
• Dedicated to developing own knowledge and skills.

Responsibilities

• Actively develop new and existing relationships with clients.
• Provide finance solutions to clients including asset finance and commercial loans.
• Analyze financial requirements and documentation.

Skills

Proactive

Commitment

Knowledge Development

Education

Background in Finance

Job description

Job Description

A reputed innovative consultancy company specializing in sourcing tailored solutions for businesses of all sizes and ages is seeking a suitable candidate for this role. With a team of experienced experts and a deep understanding of the financial market, the company provides clients with personalized offerings that meet their unique needs.

The candidate, along with their team, will be responsible for building and maintaining relationships with clients and understanding their requirements to address their needs effectively. The company is an ambitious, tech-oriented financial intermediary hiring talented individuals to deliver the best outcomes for clients.

Responsibilities

1. Actively develop new and existing relationships with clients through telesales, social media, trade events, and networking.
2. Provide finance solutions to clients by offering a range of products, including asset finance, commercial loans, invoice finance, and property finance.
3. Analyze financial requirements and key financial documentation effectively.
4. Develop a comprehensive understanding of client requirements.
5. Draft proposal documents and compile compelling applications.
6. Maintain high standards of professional conduct in all oral and written communication.
7. Develop personal knowledge and skills continually.
8. Stay vigilant against risks of fraud and money laundering, reporting concerns promptly and appropriately.
9. Support other Account Managers and the wider team by sharing expertise and best practices.

Person Specification

• Must have a background in the finance sector, preferably as a finance broker.
• Research prospect information to assess appropriateness before engagement.
• Proactive, committed to delivering 100% effort, and eager to thrive in a growing team.
• Dedicated to developing own knowledge and skills.

Benefits

• Pension
• Commission and bonus (sent once engaged in the role)
• Fully employed and self-employed roles available
• Option to work fully remotely
• Full telephony and CRM infrastructure provided
• Dedicated sales support team
• Access to a wide range of funders

Shift Details

• Hours: 8:30 AM - 5:30 PM Monday - Thursday, and 8:30 AM - 5:00 PM on Friday
• Flexible working model: remote or hybrid as per postcode
• Ability to work abroad up to 90 days per year