Senior Account Manager – Financial Services

TN United Kingdom; Towcester; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An ambitious tech-oriented financial intermediary is seeking a Senior Account Manager to join their dynamic team in Towcester. This role offers the flexibility of working fully remotely or in a hybrid model, allowing you to connect with clients and provide tailored financial solutions. As a key player in the financial services sector, you will leverage your expertise to build strong relationships, analyze client needs, and draft compelling proposals. Join a rapidly growing company that values innovation and offers a supportive environment for professional development. This is an exciting opportunity to make a significant impact in a thriving industry.

Benefits

Flexible working hours

Remote work option

Full telephone and CRM infrastructure provided

Qualifications

• Proven experience in financial services or as a broker/intermediary.
• Strong ability to develop and maintain client relationships.

Responsibilities

• Develop new and existing client relationships through various channels.
• Provide finance solutions and analyze financial requirements.

Skills

Client Relationship Management

Financial Analysis

Telesales

Networking

Knowledge of Financial Products

Education

Experience in Financial Services

Background in Finance Brokerage

Tools

CRM Software

Telecommunication Tools

Job description

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Senior Account Manager – Financial Services, Towcester

Client: Get Staffed Online Recruitment Limited

Location: Towcester, United Kingdom

EU work permit required: Yes

Job Reference: 81efb4afb6e2

Job Views: 4

Posted: 24.04.2025

Expiry Date: 08.06.2025

Job Description:

Senior Account Manager

Flexible working module – can work 100% remote or hybrid from Towcester Office.

Must have a background in the Finance sector coming from a Finance Broker.

Hours: Working times are 8.30 – 5.30 Monday -Thursday and 8.30 – 5.00 on Friday. Can work abroad up to 90 days per year.

Our Client is an ambitious tech-oriented financial intermediary hiring the most talented people to bring the best outcomes to their clients. They source finance solutions for businesses and individuals who need assistance finding the most appropriate way of raising capital to purchase assets, invest in new opportunities and manage cashflow.

The Team is responsible for building and maintaining relationships with their clients and understanding their requirements so they can solve their needs most effectively. Working alongside other Account Managers and the Support team you’ll be fully assisted in helping clients with almost any type of requirement they have.

The Role

Senior Account Managers are individuals who are experienced in the financial services industry, either having worked previously as brokers/intermediaries, or having built a wealth of experience working with lenders.

The primary responsibilities of the role are to:

• Actively develop new and existing relationships with clients through telesales, social media, trade events and networking.
• Provide finance solutions to clients by offering a range of products including, but not limited to, asset finance, commercial loans, invoice finance and property finance.
• Effectively analyse financial requirements and key financial documentation.
• Develop a full understanding of your clients’ requirements.
• Draft proposal documents and compile compelling applications.

A high-performing Senior Account Manager will:

• Research background information on the appropriateness of prospects before engaging.
• Maintain a high standard of professional conduct in all oral and written communication.
• Develop own knowledge and skills.
• Stay vigilant against the risks of fraud and money laundering and report concerns promptly and appropriately.
• Adhere to the principles of Treating Customers Fairly in all your dealings and correspondence.
• Support other Account Managers and the wider team through sharing expertise and best practice.

Our client enters their third year of trading. They are going live with a number of initiatives to grow the business rapidly so it’s a great time for experienced and motivated people to take on a new challenge and grow with them.

Some key details of the role are:

• Fully employed and self-employed roles available.
• Option to work fully remotely.
• Full telephone and CRM infrastructure provided.