Senior Account Manager - Financial Services

Get Staffed Online Recruitment; Towcester; On-site; GBP 30,000 - 60,000; Full time

Job summary

An ambitious tech-oriented financial intermediary is seeking a Senior Account Manager to join their dynamic team. In this role, you will leverage your financial services expertise to build and maintain client relationships, offering tailored finance solutions including asset finance and commercial loans. With the flexibility to work remotely or in a hybrid model, you'll enjoy a supportive environment with dedicated sales support and a robust CRM infrastructure. This is an exciting opportunity to contribute to a rapidly growing business and make a significant impact in the financial sector. If you're motivated and experienced, apply today to take on this rewarding challenge!

Benefits

Flexible working hours

Remote work option

Dedicated Sales Support team

Full telephone and CRM infrastructure

Qualifications

• Experience in financial services, preferably as a broker or intermediary.
• Strong relationship management and communication skills are essential.

Responsibilities

• Develop new and existing client relationships through various channels.
• Provide finance solutions and draft compelling proposal documents.

Skills

Relationship Management

Telesales

Financial Analysis

Communication Skills

Networking

Education

Experience in Financial Services

Background in Finance Brokerage

Tools

CRM Software

Telephone Systems

Job description

Senior Account Manager - Financial Services
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

The Account Management 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
• Dedicated Sales Support team
• Access to a wide range of funders

Apply today with an up-to-date CV.