Senior Partner Support & CRM Specialist

Asset Finance International; Preston; Hybrid; GBP 80,000 - 120,000; Full time

Benefits offered by this job

Uncapped bonus

Excellent benefits

Job summary

Asset Finance International is seeking a Senior Partner to support their growing team in Preston. This hybrid role involves managing financial deals, accounting administration, and providing essential support to the Partner.

The ideal candidate will have robust organizational skills and some experience in financial services or bookkeeping. A competitive salary of £80,000-£120,000, plus uncapped bonuses and benefits, makes this a prime opportunity for dedicated professionals.

Qualifications

• Well-organized and able to act autonomously.
• Experience in financial services or bookkeeping is advantageous.

Responsibilities

• Manage deals for funding solutions and accounting tasks.
• Log new introductions onto the CRM database.
• Produce management reports from the CRM database.
• Act as a primary point of reference for placed deals.
• Manage diary and travel arrangements for the Partner.

Skills

Time management skills

Organizational skills

Financial services/bookkeeping experience

Tools

CRM database

Job description

Asset Finance International is seeking a Senior Partner to support their growing team in Preston. This hybrid role involves managing financial deals, accounting administration, and providing essential support to the Partner.

The ideal candidate will have robust organizational skills and some experience in financial services or bookkeeping. A competitive salary of £80,000-£120,000, plus uncapped bonuses and benefits, makes this a prime opportunity for dedicated professionals.