Required Skills
Client relationships
Telesales
finance solutions
asset finance
commercial loans
invoice finance
property finance
financial analysis
proposal preparation
fraud prevention
Treating Customers Fairly
collaboration
Job Summary
Our client is a reputable finance brokerage specialising in tailored funding solutions for businesses across the UK. Known for their client-centric approach, they assist companies in securing asset finance, invoice finance, and commercial loans to support growth and operational needs. With a commitment to long-term relationships and exceptional service, they have established themselves as a trusted partner in the finance industry. They are now seeking an experienced Account Manager for their Northamptonshire office. This role will focus on managing client relationships, understanding each client's unique financial requirements, and delivering customised solutions to meet their goals. The ideal candidate will have strong brokerage experience and a proven track record in finance, with the skills to contribute to our client’s commitment to quality and growth.
Job Responsibilities:
Build and nurture client relationships via Telesales, social media, trade events, and networking.
Offer a range of finance solutions including asset finance, commercial loans, invoice finance, and property finance.
Analyse clients’ financial requirements and relevant client documentation to offer tailored solutions.
Develop a comprehensive understanding of clients' needs.
Prepare proposal documents and compile persuasive finance applications.
Conduct background research on prospects to maximize engagement.
Maintain professionalism in all forms of communication.
Stay vigilant against fraud and money laundering risks, reporting any concerns promptly.
Adhere to the principles of Treating Customers Fairly.
Collaborate with fellow Account Managers to share expertise and best practices.
Experience
Must have a background in client-facing sales, preferably Telesales.
Prior experience in the Finance sector, especially coming from a Finance Brokerage is highly desirable.
Ability to analyse financial information and present tailored solutions.
Strong interpersonal skills and self-motivation.
High level of professionalism and commitment to client satisfaction.
Vigilance in compliance with fraud prevention and industry regulations.
Willingness to continuously learn and improve skills.
Job Benefits
- Parking.
- Commission
- Pension