Senior Account Manager

3 weeks ago

United Kingdom GradBay Full time

The Company

Our client is a market-leading fully FCA regulated commercial finance firm, offering a diverse range of financial services, including asset finance, business loans, invoice finance, property finance, and more. Their consultative approach ensures clients receive the best possible funding options, collaborating with a network of lenders to find the ideal solution.


The team take pride in their professionalism, transparency and unwavering dedication to client satisfaction. We strive to foster long-lasting relationships and provide ongoing support, enabling clients to achieve their financial goals.


About the Team

We are an ambitious tech-oriented financial intermediary hiring the most talented people to bring the best outcomes to clients.


We 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 Account Management team is responsible for building and maintaining relationships with clients and understanding their requirements to 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.


About the Job

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


Candidate Requirements

  • Must have a background in the Finance sector coming from a Finance Broker
  • Experienced at developing new and existing relationships with clients through telesales social media trade events and networking
  • Experience of providing finance solutions to clients by offering a range of products including but not limited to asset finance, commercial loans, invoice finance and property finance.
  • Experience of analysing financial requirements and key financial documentation
  • Experience of researching 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
  • Be able to 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
  • Be happy to support other Account Managers and the wider team through sharing expertise and best practice


Benefits

As the company enter 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 help grow the company.


Some key details of the role are:


  • 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

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