Business Development Executive Director

2 weeks ago

Leeds, United Kingdom Aimee Willow Connex Full time

The Business Development Executive is responsible for providing proactive support to the Business Development Directors and delivering excellent service to our introducers
Working alongside the Operations Team, you will provide a seamless onboarding service, whilst building and maintaining relationships with internal and external stakeholders.

Support Business Development Directors in all aspects of the client journey.
Support the Business Development and Operations teams, to successfully onboard clients, by providing key communication between internal and external stakeholders - introducers, prospects, solicitors, accountants and our business (Operations and Finance) to ensure a smooth prospect transition.
Ensure accurate and timely data-entry within the CRM Portal.
Manage client files on CRM and SharePoint - saving supporting information and recording details of client correspondence.
Involvement in the internal credit process, including CRM entry into the credit paper, collating approvals and completing Credit Committee minutes.
Provide supportive oversight for management of risk, including analysis of information provided (financial and general compliance) for prospects.
Support Business Development Directors in their Legal and Financial due diligence as part of the initial deal structuring.
Adopt a right first-time approach to data entry and reporting across the core operating systems and the portal.
Complete all required regulatory training by the advised deadlines.
Demonstrate and apply your understanding of such regulations in your day-to-day business activities

Ability to evidence awareness of the risks relating to the products and loans withinthe portfolio.
Financial experience is desirable, not essential, as full training provided.

In addition to a competitive salary, you’ll also benefit from:

28 days annual leave, plus bank holidays.
An employer pension contribution of 10% of your base salary.
Access to a range of gym & retail discounts and perks.
Company paid for Private Medical Insurance, Health Cash Plan and Employee
Salary sacrifice scheme to purchase an electric car.
Bonus - dependent on personal performance.

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