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Umbrella Financial Services Consultant
1 week ago
About Us
\We are Umbrella Functional Consulting & Support Team, a well-established company based in London. We provide expert support and consulting services to the financial services sector.
\Job Overview
\We are seeking a highly skilled sales support professional to join our team. As a sales support executive, you will be responsible for building relationships with BDMs and brokers, managing proposals, and providing exceptional customer service.
\Key Responsibilities:
\- \
- Develop and maintain relationships with key stakeholders.\
- Process proposals efficiently from start to finish.\
- Respond to broker queries in a timely manner.\
- Collaborate with internal teams to progress deals.\
- Contribute to the structuring of complex deals.\
- Perform thorough KYC checks on customers.\
- Meet funding requirements and generate quotes for brokers.\
- Prepare relevant documents as needed.\
- \
Skills and Qualifications:
\We are looking for a candidate with a minimum of 2 years' experience in asset or commercial finance, excellent communication and teamwork skills, and the ability to multitask effectively.
\Compensation:
\The salary for this position is up to £75,000 plus an excellent bonus and benefits package.