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Senior Account Manager

Talent Linkers

Towcester

Hybrid

GBP 30,000 - 60,000

Full time

25 days ago

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Job summary

An ambitious tech-oriented financial intermediary is seeking a Senior Account Manager to join their growing team. This role offers the flexibility to work fully remotely or in a hybrid model from the Towcester office. You will be responsible for building and maintaining client relationships, providing tailored finance solutions, and analyzing financial requirements. As a key player in a rapidly growing company, you will have the opportunity to develop your skills and contribute to the success of the business. If you have a background in finance and a passion for client service, this is the perfect opportunity to make a significant impact.

Benefits

Flexible working hours
Full telephone and CRM infrastructure
Dedicated Sales Support team
Access to a wide range of funders

Qualifications

  • Experienced in financial services or brokerage required.
  • Strong analytical skills to assess financial documentation.

Responsibilities

  • Develop and maintain client relationships through various channels.
  • Provide finance solutions including asset and commercial loans.

Skills

Relationship Management
Telesales
Financial Analysis
Networking
Communication Skills

Education

Experience in Financial Services
Background in Finance Brokerage

Tools

CRM Software
Microsoft Office Suite

Job description

Senior Account Manager

Flexible working module - can work 100% remote or hybrid from Towcester Office.

Must have a background in the Finance sector coming from a Finance Broker.

Hours: Working times are 8.30 - 5.30 Monday - Thursday and 8.30 - 5.00 on Friday.

Can work abroad up to 90 days per year.

Our Client

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

They 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 Team

The Account Management team is responsible for building and maintaining relationships with their clients and understanding their requirements so they can solve their needs most effectively. Working alongside other Account Managers and the Support team, you will be fully assisted in helping clients with almost any type of requirement they have.

The Role

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:

  1. Actively develop new and existing relationships with clients through telesales, social media, trade events, and networking.
  2. 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.
  3. Effectively analyse financial requirements and key financial documentation.
  4. Develop a full understanding of your clients' requirements.
  5. Draft proposal documents and compile compelling applications.

A high-performing Senior Account Manager will:

  1. Research background information on the appropriateness of prospects before engaging.
  2. Maintain a high standard of professional conduct in all oral and written communication.
  3. Develop own knowledge and skills.
  4. Stay vigilant against the risks of fraud and money laundering and report concerns promptly and appropriately.
  5. Adhere to the principles of Treating Customers Fairly in all your dealings and correspondence.
  6. Support other Account Managers and the wider team through sharing expertise and best practice.

Why join

Our client enters 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 grow with them.

Some key details of the role are:

  1. Fully employed and self-employed roles available.
  2. Option to work fully remotely.
  3. Full telephone and CRM infrastructure provided.
  4. Dedicated Sales Support team.
  5. Access to a wide range of funders.

Apply today with an up-to-date CV.

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