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’ll 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:
6. Research background information on the appropriateness of prospects before engaging
7. Maintain a high standard of professional conduct in all oral and written communication
8. Develop own knowledge and skills
9. Stay vigilant against the risks of fraud and money laundering and report concerns promptly and appropriately
10. Adhere to the principles of Treating Customers Fairly in all your dealings and correspondence
11. 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:
12. Fully employed and self-employed roles available
13. Option to work fully remotely
14. Full telephone and CRM infrastructure provided
15. Dedicated Sales Support team
16. Access to a wide range of funders
Apply today with an up-to-date CV.