At a Glance
- Tasks: Support Portfolio Managers and manage client relationships in a dynamic finance environment.
- Company: Join a leading finance firm with a focus on innovation and teamwork.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Fast-paced environment with plenty of opportunities to learn and develop your career.
- Why this job: Be part of a team that drives financial success and enhances client experiences.
- Qualifications: Strong problem-solving skills and a keen interest in finance and IT systems.
The predicted salary is between 40000 - 50000 £ per year.
General Responsibilities
- Assist and support the Portfolio Managers
- Incorporates all aspects of managing the relationship between all parties and the business
- Act as the day-to-day internal contact for the operation of Channel Finance agreements.
- Ensure all daily client functions are completed, to include cash, payments, reconciliation and collateral updates.
- Maintenance of records, automation spreadsheets and other banking systems / standing data
- Support PMs to ensure compliance with all required reporting.
Manage Channel Finance Client information in accordance with pre-agreed terms and conditions
- Daily checking of data, processing and payments of data received
- EOM reconciliation of figures and data within company systems.
- Setting up of new Resellers on the system.
- Identifying and working towards improvements of all systems and processes.
- Addressing and problem solving any queries that arise.
Assisting the CE team when applicable with the following tasks
- Chasing and updating monthly (or such other required frequency) collateral (AR, stock, fixed asset valuation) figures.
- Ensuring all monthly AR / stock reconciliations are processed within the month or timely manner and any issues escalated to PMs and Manager Operations
- Reconciling and processing any requests from specialty deals
- Processing of borrowing base certificates in respect of company participations.
- Ensure timely receipt of statutory audited accounts, monthly management information and client forecasts in accordance with the frequency required by Client documentation.
- Collating and preparation of information for audit purposes, liaising with audit function when required
- Implement any audit recommendations following discussion with PMs
- Conduct soundings process for specific Clients, escalating issues when required
- Assist in the New Client process
- Responsibility for completion of necessary set-up process for new resellers or other clients within company systems
- Prepare/update new or existing spreadsheets for calculations.
- Liaising directly with sales support and other areas as required
Skills and Competencies Required
Knowledge of Channel Finance products would be advantageous.
- Keen approach and ability to learn all IT systems including Lendscape.
- Problem solving and bringing forward new ideas.
- Ability to read financial data and accurately transfer figures to specialist documents.
- Maintaining and adapting specialised spreadsheets and process guides as the business requires
- A good customer focused approach, with the ability to work as part of a busy team
- Good understanding of Asset Based Lending products and associated risk areas
- Ability to plan and prioritise to achieve deadlines as required
Client Executive in Haywards Heath employer: Aimee Willow Connex Ltd
As a leading mortgage brokerage, we pride ourselves on fostering a supportive and collaborative work culture where our Protection Advisors can thrive. With competitive salaries and opportunities for professional development, we empower our employees to grow their expertise while delivering exceptional service to clients. Join us in a dynamic environment that values your contributions and prioritises your career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Client Executive in Haywards Heath
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Aimee Willow Connex Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Executive in Haywards Heath
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Aimee Willow Connex Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Aimee Willow Connex Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Aimee Willow Connex Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Aimee Willow Connex Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Aimee Willow Connex Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Aimee Willow Connex Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
