At a Glance
- Tasks: Support Partnerships Managers in client onboarding and enhance customer satisfaction.
- Company: Join Allica Bank, the UK's fastest-growing fintech firm.
- Benefits: Flexible working, competitive salary, private health cover, and career development opportunities.
- Other info: Diverse and inclusive workplace with regular social activities.
- Why this job: Be part of a dynamic team making a real impact on SMEs.
- Qualifications: Strong communication skills and a desire to learn and grow.
The predicted salary is between 29700 - 36300 £ per year.
About Allica Bank Allica is the UK's fastest growing company - and the fastest-growing financial technology (Fintech) firm ever.
Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech.
Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.
Purpose of Role Finding effective ways of generating new business is critical to our continued growth.
One way is through partnerships with third-parties who refer their SME clients to Allica on an ongoing basis based on mutual trust.
Our Partnerships Sales Team work with trusted advisors to established SMEs, in particular their Accountants.
As a Partnerships Associate you will work closely with the Partnerships Managers.
You will provide operational support in all aspects of the Partnerships Managers role to (i) enhance customer / accountant partner satisfaction, (ii) ensure sales / growth targets are surpassed specifically focused on our Business Rewards Account by allowing our Partnerships Managers to focus more of their time on building accountant referral relationships (iii) gain on the job training, coaching and development to become our future Partnerships Sales Managers or take on other roles across the bank.
Principal Accountabilities Client Onboarding Support the Partnerships Managers and National Key Account Managers with the client referrals.
Support the client onboarding process, including gathering client information, communicating with our KYC team, replying to Request For Information (RFI) requests.
Providing professional, efficient and approachable communication with the client at each stage of the process.
Support the Partnerships Managers and National Key Account Managers with securing the initial deposits and funding of client accounts.
Customer
Service: Being the first point of contact for responding and resolving to customer queries and requests for help from accountant partners via email and phone.
Work with the customer service team to resolve customer service tasks and manage escalation where needed.
CRM Management Update and manage Hub Spot to ensure accurate customer data, prospect tracking and accurate sales pipeline information.
Prospecting: After completion of our sales training program the Associate will prospect to new small-medium accountancy firms to uncover opportunities for the Partnership Sales Managers.
Lead the communication and follow up of accounting firms who come through our website enquiry form.
Lead the prospecting, communication and follow up process of accounting leads who come through paid marketing campaigns eg.
Events and webinars.
Working with our Marketing Team to lead the communication process for targeted re-nurture campaigns.
Manage the inbound phone calls our team receives from accountants.
After completion of our sales training program the Associate will work with a portfolio of sole practitioner and small accountancy firms.
Developing and enhancing their account management skills.
Personal Attributes & Experience You will have excellent interpersonal skills and evidence of sales and account management outperformance in similar roles through earning partner, customer and colleague trust.
You will have a proven track record of delivering an excellent customer experience.
You will have strong communication, organisation, administrative and CRM skills.
You will demonstrate the ability to work collaboratively with multiple stakeholders to deliver a good outcome for our customers, colleagues, and company.
You have the desire to learn, develop and progress your career within Allica Bank.
Working at Allica Bank At Allica Bank we want to ensure our employees have the right tools and environment in which to succeed in their role and in support of our customers.
Our employees are at the heart of everything we do, so our benefits are designed with you in mind: Full onboarding support and continued development opportunities Options for flexible working Regular social activities Pension contributions Discretionary bonus scheme Private health cover Life assurance Family friendly policies including enhanced Maternity & Paternity leave Don't tick every box?Don't worry if you don't have all the skills or requirements listed on the job description.
If you think you'll be a good fit, we'd still love to hear from you!Flexible working We know the '9-to-5' isn't right for everyone.
That's why Allica Bank is fully committed to flexible and hybrid working.
Please let us know what is best for you and, if we can, we will do our best to accommodate.
Diversity We're a diverse bunch here at Allica, with all kinds of experiences, backgrounds and lifestyles.
Our openness and differences make us stronger, and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.
Location London Office Employment Type Full time Location Type Hybrid Department Distribution Central Relationship Management Partnerships Sales
Part Time / Full Time Associate in London employer: Allica Bank
Allica Bank is an excellent employer that prioritises the growth and development of its employees, particularly in the role of Strategic Remote SME Portfolio Manager. With a strong focus on nurturing client relationships and providing tailored banking solutions, the company fosters a collaborative work culture that encourages innovation and teamwork. Employees benefit from competitive pension contributions, private health cover, and flexible working options, making it a rewarding place to build a meaningful career in SME banking.
StudySmarter Expert Advice🤫
We think this is how you could land Part Time / Full Time Associate in London
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Allica Bank often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Allica Bank.
We think you need these skills to ace Part Time / Full Time Associate in London
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Allica Bank and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Allica Bank. A little light-heartedness can go a long way!
How to prepare for a job interview at Allica Bank
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
