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- Tasks: Manage portfolios and support clients in securing financial assistance for legal needs.
- Company: A well-funded financing company focused on the legal sector.
- Benefits: Negotiable salary, dynamic work environment, and opportunities for growth.
- Why this job: Join a small team making a big impact in the legal financing space.
- Qualifications: Experience in credit roles, strong customer service skills, and IT proficiency.
- Other info: Ideal for those looking to thrive in a start-up atmosphere.
The predicted salary is between 36000 - 60000 £ per year.
We're seeking a talented individual to join our client's team and play a pivotal role in their mission to support consumers in securing the financial assistance they need. They are a small, but highly regarded and well-funded financing company with a particular focus on the legal sector. They provide financial solutions to clients as a way of funding their legal needs. They are now looking for an additional Portfolio Manager to join the team in London.
As a Portfolio Manager, you'll be at the heart of operations, contributing to the growth and success of the business.
Responsibilities:- Validate new business applications.
- Conduct underwriting checks against agreed Credit Policy.
- Prepare credit proposals.
- Coordinate internal approvals.
- Proactively manage the end-to-end pipeline.
- Provide comprehensive reporting from initial inquiries to completed loans.
- Prepare loan documents.
- Assess drawdown requests.
- Obtain case updates from solicitors.
- Maintain complete and accurate case file records.
- Support the maintenance of our loan data systems.
- Provide essential reporting as required.
- Liaise with customers and partner firms via phone and email.
- Contribute as needed to support our team's success.
- Strong experience in a credit/administration role in a financial services business.
- Strong customer service ability and a good telephone manner.
- Good understanding of credit risk and consumer lending.
- IT-savvy with excellent MS Office skills and the ability to adapt to internal systems.
- Exceptional record-keeping skills and proficiency in maintaining internal databases.
- A strong academic record with a minimum of 5 A*-C GCSEs.
- Organized, self-motivated, and competent at diary management.
- Experience working in a start-up environment.
- Working knowledge of the UK litigation legal sector, preferably family or private client law.
- Experience in managing a portfolio of cases end-to-end.
Portfolio manager in London employer: CBS Butler
Contact Detail:
CBS Butler Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and legal sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their mission and values, especially how they support consumers in securing financial assistance. Tailor your answers to show how you can contribute to their success as a Portfolio Manager.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience in credit and administration roles clearly and confidently. Highlight your customer service skills and how you’ve successfully managed portfolios in the past.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Portfolio manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Manager role. Highlight your experience in credit and administration, and don’t forget to showcase your customer service skills. We want to see how you can contribute to our mission!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your background aligns with our needs. Keep it concise but impactful – we love a good story!
Show Off Your Skills: Don’t hold back on showcasing your IT skills and record-keeping abilities. Mention any relevant software or systems you’ve used before. We’re looking for someone who can hit the ground running, so let us know what you bring to the table!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s super easy and ensures your application gets to the right place. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at CBS Butler
✨Know Your Numbers
As a Portfolio Manager, you'll be dealing with financial data and credit proposals. Brush up on your understanding of credit risk and consumer lending. Be ready to discuss specific examples from your past experience where you successfully managed portfolios or validated business applications.
✨Showcase Your Customer Service Skills
This role requires strong customer service abilities. Prepare to share instances where you've effectively communicated with clients or partner firms. Highlight your good telephone manner and how it has helped you resolve issues or build relationships in previous roles.
✨Demonstrate Organisational Skills
Being organised is key for this position. Bring examples of how you've managed multiple cases or projects simultaneously. Discuss your diary management techniques and how you ensure that all case files are complete and accurate.
✨Familiarise Yourself with the Legal Sector
Since the company focuses on the legal sector, having a working knowledge of UK litigation, especially in family or private client law, will set you apart. Do some research on current trends in the legal financing space and be prepared to discuss how they might impact the role.
