Relationship Executive - Financial Services

Relationship Executive - Financial Services

Full-Time 35000 - 45000 Β£ / year (est.) No working from home possible
Fintelligent Search

At a Glance

  • Tasks: Manage client relationships and support funding decisions in a dynamic financial environment.
  • Company: Join a rapidly growing UK-based lender focused on SME growth.
  • Benefits: Strong team support, structured environment, and opportunities for professional development.
  • Other info: Collaborative culture with significant career growth potential.
  • Why this job: Make a real impact on client relationships while expanding your financial expertise.
  • Qualifications: Experience in invoice finance and strong client management skills required.

The predicted salary is between 35000 - 45000 Β£ per year.

High-growth lender with clear strategy | Exposure to SME funding across multiple products | Strong team support and structured environment | Real impact on client relationships If you re working in invoice finance and want to build broader exposure while strengthening your client management skills, this Relationship Executive role offers a clear next step.

You ll manage client relationships, support funding decisions, and play a visible role in maintaining portfolio quality within a growing, well-structured lender.

You ll be part of a business that has scaled significantly in recent years, with a clear strategy and continued investment in its funding capabilities.

The environment is collaborative, with strong internal support and the opportunity to deepen your experience across multiple funding products.

About the Company You will be joining a UK-based, AIM-listed lender focused on supporting SME growth through a range of funding solutions including invoice finance, asset finance, and loans.

The business has grown rapidly following a strategic reset and continues to invest in its people and product offering.

Key Responsibilities Manage and develop relationships with clients, ensuring consistent service and engagement.

Monitor and manage client ledgers, funding limits, and risk indicators in line with credit policy.

Support funding and payment proposals, working closely with the Relations...

Relationship Executive - Financial Services employer: Fintelligent Search

Fintelligent Search is an excellent employer for those looking to thrive in the motor trade insurance sector. Located in Stockport, the company fosters a supportive work culture that prioritises employee development and offers competitive salaries alongside performance-related bonuses. With a focus on client advisory work and risk assessments, employees are empowered to grow their expertise in commercial insurance while enjoying a collaborative team environment.

Fintelligent Search

Contact Details:

Fintelligent Search Recruitment Team

We think you need these skills to ace Relationship Executive - Financial Services

Client Relationship Management
Invoice Finance Knowledge
SME Funding Expertise
Portfolio Management
Risk Assessment
Credit Policy Compliance
Funding Proposal Support