Relationship Executive - Financial Services in Manchester

Relationship Executive - Financial Services in Manchester

Manchester Full-Time 40000 - 50000 £ / year (est.) No working from home possible
Fintelligent

At a Glance

  • Tasks: Manage client relationships and support funding decisions in a dynamic financial services environment.
  • Company: Join a high-growth UK lender focused on SME funding solutions.
  • Benefits: Competitive salary, strong team support, and opportunities for professional growth.
  • Other info: Collaborative culture with a focus on continuous investment in people and products.
  • Why this job: Make a real impact on client relationships while developing your skills in finance.
  • Qualifications: 2+ years in invoice finance or related fields with client management experience.

The predicted salary is between 40000 - 50000 £ per year.

Location: Manchester, England

Sector: Financial Services

Salary: £27,000.00 to £30,000.00 per annum

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 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 Relationship Management team.
  • Maintain accurate client records and support onboarding of new clients into the portfolio.

About You:

  • Minimum 2 years’ experience in invoice finance or a closely related funding environment.
  • Experience managing client ledgers and working within structured credit policies.
  • Exposure to client-facing roles within financial services or commercial finance.

Relationship Executive - Financial Services in Manchester employer: Fintelligent

Fintelligent is an exceptional employer that values innovation and professional growth within the dynamic property finance sector. With a competitive salary package, hybrid working options, and a clear pathway to advancement, employees are empowered to thrive in a supportive and collaborative work culture. Located in London, Fintelligent offers unique opportunities to engage with diverse projects while managing risks effectively, making it a rewarding place for those seeking meaningful careers.

Fintelligent

Contact Details:

Fintelligent Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Relationship Executive - Financial Services in Manchester

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 Fintelligent. 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 Relationship Executive - Financial Services in Manchester

Client Relationship Management
Invoice Finance
Funding Decision Support
Portfolio Management
Credit Policy Compliance
Client Ledger Management
Onboarding New Clients

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 Fintelligent.

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 Fintelligent'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 Fintelligent

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 Fintelligent.

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 Fintelligent 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 Fintelligent 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.