At a Glance
- Tasks: Build relationships and help clients access tailored finance solutions.
- Company: Respected independent commercial finance brokerage with a strong UK reputation.
- Benefits: Full training, ongoing support, and a collaborative team environment.
- Other info: Exciting opportunity for career growth in commercial finance.
- Why this job: Join a growing business and make a real impact in the finance sector.
- Qualifications: Proven track record in sales, strong communication skills, and self-motivated.
The predicted salary is between 30000 - 40000 £ per year.
My client is a well-established and highly respected independent commercial finance brokerage with a strong reputation across the UK. Specialising in tailored funding solutions for professional services firms and SMEs, they are continuing to grow and are seeking a motivated Account Executive. This is an excellent opportunity for a commercially minded individual who enjoys building relationships, generating business opportunities, and helping clients access bespoke finance solutions. Full training and ongoing support will be provided.
Key Responsibilities
- Manage relationships with existing clients, discussing renewals and future funding requirements.
- Contact prospective clients to identify financing needs and convert opportunities into business.
- Identify cross-selling opportunities and promote relevant financial products.
- Maintain accurate records and update CRM systems.
- Deliver exceptional customer service throughout the client journey.
- Handle inbound enquiries and direct them appropriately.
- Ensure compliance with FCA regulations and internal procedures.
About You
- Proven track record of converting leads into business.
- Confident making outbound calls and building relationships over the phone.
- Strong communication and interpersonal skills.
- Self-motivated, proactive, and target-driven.
- Excellent organisational skills and attention to detail.
- Able to work independently while contributing to a collaborative team environment.
Desirable Experience
- Commercial finance, lending, brokerage, or insurance backgrounds.
- Experience using CRM systems.
- Knowledge of commercial lending products.
What's on Offer?
- Full training and ongoing professional development.
- Supportive and collaborative team environment.
- Opportunity to join a growing and highly regarded business within the commercial finance sector.
Finance Account Executive in St. Asaph employer: Focus Search and Selection
Join a well-established and respected independent commercial finance brokerage in St. Asaph, where you will thrive in a supportive and collaborative team environment. With a strong focus on employee growth, we offer full training and ongoing professional development, ensuring you have the tools to succeed while building meaningful relationships with clients. Experience the satisfaction of helping SMEs access tailored funding solutions in a company that values your contributions and fosters a culture of excellence.
Contact Details:
Focus Search and Selection Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Finance Account Executive in St. Asaph
✨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 Focus Search and Selection. 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 Finance Account Executive in St. Asaph
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 Focus Search and Selection.
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 Focus Search and Selection'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 Focus Search and Selection
✨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 Focus Search and Selection.
✨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 Focus Search and Selection 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 Focus Search and Selection 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.
