Relationship Manager

Relationship Manager

Full-Time 56700 - 69300 £ / year (est.) Hybrid
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At a Glance

  • Tasks: Manage high-value business portfolios and deepen client relationships through discovery and tailored funding solutions.
  • Company: Fast-growing fintech company in London with a collaborative culture.
  • Benefits: Flexible benefits, private medical, learning allowance, and electric car schemes.
  • Other info: Dynamic environment with opportunities for innovation and career growth.
  • Why this job: Influence strategy while leveraging AI tools to enhance productivity and client engagement.
  • Qualifications: Expertise in financial products and proven success with high-value clients.

The predicted salary is between 56700 - 69300 £ per year.

As a Funding Circle Plus Relationship Manager, you own a portfolio of high-value, £3.25m+ turnover businesses, acting as their dedicated contact. You deepen engagement through discovery, identify funding needs, and coordinate with lenders to deliver solutions. You influence FC Plus strategy while expanding relationships and long-term value. This role blends client excellence with collaboration inside a fast-growing fintech culture in London. You’ll leverage AI tools to boost productivity and impact.

Pay / Benefits

  • flexible-first benefits
  • private medical and dental
  • life assurance and share schemes
  • annual learning allowance
  • electric car and cycle-to-work schemes
  • award-winning parental leave policies

Responsibilities

  • Own and manage a portfolio of £3.25m+ turnover businesses, serving as their primary liaison
  • Conduct in-depth discovery calls to understand goals, challenges, and financing needs
  • Convert inbound leads across Term Loans, Asset Finance, and Flexipay; identify new funding opportunities
  • Collaborate with a trusted panel of third-party lenders for suitable financing when FC core products don’t fit
  • Influence strategy, development, and expansion of the FC Plus function within a high-growth channel
  • Build and sustain long-term relationships to drive retention and increased lifetime value

Key requirements

  • Deep expertise in financial products for businesses and ability to recommend suitable solutions
  • Proven track record of delivering exceptional outcomes for high-value clients
  • Strong ability to understand complex business setups and communicate with senior owners and internal stakeholders
  • Target-driven with solid pipeline management and KPI focus
  • Comfort with a fast-paced environment and willingness to contribute new ideas to improve processes
  • Proactive use of Generative AI to streamline daily tasks and productivity; able to use approved AI tools safely
  • Relationship-building
  • Proactivity
  • Trust-building with senior stakeholders
  • Generative AI usage for productivity
  • AI tools familiarity for output enhancement
  • Financial product knowledge across commercial and asset finance

Relationship Manager employer: Funding Circle

At Funding Circle, we pride ourselves on being an exceptional employer that champions the growth and well-being of our employees. With a vibrant work culture that combines the agility of a fintech start-up with the stability of a public company, we offer flexible working arrangements, competitive salaries, and comprehensive benefits including health support and professional development opportunities. Join us in London, where you can make a meaningful impact while enjoying perks like barista coffee, subsidised lunches, and a strong commitment to employee welfare.

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Contact Details:

Funding Circle Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Relationship Manager

✨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 Funding Circle. 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 Manager

Relationship Management
Financial Product Knowledge
Client Engagement
Discovery Call Techniques
Pipeline Management
KPI Focus
Collaboration with Lenders

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 Funding Circle.

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 Funding Circle'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 Funding Circle

✨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 Funding Circle.

✨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 Funding Circle 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 Funding Circle 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.