At a Glance
- Tasks: Build strong client relationships and source tailored finance solutions.
- Company: Join a tech-focused intermediary team making a difference in financial services.
- Benefits: Enjoy remote work, dedicated support, and growth opportunities in a rapidly expanding business.
- Other info: Flexible working options available, with tools provided for success.
- Why this job: Make an impact by helping clients secure the right funding solutions.
- Qualifications: Experience in financial services and strong communication skills required.
The predicted salary is between 30000 - 30000 £ per year.
Location: Remote or hybrid in Northampton office
Salary: £30,000
About the role
Are you experienced in financial services and passionate about helping businesses and individuals secure the right funding solutions? We're looking for a driven Senior Account Manager to join a growing, tech-focused intermediary team that's making a real difference to clients across the UK.
You'll be responsible for building strong relationships, understanding client needs, and sourcing the most suitable finance options from a broad panel of funders. You'll have the tools, support, and autonomy to succeed, whether that's from home or on the road.
Responsibilities:
- Building and maintaining relationships with new and existing clients
- Advising on a wide range of finance products including asset finance, commercial loans, invoice finance, and property finance
- Assessing financial documentation and understanding clients' funding needs
- Preparing tailored proposal documents and finance applications
- Engaging with prospects through telesales, social media, events, and networking
- Supporting colleagues by sharing insights, expertise, and best practice
Requirements:
- Previous experience in financial services, ideally in brokerage, lending, or as an intermediary
- Strong understanding of commercial funding products and how to match them to client needs
- Confident communicator with the ability to build rapport quickly
- Self-motivated, target-driven, and comfortable managing your own workload
- Detail-oriented with the ability to analyse financial information and write compelling proposals
- A professional, ethical approach and a commitment to doing the right thing for the client
Benefits:
- Fully remote working setup, with CRM and telephony infrastructure provided
- Access to a wide panel of funders and product types
- Dedicated Sales Support team to assist with admin and applications
- Flexibility to join on an employed or self-employed basis
- Opportunity to grow with a business in rapid expansion mode
To be considered:
Please either apply by clicking online or emailing me directly. For further information please call me.
