Wholesale Funding Executive

Wholesale Funding Executive

Epsom Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage high-value funding transactions and maintain accurate records.
  • Company: Join a leading organisation with a supportive and friendly team.
  • Benefits: Enjoy a fast-paced environment with opportunities for growth and development.
  • Why this job: Be part of a dynamic team while working with large figures and enhancing your Excel skills.
  • Qualifications: Strong attention to detail and experience with Microsoft Excel are essential.
  • Other info: No accounting background required, just a passion for numbers and teamwork.

The predicted salary is between 36000 - 60000 £ per year.

Are you someone with excellent attention to detail, enjoy working with numbers and want to be part of a fast-paced and supportive team? We are looking for a Wholesale Funding Executive to join a friendly team of 4, who support the operations behind a leading organisation.

This role is ideal for someone who is a strong communicator, confident with large figures (up to £50 - £60 million), and proficient in Excel (V/X-lookups, Pivot Tables and formulas are a must). While an accounting background isn't required, you'll need to be comfortable navigating financial systems and figures. You'll play an essential part in ensuring the smooth and accurate flow of wholesale funding activities, working alongside internal teams and external partners.

What you'll do:

  • Setting up and maintaining account details and credit limits
  • Managing high-value funding transactions (up to £50 million)
  • Ensuring systems and records are accurate and compliant
  • Supporting internal audits and regulatory processes

What we're looking for:

  • Strong administrative or operations experience
  • Confident using Microsoft Excel (v-lookups, pivot tables, etc.)
  • Great attention to detail and time management
  • A clear communicator who enjoys working as part of a team

Wholesale Funding Executive employer: Lloyd Recruitment

As a Wholesale Funding Executive, you'll thrive in a dynamic and collaborative environment that values precision and teamwork. Our company offers competitive benefits, a supportive work culture, and ample opportunities for professional growth, all set in a vibrant location that fosters innovation and connection. Join us to be part of a dedicated team where your contributions directly impact our success and where you can develop your skills in a meaningful way.
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Contact Detail:

Lloyd Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wholesale Funding Executive

✨Tip Number 1

Familiarise yourself with financial systems and tools that are commonly used in wholesale funding. Understanding how these systems work will give you an edge during the interview, as you'll be able to discuss your insights and experiences confidently.

✨Tip Number 2

Brush up on your Excel skills, especially VLOOKUPs, pivot tables, and formulas. Consider taking a short online course or watching tutorial videos to ensure you're comfortable with these functions, as they are crucial for the role.

✨Tip Number 3

Prepare examples of your attention to detail and time management skills. Think of specific situations where you successfully managed large figures or complex data, as this will demonstrate your capability to handle the responsibilities of the Wholesale Funding Executive role.

✨Tip Number 4

Practice your communication skills, particularly in explaining complex information clearly. Since the role involves working with internal teams and external partners, being able to convey your thoughts effectively will be key to your success.

We think you need these skills to ace Wholesale Funding Executive

Attention to Detail
Strong Communication Skills
Proficiency in Microsoft Excel (V-lookups, Pivot Tables, Formulas)
Numerical Aptitude
Administrative Experience
Time Management
Ability to Navigate Financial Systems
Team Collaboration
Compliance Awareness
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your attention to detail and experience with numbers. Include any relevant administrative or operations roles, and emphasise your proficiency in Excel, particularly with V-lookups and Pivot Tables.

Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the Wholesale Funding Executive role. Mention specific examples of how you've successfully managed high-value transactions or worked with financial systems in the past.

Highlight Communication Skills: Since the role requires strong communication skills, provide examples in your application that demonstrate your ability to work effectively within a team and communicate clearly with internal and external partners.

Proofread Your Application: Before submitting, carefully proofread your application for any errors. Attention to detail is crucial for this role, so ensure your application reflects that quality by being free from typos and grammatical mistakes.

How to prepare for a job interview at Lloyd Recruitment

✨Showcase Your Excel Skills

Since proficiency in Excel is a must for this role, be prepared to discuss your experience with V-lookups, Pivot Tables, and formulas. You might even want to bring examples of how you've used these skills in previous roles to demonstrate your capability.

✨Demonstrate Attention to Detail

This position requires excellent attention to detail, so be ready to provide examples of how you've ensured accuracy in your work. Discuss any processes you have implemented to double-check figures or maintain compliance in previous jobs.

✨Communicate Clearly

As a Wholesale Funding Executive, you'll need to communicate effectively with both internal teams and external partners. Practice articulating your thoughts clearly and concisely, and consider preparing a few examples of successful collaborations from your past experiences.

✨Prepare for Financial Discussions

Even though an accounting background isn't required, being comfortable with financial systems and high-value transactions is crucial. Brush up on relevant terminology and be ready to discuss how you've navigated financial data in your previous roles.

Wholesale Funding Executive
Lloyd Recruitment
L
  • Wholesale Funding Executive

    Epsom
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-05-24

  • L

    Lloyd Recruitment

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