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- Tasks: Manage a portfolio of Invoice Finance clients and their finance arrangements.
- Company: Join a leading independent provider of Financial Services in the UK.
- Benefits: Enjoy a competitive salary, car allowance, annual bonus, and extensive benefits.
- Other info: Applications welcome from all areas in the East of England.
- Why this job: Be part of an innovative team promoting market-leading finance products.
- Qualifications: Experience in Factoring, Invoice Discounting, or commercial finance is essential.
The predicted salary is between 44000 - 66000 £ per year.
Location: Midlands
Posted: 24th March 2026
Job Description
Relationship Manager – Invoice Finance
Midlands
Our client, a leading independent provider of Financial Services to businesses requires a Relationship Manager to join their expanding team in The Midlands.
You will be responsible for the day-to-day management of a portfolio of Invoice Finance facilities, delivering a high level of customer service and ensuring that commercially sound and profitable relationships are maintained within set targets.
Key responsibilities
- Build and develop strong relationships with a mixed portfolio of clients to maximise retention and maintain contract renewals at an acceptable level.
- Support the daily responsibilities of the Relationship Executives to maximise funding available.
- Develop and maintain appropriate risk and recoveries management, including regular client reviews, visits and audits.
- Prepare and contribute to Monthly Portfolio Review Meetings and contribute to risk and client strategy discussions within the portfolio.
- Make funding decisions on all clients within the portfolio, including overseeing the setting of invoice funding, concentration and credit limits within credit authority levels and communication of funding decisions with clients.
- Support the on-boarding process (take on’s) for prospective clients, leading communication with Sales and the prospective client.
- Support new business and growth through efficient communication with sales team, deal structuring and underwriting process.
- Deal with all customer matters efficiently, fairly and consistently in line with cultural values.
Operational experience within Invoice Finance and/or wider Commercial Lending is essential. This is an opportunity for an ambitious, career minded commercial financial professional looking to progress their career with a highly capitalised, forward thinking and expanding business.
Preference will be shown to those who can also display a working knowledge of Underwriting Invoice Finance facilities, albeit this isn’t an essential requirement.
The successful candidate will be rewarded with a market leading salary, car allowance, annual bonus and benefits package.
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Relationship Manager employer: M2 Professional Recruitment Services Ltd
Contact Detail:
M2 Professional Recruitment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager
✨Tip Number 1
Network with professionals in the finance sector, especially those involved in Invoice Finance and Factoring. Attend industry events or webinars to connect with potential colleagues and learn more about the latest trends.
✨Tip Number 2
Research the company thoroughly. Understand their products, values, and market position. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss your operational experience in commercial finance. Be ready to share specific examples of how you've managed client portfolios and mitigated risks in previous roles.
✨Tip Number 4
Showcase your understanding of Financial Accounting and Business Finance during discussions. Highlight any relevant qualifications or training that can set you apart from other candidates.
We think you need these skills to ace Relationship Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Relationship Manager. Familiarise yourself with Invoice Finance, Factoring, and Risk Management to demonstrate your knowledge in your application.
Tailor Your CV: Customise your CV to highlight relevant experience in commercial finance or lending. Emphasise any operational experience you have in managing client portfolios and your understanding of financial accounting.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific achievements in your previous roles that relate to managing risk and maximising revenue, as these are key aspects of the job.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at M2 Professional Recruitment Services Ltd
✨Know Your Financial Products
Make sure you have a solid understanding of Invoice Finance, Factoring, and Invoice Discounting. Be prepared to discuss how these products work and their benefits for clients, as this will demonstrate your expertise in the field.
✨Showcase Your Risk Management Skills
Since managing risk is a key part of the role, be ready to provide examples of how you've successfully identified and mitigated risks in previous positions. This will highlight your ability to protect both the client and the company.
✨Demonstrate Client Relationship Building
Prepare to discuss your approach to building and maintaining strong relationships with clients. Share specific examples of how you've managed client portfolios and maximised revenue through effective communication and service.
✨Research the Company
Familiarise yourself with the company's values, mission, and the financial products they offer. This knowledge will help you tailor your responses and show that you're genuinely interested in being part of their team.