At a Glance
- Tasks: Support clients with funding and manage relationships to ensure high service standards.
- Company: Leading independent financial services provider in the UK.
- Benefits: Excellent salary, generous benefits package, and career growth opportunities.
- Other info: Collaborative environment with opportunities for professional development.
- Why this job: Join a dynamic team and make a real impact in client financial success.
- Qualifications: Customer service experience and strong communication skills required.
The predicted salary is between 25650 - 31350 £ per year.
Job Description Our client, one of the UK's leading independent providers of Financial Services to businesses requires Relationship Executive to join their growing team in Berkshire.
As a Relationship Executive, you will work closely with the Relationship Managers to implement an agreed strategy and ensure clients are funded on a daily basis.
Your responsibilities will include accurate processing of client payments, collaboration with various teams, and proactive client management.
You will be a key player in maintaining high client service standards and managing risk in a financial service environment.
Key Responsibilities
Collaborate with the Relationship Manager to fully understand and implement the agreed strategy, ensuring alignment with company goals and client needs.
Ensure that clients are funded on a daily basis by referring and informing funding decisions to the appropriate sanctioning authority.
Accurately process client payments to meet deadlines and within agreed risk parameters.
Work closely with Credit Control and Data Processing teams to ensure the debtor base is fundable and financial operations run smoothly.
Liaise with clients regularly to ensure full funding on a daily basis and to understand and address their financial needs.
Support Relationship Managers in achieving the agreed risk standards and monitor daily payments to mitigate financial risk.
Maintain high client service standards by communicating effectively with clients and proactively identifying opportunities to enhance their experience.
Actively seek new opportunities for the company by managing client relationships and identifying potential areas for growth.
Undertake any other duties or projects commensurate with the level of responsibility of this role, leveraging your experience and training.
Qualifications and Skills: Customer service experience.
Ability to understand and identify client needs.
Strong organizational and time management skills.
Understanding of risk in a financial services environment.
Excellent communication skills.
Basic IT skills, including MS Office (Excel, Word, Outlook).
Experience in Commercial Finance or similar industry.
The successful candidate will be rewarded with an excellent salary and generous benefits package.
Relationship Executive – Invoice Finance – Berkshire in Reading employer: M2 Professional Recruitment Services
Join one of the UK's fastest growing Challenger Banks as a Regional Sales Director EMEA, where you will thrive in a dynamic work culture that values innovation and collaboration. With a competitive salary of up to £90,000, a bonus scheme, and an excellent benefits package, this role offers significant opportunities for professional growth and development within a supportive environment. Located in the vibrant regions of Hampshire, Surrey, and Sussex, you'll benefit from a strong network of industry professionals, making it an ideal place for ambitious individuals looking to make a meaningful impact in the finance sector.
Contact Details:
M2 Professional Recruitment Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Executive – Invoice Finance – Berkshire in Reading
✨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 M2 Professional Recruitment Services. 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 Executive – Invoice Finance – Berkshire in Reading
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 M2 Professional Recruitment Services.
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 M2 Professional Recruitment Services'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 M2 Professional Recruitment Services
✨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 M2 Professional Recruitment Services.
✨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 M2 Professional Recruitment Services 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 M2 Professional Recruitment Services 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.
