At a Glance
- Tasks: Support senior team members in managing SME lending and client relationships.
- Company: Dynamic recruitment agency connecting top talent with leading investment firms.
- Benefits: Remote work, clear career progression, and collaboration with experienced professionals.
- Other info: Fast-paced environment with opportunities for professional growth and networking.
- Why this job: Make a real impact in high-growth businesses while developing your career.
- Qualifications: Experience in SME lending or commercial banking and strong analytical skills.
The predicted salary is between 40000 - 50000 £ per year.
REMOTE, Field Based - Scotland
Northreach is a dynamic recruitment agency that connects businesses with top talent across Financial Services and Investment sectors. We specialise in delivering a seamless recruitment experience for both clients and candidates, supporting growth, innovation, and long-term career development.
A well-established and growing UK investment fund is seeking an experienced Lending Associate / Relationship Manager to support its expanding SME lending portfolio focused on high-growth businesses across Scotland and the wider UK.
The Role
You will support Senior Lending Team members across the full lending lifecycle, from post-approval execution through to ongoing portfolio monitoring and client engagement. Key responsibilities include:
- Supporting Senior Lending Team members with post-approval processes including facility documentation, security arrangements, and completion of Conditions Precedent
- Liaising with internal Risk teams and external legal/security partners to ensure smooth transaction execution
- Assisting with mid-term amendments, repayment requests, and drafting supporting credit papers where required
- Monitoring portfolio performance, reviewing monthly financial information, and identifying early warning indicators or potential covenant risks
- Supporting proactive portfolio management and client relationship engagement alongside Senior Lending Team members
- Contributing to fund reporting, internal updates, and investor-facing materials where required
- Supporting analysis of SME financial accounts and management information to inform credit recommendations
What We’re Looking For
- Experience in SME lending, commercial banking, relationship management, or debt advisory roles
- Strong understanding of cashflow-based lending and SME credit fundamentals
- Experience supporting or preparing credit papers or lending proposals (advantageous)
- Strong numerical and analytical skills with the ability to interpret financial statements and management accounts
- Comfortable managing multiple workstreams and meeting tight deadlines in a fast-moving environment
- Strong communication skills with the ability to engage stakeholders at all levels
- Experience using CRM systems and Microsoft Office 365
Highly Desirable
- Experience in market-gap or growth lending (non-bank lending preferred)
- Exposure to portfolio monitoring and covenant management
- Existing professional network within Scottish SME or investment markets
- Experience working closely with senior deal teams or credit committees
Why This Opportunity?
This is a high-impact role offering:
- Clear progression within the organisation
- Close collaboration with experienced senior deal professionals and risk teams
- Strong visibility across deal execution and portfolio strategy
- Opportunity to work with ambitious, high-growth SMEs
- A chance to develop into a senior lending role within a growing organisation
Account Manager in Paisley employer: Northreach
Northreach is an exceptional employer, offering a dynamic and supportive work environment for Account Managers in the thriving financial services sector. With a focus on employee growth and development, team members benefit from clear progression paths, collaboration with experienced professionals, and the opportunity to engage with ambitious SMEs across Scotland. The remote, field-based role allows for flexibility while being part of a purpose-driven team dedicated to innovation and success.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager in Paisley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services and investment sectors. Attend industry events or webinars, and don’t be shy about introducing yourself to potential employers. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their lending processes and recent projects. This will help you tailor your responses and show that you’re genuinely interested in the role.
✨Tip Number 3
Practice your pitch! You’ll want to clearly articulate your experience in SME lending and relationship management. Highlight specific achievements that demonstrate your skills and how they align with the job requirements.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged in their job search.
We think you need these skills to ace Account Manager in Paisley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Account Manager role. Highlight your experience in SME lending and relationship management, and don’t forget to showcase those strong numerical and analytical skills we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background aligns with our needs. Be sure to mention any relevant experience with cashflow-based lending or credit papers.
Showcase Your Communication Skills:Since strong communication is key for this position, make sure your application reflects that. Use clear, concise language and structure your documents well. We want to see how you engage stakeholders at all levels!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Northreach
✨Know Your Numbers
Brush up on your numerical and analytical skills. Be prepared to discuss financial statements and cashflow-based lending in detail. This will show that you understand the fundamentals of SME finance, which is crucial for the role.
✨Showcase Your Relationship Management Skills
Think of examples where you've successfully managed client relationships or collaborated with senior teams. Highlight your communication skills and how you've engaged stakeholders at various levels. This will demonstrate your fit for a role that requires strong interpersonal abilities.
✨Familiarise Yourself with the Company
Research the investment fund and its portfolio. Understand their focus on high-growth businesses and be ready to discuss how your experience aligns with their goals. This shows genuine interest and helps you tailor your responses during the interview.
✨Prepare for Scenario Questions
Anticipate questions about handling multiple workstreams and meeting tight deadlines. Prepare specific examples from your past experiences that illustrate your ability to thrive in fast-paced environments. This will help you stand out as a candidate who can manage the demands of the role.
