Account Manager Finance

Account Manager Finance

Full-Time 26000 - 26000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Manage customer enquiries and generate new business in commercial finance.
  • Company: Dynamic finance team in Milton Keynes with a focus on growth.
  • Benefits: Competitive salary, uncapped commission, and 28 days holiday.
  • Other info: Join a motivated team with opportunities for personal and professional growth.
  • Why this job: Unleash your earning potential and build strong relationships in finance.
  • Qualifications: Sales experience; finance background is a plus but not essential.

The predicted salary is between 26000 - 26000 £ per year.

Please make sure you read the following details carefully before making any applications.

Location: Milton Keynes

Salary: £24,000 - £26,000 per annum + Uncapped Commission

Commission: 5% - 17.5%

OTE: Unlimited

Working Hours: Monday - Friday, 9:00am - 5:30pm

Holiday: 28 days including bank holidays

Are you a driven, ambitious sales professional looking for an opportunity where your earning potential is genuinely uncapped? We are looking for an enthusiastic Account Manager to join our growing commercial finance team in Milton Keynes. This is a fantastic opportunity for someone with a strong sales background who enjoys building relationships, generating new business and working towards targets. Previous experience in commercial finance or financial services is advantageous, but candidates with a proven sales background and the right attitude are encouraged to apply.

The Role

As an Account Manager, you will manage customer enquiries from initial contact through to completion, identifying suitable commercial finance solutions and developing new business opportunities. Your responsibilities will include:

  • Managing new and existing customer enquiries
  • Selling and brokering commercial finance solutions
  • Qualifying customer requirements and identifying suitable funding options
  • Managing leads from initial enquiry through to completion
  • Generating new business through telephone, email, LinkedIn and proactive outreach
  • Building strong relationships with customers, brokers, suppliers and introducers
  • Reviewing customer information, financial details and credit backgrounds
  • Presenting suitable funding options clearly and professionally
  • Managing your sales pipeline using CRM systems
  • Maintaining accurate customer records and following up opportunities
  • Attending customer meetings where required

About You

We're looking for a confident and commercially minded individual who is:

  • Ambitious, motivated and target-driven
  • Confident making outbound calls

Account Manager Finance employer: Synergy Plus Recruitment

Join a dynamic and innovative team in Milton Keynes as an E-commerce Specialist for Private Label Products, where your expertise will be valued and rewarded. Our company fosters a collaborative work culture that prioritises employee growth through continuous learning opportunities and a supportive environment. With competitive salaries, a bonus structure, and the chance to lead exciting projects across multiple online platforms, this role offers a meaningful career path in the thriving e-commerce sector.

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Contact Details:

Synergy Plus Recruitment Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Account Manager Finance

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 Synergy Plus Recruitment. 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 Account Manager Finance

Communication Skills
Adaptability
Attention to Detail
Problem-Solving Skills
Client Relationship Management
Time Management
Presentation Skills

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 Synergy Plus Recruitment.

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 Synergy Plus Recruitment'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 Synergy Plus Recruitment

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 Synergy Plus Recruitment.

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 Synergy Plus Recruitment 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 Synergy Plus Recruitment 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.