At a Glance
- Tasks: Build relationships with SMEs and help them access funding solutions.
- Company: A supportive mutual organisation focused on local business growth.
- Benefits: Competitive salary, car allowance, flexible hours, and personal development opportunities.
- Other info: Home-based role with travel across North Wales and excellent career growth.
- Why this job: Make a real impact by helping businesses thrive in your community.
- Qualifications: Experience in relationship management and understanding of SME finance.
The predicted salary is between 42000 - 42000 £ per year.
Location: Home-Based, North Wales
Salary: Up to 42,000 per annum + Car Allowance + Bonus
Hours: 37 hours per week
Type: Full-Time, Permanent
Are you passionate about supporting SMEs and helping businesses access funding when traditional lenders say no? We are recruiting on behalf of a well-established mutual organisation that specialises in providing finance to businesses that do not meet standard lending criteria. With a strong commitment to supporting local economies and helping businesses grow, they take a relationship‑led approach to lending, focusing on understanding the potential behind each opportunity rather than simply relying on traditional lending metrics.
Due to continued growth, they are seeking a Relationship Manager to cover North Wales, developing new business opportunities and building strong relationships across the regional business community. This is a home‑based role; however, candidates must be based within North Wales as regular travel is required to meet clients, introducers, and business partners throughout the region.
The Role
- Develop and maintain relationships with brokers, accountants, banks, and other professional introducers
- Generate and manage a pipeline of new lending opportunities
- Meet with business owners to understand their funding requirements and future plans
- Assess business propositions and identify suitable funding solutions
- Review financial accounts, cash flow forecasts, and business plans
- Prepare lending recommendations and supporting documentation
- Represent the organisation at networking events, business forums, and stakeholder meetings
- Manage customer relationships throughout the lending process and beyond
- Support regional lending growth and business development objectives
- Act as a trusted adviser and ambassador within the North Wales business community
About You
We are looking for a commercially minded relationship builder with experience in SME finance, commercial lending, business banking, or a related financial services environment.
Ideal Background
- Experience in relationship management, business development, commercial banking, SME lending, asset finance, invoice finance, or commercial finance
- Strong understanding of SME businesses and their funding requirements
- Ability to review and interpret business financial information
- Proven ability to build trusted relationships with business owners and professional introducers
- Excellent communication and networking skills
- Self‑motivated with the ability to work independently
- Full UK driving licence and willingness to travel across North Wales
What's on Offer?
- Salary up to 42,000 per annum
- 400 per month car allowance plus 25p per mile mileage reimbursement
- Discretionary annual bonus
- 28 days annual leave plus Bank Holidays and your birthday off
- Flexible working hours with start times between 8am and 10am and finish times between 4pm and 6pm
- Up to 10% employer pension contribution matching
- 4x salary life assurance (following qualifying period)
- Annual 250 personal development allowance
- Health Cash Plan and Hospital Treatment Insurance
- Ongoing professional development and training opportunities
- Home-based role with flexibility and autonomy
This is an excellent opportunity for an experienced relationship manager or commercial finance professional looking to make a genuine impact by helping businesses access the funding they need to grow and succeed.
Relationship Manager (Remote) in Wales employer: Yolk Recruitment
Join a well-established mutual organisation that prioritises supporting SMEs in North Wales through a relationship-led approach to lending. With a strong commitment to local economies, the company offers a flexible home-based role with competitive salary, generous benefits including a car allowance, and opportunities for professional development, making it an ideal employer for those passionate about making a meaningful impact in the business community.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Manager (Remote) in Wales
✨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 Yolk 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 Relationship Manager (Remote) in Wales
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 Yolk 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 Yolk 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 Yolk 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 Yolk 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 Yolk 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 Yolk 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.