Senior Account Manager (Finance)

Ambitious tech-oriented financial intermediary are hiring a Senior Account Manager to join their team on a fully remote or hybrid basis. You can also work abroad for 90 days per year.

They source finance solutions for businesses and individuals who need assistance finding the most appropriate way of raising capital to purchase assets, invest in new opportunities and manage cashflow.

Must Haves

Must have a background in the Finance sector coming from a Finance Broker
The primary responsibilities of the role are to: Actively develop new and existing relationships with clients through telesales social media trade events and networking
Provide finance solutions to clients by offering a range of products including
but not limited to
asset finance commercial loans invoice finance and property finance
Effectively analyse financial requirements and key financial documentation
Develop a full understanding of your clients’ requirements
Draft proposal documents and compile compelling applications
A high-performing Senior Account Manager will: Research background information on the appropriateness of prospects before engaging
Maintain a high standard of professional conduct in all oral and written communication
Develop own knowledge and skills Stay vigilant against the risks of fraud and money laundering and report concerns promptly and appropriately
Adhere to the principles of Treating Customers Fairly in all your dealings and correspondence
Support other Account Managers and the wider team through sharing expertise and best practiceThe role
Senior Account Managers are individuals who are experienced in the financial services industry, either having worked previously as brokers/intermediaries, or having built a wealth of experience working with lenders.
The primary responsibilities of the role are to:

Actively develop new and existing relationships with clients through telesales, social media, trade events and networking
Provide finance solutions to clients by offering a range of products including, but not limited to, asset finance, commercial loans, invoice finance and property finance
Effectively analyse financial requirements and key financial documentation
Develop a full understanding of your clients’ requirements
Draft proposal documents and compile compelling applicationsA high-performing Senior Account Manager will:

Research background information on the appropriateness of prospects before engaging
Maintain a high standard of professional conduct in all oral and written communication
Develop own knowledge and skills
Stay vigilant against the risks of fraud and money laundering and report concerns promptly and appropriately
Adhere to the principles of Treating Customers Fairly in all your dealings and correspondence
Support other Account Managers and the wider team through sharing expertise and best practiceWhy join?
As they enter their third year of trading, they are going live with a number of initiatives to grow the business rapidly so it’s a great time for experienced and motivated people to take on a new challenge and grow with us.
Some key details of the role are:

Fully employed and self-employed roles available
Option to work fully remotely
Full telephony and CRM infrastructure provided
Dedicated Sales Support team
Access to a wide range of funders