Who are we?

We are an ambitious tech-oriented financial intermediary hiring the most talented people to bring the best outcomes to clients.

We 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.

The team

The Account Management team is responsible for building and maintaining relationships with our clients and understanding their requirements so we can solve their needs most effectively. Working alongside other Account Managers and our Support team you’ll be fully assisted in helping clients with almost any type of requirement they have.

The role

Account Managers are experienced sales professionals in financial services or related industries. While extensive market knowledge is not mandatory, self-motivation plays a crucial role in achieving success in this position.

The primary responsibilities of the role are to:

• • Build and nurture client relationships through various channels like telesales, social media, trade events, and networking

• • Offer finance solutions by presenting a range of products such as asset finance, commercial loans, invoice finance and property finance

• • Conduct effective analysis of financial requirements and relevant documentation

• • Develop a full understanding of your clients’ requirements

• • Prepare proposal documents and compile persuasive applications

A high performing Account Manager will:

• • Conduct background research on prospects prior to engaging

• • Maintain a high level of professionalism in all forms of communication

• • Continuously enhance knowledge and skills

• • Remain vigilant against fraud and money laundering risks, promptly reporting any concerns.

• • Adhere to the principles of Treating Customers Fairly in all interactions

• • Support fellow Account Managers and contribute expertise and best practices to the wider team.

Why join us?

As we enter our third year of trading, we 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

• • Hybrid working, with some fully remote options for individuals with prior experience as brokers within financial services

• • Full telephony and CRM infrastructure provided

• • Dedicated Sales Support team

• • Access to a wide range of funders

• • Market-leading remuneration