Finance Account Executive

Finance Account Executive – Commercial Finance

My client is a well-established and highly respected independent commercial finance brokerage with a strong reputation across the UK. Specialising in tailored funding solutions for professional services firms and SMEs, they are continuing to grow and are seeking a motivated Account Executive.

This is an excellent opportunity for a commercially minded individual who enjoys building relationships, generating business opportunities, and helping clients access bespoke finance solutions. Full training and ongoing support will be provided.

Key Responsibilities

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• Manage relationships with existing clients, discussing renewals and future funding requirements.
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• Contact prospective clients to identify financing needs and convert opportunities into business.
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• Identify cross-selling opportunities and promote relevant financial products.
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• Maintain accurate records and update CRM systems.
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• Deliver exceptional customer service throughout the client journey.
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• Handle inbound enquiries and direct them appropriately.
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• Ensure compliance with FCA regulations and internal procedures.
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About You

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• Proven track record of converting leads into business.
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• Confident making outbound calls and building relationships over the phone.
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• Strong communication and interpersonal skills.
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• Self-motivated, proactive, and target-driven.
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• Excellent organisational skills and attention to detail.
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• Able to work independently while contributing to a collaborative team environment.
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Desirable Experience

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• Commercial finance, lending, brokerage, or insurance backgrounds.
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• Experience using CRM systems.
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• Knowledge of commercial lending products.
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What's on Offer?

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• Full training and ongoing professional development.
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• Supportive and collaborative team environment.
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• Opportunity to join a growing and highly regarded business within the commercial finance sector.
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