Job Title: Investment Executive

Location: Liverpool and the North West

Salary: £55k to £65k

About the Company:
An investment funder who specialises in the SME finance sector by delivering investment funds which help business prosper.   They support businesses by providing loans both long and short term to support their growth and expansion.
Job Description: 

The role of the Investment Executive is to originate and source investment deals in line with company criteria.

Skills and experience needed (essential or preferred): 
  • Business Development

  • Proven professional network

  • Credit skills in trading businesses

  • Liverpool patch experience

For more information or to send applications please contact Alison Campbell on 07903 018136 or email her on

Job Title: Management Accountant

Location: Preston, Lancashire

Salary: £35,000 – £40,000

About the Company:

Our client is a fintech lending platform providing real estate construction loans. The business is a startup backed by a large US based hedge fund and a management team with over 15 years experience at principal and executive banking level. The business aims to disrupts the normal patterns in their sector by improving the customer journey adopting Fintech to enable this. They are looking to recruit a Qualified Management Accountant or Qualified by Experience Management Accountant to join the team.

Job Description:

This role will report to the Director to support the business to produce and present timely and accurate financial information.

This will be a varied role with duties to include: –

  • Preparation of monthly management accounts
  • Monthly reconciliation
  • Balance sheet maintenance and reconciliations
  • Finance and Treasury function for the business
  • Budgeting and Forecasting
  • Commercial sales analysis and reporting
  • Management of business KPIs / book-keeping
  • Any project work
  • Payroll and preparing financial accounts for the company and maintenance of its compliance.
  • Producing accurate balance and statement data for borrowers.
  • Producing financial data for the company’s stakeholders.
  • Preparation and presenting monthly management packs for the Director

Skills and experience needed (essential or preferred):

  • ACA, CIMA or ACCA qualified
  • Good commercial acumen
  • Excellent skills in MS Excel and being able to produce forecasting models
  • Ability to work autonomously and to tight deadlines
  • Ability to present strongly to all stakeholders

If you feel you have the prerequisite skills and experience, then we want to hear from you. Contact Melanie Phillips on