Portfolio Executive

Location: North Wales

Salary: Competitive + Excellent Benefits

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

Job Description: They are lookng for a Portfolio Executive and primary point of contact for a portfolio of underperforming investments. You will attend and conduct meetings with portfolio companies as appropriate. Develop and implement recovery strategies. Support the activities of other portfolio teams and work closely with colleagues and client businesses to diagnose the causes of underperformance and identify and implement turnaround plans.

The ideal candidate will have the following :-

  • Self-motivated with the ability to take a proactive approach and work efficiently without supervision.
  • Comfortable in dealing with time critical client sensitive work
  • An understanding of company law and insolvency law and practice.
  • A robust working knowledge of the law relating to Finance related activity and practice
  • Good communication, influencing and interpersonal skills. The ability to foster productive working relationships with distressed client businesses.
  • Strong problem solving and negotiation skills.
  • Experience of working in a financial or similar numerate environment and in particular awareness or experience of analysing financial information.
  • Relevant industry experience.
  • Driving Licence.

For more information or to send applications please contact Melanie Phillips on melanie@cfrecruitment.co.uk

Job Title: Relationship Manager 

Location: Leeds

Salary: Up to £65,000

About the Company: An established alternative finance provider specialising providing short-term lending and invoice finance to SMEs throughout the UK. Based predominantly in the North our client is well-respected with a very strong and experienced management team. The company has enjoyed consistent growth in the 10 years it has been trading and boasts an enviable reputation for being both a great employer and a fair and transparent lender.

Job Description: The role holder is responsible for managing a portfolio of clients collectively borrowing in excess of £60m. The portfolio is a mix of trading business and property investors, mainly Yorkshire based with all lending secured.

The ideal candidate will have the following:

  • Strong Relationship skills
  • Able to communicate at Board level
  • Experience of secured lending, preferably property based.

For more information or to send applications please contact Tracy Fletcher on 07852 150953 or via email to tracy@cfrecruitment.co.uk

Job Title: Portfolio Manager

Location: Leeds

Salary: Circa £50k

About the Company:

Our client is a specialist bank staffed by experts, providing asset finance, specialist mortgages and development finance. Lending to UK businesses exclusively.

Job Description:

This is a new Role, looking after 25 live development finance cases, monitoring sales and ongoing business development. The role holder will be expected to work 2 days in Leeds – Tuesday / Wednesday and will include site visits Midlands and North

Skills and Experience needed (essential or preferred) 

  • Experience of relationship management in commercial banking

  • Property experience preferred.

For more information or to send applications please send your details to Melanie Phillips on Melanie@cfrecruitment.co.uk