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Client Executive

Job Title: Client Executive

Location: Midlands

Salary:  Up to £30k

About the Company:

Our client is an established alternative finance provider specialising providing short-term lending and invoice finance to SMEs throughout the UK

Job Description: 

The ideal candidate will work closely with the Relationship Management and Business Development teams. You will provide day to day support to the Relationship Managers, delivering excellent customer service and responding to queries promptly and efficiently. You will process client assignments, schedule uploading and overpayment requests and prepare documentation for amendments and variations, whilst assisting in the new client take-on process. You will assist with the preparation of customer files for new clients and update systems and bank account set up’s, along with completing Land Registry and Credit searches

The ideal candidate will have the following :-

  • Financial industry experience preferred
  • Strong attention to detail and a high level of accuracy
  • Excellent communication skills, both oral and written
  • Exceptional organisational skills
  • Act with integrity at all times
  • Ability to work to tight timeframes and deadlines
  • Operate proactively, taking responsibility and ownership for own workload
  • Strong focus on personal development and learning
  • A team-player with a positive, can-do attitude

For more information or to send applications please send your details via email to melanie@cfrecruitment.co.uk

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Asset Manager (Asset Finance)

Job Title: Asset Manager – Asset Finance

Location: Negotiable

Salary: Up to £75k

About the Company:  

Our client is one of the leading providers of cross-border asset-based lending and leasing finance solutions in the UK. Their current focus is the support of businesses with a sustainable focus, providing a broad range of flexible funding solutions that support SME and Mid-Market businesses in their quest for sustainability. They are also a strong supporter of diversity in the workplace.

Job Description:  

Our client is seeking an experienced Asset Manager who will be responsible for setting Residual Values and monitoring existing RV risk

Skills and experience needed (essential or preferred):  

  • Knowledge of the UK transport sector would be considered an advantage, with a specific focus upon the TfL Bus market
  • Awareness of the likely impact of ESG factors on road transport
  • Knowledge of asset management, assets and asset environments and asset appraisal
  • Knowledge of national and international economic, society and industry-specific trends
  • Knowledge of UK asset finance

Please contact Alison Campbell for more information on 07903 018136 or email her on alison@cfrecruitment.co.uk

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Relationship Manager – Invoice Finance

Job Title: Relationship Manager – Invoice FInance

Location: London

Salary: £40k-£60k DOE

An opportunity has arisen for a skilled and experienced Relationship Manager to join a disruptive and forward-thinking bank in their Invoice Finance team, looking after a lucrative portfolio of clients across London. In this role, you will become immersed in the everyday mechanics of your clients and assist them in making their companies as profitable as possible.

You’ll do this by understanding the individual Invoice Finance needs of the customer, ensuring that the relationship created by the Business Development team is maintained. In addition, you will carry out regular reviews for your customers to ensure you are giving them amazing service and that they have access to all of the amazing services that the bank offers.

To be considered for this role, you must:

  • Be completely passionate and 100% dedicated to providing unrivalled customer service to your clients
  • Have a strong understanding and demonstrable experience in Invoice Finance gained in a similar role
  • Be able to spot risks and understand what this means for you, your customers and wider stakeholders
  • Have the ability to learn quickly in a dynamic and fast-paced environment
  • Have experience of identifying and meeting and exceeding customer’s Invoice Finance needs whilst resolving complex queries whilst working with your wider bank stakeholders

In return, you’ll be part of a fun, supportive and forward-thinking team within a bank that has developed and is continuing to develop an outstanding reputation. You will be eligible for a performance related bonus and an enviable benefits package too, alongside a competitive salary.

If you are up for a new challenge and possess the skills required, we’d love to hear from you! Please apply via the link of get in touch with Lucy Done at Campbell & Fletcher Recruitment for more information. 

If you are up for a new challenge and possess the skills required, we’d love to hear from you! Please contact us for more information or to send applications please contact Lucy on lucy@cfrecruitment.co.uk

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Relationship Executive (Financial Guide)

Job Title: Relationship Executive (Finance Guide)

Location: Glasgow – mix of Office & Home Working – Shift Patterns: Monday – Sunday , 7am to 11pm

Salary: £29350.00

Do you have experience in banking and/or financial services?

Do you pride yourself on delivering exceptional customer service?

Are you a problem-solver with the ability to think on your feet?

If so, we want to hear from you!

We are currently on the lookout for energetic and customer centric professionals with a background in banking or the financial services on behalf of our banking client. They are currently on a huge recruitment drive to add to their already busy and exciting teams who are dedicated to providing the very best customer service.

In this role, you will be responsible for forging and maintaining strong relationships with the bank’s customer base by providing reactive financial guidance over the phone. The financial guidance you provide will provide the customer with confidence in their current financial situation and lay the foundations to build their wealth for the future.

With in-depth training and ongoing support, you will become an expert in the products, policies and processes at the bank. You’ll use this knowledge to provide the very best solutions for your client base.

To be considered for this role, you must:

  • Possess a background in banking or financial services
  • Have held a similar, relationship-focused role
  • Have exceptional attention to detail and problem-solving skills
  • Must be able to commit to the shift patterns
  • Have a confident and professional telephone manner
  • Be confident in your ability to forge and maintain relationships in a virtual environment

If you are ready to join a forward-thinking team and progress your career then please contact us for more information or to send applications please contact Sophie on sophie@cfrecruitment.co.uk

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Risk and Relationship Manager

Job Title: Risk and Relationship Manager

Location: Manchester or Leeds

Salary: Up to £50k plus additional benefits and bonus

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. Now expanding its operation into the Midlands and beyond.

 
Job Description: 

The role holder will be responsible for ensuring new business and existing facilities are underwritten and operating in accordance with policies and procedures. They will support the Risk Director in delivery of a robust risk framework as well as managing a portfolio of higher risk and insolvent clients.

Skills and Experience needed (essential or preferred) :-

  • Commercial banking experience essential
  • Experience of relationship managing SME clients in financial difficulty
  • Sound understanding of all asset classes, with property in particular being a preference

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

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Relationship Manager, Associate Membership

Job Title: Relationship Manager, Associate Membership

Location: London with some hybrid working

Salary: Up to £45k

About the Company:

Our client is the collective voice of the Financial Services Industry, representing around 300 firms in their interaction with the various regulatory bodies and government offices. They work on behalf of their members to promote an innovative banking and finance industry. They offer research, policy expertise, thought leadership and advocacy and provide a single voice for a diverse and competitive industry.

 
Job Description: 

The role holder is responsible for looking after around 60 Associate Members, aiming for the highest level of engagement. In addition to promoting member services the successful candidate will support the Membership team in the development of the account management strategy, to fulfil the existing members needs, broadening the scope of relationship with associate members by organising targeted briefings, roundtable events, dinners, and webinars etc.

Skills and Experience needed (essential or preferred) :-

  • Experienced business developer
  • Strong relationship management skills
  • Account management skills
  • Marketing background and advantage.

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

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Employed Mortgage & Protection Advisors

Job Title: Employed Mortgage & Protection Advisors – 4 locations

Location: Preston, South Yorkshire & Litchfield

Salary: Up to £32k Basic plus commission

The Company:

Our client, an Award Winning Independent Financial Advisers who provide a wide range of services are looking to recruit Mortgage & Protection Advisors who will be responsible for actioning all prospective leads promptly – received and self-generated – and subsequently convert into mortgage or life insurance/critical illness/income protection applications.

Job Description:

You will be responsible for arranging face to face meetings with members and customers – building strong and trusted relationships, as well as providing excellent advice and a first-class service and complete all relevant documentation and liaise regularly with Lead Generators, including prompt feedback on results/outcomes relating to introductions made

Skills and experience needed (essential or preferred):

The ideal candidate will be fully qualified FPC/CeMap Mortgage Advisor you must be able to demonstrate:-

  • A successful track record in achieving personal targets, spanning the selling, development, retention and generation of mortgage business
  • Excellent communication, presentation, and relationship skills, along with a strong customer focus
  • Up to date and proven expertise in respect of mortgage/protection markets and FCA standards, backed by a detailed understanding of all associated regulatory matters
  • A highly professional outlook, self-motivation, plus a current valid driving license and good PC skills

If you feel you have the prerequisite skills and experience, then we want to hear from you, please contact Lucy Done on Lucy@cfrecruitment.co.uk or ring her on 07415 773342.

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Business Relationship Manager

Job Title: Business Relationship Manager

Location:Field based but ability to travel to Yorkshire regularly

Salary:  £35-40k plus benefits

About the Company:

Our client is an award winning  Independent Financial Adviser support group with over 25 years industry experience.  They provide a wide range of services that enable them to provide quality financial advice and services to meet the requirements of their clients. 

Job Description: 

The role holder is responsible for building and maintaining existing introducer relationships whilst developing new business opportunities for their affinity partners. The main duties are to proactively engage with key introducers, schedule regular meetings and check ins, attend industry and networking events and work directly with the introducer on a regular basis. This includes, acting as a point of contact for all introducer/marketing activities, arranging regular review meetings and analysing critical performance.

Skills and Experience needed (essential or preferred) :-

  • Fully CeMAP qualified or equivalent preferred.
  • Previous experience in a similar role preferred.
  • Needs to have an in-depth knowledge of the mortgage and protection advice marketplace:
  • Enthusiastic, results driven individual
  • Goal orientated
  • Strong attention to detail

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

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Assistant Relationship Manager

Job Title: Relationship Manager

Location: Middlesbrough

Salary: £35-40k depending on experience

About the Company:

The client is a new-to-market Challenger Bank. Based in Middlesbrough their focus will be providing real estate development finance (commercial and residential) to SMEs requiring funding of up-to £5m in any one scheme. There is a small but ever-expanding team who all share the vision to support developers in providing value for money finance and exceptional service and expertise. They pride themselves in creating a fantastic working environment and offer many benefits to their employees including offering flexible working arrangements.

 
Job Description: 

The role holder will be responsible for supporting the Relationship Managers in provision of lending to property developers, predominantly development finance. The main responsibility being the delivery of the end-to-end legal process. This includes  issuing facility letters, instructing valuers, releasing funds and the taking of security.

Skills and Experience needed (essential or preferred) :-

  • Development Finance experience.
  • Commercial banking experience.
  • Good admin skills
  • Experience of security documentation

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

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Relationship Manager

Job Title: Relationship Manager

Location: Field based in the North. Head Office Middlesbrough

Salary: Up to £85k plus benefits , dependent on experience

About the Company:

The client is a new-to-market Challenger Bank. Based in Middlesbrough their focus will be providing real estate development finance (commercial and residential) to SMEs requiring funding of up-to £5m in any one scheme. There is a small but ever-expanding team who all share the vision to support developers in providing value for money finance and exceptional service and expertise. They pride themselves in creating a fantastic working environment and offer many benefits to their employees including offering flexible working arrangements.

 
Job Description: 

The role holder will be responsible for originating new clients on their designated patch, looking for development finance up to £5m in a single scheme.

Skills and Experience needed (essential or preferred) :-

  • Development Finance experience.
  • Strong introducer base.
  • Good credit skills

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

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