Job Title: Portfolio Executive

Location: Liverpool / Preston

Salary: Up to £55k

About the Company:

Our Client is 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 ideal candidate will assist in the management of the portfolio investments made by any part of the Bank. Through proactive monitoring of portfolio investments, you will seek to minimise the risk of financial loss and maximise the profit from the Bank.  You will need to build close working relationships internally and with external business introducers and service providers to increase their market knowledge and ability to provide added value to portfolio clients. A comprehensive understanding of the portfolio will be maintained through routine monitoring and contact. Where investments have been identified as either being at risk or having significant growth potential make suitable cross references to the most appropriate portfolio team.

Skills and Experience needed (essential or preferred) :-


    • An awareness of business issues and the SME market in the North West.
    • A flexible approach to working hours
    • Presentation skills
      • Self-motivated with the ability to take a proactive approach and work efficiently without supervision. Comfortable in dealing with time critical client sensitive work
      • Results focused
      • Strong team player
      • The ability to prioritise and organise work under pressure and meet targets
      • Drive and determination to complete work in a qualitative manner
      • Good communication, influencing and interpersonal skills. Strong problem solving skills
      • An understanding of company law and board procedures
      • Ability to assess investment proposals and construct balanced investment
      • Proposals and experience of working in a relationship management role within a bank or similar financial environment and in particular experience of analysing financial information to a high level
      • IT/PC literate with ability to use Microsoft Office packages.

For more information or to send applications please send your details to Melanie Phillips on

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 or ring her on 07415 773342.