Job Title: Account Manager

Location: South West including hybrid working

Salary: Competitive

About the Company:

Our client is a software provider, working within the Invoice and Asset Finance arena. Well established and well respected, this company provides bespoke software solutions to some of the most recognised banks and financial services institutions both in the UK and overseas.

Job Description: 

The successful candidate will be responsible for managing client accounts, identifying customer needs and translating these into working solutions via the CRM system. They will be the designated point of contact for a number of high profile clients, ensuring each client is given an outstanding and bespoke service.

Skills and Experience needed (essential or preferred) :-

  • IF/AF client management experience
  • Good working technical knowledge of CRM systems
  • Outstanding Customer service skills
  • Strong stakeholder management

For more information or to send applications please contact Tracy Fletcher on 07852 150953 or via email on

Job Title: Self-Employed Mortgage & Protection Advisors

Location: UK Wide

Salary: Excellent Commission Structure

Would you like to be part of a National Brand Advisory Firm and join as a self-employed adviser and reap the benefits of the structure and support an established firm brings with it. You decide when and where you work, you decide your targets and earning potential… we provide you everything you need to do that. We provide you with everything you need to concentrate on what you do best – seeing clients and generating income.

Skills and experience needed (essential or preferred):

The ideal candidate will have the following:

  • CeMAP
  • Competent Adviser Status (CAS),
  • Knowledge and experience of Mortgage and Protection solutions and fully aware of the associated regulatory requirements of these areas
  • Strong interpersonal skills with excellent communication and the ability to build strong, lasting relationships with clients and colleagues

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.