Portfolio Executive

Full Time
Manchester
Posted 3 weeks ago

Job Title: Portfolio Executive

Location: Manchester

Salary: Up to £30k

About the Company:

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

Job Description

The ideal candidate will work closely with the Relationship Management team. 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, supporting Relationship Managers client portfolio in all aspects of the client journey and experience.

You will assist with the management of client files on the Client Relationship Management (CRM) system, assisting in the chasing and collation of client documentation both in the onboarding journey and during the client lifetime preparing and completing client files to support client reviews for increase, extension or preparing for exit of facilities. Assisting in the delivery of new clients, liaising with multiple stakeholders, whether internal (finance, fales) or external (Solicitors, Accountants, Introducers) Monitoring and providing supportive oversight for management of risk, including preparation of reviews, chasing and some analysis of information (e.g., financial, and general compliance with the terms of the client facility), contribute to debate on potential client strategies, and escalating concerns as necessary in client conduct.

You will have the ability to demonstrate an understanding of the regulatory framework relevant to the role and liaising with the wider team to maintain operational efficiency and promote best practise thinking

Skills and Experience needed (essential or preferred) 

  • 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 to Melanie Phillips on Melanie@cfrecruitment.co.uk

Job Features

Job CategoryAlternative Finance, Portfolio Management, Relationship Manager

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