Specialist Recruiters in Property & Finance
Integrating the best people
Account Manager - Asset Finance
544075
- £26,000.00 to £28,000.00
- West Yorkshire, UK
- Permanent / Full Time
A long established Asset Finance & Leasing company are looking for an Account Manager to join their team in West Yorkshire. They're a growing business who have been established for over 25 years, helping SME's across the country access specialist funding.
What the Account Manager role looks like:
What the Account Manager role looks like:
- Providing all the support Regional Account Managers/ Key Account Managers including assistance in structuring transactions.
- Obtaining and collating accurate records on the company CRM with all the information needed to create a proposal before submitting to the credit team.
- Generating all relevant financial documentation including contract value sheets, net worth statements and invoice instructions.
- Accurately recording leads and opportunities on CRM.
- Keeping new business boards up to date.
- Carrying out KYC checks where relevant.
- To undertake ad hoc duties as and when necessary.
- To ensure that the highest standards of quality, control and compliance with the requirements of the FCA and all other regulatory bodies are met throughout the transaction process.
- A minimum of 5 years B2B sales support experience.
- Experience from the Finance industry would be a bonus but not essential.
- Able to work efficiently in a high pressured environment.
- To be very organised and methodical in approach.
- To take pride and complete ownership of your transactions.
- To be confident when working with numbers.
- To be able to communicate effectively and professionally both verbally and in writing.
Callum Williams
Senior Consultant | Financial Services | Invoice & Asset Finance
It all starts with a conversation...