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Portfolio Executive - Property-backed Finance

M2 Professional Recruitment Services Ltd
Posted 2 days ago, valid for 17 days
Location

Manchester, Greater Manchester M17 1DJ, England

Salary

£45,000 - £54,000 per annum

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Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client, a rapidly growing provider of funding solutions, is seeking a Portfolio Executive in Manchester.
  • The role involves managing client relationships, processing assignments, and maintaining documentation.
  • Candidates should ideally have experience in the finance industry, particularly in Property Finance, although it's not essential.
  • The position offers a competitive salary with bonus potential and benefits such as 28 days of annual leave and private medical insurance.
  • Applicants are expected to have at least 1 year of relevant experience in a fast-paced business environment.

Our client, a rapidly growing provider of funding solutions to businesses requires a Portfolio Executive to join their team in Manchester.

Key responsibilities:

  • Assist in the management of a portfolio of clients, taking responsibility for all aspects of the client relationships.
  • Processing client assignments, schedule uploading and overpayment requests.
  • Client and debtor maintenance, including preparation of documentation for amendments and funding parameters.
  • Assisting in the new client take-on process.
  • Preparation of customer files for new clients.
  • System and bank account set up.
  • Completing Land Registry and Credit searches.
  • Debt Verification - in-house or at a client’s premises.
  • Maintenance of live files, including collection, processing and analysing of MI and bank statements.
  • Supporting Portfolio Managers on client visits.

This is a fantastic opportunity to join a rapidly developing and innovative provider of bespoken funding solutions to businesses. As a result you must be driven, focused and keen to succeed in a fast paced business environment.

Finance industry, specifically Property Finance, experience is highly advantageous and preferable, however it is not essential.

Competitive salary plus bonus potential based on reviewed performance and a range of additional benefits including: 28 days annual leave plus bank holidays, pension Scheme and Private Medical Insurance.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.