Account Manager

Account Manager

Package:
£25,000 basic salary plus uncapped commission

Location:
Milton Keynes (Office-based)

Are you looking to build a career in financial services with a fast-growing company? Our business partner is seeking a motivated and ambitious individual to join their team as an Account Manager / Business Finance Broker.

This is an exciting opportunity to work in a dynamic, customer-focused environment, helping UK businesses secure the funding they need to grow. No finance experience is required, full training and development is provided, with a clear path for career progression.

As your knowledge and experience grow, you'll have the opportunity to step up to a Senior Commercial Finance Broker role, increasing your earning potential.

The role of an Account Manager:

As an Account Manager, you will play a key role in supporting SMEs by providing access to bespoke finance packages ranging from £10,000 to £10,000,000. You will generate leads, build relationships, and manage the funding process from initial enquiry to completion.

Responsibilities of the Account Manager position:

• Develop expertise in Asset Finance, Business Loans, and Bridging Finance to engage potential customers.
• Generate leads through data lists, email marketing, LinkedIn, and other channels.
• Build relationships with suppliers and introducers to increase referrals.
• Manage inbound leads from key introducer accounts, qualifying and progressing applications.
• Assess customers' financial needs, conducting pre-qualification checks.
• Present finance solutions professionally and persuasively to secure deals.
• Work closely with the Director to understand lender criteria and funding placement strategies.
• Meet clients face-to-face when required to finalise agreements.
• Use internal systems (WebFastTrack, Zoho CRM) to manage proposals and customer data
• Ensure all activities comply with FCA regulations, AML policies, and best practices.

What are we looking for in the next Account Manager?

• Strong sales or account management background (experience in insurance, commercial finance, automotive, recruitment, or estate agency is a plus).
• Strong communication skills and a confident telephone manner.
• Ability to challenge and negotiate with external stakeholders.
• Organised and proactive, capable of handling multiple tasks.
• Financially motivated with a drive to succeed.
• Keen attention to detail.

Benefits:

• Uncapped commission structure (up to 20%).
• 22 days holiday + bank holidays (28 days total).
• Company-funded training & development.
• Lender networking events & social activities.
• Access to kitchen facilities, free parking, great coffee, and occasional Deliveroo lunches!