Relationship Manager - Reading

Company Overview:

We are an AIM-listed business specialising in the provision or arrangement of funding solutions to UK businesses seeking to access the finance they need to realise their growth plans. UK Businesses can take advantage of an extensive portfolio comprising: Asset Finance, Invoice Finance, Loans and Vehicle Finance. Since its launch in 1998, the business has grown rapidly providing £150million of funding annually to 20,000 UK businesses to support their growth. We operate from four locations across the UK - Bath, Reading, Manchester, and Warrington.

Role Overview:

The primary responsibilities of the successful candidate is to:

• Build and develop strong relationships with a mixed portfolio of clients to maximise retention and maintain contract renewals at an acceptable level.
• Support the daily responsibilities of the Relationship Executives to maximise funding available.
• Develop and maintain appropriate risk and recoveries management, including regular client reviews, visits and audits.
• Prepare and contribute to Monthly Portfolio Reviews Meetings and contribute to risk and client strategy discussions within the portfolio.
• Make funding decisions on all clients within the portfolio, including overseeing the setting of invoice funding, concentration and credit limits within credit authority levels and communication of funding decisions with clients.
• Support the on-boarding process (take on’s) for prospective clients, leading communication with Sales and the prospective client.
• Support new business and growth through efficient communication with sales team, deal structuring and underwriting process.
• Deal with all customer matters efficiently, fairly and consistently in line with cultural values.

Skills:

• Excellent written and verbal communication.
• Ability to analyse and report information.
• Full UK driving license is essential.

Experience:

• 5+ years’ experience in Invoice Finance or similar industry.
• 3+ years’ experience in Operations and client-facing roles.

Qulaifications:

• Relevant ABFA/UK Finance qualification (foundation or certificate).

Additional Information:

• This role involves regular travel across the M4 corridor to conduct client visits to support growth of portfolios and to strengthen relationships.
• You will need to demonstrate how you can meet the need to travel across this area on a frequent basis in your application.
• If you do not meet all the criteria outlined in this job specification, but feel you meet the main requirements and/or can contribute to the role in other ways, we would like to hear from you.