Home
Wakefield
Financial manager
Account Manager - Asset Finance

Account Manager - Asset Finance

INTEGRO PARTNERS LTD

Posted 2 days ago, valid for 2 days

Wakefield, West Yorkshire WF2 8TY

Full Time

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

The job is for an Account Manager in Asset Finance located in West Yorkshire, offering a salary of £26,000 per annum plus commission.
The company has been established for over 25 years and focuses on helping SMEs access specialist funding.
The role involves supporting Regional and Key Account Managers, maintaining accurate records on the CRM, and generating financial documentation.
Candidates are required to have a minimum of 5 years of BRB sales support experience, with finance industry experience as a bonus.
The ideal candidate should be organized, able to work under pressure, and possess strong communication skills.

Account Manager - Asset Finance
West Yorkshire
£26k Per Annum + Commission

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:

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.

What we're looking for in you?

A minimum of 5 years BRB 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.

Apply now in a few quick clicks

Account Manager - Asset Finance

Chief Financial Officer

Chief Financial Officer

Chief Financial Officer - Leeds