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Financial manager
Business Management Executive

Business Management Executive

INTEGRO PARTNERS LTD

Posted 2 days ago, valid for 6 days

Wakefield, West Yorkshire WF2 8TY

Full Time

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Sonic Summary

The Account Manager position in Financial Services is based in Wakefield and offers a salary of £26k - £28k plus bonuses.
The role requires a minimum of 2 years of B2B sales support experience, with finance industry experience being a bonus.
Responsibilities include supporting Regional and Key Account Managers, managing CRM records, and generating financial documentation.
Candidates should be organized, methodical, and able to work efficiently in a high-pressure environment while maintaining compliance with FCA regulations.
Effective communication skills, both verbal and written, are essential for this position.

Account Manager - Financial Services
Wakefield
£26k - £28k + bonus

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 2 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.

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