Finance Account Executive

Finance Account Executive – Commercial Finance

My client is a well-established and highly respected independent commercial finance brokerage with a strong reputation across the UK. Specialising in tailored funding solutions for professional services firms and SMEs, they are continuing to grow and are seeking a motivated Account Executive.

This is an excellent opportunity for a commercially minded individual who enjoys building relationships, generating business opportunities, and helping clients access bespoke finance solutions. Full training and ongoing support will be provided.

Key Responsibilities

• Manage relationships with existing clients, discussing renewals and future funding requirements.
• Contact prospective clients to identify financing needs and convert opportunities into business.
• Identify cross-selling opportunities and promote relevant financial products.
• Maintain accurate records and update CRM systems.
• Deliver exceptional customer service throughout the client journey.
• Handle inbound enquiries and direct them appropriately.
• Ensure compliance with FCA regulations and internal procedures.

About You

• Proven track record of converting leads into business.
• Confident making outbound calls and building relationships over the phone.
• Strong communication and interpersonal skills.
• Self-motivated, proactive, and target-driven.
• Excellent organisational skills and attention to detail.
• Able to work independently while contributing to a collaborative team environment.

Desirable Experience

• Commercial finance, lending, brokerage, or insurance backgrounds.
• Experience using CRM systems.
• Knowledge of commercial lending products.

What's on Offer?

• Full training and ongoing professional development.
• Supportive and collaborative team environment.
• Opportunity to join a growing and highly regarded business within the commercial finance sector.