- Support Business Development Directors in all aspects of the client journey.
- Deliver excellent levels of service to introducers and prospects.
- Take ownership of any concerns and resolve them within 24 hours.
- Support the Business Development and Operations teams, to successfully onboard clients, by providing key communication between internal and external stakeholders – introducers, prospects, solicitors, accountants and our business (Operations and Finance) to ensure a smooth prospect transition.
- Develop and nurture internal and external stakeholder relationships.
- Ensure accurate and timely data-entry within the CRM Portal.
- Manage client files on CRM and SharePoint – saving supporting information and recording details of client correspondence.
- Assisting in obtaining and collating client documentation.
- Involvement in the internal credit process, including CRM entry into the credit paper, collating approvals and completing Credit Committee minutes.
- Provide supportive oversight for management of risk, including analysis of information provided (financial and general compliance) for prospects.
- Support Business Development Directors in their Legal and Financial due diligence as part of the initial deal structuring.
- Adopt a right first-time approach to data entry and reporting across the core operating systems and the portal.
- Complete all required regulatory training by the advised deadlines.
- Demonstrate and apply your understanding of such regulations in your day-to-day business activities
- Excellent customer service skills.
- Ability to evidence awareness of the risks relating to the products and loans withinthe portfolio.
- Excellent attention to detail.
- Administration experience.
- Enjoy working in a fast-paced environment.
- Strong communication skills.
- Financial experience is desirable, not essential, as full training provided.
- You will be required to travel for client visits, attend events and other offices – these may include an overnight stay.
- 28 days annual leave, plus bank holidays.
- An employer pension contribution of 10% of your base salary.
- Access to a range of gym & retail discounts and perks.
- Company paid for Private Medical Insurance, Health Cash Plan and Employee
- Assistance Program.
- Death-in-Service benefit of four times your salary.
- Salary sacrifice scheme to purchase an electric car.
- Bonus – dependent on personal performance.
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Business Development Executive
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