About the role
We are a progressive, dynamic firm of accountants specialising in exciting sectors.
Originate and convert funding applications through a network of introducers and panel of well established funders.
Convert leads provided by the group.
Develop own network to bring in own originations.
Build relationships with key funding partners and potential funders
Communicate effectively with business owners, introducers and lenders
Network in order to develop own introducers
Inputting data accurately and ensuring all data is updated on the CRM system
Reporting progress of leads to originators
Interpretation of financial and other data in order to package deals correctly
Ensuring knowledge of lenders is updated on a regular basis
Essential skills & knowledge:
Excellent organisational skills
Strong communicator, both face to face and via telephone
Excellent interpersonal and relationship building skills
2 years experience within Financial Services Sector
Business to business sales
We are an established firm of financial consultants to entrepreneurs, with offices in the heart of Manchester and Leeds city centres.
We have teams in accounting, tax, wealth management, corporate finance, payroll and marketing, all of which you will be given the opportunity to work closely alongside.
For more information, please visit our Careers page.