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.