Account Manager

Account Manager / Commercial Finance Broker

Location: Linford Wood, Milton Keynes (Office-based, 5 days per week)
Our client, a growing start-up in the commercial finance sector, is expanding its team of Account Managers to meet increasing demand and drive business growth.

About the Role
As an Account Manager, you ll play a key role in generating new business opportunities, managing client relationships, and facilitating commercial finance solutions, including Asset Finance, Business Loans, and Bridging Finance. This is a great opportunity for a motivated individual to develop their expertise in financial brokerage, working closely with senior leadership and key introducers.

Key Responsibilities

• Develop a strong understanding of financial products and identify opportunities through client conversations and relationship-building.
• Generate leads via various channels, including data lists, email marketing, LinkedIn, and other networking methods.
• Build partnerships with suppliers and introducers to increase referrals.
• Manage inbound enquiries, qualifying prospects, and guiding them through the finance process from initial consultation to completion.
• Assess customers financial positioning, industry, and funding needs to present suitable finance solutions.
• Work closely with senior leadership to understand lender criteria, assess financial viability, and ensure the correct placement of finance applications.
• Conduct client visits to finalise agreements and strengthen relationships.
• Utilize internal systems, including WebFastTrack and Zoho CRM, to manage customer data and finance applications efficiently.
• Maintain compliance with industry regulations (FCA, NACFB, AML, ICO) and report any potential risks.

What We re Looking For

• Strong communication skills and a confident telephone manner.
• Ability to challenge and negotiate with external stakeholders.
• Organised and proactive, with the ability to manage multiple accounts and tasks.
• Self-motivated with a results-driven mindset.
• High attention to detail and compliance awareness.
• No prior finance experience is required, but backgrounds in Account Management, Insurance, Recruitment, or Estate Agency would be advantageous.
• Full training and support provided.

Career Progression
As your knowledge and experience grow, you ll have the opportunity to develop into a Senior Commercial Finance Broker, operating independently and managing a growing portfolio of clients.

Package & Benefits

• Salary: £20,000 - £25,000 DOE + commission
• Commission: Tiered structure (5% - 20%), offering unlimited earning potential
• Holidays: 22 days + bank holidays (28 days total)
• Hours: 9:00 am 5:30 pm, Monday to Friday
• Probation Period: 12 months
• Office perks: Kitchen facilities, off-road parking, great coffee, and occasional Deliveroo lunches
• Regular networking and industry events

This is an excellent opportunity for someone looking to establish a career in commercial finance with a fast-growing and supportive company. If you re ambitious, driven, and eager to develop, this role could be the perfect fit.