An Invoice Finance company requires an Account Manager who will be required to manage a portfolio of clients.
Using your knowledge of the industry you will undertake field visits, build new
relationships whilst maintaining existing and ensure high standards of service.
The successful candidate will have the ability to confidently conduct audits on
client accounts.
Skills and Experience:
Proven experience in developing and maintaining relations
At least two years Receivables Finance, especially management of invoice discounting clients, experience essential
Capable of conducting client audits
Ability to manage the risk/reward ration
Confident in interpreting financial information
Underwriting experience would be an advantage
Core Skills (Essential):
Grade C or above GCSE English and Maths
High level of business English
IT Literate (basic keyboard skills)
Experience of an Office environment and general office duties
A well-established commercial finance company is looking for a salesperson who
will be given leads, which have been generated from web enquiries.
The successful applicant will then visit prospective clients, explain the product
in more detail and close the deal.
You will be selling a financial product to small businesses; previous financial
experience is not essential, although you will have to be a quick learner with a
strong commercial outlook. As well as having business acumen, it is also essential
to have previous sales experience, either business-to-business, business-to-consumer or telesales.
This is mainly a field-based role where you will organise your own appointments from warm leads,
which will be provided for you.
The position is paid up to £25k basic - depending on experience, plus commission, plus company car or car allowance.
A well-established commercial finance company is looking for a salesperson who
will be given leads, which have been generated from web enquiries.
The successful applicant will then visit prospective clients, explain the product
in more detail and close the deal.
You will be selling a financial product to small businesses; previous financial
experience is not essential, although you will have to be a quick learner with a
strong commercial outlook. As well as having business acumen, it is also essential
to have previous sales experience, either business-to-business, business-to-consumer or telesales.
This is mainly a field-based role where you will organise your own appointments from warm leads,
which will be provided for you.
The position is paid up to £25k basic - depending on experience, plus commission, plus company car or car allowance.
A client manager is required to take responsibility for a portfolio of clients.
The successful candidate will:
Work closely with the Divisional Manager to develop and maintain relationships with new Business Partners.
Monitor clients with respect to legal documentation, ensuring compliance with Credit
Committee requirements and administration of the facility thereafter.
Monitor client security, maintaining and analysing financial statements,
reconciliation's / ageing, in-house statistics, external audit reports and other pertinent
data in accordance with Company Guidelines and best practice.
Recommend and implement solutions to any financial or administrative problems
regarding clients.
Visit and report on clients as frequently as required by Company Guidelines.
Make prepayments to clients in accordance with approvals/procedures.
Be responsible for the take-on and education of new clients.
Negotiate with clients regarding fees/security issues.
Any other duties which may be allocated by the Divisional Manager from time to time.
Attending and taking part in company training courses as required.
This role will be particularly suitable for client executives with experience in
invoice finance, who are looking for the next level of responsibility.
A Client Manager is required to manage a portfolio of clients effectively, whilst adhering to excellent standards.
The role involves:
The retention of clients, phoenixing failed businesses where appropriate.
Developing new business opportunities.
Maximizing income opportunities for existing and prospective clients.
To effectively manage risk in accordance with the company operational and risk policy.
To represent the interests of the company internally and externally.
Manage a portfolio of clients maximizing income and minimizing risk exposures,
through monitoring of monthly information received on a timely basis.
To achieve Key Performance Indicator targets including New Business, Attrition,
Disbursements, Bad debt provisions, Collections and Technological solutions.
To visit clients, in accordance with company goals and policy/operational requirements.
This role will suit candidates with invoice discounting experience, or an auditor looking to move into client management.
Salary: to £30k BUPA, Pension, 25 days Holiday, Profit bonuses
Responsible for a portfolio of factoring clients, with up to £500k funds in
use per client, with turnovers to approximately £1m.
Suitable applicants will have factoring or invoice discounting experience and
will be looking for a role within which to develop their skill base. This is an
office based role with a major bank in the sector, who offer up to
c£10k pa in bonus, plus 27 days holiday.
Responsible for a portfolio of factoring clients, with up to £500k funds in
use per client, with turnovers to approximately £1m.
Suitable applicants will have factoring or invoice discounting experience and
will be looking for a role within which to develop their skill base. This is an
office based role with a major bank in the sector, who offer up to
c£10k pa in bonus, plus 27 days holiday.
Responsible for a portfolio of factoring clients, with up to £500k funds in
use per client, with turnovers to approximately £1m.
Suitable applicants will have factoring or invoice discounting experience and
will be looking for a role within which to develop their skill base. This is an
office based role with a major bank in the sector, who offer up to
c£10k pa in bonus, plus 27 days holiday.
Responsible for a portfolio of factoring clients, with up to £500k funds in
use per client, with turnovers to approximately £1m.
Suitable applicants will have factoring or invoice discounting experience and
will be looking for a role within which to develop their skill base. This is an
office based role with a major bank in the sector, who offer up to
c£10k pa in bonus, plus 27 days holiday.
This role is a home based role, working for a major bank.
Responsible for a portfolio of invoice discounting clients with funds in use
from £250k to £5m, the average being £1m - £4m, with client turnovers ranging
from £1m - £50m. The successful candidate will enjoy excellent benefits and 30
days annual holiday. Suitable applicants will have strong client management
experience gained in the invoice discounting sector. You will be capable of
making lending decisions and have strong relationship management skills.
An experienced client manager is required to take responsibility for a portfolio of clients.
You will have strong relationship skills coupled with the ability to assess the
status and areas of risk with each client. The role will involve visits to the
client's premises, the take-on of new clients and performance of collect-outs.
The successful candidate will have experience of these situations and will have
immediate responsibility for the portfolio.
An experienced Credit Controller is required to join a successful and expanding
team with a well known invoice discount provider.
You will be responsible for chasing overdue debts, cash allocation, raising credit notes,
administration duties and month end reporting.
Essential experience:
1 year minimum credit control experience
Experience / knowledge of sales ledger workings - invoices, credit notes, cash and adjustments
Experience in a business to business environment
Appreciation and understanding of different processes in organisations accounts payable departments
An operations manager is required to lead and develop the operations team to
ensure effective management of all operational procedures including risk management
and profitability, as well as implementing and maintaining excellent standards
of customer service.
The successful candidate will:
Lead and develop their team to achieve both business and personal objectives
ensuring training and development needs are met
Conduct regular meetings with their teams and to monitor their team's
activities through local managers
Ensure appropriate practices and procedures are followed to protect the
security within the book including regular security reviews
Ensure information technology requirements are reviewed and upgraded as
appropriate to ensure security and service levels are continuously improved upon
An experienced client manager is required by a well established invoice financier.
The successful candidate will be responsible for a portfolio of clients, who
will be visited on a regular basis. It is essential to have an eye for risk
awareness and sound interpersonal skills.
A Business Development Manager is sought by an independent invoice finance company to cover the West Midlands.
This role will suit an applicant with previous sales experience within the
commercial finance sector; who has an introducer base of brokers, bank managers,
accountants and solicitors. You will be given realistic targets and full managerial support.
Consideration will also be given to applicants without previous factoring or invoice
finance sales experience, who have an introducer base.
The ideal candidate will need to be:
An excellent negotiator and influencer with outstanding presentation skills
Proactive, energetic and enthusiastic
A problem solver and creative thinker
A new candidate to invoice finance sales can expect a basic salary to
£30k+ car + commission; whilst a candidate with a proven sales track record
will earn £60k+ car+ commission.
A valuation services team who act for leading banks and Asset Based Lenders
require an auditor to assist in conducting audits for
Stand alone inventory
Yearend stock control
Collateral monitoring
Full Asset Based Lending survey
Conversion of Invoice Discounting to Asset Based Lending
The lenders need the audit reports for their clients who require funding for a
variety of reasons including:
To even out cash flows during business cycles or seasonal demands.
To fund mergers, acquisitions, restructuring, management or leveraged buyouts.
To facilitate high growth in under capitalized or over leveraged situations.
To raise capital in a more cost effective way.
The team are London based, but this is a field / home based role where you will
spend the majority of your time on client's sites conducting audits and new business
surveys, and then writing up the audit reports at home.
The role will suit an individual with a strong receivables background or an
auditor from an accountancy practice.
The invoice finance division of a High Street bank is looking for an auditor to join their southern audit team.
The position is home based, with time spent on client's sites completing audits and new business surveys.
You will be required to ensure that secure funding is maintained in the funding of customer book debts.
PRINCIPAL ACCOUNTABILITIES
Complete audit procedures and recommendations to ensure secure funding of
client book debts and minimise provisions for bad debt.
Complete survey procedures and recommendations regarding the suitability
of prospective clients.
Complete audit scoring tool or any other Security Scoring tool which may
be used from time to time in order that clients may be graded by level of risk.
Assist with training of others across the business by providing experience
through accompanied visits.
Advise the Senior Audit Manager of any unusual or significant findings which
may/may not involve fraudulent activity.
Prioritise activities through consistent and clear communication with Audit
Co-ordinator in order to minimise risk.
KNOWLEDGE SKILLS AND EXPERIENCE REQUIRED
Part qualified accountant or Invoice Finance industry experience essential.
Good inter personal/communication skills.
Good report writing skills and computer literate with experience of laptop or PC.
Working knowledge of Word and Excel software.
Clean driving licence and willingness to travel with occasional overnight stays essential.
An experienced client manager is required to take responsibility of a portfolio of
factoring and invoice discounting clients.
This is an office-based role, but will require regular visits to clients.
You will have a key role in ensuring that risk policies are adhered to, ensuring
the security of the funding lines for the company, whilst maintaining strong client service and retention levels.
Our client has a major global presence and lends money to hedge funds and other financial institutions.
They are looking for an experienced operations person to join their corporate
team to advise on funding lines and to assess and manage risk. The successful
candidate will have strong technical knowledge of asset based lending from an
operations viewpoint, and will be able to demonstrate a high level of corporate lending practice.
It is essential to possess a sharp commercial acumen, have a strategic outlook,
be a first class communicator and be able to evidence an awareness of financial and risk trends.
The business banking division of a high street bank is looking for an experienced Business Development Manager.
The position requires a candidate who is practised in writing corporate business
and is successful in meeting and exceeding targets. 80% of your leads will
come from the bank and 20% will be self sourced from external introducers.
You will be focusing on businesses with turnovers of £10m to £15m.
Our client develops software for the invoice finance industry.
They have a position for somebody to provide telephone back-up to new clients
who have this new software product and are in need of advice and assistance in
the day to day running of the installation. The role is very much in the applications / solutions
support area, and you will have either worked previously, or be currently working for, a
software house or in an operations role within the invoice finance industry.
The individual should possess the following skills:
Good communication skills both written and oral
Ability to work under pressure
Ability to prioritise tasks
Ability to work to a client specification and as part of a team
This role is suited to someone who wants to get out of the rat race,
work 9.00 - 5.30 no management responsibilities and less stress.
An experienced client manager is sought by an independent invoice finance company.
You will be responsible for a portfolio of invoice discounting and asset based
lending clients, and will deal with day-to-day client enquiries, payment requests,
new business surveys and on-going account management, whilst keeping a keen eye on
the risk exposure. You will visit the clients on a regular basis and ensure that
high standards of client service and retention are maintained. The successful
candidate will join an established and friendly team within a company that enjoys a
good reputation and provides a career structure.
We are currently looking for an auditor to join a large, established invoice financier.
This is a field/home based role where you will spend the majority of your time
on client's sites conducting audits and new business surveys, and then writing
up the audit reports from home. The role will be suitable for existing auditors
or client managers from the invoice finance sector or auditors from accountancy practice.
An auditor is required to visit both potential and existing invoice finance clients
to identify both needs and weaknesses in systems and / or nature of trading which
may or does affect the company's security.
You will be responsible for the selection of debtor balances for verification.
Supplying all required facts and information that would assist any third party
either internal or external in the accurate verification of that debt. You will
also recommend and arrange stock valuations as necessary.You will spend the majority
of your time on client's sites conducting either audits or new business survey;
and will write up your reports at home. The successful candidate will be either
a Part-qualified accountant or have invoice finance industry experience to
include auditing Asset Based Products; coupled with good commercial awareness
with demonstrable ability to interrogate accounting systems, identify issues
and make recommendations across a diverse range of business environments.
An independent financial brokerage is seeking a broker with experience of the invoice finance market.
The successful candidate will be responsible for discussing a client's business
requirements and then matching these needs with a suitable financial product and
corporate finance provider. You will then manage the relationship throughout the
take-on process. The majority of your leads will be sourced for you, but you will
be expected to do some referral generation via reciprocal business and relationship
building with lenders, introducers and clients. The role will also involve an element
of networking and corporate hospitality. Candidates for this role will ideally have
business or financial based educational qualifications and a good knowledge of corporate finance.
