CBC Logo 2017£40,000 to £45,000 plus bonus and benefits.

Our client is a highly regarded, well established and broad ranging financial group with continuing plans for growth.

They are looking for a Sales Support Analyst to join their team in Reading. You will assist the Business Development Managers and the Operational team.

Key Responsibilities:

  • Preparation of customer and introducer new proposals, annual reviews (or otherwise) review papers for submission to Credit for decision ensuring completion is to a high standard and all information is sense checked for accuracy and relevance. Subsequent liaison with Credit to answer queries arising or obtain answers and relay in a timely & accurate manner.
  • For new introducer transactions requiring submission to Credit, undertake an initial high level review to determine if in-scope appetite wise (term trading, asset type, financial strength), gather any obvious missing information from the introducer, and add commentary where appropriate for onward submission to Credit proposal.
  • Ensure designated introducers are contacted regularly to obtain new business opportunities for consideration which are within appetite and will contribute positively towards achievement of personal & wider team financial targets.
  • Monitor monthly Management Information and covenant requirements either direct from Introducer Partners and customers or liaise with relevant BDM’s as appropriate.

This is a fantastic opportunity to join a dynamic and growing team.

Contact: Please send your CV in confidence to Lucy Davies at lucy@cbcrs.co.uk