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New Business Application Executive

Job Description - New Business Application Executive

New Business Application Executive, Liverpool

Our client is a dynamic and growing financial services company that provides financial solutions across various industries. They have built an exceptional brand reputation by consistently delivering high levels of service.

The primary focus of this rewarding and engaging new business assessment role is to review and assess new customer applications. You will engage deeply with a wide range of internal and external stakeholders to ensure the business maximises new customer opportunities in alignment with organisational objectives.

This position is ideal for a high-calibre and ambitious professional with direct experience in assessing customerapplication forms and submissions within the financial services sector.

Key Responsibilities and Competencies for this Diverse Role Include:

  • Direct experience in processing finance applications - preferred
  • Proven experience working within financial services - preferred
  • Providing essential support to external customers and direct finance applicants
  • Maintaining company systems and records, including CRM systems
  • Acting with integrity at all times and complying with FCA regulations
  • Detail-oriented and meticulous in assessing application functionality and performance
  • Strategic thinker with the ability to align technology solutions with business objectives.
  • Proactive problem-solver, capable of anticipating issues and implementing solutions.
  • Team player with a collaborative approach to achieving organisational goals.

Salary

A competitive basic salary of c£25,000 - 26,000 is on offer for the successful candidate, depending on experience. Private medical and a hybrid office/home working pattern is also available.

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