Relationship Executive - Financial Services

High-growth lender with clear strategy | Exposure to SME funding across multiple products | Strong team support and structured environment | Real impact on client relationships

If you’re working in invoice finance and want to build broader exposure while strengthening your client management skills, this Relationship Executive role offers a clear next step. You’ll manage client relationships, support funding decisions, and play a visible role in maintaining portfolio quality within a growing, well-structured lender.

You’ll be part of a business that has scaled significantly in recent years, with a clear strategy and continued investment in its funding capabilities. The environment is collaborative, with strong internal support and the opportunity to deepen your experience across multiple funding products.

About the Company
You will be joining a UK-based, AIM-listed lender focused on supporting SME growth through a range of funding solutions including invoice finance, asset finance, and loans. The business has grown rapidly following a strategic reset and continues to invest in its people and product offering.

Key Responsibilities
• Manage and develop relationships with clients, ensuring consistent service and engagement.
• Monitor and manage client ledgers, funding limits, and risk indicators in line with credit policy.
• Support funding and payment proposals, working closely with the Relationship Management team.
• Maintain accurate client records and support onboarding of new clients into the portfolio.

About You
• Minimum 2 years’ experience in invoice finance or a closely related funding environment.
• Experience managing client ledgers and working within structured credit policies.
• Exposure to client-facing roles within financial services or commercial finance.

If you’d like to explore this opportunity, even if your CV isn’t fully up to date, we’d be happy to have a conversation. Contact Lucie at Fintelligent for more information or a confidential discussion
Only candidates based in UK and eligible to work in UK are allowed