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New Business Application Executive

Incubate Consulting
Posted 6 hours ago, valid for 9 days
Location

Liverpool, Merseyside L96GB, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The New Business Application Executive position is located in Liverpool with a dynamic financial services company.
  • The role focuses on reviewing and assessing new customer applications while engaging with various stakeholders.
  • Candidates should have direct experience in assessing customer application forms within the financial services sector.
  • The salary for this position ranges from £25,000 to £26,000, depending on experience.
  • This role offers private medical benefits and a hybrid working pattern.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.