James George Recruitment has partnered with a highly successful Commercial Finance Brokerage, which also has an affiliation to a leading International Accountancy Firm. Following a period of sustained growth, they have created a new position for a Senior Partner to support the Partner based in the North West and assist the wider team with administrative tasks. This is a Hybrid role where you will be predominantly based at their office in the Preston area. Responsibilities Efficient management of deals being placed into the market for funding solutions as well as accounting administration work and managing calendars etc. Logging all new introductions onto the CRM database Updating the CRM database to ensure the appropriate deal status is applied to each Prospect Ensuring Key CRM tasks dates are observed and that the system is updated in a timely manner Producing management reports at agreed intervals from the CRM database Placing deals to Funders via direct portal access or other agreed method Acting as the primary point of reference for all parties in respect of placed deals Maintaining the Deal Flow Board Taking on Invoicing and accounts package management Keeping up to date BDM spreadsheets Experian searches PA responsibilities for the Partner including managing diary and making travel arrangements etc. To be successful in this role, you should be well‑organised, have great time management skills and be able to act autonomously when required. Some financial services and/or bookkeeping experience would be an advantage. Ultimately, you will contribute to the efficiency of their business by providing personalised and timely support to the team and particularly the Partner. An excellent range of benefits accompany a competitive basic salary, with £80,000-£120,000 plus uncapped bonus and excellent benefits. This is an excellent opportunity for someone to join a successful, award‑winning business where your hard work and success will really be noticed. #J-18808-Ljbffr
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