Portfolio Executive

We currently have a new opportunity for a full-time Portfolio Executive, in our Birmingham Region. 

The Portfolio Executive is responsible for providing client support across all aspects of the client relationship, delivering excellent customer service and dealing with a wide range of queries.

Portfolio Executives will be client focused, supporting, and assisting a range of UK based SME businesses, typically asset secured, with short to medium term facilities ranging from £50k to £5m.

The Work – responsibilities include:

  • Support Relationship Manager’s client portfolio in all aspects of the client journey and experience.
  • Manage client files on the Client Relationship Management (CRM) system, including collating necessary documents during the onboarding process and throughout the client’s lifecycle.
  • Prepare and complete client files to support client reviews for increasing, extending, or exiting of facilities.
  • Assist in the delivery of new clients by liaising with multiple stakeholders, whether internal or external.
  • Monitor and report on client risk management, escalating concerns as necessary.
  • Work collaboratively to improve & maintain operational efficiency.
  • Understand and demonstrate the regulatory framework relevant to the role.
  • Support the wider Operations Team, as required.

The Person – skills and experience:

  • Customer service skills.
  • Administration experience.
  • Enjoy working in a fast-paced environment.
  • Strong communication skills.
  • Excellent attention to detail, with the ability to deliver work to a high standard.
  • Motivated and solutions driven to help improve working practices and facilitate problem solving.
  • Effectively manage and prioritise responsibilities, adhering to agreed service levels.


  • Financial experience is desirable, not essential, as full training is provided.

The Benefits:

In addition to a competitive salary, you’ll also benefit from:

  • 28 days annual leave, plus bank holidays.
  • An employer pension contribution of 10% of your base salary.
  • Access to a range of gym & retail discounts and perks.
  • Company paid for Private Medical Insurance, Health Cash Plan and Employee Assistance Program.
  • Death-in-Service benefit of four times your salary.
  • Salary sacrifice scheme to purchase an electric car.
  • Bonus  dependent on personal performance.

Closing Date: 29 May 2024