Portfolio Executive x2
Leeds and London

We currently have a new opportunity for 2 full-time Portfolio Executives, one based in our Leeds Region and another in our London 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: Monday 27 May 2024