Overview: This is a multi-faceted relationship-focused role encompassing client generation, business development, stakeholder (lead opportunity Introducer) management, and strategic partnership development. Potential to extend to building an extended outsourced sales model.Reports to: Managing Director / PartnerHours: 9.00am-5.30pm, Monday to FridayLocation: This role is a mobile / hybrid role, incorporating working from various FRP offices, introducer (such as accountants) meetings. The candidate will cover the South of England up to and including Birmingham. Key ResponsibilitiesThe primary function of this role is to generate income through new business, via building exceptional relationships, instilling confidence in all stakeholders, generating new business opportunities, and over time may include a comprehensive outsourced sales model whilst providing invaluable full-service support to clients and finance partners as an independent intermediary.This role requires a relationship-focused professional, with a significant track record of success within the IF/ABL market, who excels at building rapports and has exceptional business acumen and communication skills – perhaps has been a client manager and understands how IF/ABL facilities work. The successful candidate will be motivated, organised and professional, and able to deliver in a fast-paced environment whilst maintaining the highest standards of compliance and best practice within our FCA regulated business. As an extension of a new offering within our brokerage team, the role is focused on building new relationships with primarily external introducers, albeit this can extend to internal relationships across FRP’s wider pillars, where existing relationships do not exist. Relationships can span client Managers within the funders, again where these do not already exist, in order to build rapport and support them with manage -away cases. The role currently has no direct reports, however this may evolve over time.Relationship Building & New Client EngagementEstablish exceptional rapports with new introducers and introducing partners - instilling confidence through professional behaviours and demonstration of expertise and genuine care and interestEngage with businesses throughout their journey, providing new business opportunities for the brokerage team,  providing businesses with extensive support and guidance without creating fiduciary dutyManage expectations effectively whilst identifying opportunities to add value and exceed client expectationsDevelop new and subsequently maintain detailed introducer relationships, understanding their business challenges, client base and aspirations and the same for the clients theu introduce to HBFSAct as the primary relationship anchor for the connections established within the role, ensuring stakeholders feel supported and well-informed throughout processesBusiness Development & Case ManagementGenerate new business opportunities through strategic relationship building and referral networks (mainly externally but also some internally, amongst FRP’s wider pillars)Work collaboratively on cases with all stakeholders, both internal and external, ensuring seamless coordination and deliveryComplete comprehensive fact-finding exercises, gathering crucial business intelligence to inform optimal solutions, adhering to our processes to ensure complianceManage complex multi-party communications, ensuring transparency and alignment across stakeholdersIdentify and assess potential risks, transparently communicating these and developing appropriate mitigation strategies, where possibleUtilise their extensive insight and deal construction to generate increased opportunities to convert casesPartnership DevelopmentIdentify and engage with strategic partners who will become a source of new business leads / opportunitiesEstablish strong relationships with accountants, business advisors, and other professionals who can be a valuable lead sourceCreate a compelling partnership proposition that demonstrates mutual value and long-term benefitDevelop referral networks that generate high-quality leads and sustainable business growthConvey our USPs and service proposition to lenders, so as to bring to life our service levels then they have clients that require either to be managed away or additional fundingDevelop relationships with, where appropriate enhancing service offerings and adding valueProvide analytical insights and risk assessments to support informed lending decisionsMaintain detailed records within our CRM of all business interactions, ensuring compliance and enabling strategic analysisIdentify trends and opportunities for process improvements and service enhancementsFacilitate escalations and ensure appropriate stakeholder involvement at all stagesKey Performance AreasDeliver against business touchstones and KPIs across relationship building, business generation, partnership development and compliance / Quality aspectsProduce reporting on pipeline activity as required, detailing new business opportunities and relationship development progress and business outcomesMaintain the highest levels of quality, professionalism and compliance in all interactionsAdd measurable value to business results through relationship excellence and strategic insightBuild and maintain a sustainable network of referral partners and loyal relationshipsSupport colleagues and share knowledge to enhance team performance
