Job Vacancy: Senior Consultant - Inbound Team - Touch Financial


Touch Financial are the UK’s largest introducer to the asset based lending sector. As a result of our continued growth we have several vacancies for the position of senior consultant working within our London Docklands-based team. For more information please contact.

Job title:
Senior Consultant –Touch Financial

Touch Financial - Inbound Team

London, Docklands 

Reports to:    
Sara Oweidah

Position Summary:
Main job functions (N.B. in addition to these functions employees are required to carry out such other duties as may reasonably be required.)

Touch Financial is the UK’s leading introducer to the invoice finance market which has, and continues to project, circa 20% year-on-year growth.

Senior consultant role
The purpose of the senior consultants role is to assess the requirements of the customer and introduce them to the relevant lender/s in respect of our core products (invoice finance and accountancy referrals). Additionally, the consultant will also have an ability to identify additional or alternative funding requirements outside these core products and will make relevant introductions as required.

Successful candidates will ideally have experience in the following areas:
  • Invoice finance sales or client management experience
  • Good understanding of general commercial finance and alternative forms of finance
  • Have a good telephone manner and the ability to articulate and communicate the benefits of our products and services
  • The ability to work with customers/introducers to and broker the right deal for the customer
Key tasks:
  • Accept, verify and track leads received and discuss requirements with prospect.
  • Produce written proposals to lenders which will provide a broad summary of a company’s current position and on-going requirement. 
  • Demonstrates an understanding of all products in order to identify opportunities to offer to potential clients.
  • Monitor and maintain live pipeline and provide feedback to BDM.
  • Dealing with a lead from raw data to converted client. Regular contact with lenders and prospects and assisting (Broking the deal) wherever possible.
  • Discuss with clients their commercial finance enquiries, understanding best possible financial solution and creating proposals for introduction to the market.
  • Ensuring all tasks are up to date on a daily basis using our database management (Salesforce) system.
  • Monitor web system for new work;
  • Review information submitted by the client and aim to call within 15 minutes of this being received to obtain further information regarding the company and its needs, and ensuring all relevant information is obtained;
  • Sales/target focused with an ability to understand and recognise quickly opportunities over the phone;
  • Explore the company further by reviewing its website/check on Companies House, etc;
  • Refer the customer to the most suitable lender – making the decision based on discussions within the team and personal product knowledge;
  • Follow up call to client to ensure lender has been in contact/obtain date of their meeting; and
  • Further follow up call after meeting has been held to obtain feedback as to whether or not they will be using their services or alternative lender needs to be sought and provide feedback to lender re clients response.
Key skills:
  • Thorough understanding of commercial finance products
  • Trained to ABFA level regarding asset based lending /relevant work experience (preferred)
  • Ideally with sales experience/client management
  • Demonstrate understanding of how to create quality proposal to lenders and partners.
  • Comprehensive skills regarding excel and word
  • Polite, confident and professional telephone manner
  • Report writing skills  
  • Good ability to multi task
  • Relationships and contacts
  • Reports daily to the broker manager but with direct responsibilities to the BDM.
  • Working within the inbound section of the Touch Financial team.