Outbound Relationship Associate

Hiltonbairdfinancial; Southampton; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial solutions broker in Southampton is looking for an Outbound Relationship Associate to generate new business opportunities through consultative sales. Candidates should possess excellent communication skills and a background in finance or telemarketing. This full-time position offers hybrid working, uncapped bonuses, and ongoing training. Ideal for driven individuals eager to excel in a dynamic environment.

Benefits

Uncapped discretionary bonus structure

25 days holiday

Life assurance

Ongoing training and personal development

Qualifications

• Background in finance, business, or telemarketing is preferred.
• Ability to learn quickly and excel in the role.
• Driven, hard-working, and punctual.

Responsibilities

• Generate new business opportunities through cold and warm calling.
• Introduce the company and services to businesses.
• Ensure compliance with procedures and regulations.

Skills

Excellent communication skills

Attention to detail

Team player

Computer proficiency

Education

Educated to GCSE standard or above

Tools

Word

Excel

Outlook

CRM systems

Job description

4 days ago Be among the first 25 applicants

Overview

Role: Outbound Relationship Associate (Associate, Full-time). This is an outbound consultative telesales role, contacting businesses to introduce services and deliver new business opportunities to the brokerage team.

Company: Hilton-Baird Financial Solutions, a multi-award-winning, FCA-authorised commercial finance broker. We help businesses unlock working capital by providing funding solutions from banks and independent lenders. Hilton-Baird is part of FRP Advisory Group, a leading national business advisory firm.

Responsibilities

• Generate new business opportunities through cold and warm telephone calling
• Introduce the company and services to businesses and identify current or longer-term funding needs
• Complete a full fact-find, gathering information and discussing available options
• Ensure compliance with procedures, policies and regulations (FCA, GDPR, etc.)
• Manage and develop your own diary to meet touchstones
• Build relationships with key decision makers and maintain a compliant approach to information gathering
• Maintain high levels of quality, integrity and professionalism
• Perform against touchstones set across the Balanced Scorecard
• Attend and engage in regular team meetings and contribute appropriately
• Maintain detailed and accurate records of all business dialogue
• Any duties as part of special projects

Qualifications

• Educated to GCSE standard or above
• Background in finance, business, or telemarketing is preferred
• Excellent communication skills and telephone manner
• Ability to learn quickly and excel in the role
• High attention to detail
• Determination and drive to meet touchstones
• Good business acumen
• Proven team player with excellent interpersonal skills
• Ability to work on own initiative and as part of a team
• Driven, hard-working and punctual
• Computer proficiency – Word, Excel, Outlook, and CRM systems

What We Offer

• Hybrid / flexible working
• Uncapped discretionary bonus structure
• Profit-related pay after completing a full financial year
• Life assurance
• 25 days holiday (excluding bank holidays)
• FRP pension scheme after three months
• Ongoing training and personal development
• Opportunities to develop skills and advance within or alongside FRP
• Annual flu vaccination
• Employee Assistance Programme
• Flexible Benefits Scheme

Additional Information

Our values: Straightforward, Confident, Pragmatic, Real. We are committed to sustainability, inclusion, equal opportunities, and ongoing learning and development. We aim to grow long-term relationships with clients and support their objectives.