BDE – South East / Reading
BD Support
Berkshire – South East
Role Overview
The Business Development Executive (“BDE”) will support the continued growth of the Invoice Finance division by assisting in the origination, development, and progression of new business opportunities.
Reporting to the Head of Sales (South), the role will work closely alongside Business Development Managers (“BDM”), supporting them in managing introducer relationships, attending meetings, preparing proposals, and progressing opportunities through to completion. The role is designed as a developing commercial position, providing hands-on exposure to deal structuring and relationship management within agreed parameters.
The BDE will play a key supporting role within the regional sales team, helping drive activity, pipeline progression, and high service standards across the division.
Summary of Key Tasks and Responsibilities
Business Development Support
- Work closely alongside BDMs to support the sourcing and progression of Invoice Finance opportunities.
- Attend prospective client and introducer meetings (with BDMs and, where appropriate, independently) to understand business requirements and funding suitability.
- Assist in developing and maintaining introducer relationships across the South region.
- Support follow-up activity from meetings to ensure opportunities are progressed efficiently.
- Attend networking and sales promotion events alongside BDMs to enhance regional presence and brand awareness.
Pipeline & Deal Progression
- Support the management of the regional lead-to-deal pipeline, ensuring opportunities are tracked and progressed in line with agreed SLAs.
- Maintain accurate CRM records and assist with pipeline reporting.
- Liaise with Operations to help ensure a smooth transition from prospect to client onboarding.
Deal Preparation & Credit Support
- Assist in preparing new business proposals, including gathering and reviewing financial information and survey reports.
- Support the preparation of credit submissions for presentation to Credit Committee.
- Liaise with Credit and Risk teams to ensure proposals align with policy and risk appetite.
- Assist with structuring facilities to ensure commercially sound and operationally deliverable outcomes.
Performance & Team Contribution
- Work towards agreed activity and development targets set by the Head of Sales.
- Provide regular updates on supported opportunities and pipeline progression.
- Collaborate effectively across Sales, Credit, Risk, and Operations to ensure excellent client and introducer service delivery.
Position Holder Profile
The successful candidate will be commercially minded, proactive, and eager to develop a career within Invoice Finance. They will be confident communicating with business owners and professional introducers, highly organised in managing activity, and motivated to learn the technical and structuring aspects of Invoice Finance transactions.
They will demonstrate strong teamwork, accountability, and a willingness to support senior sales colleagues in delivering regional growth.
Skills, Experience, and Knowledge
Essential:
- Experience in a sales support, relationship management, or business development role within financial services.
- Strong communication and interpersonal skills.
- Good organisational skills with the ability to manage multiple opportunities simultaneously.
- Commercial awareness and interest in SME finance.
- Self-motivated with a proactive approach.
Desirable:
- Experience within Invoice Finance or SME lending.
- Exposure to preparing credit proposals or financial submissions.
Understanding of working capital solutions and the SME funding market.