Assistant Relationship Manager

Overview

Why choose Ultimate Finance?

At Ultimate Finance, we back ambition – properly. We’re a specialist lender built for pace, flexibility and real-world problem solving, helping businesses access funding that fits how they work. You’ll join a team of approachable experts who move quickly, speak clearly and take pride in doing the right thing for customers and partners. We trust people to take ownership, with supportive leaders and experienced teammates on hand. With 20+ years’ experience and over £17bn funded, we’re growing – and we’re looking for people who want to do work that matters.

About the team

Our Relationship Management team is the day-to-day partner and frontline for our Invoice Finance clients – building strong relationships, understanding what matters to each business, and making sure their funding keeps working as they grow. As the main point of contact, the team provides proactive support, clear communication and practical solutions, while working closely with internal teams across credit, operations and risk to balance great service with robust controls. It’s relationship-led support that keeps business moving.

About the role

As an Assistant Relationship Manager at Ultimate Finance, you’ll be part of a friendly, fast-paced team that helps our Relationship Managers look after a portfolio of Invoice Finance clients. You’ll support clients from onboarding onwards – answering queries, processing day-to-day requests and keeping everything running smoothly and compliantly. It’s a hands-on role with real variety, where your eye for detail, confidence communicating, and commitment to doing the right thing (embodying our values of Decency, Enterprise and Brilliance) will help deliver great service while supporting the ambitions of our clients.

Key responsibilities

• Support Relationship Managers and their clients – help look after a portfolio of business customers, making onboarding smooth and service consistently great.
• Be a proactive point of contact – respond to client questions quickly and help put changes to facilities in place when needed.
• Keep accounts performing well – review key limits and account trends daily, spot anything unusual early, and raise it with the right people.
• Make sure checks and documentation are accurate – gather and verify information, keep documentation complete, and meet agreed timescales for customer due diligence.
• Handle day-to-day transactions – process payments, refunds and account adjustments within your authority, with a strong eye for detail.
• Keep systems and trackers up to date – maintain accurate customer records, stay on top of tasks, and update logs for feedback and payments.
• Support reviews, monitoring and testing – help prepare annual client reviews, monitor protection/insurance limits and costs, and support internal checks and audits.
• Keep learning and improving – complete required training, and get involved in process improvements and cross-team projects to continually improve our service.

Key skills and knowledge

• Experience in a fast-paced office/professional role
• Strong customer service and relationship-building skills
• Clear, confident communicator (written and verbal)
• Accurate and compliance-minded with great attention to detail
• Proactive – you can spot issues early and take ownership to resolve them
• Knowledge of Invoice/Trade finance (nice to have)