Outbound Relationship Associate

About Hilton-Baird Financial Solutions

Founded in 1997, Hilton-Baird Financial Solutions is an award-winning, FCA-authorised commercial finance broker. We help businesses of all sizes unlock working capital by introducing the most suitable funding solutions from a wide range of banks and independent lenders. With deep expertise in the invoice finance sector and broader commercial finance landscape, we've supported thousands of UK businesses in overcoming cash flow challenges and achieving growth.

Hilton-Baird is part of FRP Advisory Group, a leading national business advisory firm with 35 offices and more than 850 team members, including over 100 Partners, across the UK and overseas. We're a group that values clarity, integrity, and considered thinking - and we're always looking for talented people to help our clients make confident, informed decisions.

Role Description

This is an outbound consultative telesales role, contacting businesses to introduce our services and deliver new business opportunities to our brokerage team.

Purpose of role

Hilton-Baird Financial Solutions, a multi-award-winning commercial finance broker, is looking for hard working and driven individuals to join our team of Funding Consultants and help UK businesses secure the finance they need to operate and flourish.

As an integral member of our telemarketing team, the Outbound Relationship Associate's primary role is to generate new business opportunities. You will be responsible for contacting businesses on our database to introduce our services as a commercial finance broker, managing your own diary, establishing rapports with key decision makers at these businesses and building a sales pipeline full of relevant and engaged prospects.

We hire for attitude and aptitude above all else. If you possess the drive and determination to succeed, we will teach you the skills you need to prosper within this challenging and rewarding role. Our ethos is one of partnership - both externally and internally. The more value each individual adds to our clients and our business, the more value they receive in return.

Key responsibilities

• Generate new business opportunities through cold and warm telephone calling
• Introduce our company and services to a variety of businesses and ascertain if there is any current or longer-term funding requirement
• Complete a full fact-find, which involves gathering information on the business and discussing the options available to them
• Ensure compliance with all procedures, policies and wider regulations (FCA, GDPR etc.)
• Manage and develop your own diary in order to meet touchstones
• Build relationships and rapport to gain valuable insights and important information, in a compliant manner
• Maintain the highest level of quality, integrity and professionalism in an effective yet courteous manner
• Perform against touchstones, set across your Balanced Scorecard
• Attend and engage in regular team meetings, contributing as appropriate
• Maintain a detailed and accurate record of all business dialogue
• Any duty you may be asked to perform as part of a special project

• Educated to GCSE standard or above
• A background in finance, business, or telemarketing is preferred
• Excellent communication skills and telephone manner
• Ability to learn quickly, digest information and possess the will to excel in the role
• High level of attention to detail
• Determination and drive to meet touchstones
• A good level of business acumen
• Proven team player with excellent interpersonal skills
• Able to work on their own initiative and as part of a team
• Driven, hard worker
• Punctual and reliable
• Computer proficiency - Word, Excel, Outlook and SalesLogix or a similar CRM System

What we offer

• A vibrant, enjoyable and committed workplace with hybrid / flexible working
• Rewarding and uncapped discretionary bonus structure
• Profit-related pay after completing a full financial year (May to April)
• Life Assurance benefits
• 25 days holiday (excluding bank holidays)
• FRP pension scheme after three months' service. Further details will be provided following commencement of employment
• Ongoing training both internally and externally - we invest and take great interest in our employees' personal development
• The opportunity to be an integral part of a company that makes a real difference to UK SME and corporate businesses and works collaboratively with our partners
• Opportunities to develop your skills and enhance your career within or alongside our parent company, FRP
• Annual flu vaccination
• Employee Assistance Programme
• Flexible Benefits Scheme, with the option to enhance core benefits and select additional optional benefits

Our Values

• Straightforward: We provide clear, no-nonsense advice
• Confident: Our guidance is backed by expertise and evidence
• Pragmatic: We focus on practical solutions and tangible outcomes
• Real: We are professional yet approachable, understanding the challenges our clients face

Our Commitment to You and the Environment

At FRP, sustainability is integral to our strategy and operations. Our sustainability depends on building and maintaining meaningful, long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on the natural environment.

We are always striving to improve in all areas - whether it's our people, our clients, our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape.

We are committed to fostering an inclusive, equitable, and diverse culture for our people. We maintain an Equal Opportunities Policy, ensuring that recruitment and employment decisions are based solely on the skills and experience required for our professional services - regardless of ethnicity, race, sexual orientation, disability, or any other protected characteristic. We believe every individual should have the opportunity to thrive.

Our learning and development programmes enable us to invest in growing our employees' careers. We aim to empower our team members to each achieve their potential.

We are committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success lead to our sustainability and success. We are emotionally invested in our clients right from the beginning.