Job Description

OVERALL SUMMARY

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.


Join the Close Brothers Wholesale Finance Team where you will work closely with management, sales and the new business administration teams to support with the day to day administration and processing of new business deals for our relationship customers within Close Leasing.


Our ideal team member will have previous experience in liaising directly with customers to maximise funding opportunities with excellent verbal, written and interpersonal skills.

RESPONSIBILITIES

Process all associated documentation for new business transactions on the ALFA lease management system. To check all finance documentation for new transactions are correct and adherence to credit sanction has been met, to ensure full compliance with current legislation and credit policies. Checking and producing pricing reports against accepted models to ensure the correct profitability on the transaction. To help support the team with additional tasks as required to maintain the smooth running of the office. Ensure prompt and professional answering of the phone and handling of queries. Provide a first point of contact for customer queries 'in life' for the Wholesale Finance customer base. Appropriate scanning and filing of documents to ensure our obligations under GDPR are met.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

A questioning mind in relation to both documentation and processes to help the department develop and refine. Tenacity to pick up problems quickly and solve them within a structured environment. Understanding of Excel and simple / intermediate calculations. Experience and a willingness to work to KPIs and SLAs agreed within the team Strong knowledge of general level maths Ability to multitask and prioritise tasks on a daily basis in a busy role. Capable of adapting to different working situation when required

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:

Previous knowledge and experience of the Financial Services industry or a busy professional office working to deadlines in a high-performing team.

We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at recruit.ssc@closebrothers.com or request a call back.

ABOUT US

At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.


Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.

To find out more about Close Brothers, please visit our careers page:

https://www.closebrothers.com/careers

To find out more about life at Close Brothers:

https://www.closebrothers.com/life-close-brothers#374017299-899295541

To find out more about our benefits:

https://www.closebrothers.com/employee-benefits

To find out more about our commitment to creating an inclusive environment:

Our Responsibility - Diversity and inclusion Close Brothers Group


#LI-TM1 #LI-HYBRID


At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.


We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.


We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.


Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.


Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.


We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.