Job Description

We are looking for a highly organised and proactive administrator to support our Investment and Portfolio teams. You will play a key role in ensuring the smooth and efficient delivery of investment processes, portfolio management activity, and ongoing departmental operations.
Key Responsibilities
In this varied and fast?paced role, you will:

• Carry out Customer Due Diligence (CDD) checks at key stages of the investment process, including online ID verification and credit searches.
• Support investment deal progression, coordinating legal and drawdown documentation and ensuring all required information is in place prior to loan completion.
• Assist with the handover of new investments to the Portfolio team.
• Maintain accurate data across Customer Relationship Management (CRM) systems, SharePoint and Loan Admin System.
• Respond to customer enquiries throughout the life of a loan.
• Coordinate meeting logistics including room bookings, agendas, documentation and minute?taking.
• Assist with monthly and quarterly investor reporting.
• Support financial processing, including raising purchase orders and handling invoices.
• Build knowledge of investment and post?investment processes over time.
• Undertake any additional tasks as required to support the department's operational needs.

About You

• Excellent written, verbal and interpersonal communication skills.
• Strong organisational skills with the ability to prioritise under pressure.
• Attention to detail and a commitment to high?quality work.
• Ability to work independently as well as collaboratively.
• Confidence in decision?making.
• Motivation to develop expertise in investment processes.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).

Desirable:

• Understanding of Limited Partnership fund reporting.
• Knowledge of the SME business environment.

FW Capital provides flexible finance to dynamic businesses in the North and South West of England as well as the whole of Wales.
We're a specialist in SME finance and we deliver a number of investment funds set up to help businesses thrive.
We can support businesses in the following ways:

• Loans from 100,000 to 2m to support growth and expansion.
• Property development loans from 250,000 to 7 million.

Skills Required