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 Close Brothers Property division where you will work within a small team reporting to the Team Lending Director. The successful candidate will act as a support resource for the New Business Unit of Close Brothers Property Finance Division. The core business is providing senior debt finance to property developers and investors, which you will assist with throughout the finance process

RESPONSIBILITIES

Inputting data and transactions into the main lending system Aurius, ensuring account data is organised, accurate and up to date. Input and maintain customer account records in order that the integrity of the Bank's accounting records and data is maintained, liaising with internal departments as appropriate. Prepare Facility Letters and other contractual documentation in line with Credit Committee approval, ensuring appropriate conditions are documented. Instruct the Bank's professional advisors (solicitors, valuers and monitoring surveyors) and thereafter ensure that their reports address all of the relevant issues (as set out in the formal instructions) and are generally of a quality which meets the Bank's desired standards. Attend internal / external meetings with the Senior Portfolio and Business Development Manager(s), taking notes, preparing minutes and producing follow up file notes and correspondence

Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:

Ability to learn quickly, to self develop and work within a structured busy environment. Excellent multitasking skills, especially when under pressure. Strong analytical and problem-solving skills Experience of banking / payment systems Able to work within a small professional team and adaptable to the changing requirements / priorities of both the Bank and clients. Great organisational and time management skills / self-starter Excellent written and verbal communication skills, with high attention to detail. Ability to understand and follow all relevant compliance consideration including regulatory environment and appropriate processes, procedures and their implications. Good communication and inter-personal skills to interact with people at all levels both internally and externally. Educated to A level or equivalent Good understand of all basic Microsoft packages including Word, Excel, Outlook, Powerpoint

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

Basic experience within a property lending environment, or a financial reporting, back office or administrative role, with commercial awareness and genuine interest in the Banking and Property Finance industries.

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

For roles offering hybrid working: 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



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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.