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 Retail Team where you will facilitate the delivery of a roadmap of continuous improvements, ensuring that our customers and partners have friction-right experiences that are both effective and efficient. Working as part of the Retail team.


Our ideal team member will have previous experience in providing ongoing support and troubleshooting post-implementation, ensuring that any issues are resolved promptly and that any potential customer harm is identified, reported and resolved with excellent communication skills.

RESPONSIBILITIES

Oversee the end-to-end service proposition, with particular emphasis on onboarding, to ensure an excellent customer and broker experience. Act as the SME for onboarding-related queries and issues, offering insights and solutions based on extensive knowledge of our systems and processes. Collaborate with internal teams to gather and analyse business requirements, translating them into functional specifications and supporting change & technology teams with direction and guidance. Monitor and assess operational performance, identifying areas for improvement and implementing enhancements as necessary. Provide expert support and troubleshooting for internal product processes. Identify areas where there is potential customer harm, ensuring prompt mitigation and issue resolution. Work closely with brokers and software houses to understand their needs, assist and offer guidance throughout the process.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

Demonstrated ability to consider the customer and broker experience when designing product enhancements. Strong verbal and written communication abilities to liaise with senior management, technical teams, brokers, and software houses. Excellent troubleshooting and analytical skills to address and resolve issues effectively. The ability to manage multiple project deliveries simultaneously, ensuring timely delivery and adherence to specifications. A high level of accuracy and attention to detail in both technical and business aspects of roadmap delivery. A proven ability to work collaboratively with internal and external stakeholders to achieve common goals. A Good understanding of integration technologies, APIs, and data exchange formats (e.g., XML, JSON). Knowledge of insurance broking and the role of premium finance. Strong understanding of FCA regulation and the principles of Consumer Duty.

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.