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 Asset Finance team where you will provide an efficient and effective service to our customers and sales teams, understanding their needs and working to exceed those wherever possible.
The day to day includes processing documentation for financial agreements, facilitating pay-outs and managing the ‘in-life’ journey of our customers.
You will be an integral part of the Sales and Customer Relationship Team with in the Aviation and Marine business, providing essential support to the Sales Teams and Customers of the business.. The role will focus on creating and maintaining good sales, customer and supplier relationships to increase and enhance our levels of service.

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

• Have good knowledge of Microsoft products
• Have previous knowledge and experience of financial services industries or in a similar operational customer facing role.
  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

Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. At Close Brothers we provide financial support and advice to small businesses and individuals in the UK. Our purpose is to help the people and businesses of Britain thrive over the long term.
To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers

• Work closely with Sales and our customers to ensure a smooth the onboarding and agreement set up processes while focussing on getting things done right first time.
• Check and collate documentation and associated paperwork in a timely manner ensuring that we are in full compliance with current legislation and credit approvals.
• Accurately upload all financial agreements to the platforms (using Salesforce & Alfa)
• Preparing accurate payments to suppliers, brokers and customers
• Issue welcome packs to all new customers within agreed timescales and include all relevant documentation
• Process all deposits and initial payments on ALFA system
• Support the Sales team by speaking to Customers and internal stakeholders to progress with new business transaction
• Receive and respond to enquiries by email or telephone, addressing these effectively and in a timely manner
• Address customer complaints in accordance to policy
• Registering security with Companies House and the relevant marine or aviation authority.
• Co-ordination with customers on annual insurance renewals on assets. Checking off aircraft reconciliation on a monthly basis. Monitoring of in-life airworthiness and key registration dates.