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 Asset & Leasing Team where you will aim provide an efficient and effective service to our customers, understanding their needs and requirements, working to exceed those wherever possible, along with providing solid and consistent support to the Sales team.
Our ideal team member will have previous experience in how to process and manage finance applications and agreements throughout the full lifecycle, whilst ensuring we deliver an efficient and effective service to internal and external customers

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

• Excellent knowledge of Microsoft Products
• Previous knowledge and experience of the Financial Services Industry and in similar operational or customer facing roles
  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 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

• Work closely with Sales/Customers to smooth the onboarding and agreement set-up processes with a focus on getting things right first time and providing an efficient, effective service to our customers, providing real-time updates to customers and other interested parties when required
• Provide support to the Sales/Customers with processing of new proposals, including checks on anti-money laundering, credit searching, linking exposures and loading and checking assets
• Responsible for checking and collating documentation and associated paperwork in a timely manner to ensure Customer needs are met and CBAFL are in full compliance with current legislation and credit approvals
• Preparing accurate payments to suppliers, brokers and customers
• Ensure all relevant internal checks and reviews are completed accurately and in line with company procedures
• Accurate loading all types of finance agreements to platforms used by Asset including Salesforce and Alfa, with a full understanding of how each agreement and product works
• Responsible for issuing Welcome Pack to all customers within agreed timescales and including all relevant documentation
• Process deposits and initial payments on ALFA system
• Receive enquiries by email or telephone, addressing these effectively and in a timely manner
• Process all requests, where required, for in-life tasks including settlement quotes, agreement settlement, reschedules, process card payments, refunds and updates to account information plus other activity required as and when requested
• Understand and comply with standard operating procedures to meet the Group’s Conduct Risk policies and the expectations of our regulators
• Understand the main risks arising in your area of responsibility, how to mitigate them and escalate where you are unable to comply and to meet all data requirements
• 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