Sales Support Executive

at  Close Brothers Group

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 invoice Finance (CBIF) team where you will support the Regional Sales Directors (RSD’s) throughout the sales process, assisting them in securing new business for CBIF.
The role requires you to carry out and/or assist in various pre and post offer tasks, but at all times to promote CBIF and out products to the best of your ability to end users and third parties, whilst maintaining the reputation of the Company

WE WOULD LOVE TO HEAR FROM YOU IF:

• You have strong numeric, written and organisational skills.
• You have good communication skills with a proven track record of building effective internal and external relationships at various levels.
• You have experience of working in a highly targeted environment.
• You have previous experience of B2B sales in a professional services environment, ideally within the invoice finance sector.
  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, 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

• Providing support to the Southern Commercial Sales Team in a variety of new business administrative tasks.
• Updating Goldmine with new business leads generated by the RSD’s.
• Completion of costings and drafting indicative offers when RSD’s are unable.
• Support in new business proposal completion as required.
• Completion of debtor assessment packs (BDP Packs).
• Document packs – liaise with the securities team regarding dispatch and prospects regarding completion and return.
• Ownership of the Approved Pipeline Spreadsheet to enhance the on-boarding process.
• Assist with obtaining all pre-conditions including deed or priorities/waivers, 3rd party legal advice, re-survey’s and any further prospect information.
• Ensure debtor verification is ongoing and speak with the DV team to progress matters
• Assist with the on-boarding process including ensuring ‘installs’ are booked, ledgers obtained and inter-factor requirements are met.
• Comply with money laundering regulations relating to the acquisition of New Business.
• Provide support to marketing campaigns and events. There will be a requirement to attend the latter from time to time throughout the year.
• In conjunction with RSD’s develop ongoing professional relationships with third party introducers.
• Attend new business and introducer meetings from time to time.
• 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.