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SalaryOVERALL 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 Braemar Finance team where you will provide an efficient and effective service to Hirers, Suppliers and Brokers (‘Customers’), understanding their needs and requirements, working to exceed those wherever possible, along with providing solid and consistent support to the Sales team.
The role includes all activities involved in the processing and management of finance applications and agreements, ensuring we deliver an efficient and effective service to internal and external customers.
RESPONSIBILITIES
- 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.
- Load all types of finance agreements to ALFA system, with a full understanding of how each agreement and product works.
- Assist with Customer calls, which may include a phone divert when Sales are unavailable or on annual leave.
- Receive enquiries by email or telephone, addressing these effectively and in a timely manner.
- Ensure all requests are processed in compliance with relevant policies, procedures, and SLA’s.
- Address Customer complaints in accordance with policy.
- 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're an open and effective communicator, able to build strong working relationships with peers and customers.
- You're able to work independently as well as part of a team.
- You'll have a proactive mindset and strong initiative.
- You are highly numerate with analytical ability.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
- Are good with Microsoft Products.
- Have previous knowledge and experience of the Financial Services Industry and in similar operational or customer facing roles.
- Have previous experience in an administrative 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
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:
https://www.closebrothers.com/inclusion
#LI-TW1 #LI-CBAFL #LI-Onsite
Founded in 1987 Close Brothers Asset Finance has grown and expanded, and now has multiple offices across the UK including our head office in Wimbledon, as well as offices in Chester, Burton, Glasgow, Sidcup and Manchester.
We remain focused on markets and services we know and understand. We have developed long-term relationships with our customers to fully understand their intricate business operations in order to support their long-term growth.
We remain committed to our traditional values of service, expertise and relationships alongside teamwork, integrity and prudence, to help the people and business of Britain thrive over the long term.
Private medical
Discounted health checks
Stakeholder pension contribution
Gym discounts
Cycle to work scheme
Save As You Earn scheme
Purchase additional holiday
At Close Brothers, we are dedicated to helping the charities that matter most to our employees. Our donations continue to increase year on year thanks to our fundraising efforts and matched giving schemes to our employees’ favourite charities. We continue to seek out new ways to give as a group and to help employees who give their valuable time and money to causes close to them.
To find out more detail please follow the link below:
https://www.closebrothers.com/charity.
Sustainability is fundamental to our purpose, and we recognise that to help the people and businesses of Britain thrive over the long term, we also have a responsibility to help address the social, economic and environmental challenges facing our business, employees and customers, now and into the future.
To find out more detail please follow the link below:
https://www.closebrothers.com/sustainability.
