New Business Administrator

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 discussing flexible work options to help you balance your work and home life.

Join the Corporate Asset Solutions (CAS) team where you will support the onboarding of the New Business introduced from the fast-paced sales avenues of the company.

Reporting to the Operations Manager, the role requires a high level of accuracy, being methodical and organised with excellent attention to detail. There will be interaction with external parties including customers, brokers as well as with internal departments.

RESPONSIBILITIES

• Attend to New Business enquiries, ensuring internal and external stakeholders are aware of the progress of their proposals.
• Manage the administrative life cycle of opportunities, from proposal through to completion and pay-out; communicate any requests for conditions or missing items for pay-out in a timely manner to the relevant party.
• Undertake FCA and DPA checks to ensure compliance procedures are met.
• Undertake credit checks and packaging opportunities for consideration by the Credit team.
• Accurately generate documentation to ensure a smooth pay-out.
• Undertake telephone delivery checks with customers and suppliers in line with departmental procedures.
• Collate information and update in-house systems, utilising all appropriate authorised IT services.
• Ensure that agreements are uploaded accurately to the Administration system to pass on correct information to the Customer Services Team.
• Ensuring all payments/commissions have been documented, received and paid where relevant.
• General office administration, e.g. handling telephone calls/filing/emails.

WE WOULD LOVE TO HEAR FROM YOU IF:

• You are customer service-focused with effective communication skills, both written and verbal.
• You have a practical problem-solving mindset.
• You're able to multitask and adapt working styles when required.
• You have exceptional interpersonal skills

ITS NOT ESSENTIAL, BUT IT WOULD BE GREAT IF:

• You have previous experience in a Customer Service and/or Business Administration role
• You have prior experience in Financial Services.

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.