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 Invoice Finance (CBIF) Team where you will manage a portfolio of prospects between initial facility approval through to commencement, ensuring the accurate drafting of legal documentation and the accurate set up of all new customer accounts.
Working as part of the securities team based in our Brighton office, our ideal team member will have excellent attention to detail and the ability to prioritise multiple tasks at once.
RESPONSIBILITIES
* Timely delivery of Customer documentation within 24 hours of request whilst working to zero error rates particularly in the area of client legal documentation and client account set up
* Progress a prospect file, from signed proposal, to the first pre-payment, as per standard operating procedures
* Ensure up to date position recorded (for own deals) in the department workflow pipeline
* Provide checking assistance to other Securities Co-ordinators in respect of new prospect legal documentation drafted and client account set up
* Complete all steps necessary to perfect Security in relation to all new and existing clients, including registration of debentures, new legal file completion and systems updates post Client commencement
* Draft additional legal documentation, including completion of all steps necessary to perfect any additional security in relation to all existing clients
* Process transfers of existing facilities between lending platforms.
* Facilitate bank detail change requests
* Process new Loan applications for existing clients (including drafting documentation through to first payment)
WE WOULD LOVE TO HEAR FROM YOU IF:
* You can display strong attention to detail, ideally through previous experience in an administration type role, working with complex documentation
* You're a team player, able to work effectively in a group setting, as well as independently
* You can demonstrate the ability to effectively prioritise your work, dealing with multiple requests at once
* You are proficient in Microsoft Office programmes – in particular Word and Excel
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
* Have experience of drafting legal documentation using standardised templates
* Possess experience in a previous client onboarding role
* Have experience within the financial services industry
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 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.