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 Premium Finance Team, where you will provide support to the Sales Support team and field-based Sales Managers and their Brokers. Working as part of the Sales team, our ideal team member will have previous experience in maintaining relationships with excellent communication skills.

Responsibilities

• Completing renewals below £50k for all Field Sales Managers daily, proactively sending emails to brokers to confirm the loan renewal status.
• Working with the Field Sales Managers' unauthorised reports, reissuing Esigns to clients, emailing brokers copies of RACA’s where Esign is not available, liaising with different departments to minimise delays in loan authorisations.
• Issuing all of Sales' end-of-day figures and inbox statuses.
• Assisting the Sales Support team and covering for annual leave.
• Supporting Sales Support executives with Daily/Weekly/Monthly reports in line with month-end and ad-hoc reports.
• Proactively managing the Sales Support inbox, ensuring it is up to date and queries are answered or passed to relevant departments.
• Preparing comprehensive broker performance presentations, reports, and statistics. Analyzing performance trends to support broker meetings.
• Managing renewals below £50k.
• Overseeing the management of Credit Applications via OutSystems from end to end.
• Completing rate papers upon request and liaising with pricing teams.
• Preparing new broker setup packs in line with regulatory requirements.
• Acting as an escalation point for colleagues regarding contract queries.

General

• Maintaining service levels and SLAs.
• Replying to all emails within 24 hours (not necessarily completing the task).
• Actioning all emails within 48-72 hours, following up with other departments if needed.
• Answering the telephone promptly and ensuring coverage when away from the department.
• Utilizing all systems, e.g., Salesforce, daily with notes or actions.

We would love to hear from you if you have/are:

• The ability to work independently and as part of a team.
• Excellent written and verbal communication skills.
• The ability to quickly develop and maintain relationships internally and externally.

We are an inclusive organization and committed to making our recruitment process accessible. We will make adjustments for people with disabilities or long-term conditions. For alternative formats or to discuss the recruitment process, contact us at recruit.ssc@closebrothers.com.

About Us

For roles offering hybrid working: We support employees to balance work and personal priorities, offering a mixture of hybrid working.

Close Brothers is a leading UK merchant banking group providing lending, deposit-taking, and securities trading. With approximately 3,000 employees mainly in the UK and Ireland, and listed on the London Stock Exchange.

Our mission is to be the best place in the UK for wealth professionals and their clients. We believe in planning ahead, having a financial plan, and investing wisely to grow long-term savings and investments.

We are about 900 people across 15 UK offices, combining local approaches with face-to-face services to build strong, long-term client relationships.

Sustainability and social responsibility are core to our purpose. We aim to address social, economic, and environmental challenges, and support charities important to our people.

Our vision is to be an inclusive, valued, and respected company, with a diverse workforce from the top down. We encourage applications from all backgrounds, and if you do not meet every criterion, we still encourage you to apply for training opportunities. As an early adopter of hybrid working, we are open to discussing flexible working arrangements to help you balance your work and home life.