At a Glance
- Tasks: Log client proposals, conduct due diligence, and manage data in our CRM system.
- Company: Join Close Brothers, a diverse and inclusive finance company.
- Benefits: Flexible work options, supportive team environment, and career development opportunities.
- Other info: Great opportunity for growth in a fast-paced finance environment.
- Why this job: Be part of a dynamic team making impactful decisions in the finance industry.
- Qualifications: Experience with data management and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
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 Asset and Leasing Team where you will be responsible for receiving proposals from our clients, conducting initial due diligence and loading the proposals onto the CRM system. Working as part of the Wholesale Finance team our ideal team member will have previous experience in the management of internal systems to enhance reporting and data on clients and decision making with excellent communication skills.
Responsibilities
- Log all proposals on internal systems, ensuring clear and accurate data is maintained to enhance our reporting capability and client management.
- Understand Close Brothers risk requirements to ensure that all proposals are submitted with adequate information to support a quick and smooth decision process.
- Build strong relationships with both the Credit Liaison Manager (CLM) and the sales teams to ensure that information is communicated to the correct people in the appropriate timescales to manage customer expectations.
- Support the CLM in creating reports on the business which the DOA’s are managing, contributing to improvements in these reports and opportunities for additional reporting opportunities.
- Work collaboratively with the Risk function to ensure the consistent alignment of objectives, adhering fully to the principles of the Enterprise Risk Management framework of the Close Brothers Group.
Desired attributes
- Strong attention to detail, with a focus on maintaining accuracy when handling data and repetitive tasks.
- Good organisational skills, with the ability to prioritise workloads and manage time effectively.
- A positive and proactive attitude, with a willingness to support the wider team and take ownership of tasks.
- Comfortable working with routine processes and handling high volumes of data with consistency.
- Reliable and dependable, with a strong work ethic and commitment to delivering tasks to deadline.
- An ability to follow processes and adhere to established guidelines and quality standards.
Additional qualifications
- Worked in a similar role managing large amounts of data in a targeted environment.
- A track record of working to targets in a fast paced environment.
- Worked within the Finance Industry (Asset Finance in particular).
- Experience within the UK automotive industry.
- Experience using Tableau and other data analysis tools.
Deal Origination Administrator (12 month FTC) in Manchester employer: Close Brothers
At Close Brothers, we pride ourselves on being an inclusive employer that values diversity and promotes a healthy work-life balance through flexible working options. Our collaborative work culture encourages personal and professional growth, providing employees with opportunities to enhance their skills in a supportive environment. Located in the heart of the financial sector, we offer a dynamic workplace where your contributions directly impact our success and client satisfaction.
StudySmarter Expert Advice🤫
We think this is how you could land Deal Origination Administrator (12 month FTC) in Manchester
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Close Brothers.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Close Brothers might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Deal Origination Administrator (12 month FTC) in Manchester
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Close Brothers will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Close Brothers. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Close Brothers confidence in your short-term commitment to the role.
How to prepare for a job interview at Close Brothers
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Close Brothers.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Close Brothers that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
