At a Glance
- Tasks: Manage security documentation and ensure smooth onboarding for finance transactions.
- Company: Join Skipton Business Finance, a trusted partner for UK SMEs for over 20 years.
- Benefits: Enjoy flexible working, generous leave, bonuses, and health benefits.
- Other info: Collaborative culture with excellent career growth and training opportunities.
- Why this job: Be part of a dynamic team making a real impact in business finance.
- Qualifications: Experience in financial services and strong attention to detail required.
The predicted salary is between 35000 - 35000 £ per year.
This role is for a permanent position working full time 35 hours per week.
Salary: £35,000 Per Annum
Closing Date: Fri, 25 Sept 2026
Join us as a Securities and Onboarding Specialist and play a pivotal role in the successful delivery of Invoice Finance and Asset Based Lending transactions. You'll bring specialist expertise in managing security documentation and legal arrangements, ensuring every transaction is completed accurately, efficiently and in line with our risk and regulatory standards. Working closely with colleagues, customers and professional partners, you'll help create a smooth onboarding experience while safeguarding the interests of the business and our clients.
Who Are We?
Skipton Business Finance, part of the Skipton Group, has been helping UK SMEs fulfil their aspirations for over 20 years by providing working capital solutions that support their ambitious growth plans. With a rich history rooted in reliability and innovation, we leverage our expertise to offer a diverse range of financial products, including Invoice Finance and Asset Based Lending. Our commitment to understanding the unique needs of each client enables us as a team to deliver personalised and responsive services, fostering long-term partnerships built on trust and mutual success. At Skipton Business Finance, we strive to be more than just a financial provider. We aim to be a strategic partner, guiding businesses towards sustainable growth and prosperity. Join our team as we navigate the dynamic landscape of business finance together.
What Will You Be Doing?
- Prepare, review and manage the execution of security and facility documentation across Invoice Finance and Asset Based Lending transactions.
- Ensure all legal documentation accurately reflects approved credit terms, facility structures, security arrangements and regulatory requirements.
- Act as a key control point in the onboarding process, validating KYC, AML, financial crime and due diligence requirements before facilities go live.
- Identify, challenge and escalate potential risks, ensuring robust audit trails and compliance with internal policies and legal standards.
- Work closely with sales, credit, legal advisers, operational teams and clients to facilitate efficient deal completion.
- Drive a smooth and professional client onboarding experience, balancing pace of delivery with strong risk management and governance.
- Support continuous improvement by enhancing documentation processes, templates, controls and operational efficiencies.
What Do We Need From You?
- Experience within financial services documentation, securities, legal, or onboarding environments, ideally in Invoice Finance or Asset Based Lending.
- Strong knowledge of lending documentation, security structures, and deal execution processes.
- Ability to interpret credit sanctions and translate them into accurate, legally robust documentation.
- Excellent attention to detail, with a focus on accuracy, risk management, and regulatory compliance.
- Strong organisation and stakeholder management skills, with the ability to manage multiple time-sensitive transactions.
- A collaborative and customer focused approach, demonstrating ownership, teamwork, continuous improvement, and service excellence.
What's In It For You?
Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space. We have a range of other benefits available to you including:
- Quarterly discretionary bonus scheme
- Car allowance
- 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days
- Holiday trading scheme allowing the ability to buy and sell additional annual leave days
- Matching employer pension contribution (up to 10% per annum)
- Colleague mortgage (conditions apply)
- Salary sacrifice scheme for hybrid & electric car
- A commitment to training and development
- Private medical insurance for all our colleagues
- 3 paid volunteering days per annum
- Diverse and inclusive colleague networks including our Carers and Pride Alliance groups
- Health and wellbeing support including cycle-to-work and discounted gym membership
Securities and Onboarding Specialist-1 in Bracknell employer: Skipton Business Finance
Skipton Business Finance is an exceptional employer, offering a dynamic and supportive work environment that prioritises work/life balance and employee well-being. With a commitment to professional development, employees benefit from extensive training opportunities, a generous leave policy, and a vibrant office culture that fosters collaboration and innovation. Located in the Glasgow region, this remote-based role allows for flexibility while providing the chance to make a meaningful impact on the growth of UK SMEs through tailored financial solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Securities and Onboarding Specialist-1 in Bracknell
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Skipton Business Finance. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Securities and Onboarding Specialist-1 in Bracknell
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Skipton Business Finance.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Skipton Business Finance's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Skipton Business Finance
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Skipton Business Finance.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Skipton Business Finance will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Skipton Business Finance employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
