Deal Origination Administrator; FTC

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.

• 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.
• 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

• 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 with in the UK automotive industry
• Experience using Tableau and other data analysis tools

We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format, or any other adjustments, are encouraged to email us at or request a call back.

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 and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.