24 Full time, Financial Services / Investment jobs in Barnsley

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 Retail Team where you will support our dealer partners and end customers by manually reviewing and processing motor finance proposals, whilst ensuring the business accepted by Close Brothers Motor Finance (CBMF) is within the business' credit risk parameters. Working as part of the Retail team our ideal team member will have previous experience in processing customer proposals and underwriting them in line with company policies and procedures with excellent communication skills. RESPONSIBILITIES

• Liaising with motor dealer partners regarding the outcome / decisions of a proposal that has been underwritten.
• Negotiating with dealers, the figures and requirements to make the deal acceptable to CBMF and appropriate for the customer.
• Processing of customer documentation.
• Adhering to requirements of dealer procedures along with certain database checks for items that may occur when underwriting e.g. CIFAS (UK Fraud Prevention Service).
• Operation of our proposal system with clear notes and rational which adheres to company standard and audit process.
• Completing customer security checks.
• Processing the payment of funds to our dealer partners.
• Completing general administration tasks related to new business activity.
• Maintaining an understanding of the Motor market.
• Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.
• Proactively record any regulatory incidents (within the CBMF regulatory requirements)
  
  Excellent IT Skills (MS Word, Excel and Outlook) with the ability to learn new systems.
• An ability to work well as part of a team collaboratively
• Experience in using decision-making skills.
• The ability to use and interpret information and data efficiently.
• A good attention to detail with high levels of accuracy.
• Experience of using negotiation skills within an operations process.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
• Knowledge of FCA regulations relating to Compliance, Data Protection, Anti Money Laundering, Consumer Credit Directive or Consumer Credit Act.
• Previous experience in an underwriting position and having held a mandate.
  
  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. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: #LI-TM1 #LI-HYBRID At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. Close Brothers Group