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Close Brothers

The Vacancy 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 Specialist Asset Finance team where, as a Business Development Associate (BDA) you will support the Business Development Directors (BDDs) in managing broker relationships and executing transactions. This role provides a structured development pathway for individuals aspiring to become BDDs, offering hands-on experience in credit analysis, deal structuring, and stakeholder engagement, while working on complex, high-value transactions within the middle-ticket market (ranging from £500k-5M). BDAs will work closely with BDDs to triage broker proposals, prepare credit submissions, and manage the administrative and operational aspects of transactions. The role is ideal for a commercially aware individual with strong organisational skills, a keen interest in asset finance, and a desire to grow into a senior client-facing role. RESPONSIBILITIES: Triage and assess incoming broker proposals for completeness and suitability. Gather additional information from brokers and clients to support proposal evaluation. Liaise with the sales support team to obtain exposure data, financials, and other supporting materials. Create and maintain Salesforce credit proposals, ensuring accuracy and completeness. Upload relevant documentation to Salesforce and maintain digital records. Support BDDs in structuring and progressing less complex finance transactions. Manage revolving credit and stage payment drawdowns in coordination with internal teams. Attend customer and broker meetings alongside BDDs where appropriate. Review finance documentation and coordinate dispatch to brokers. Prepare deal sheets and assist in documentation processes. Conduct asset inspections and report findings. Liaise with Broker Solutions to identify and onboard new Specialist Finance broker opportunities. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE / ARE: Experience within the Asset Finance industry Strong financial acumen High attention to detail and accuracy. Strong organisational and administrative skills. Excellent written and verbal communication. Proactive and self-motivated with a willingness to learn. Comfortable working independently and as part of a team. Competent in Microsoft Office and CRM systems (e.g., Salesforce) IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Have sales / business development experience Have experience working with brokers or third-party introducers. Are familiar with credit processes and financial documentation. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US 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: Our Responsibility - Diversity and inclusion &mldr; Close Brothers Group The Company 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. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday

Sep 05, 2025

Full time

The Vacancy 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 Specialist Asset Finance team where, as a Business Development Associate (BDA) you will support the Business Development Directors (BDDs) in managing broker relationships and executing transactions. This role provides a structured development pathway for individuals aspiring to become BDDs, offering hands-on experience in credit analysis, deal structuring, and stakeholder engagement, while working on complex, high-value transactions within the middle-ticket market (ranging from £500k-5M). BDAs will work closely with BDDs to triage broker proposals, prepare credit submissions, and manage the administrative and operational aspects of transactions. The role is ideal for a commercially aware individual with strong organisational skills, a keen interest in asset finance, and a desire to grow into a senior client-facing role. RESPONSIBILITIES: Triage and assess incoming broker proposals for completeness and suitability. Gather additional information from brokers and clients to support proposal evaluation. Liaise with the sales support team to obtain exposure data, financials, and other supporting materials. Create and maintain Salesforce credit proposals, ensuring accuracy and completeness. Upload relevant documentation to Salesforce and maintain digital records. Support BDDs in structuring and progressing less complex finance transactions. Manage revolving credit and stage payment drawdowns in coordination with internal teams. Attend customer and broker meetings alongside BDDs where appropriate. Review finance documentation and coordinate dispatch to brokers. Prepare deal sheets and assist in documentation processes. Conduct asset inspections and report findings. Liaise with Broker Solutions to identify and onboard new Specialist Finance broker opportunities. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE / ARE: Experience within the Asset Finance industry Strong financial acumen High attention to detail and accuracy. Strong organisational and administrative skills. Excellent written and verbal communication. Proactive and self-motivated with a willingness to learn. Comfortable working independently and as part of a team. Competent in Microsoft Office and CRM systems (e.g., Salesforce) IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Have sales / business development experience Have experience working with brokers or third-party introducers. Are familiar with credit processes and financial documentation. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US 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: Our Responsibility - Diversity and inclusion &mldr; Close Brothers Group The Company 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. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday

Senior IFA Administrator

NJR Recruitment Nottingham, Nottinghamshire

Senior IFA Administrator Nottingham Salary up to £30,000 BENEFITS Holiday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years. Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility. GDIS scheme - 2 x salary Life Assurance. Health cash plan Development and training - Examination and study financial support, internal training, and individual development plans Employee assistance programme Flexible working hours Friday early finish - 4pm Bonus scheme - up to 5% of salary payable annually NJR Recruitment are delighted to be working in Partnership with a very well-known National Firm of Independent Financial Planners who are looking to recruit an experienced Administrator to join their team in Nottingham. The successful candidate will be provide full support one Adviser in all aspects of client support, where the successful candidate will carry out a wide variety of duties / responsibilities including; " Meeting preparation " Collating all the required documents and research for report preparation " Submitting new business on and off platforms " Income payments and withdrawals " Preparing files for client visits " Producing Valuations and Illustrations " Liaise with both internal and external stakeholders by telephone, letter and E-mail " Maintenance of all administration systems " Ensuring that all client data is accurate and up to date " Maintenance of diary management system " Ensuring that daily workflow is completed in line with SLA's " Ensure appropriate documentation is scanned and attached to the relevant client records. This role will suit someone who has been working within financial services industry and who has experience within the Pensions & Investments arena and ideally be experienced with Intelligent Office. The successful candidate will also need to have excellent attention to detail skills, as well as the ability to provide a first class service to both their Clients and Consultants. For further information please contact one of our specialist consultants quoting REF: NJR15915

Sep 01, 2025

Full time

Senior IFA Administrator Nottingham Salary up to £30,000 BENEFITS Holiday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years. Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility. GDIS scheme - 2 x salary Life Assurance. Health cash plan Development and training - Examination and study financial support, internal training, and individual development plans Employee assistance programme Flexible working hours Friday early finish - 4pm Bonus scheme - up to 5% of salary payable annually NJR Recruitment are delighted to be working in Partnership with a very well-known National Firm of Independent Financial Planners who are looking to recruit an experienced Administrator to join their team in Nottingham. The successful candidate will be provide full support one Adviser in all aspects of client support, where the successful candidate will carry out a wide variety of duties / responsibilities including; " Meeting preparation " Collating all the required documents and research for report preparation " Submitting new business on and off platforms " Income payments and withdrawals " Preparing files for client visits " Producing Valuations and Illustrations " Liaise with both internal and external stakeholders by telephone, letter and E-mail " Maintenance of all administration systems " Ensuring that all client data is accurate and up to date " Maintenance of diary management system " Ensuring that daily workflow is completed in line with SLA's " Ensure appropriate documentation is scanned and attached to the relevant client records. This role will suit someone who has been working within financial services industry and who has experience within the Pensions & Investments arena and ideally be experienced with Intelligent Office. The successful candidate will also need to have excellent attention to detail skills, as well as the ability to provide a first class service to both their Clients and Consultants. For further information please contact one of our specialist consultants quoting REF: NJR15915

Senior DC Pensions Consultant

Ashe Consulting

This leading, independent provider of specialist pensions, trustee, and employee benefits solutions are looking for a Senior DC Pensions Consultant to join their rapidly expanding pension's team. The Senior DC Pensions Consultant will be responsible for maintaining and growing a portfolio of clients and ensuring the effective delivery of the firm's services to those clients. Advice will consist mainly of providing advice to companies regarding DC pensions and other workplace savings solutions. The Senior DC Pensions Consultant will also have responsibility for generating revenue and will be measured on both retained and new revenue. The successful Senior DC Pensions Consultant will need to have strong technical knowledge of Defined Contribution Pensions schemes. Studying towards completion of a specialist/ technical qualification, such as APMI, CFA, CFP, or IMC is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within DC pensions consulting. In return, the Senior DC Pensions Consultant will be rewarded with a generous basic salary with bonus and benefits, as well as a clear pathway into the Leadership Team. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

Sep 01, 2025

Full time

This leading, independent provider of specialist pensions, trustee, and employee benefits solutions are looking for a Senior DC Pensions Consultant to join their rapidly expanding pension's team. The Senior DC Pensions Consultant will be responsible for maintaining and growing a portfolio of clients and ensuring the effective delivery of the firm's services to those clients. Advice will consist mainly of providing advice to companies regarding DC pensions and other workplace savings solutions. The Senior DC Pensions Consultant will also have responsibility for generating revenue and will be measured on both retained and new revenue. The successful Senior DC Pensions Consultant will need to have strong technical knowledge of Defined Contribution Pensions schemes. Studying towards completion of a specialist/ technical qualification, such as APMI, CFA, CFP, or IMC is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within DC pensions consulting. In return, the Senior DC Pensions Consultant will be rewarded with a generous basic salary with bonus and benefits, as well as a clear pathway into the Leadership Team. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

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