Partner Relationship Executive

Division Close Brothers Motor Finance

Location Doncaster, United Kingdom

Salary Competitive Basic Salary + Benefits + Discretionary Bonus

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 Partner Accounts Team where you will be responsible for building and sustaining relationships with our broker accounts and ensure the business taken on by Close Brothers Motor Finance is within the set parameters. Working as part of the Partner Accounts team our ideal team member will have previous experience in managing partner accounts effectively and efficiently to ensure the business performs within the set limits and budgets with excellent planning and organisational skills.

RESPONSIBILITIES

Carry out duties to the company standard policy and procedures
General sales / relationship management administration duties
Utilise all business systems to required standards
Working as part of wider Broker Accounts relationship management team, collaborate always to achieve high levels of customer satisfaction
Complete new broker set-up process
Support the Broker Relationship Manager to onboard collaboratively
Work in collaboration with the Broker Relationship Managers to review underwriting challenges / declines
Liaise with operations to ensure timely pay-out of new business
Act as a primary contact and liaison for all assigned relationships
Support operations in management of sales related work flow
Manage dealer partnership management information requests
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

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:

Excellent customer service skills
A strong communicator, with excellent negotiation and influencing skills.
Previous experience in a customer focused environment
Demonstrable experience of working within a structured process
Excellent IT Skills (MS Word, Excel and Outlook)
The ability to work well as part of a team

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:

Proven Broker Account business development capability at an appropriate level
Previous experience of working in business to business sales environment
Demonstrable experience of a structured sales process
Knowledge of regulations relating to Compliance, Data Protection, Anti Money Laundering, Consumer Credit Directive and Consumer Credit Act

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 recruit.ssc@closebrothers.com 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: https://www.closebrothers.com/careers

To find out more about life at Close Brothers:
https://www.closebrothers.com/life-close-brothers#374017299-899295541

To find out more about our benefits:
https://www.closebrothers.com/employee-benefits

To find out more about our commitment to creating an inclusive environment:
Our Responsibility - Diversity and inclusion ¦ Close Brothers Group

#LI-TM1 #LI-HYBRID

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