Surveyor

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 Close Brothers Invoice Finance Surveyor Team where you will sit within the second line of defence with responsibility to undertake new business Surveys of prospective clients and make recommendations as to their suitability for a Sales Finance facility. Where required, the role will also include undertaking audits of the existing Client portfolio to ensure that Close Brothers Invoice Finance funding remains secure, facilities are correctly administered, pertinent issues are identified and suitable recommendations are made for protecting Close Brothers’ funding and security. A key element of the role is to present survey findings and analysis to colleagues across Sales and Risk teams, in addition to other stakeholders as required, in a clear and concise manner.

Responsibilities

Analysis

• To undertake a thorough review of all the relevant aspects of the prospective client’s business, producing timely, accurate and concise reports with reasoned findings & recommendations.
• To identify areas for improvement in the Close Brothers Invoice Finance new business proposal and liaise with the Regional Sales Director to recommend a satisfactory, working alternative.

Reporting

• To complete a minimum of 2 surveys per week.
• To complete and file clear, concise and analytical reports promptly subject to suitable travel time.
• To ensure that all potential issues including industry risks, economic trends, fraudulent activity and security issues to be clearly identified and reported at survey.
• To ensure that all concerns arising from the survey are escalated promptly and clearly to the appropriate teams.

Teamwork

• Support the CBIF business and Bank functions in strategic and regulatory projects as appropriate through:
• Contributing to the enhancement & efficiency of the team’s processes and procedures.
• Supporting colleagues on larger complex audits & surveys where required.
• A culture of continuous improvement, including the sharing of knowledge and best practice with colleagues.
• Active participation at team meetings/project groups as appropriate.

General

• To liaise with the Regional Sales Director to ensure prompt booking of survey appointments.
• Maintain good relationships with the Sales & Relationship Management teams and other key stakeholders.
• To Deputise for the Regional Audit & Survey Manager where required or appropriate.

Risk & Compliance

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:

• Career background in Invoice Finance, and specifically client audit and/or survey.
• Strong analytical, verbal and written skills
• An ability to work independently as well as part of a team
• Full UK Driving License

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

• ABFA Diploma/Certificate
• AAT
• Chartered or Certified Accountant
• Educated to Degree or Equivalent Level
• Familiar with commonly used accounting software and IT packages

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

For roles offering hybrid working: 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, wealth management services and securities trading. At Close Brothers we provide financial support and advice to small businesses and individuals in the UK. Our purpose is to help the people and businesses of Britain thrive over the long term.

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