Portfolio Coordinator Part Time 12 month FTC

OVERALL SUMMARY

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont tick every box. We celebrate diversity and promote inclusivity. Vacancies are available on a part-time job-share or full-time basis because we know the best person for the job isnt always available full-time. Our aim is to facilitate requests wherever possible and managers will consider requests on an individual basis.

We are seeking a Portfolio Coordinator a key member of the Portfolio Office team to ensure the effective efficient and safe working practices of the Customer Resolutions team are embedded and maintained. This includes ensuring that remediation programmes within the portfolio are safely delivered through robust governance and control structures supported by effective plans and proactive risk management.

RESPONSIBILITIES

Portfolio Governance

  • Ensuring governance requirements within the Customer Resolutions team are operating effectively and delegated authority clearly acted upon.
  • Responsible for planning for and facilitating key governance forums both at Remediation Programme & Portfolio level as appropriate
  • Ensuring that there is a clear audit trail of actions and decisions which will stand up to future internal and external scrutiny.
  • Ensuring that various management information and reporting from across the Customer Resolutions Portfolio is tracked reported and escalated as appropriate
  • Ensuring that cross remediation programme learnings interdependencies and potential synergies are understood tracked and reported.
  • Driving continuous improvement opportunities on governance structure and process taking into account learnings and best practice to ensure it remains robust and operationally fit for purpose.
  • Ensuring risks and issues are effectively managed and communicated

Customer Resolutions operational management

  • Supporting the Customer Resolutions Senior Management Team to deliver and track strategic and portfolio level initiatives ensuring input and support from a wide range of stakeholders both within the team and other functions.
  • Management of Portfolio calendar and mailbox
  • Assisting with the set up and maintenance of team sharepoint sites/intranet to ensure it is it set up for success drives a positive user experience & maintains appropriate access principles.
  • Build and maintain strong relationships with the Customer Resolution delivery teams as well as cross-functional teams such as Risk Legal and Compliance to ensure team success.

Risk & Compliance:

  • Work within Customer Resolutions and wider Bank risk and control frameworks to ensure remaining in line with internal standards and regulations.
  • Monitoring risks and issues escalating promptly as appropriate
  • Use insights from assurance activities and lessons learned to enhance policies and practices.
  • Adapt policies to address emerging risks diverse harm scenarios and evolving regulatory requirements.

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

  • Proven background in remediation programmes within financial services.
  • Strong stakeholder management skills and proven ability to adapt to changing requirements.
  • Track record in identifying and managing risk.
  • Proven skills in managing incidents through to conclusion.
  • Proven skills in problem-solving organisation and communication.
  • Knowledge of financial services regulatory agenda
  • Attention to detail ensuring accuracy clarity and compliance
  • Strong understanding of governance frameworks

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.

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 3000 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: find out more about life at Close Brothers:
find out more about our benefits:
find out more about our commitment to creating an inclusive environment:
Our Responsibility - Diversity and inclusion Close Brothers Group

The Company

Close Brothers is a UK specialist banking group providing lending and deposit taking. We employ approximately 3000 people principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange.

Our specialist lending and deposit solutions include:

  • Commercial: Offers specialist and predominantly secured lending principally to the SME market.
  • Retail : Provides intermediated finance through motor dealers motor finance brokers and insurance brokers and savings products for individuals and corporates.
  • Property: Offers residential development finance to established UK property developers funding for commercial properties and bridging and refurbishment loans.

At Close Brothers we are here to help people and businesses thrive over the long term.

Through our deep sector knowledge and expertise focus on delivering excellent and specialist service and strength of established relationships we support our customers through the cycle. Our values of deep expertise consistent service and long-term relationships embody our distinctive culture and customer-centric approach.

We also recognise our responsibility to help address the social economic and environmental challenges facing our businesses employees and customers now and into the future.

The Benefits

Private medical

Discounted health checks

Stakeholder pension contribution

Cycle to work scheme

Gym discounts

Purchase additional holiday

Documents


Required Experience:

IC

Back to blog

Other Jobs To Apply

No other job posts for this day.

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...