Product Manager - Funding Schemes

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 Sales Operations Team where you will ensure that the government funding/guarantee schemes operated by Close Brothers Asset Finance & Leasing (CBAFL) are set-up, operated, and reported on in a compliant manner to meet the appliable scheme rules, providing a good customer experience and outcomes across the customer journey. Working as part of the Sales Operations teamour ideal team member will have previous experience in ensuring appropriate solutions are in place to ensure schemes are being operated effectively and in compliance with scheme rules with excellent data analysis skills.

RESPONSIBILITIES

• Maintain relationships with external Funding Scheme providers ensuring compliance with the applicable scheme rules
• Manage the periodic data reporting process, ensuring that data has been cleansed and reconciled prior to any submission
• Provide oversight, guidance, and training for products which are managed locally within the CBAFL businesses.
• Develop rigorous ongoing performance analysis of Funding Schemes and where required wider CBAFL products to identify opportunities to enhance product design.
• Help with the design, approval and implementation of new products to include the identification of potential harms across the design, pricing structure or customer journey.
• Ensure the design of the product, customer journey and to-be processes will be compliant with funding scheme rules
• Assist team where required to conduct periodic Fair Value Assessments on the wider CBAFL products which are in the scope of Consumer Duty.
• Provision of reporting outlining relevant MI to include insights, emerging issues, improvement plan outcomes and/or proposed next steps to the relevant committees including the Product Review Group, Customer Forum and CRCC where required.

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

• Strong knowledge of asset finance type products (Hire purchase, lease, and loan along with associated variants)
• Proactive and hands-on approach
• Proven stakeholder management skills with the ability to handle conflict.
• Excellent facilitation, collaboration, negotiation, and presentation skills
• Ability to anticipate risks and devise solutions.
• Comfort with ambiguity, frequent change, or unpredictability
• Able to navigate the organisation and effectively communicate with both technical and non-technical users at all levels.

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

• Awareness of competitor proposition across the wider market
• Understanding of project management lifecycles, techniques, and ability to tailor your delivery style aligning to the appropriate methodology for the project.

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 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.

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 in15 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.