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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.

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.
  
  
  
  

• 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)
  
  
  
  

• Have sales / business development experience
• Have experience working with brokers or third-party introducers.
• Are familiar with credit processes and financial documentation.
  
  
  
  

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

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