Hybrid Asset Finance & Client Onboarding Specialist

Ultimate Finance; Lutterworth; Hybrid; GBP 28,000 - 34,000; Full time

Benefits offered by this job

Annual salary reviews

Performance-related bonus scheme

25 days' annual leave increasing with

Generous pension scheme contributions

Private medical insurance

Additional days off for birthday and**

Flexible and hybrid working

Role-based learning pathways

Give a Day volunteering opportunities

Active social committee across all UK

Staff discount at Mitchells & Butler

Job summary

Ultimate Finance is seeking a proactive administrator to support the Asset Finance team in delivering a professional service to clients, brokers and introducers. You will handle onboarding, verify new clients, process payouts, and manage workloads with accuracy.

This role requires strong administration, numeracy and communication skills, with a focus on risk management and high standards of service. A DBS check will be completed if offered employment.

Qualifications

• Proficient administrative and organisational skills.
• Excellent communication skills and professional manner.
• Ability to manage diary/workload and prioritise tasks.
• Strong numeracy and data handling abilities.
• Understanding of funding basics and risk awareness.

Responsibilities

• Provide a full and professional Asset Finance service to clients, brokers and introducers.
• Process pay-outs of new deals.
• Be familiar with all aspects of the 'New Business' procedure for new and existing clients.
• Carry out verification for new clients and brokers.
• Perform initial risk assessment and resolve issues causing delays.
• Manage diary/workload to prioritise tasks in line with expectations.
• Maintain client and facility data on systems with accuracy.
• Liaise with Asset Finance team to ensure risk management and service levels.
• Support the Ultimate Finance team including management and Sales; coordinate with wider team on New Business procedures.

Skills

Customer service

Attention to detail

Time management

Relationship building

Numeracy

Organisational skills

Professional communication

Job description

Ultimate Finance is seeking a proactive administrator to support the Asset Finance team in delivering a professional service to clients, brokers and introducers. You will handle onboarding, verify new clients, process payouts, and manage workloads with accuracy.

This role requires strong administration, numeracy and communication skills, with a focus on risk management and high standards of service. A DBS check will be completed if offered employment.