New Business Operations Assistant

Recognise Bank; Greater London; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A modern business bank is seeking a New Business Operations Assistant to join their team in Greater London. This entry-level position will support the completions team in managing credit-approved deals from start to finish. Responsibilities include conducting credit searches, data entry, and liaising with teams to ensure compliance and documentation accuracy. The ideal candidate will have some experience in financial services and strong organisational skills. The role offers competitive time off, hybrid working, and opportunities for professional growth.

Benefits

Competitive Time Off

Work From Anywhere

Learning & Development

Hybrid Working

Private Medical Care with Vitality

Enhanced Pension Scheme

Maternity, Paternity & Adoption Pay

Discretionary Company Bonus

Qualifications

• Up to 2 years’ experience in financial services or lending operations.
• Basic understanding of lending products and financial services.
• Awareness of KYC and AML requirements, with willingness to learn.

Responsibilities

• Assist in the administration and coordination of credit‑approved deals.
• Complete credit searches and ensure results are accurately recorded.
• Liaise with internal teams and third‑party suppliers for documentation.

Skills

Up to 2 years’ experience in financial services

Basic understanding of lending products

Awareness of KYC and AML requirements

Familiarity with credit search processes

Proficient in using systems and technology

Strong organisational skills

Excellent communication skills

Job description

Hello,

We are Recognise Bank; a modern business bank built to support the UK’s SMEs with tailored lending and savings solutions. Founded in 2017 by experienced business owners, we set out to challenge traditional banking by offering more flexibility, understanding, and practical support to help businesses thrive. Since receiving our banking licence in 2021, we’ve built a loyal customer base and a strong, diverse team that puts people first.

Our vision is building stronger futures with bespoke financial solutions. We understand that no two financial needs are the same, which is why we work closely with UK SMEs and individuals to unlock potential others often overlook. Through smart, flexible lending and savings products, we’re here to build and grow stronger futures for lasting success.

Our values shape how we work and grow together:

💪 Can do, will do: We take ownership, solve problems, and adapt as our customers’ needs evolve.

✨ Be brilliant: We show up with curiosity and energy, always striving for better.

🤝 Do the right thing: We act with integrity, responsibility, and care in everything we do.

💡 Make a difference: We focus on impact, helping our customers, colleagues, and communities succeed.

About the role

As a New Business Operations Assistant, you’ll support the completions team in progressing deals from credit approval to drawdown. This entry‑level role focuses on task management, process execution, and ensuring smooth deal progression. You’ll conduct credit searches, enter loan data, maintain accurate records, and liaise with internal teams and third parties. Supporting KYC/AML checks and system enhancements, you’ll help ensure compliance, efficiency, and excellent customer service throughout the process.

Key Responsibilities

• Assist in the administration and coordination of credit‑approved deals.
• Complete credit searches and ensure results are accurately recorded and assessed.
• Complete loan data entry into internal systems.
• Liaise with internal teams and third‑party suppliers to gather documentation and updates.
• Maintain accurate records using internal systems, ensuring timely updates and data integrity throughout the completions process.
• Support the team in completing KYC and AML checks, ensuring documentation is accurate and compliant.
• Support system testing and enhancement initiatives, providing feedback and assisting with UAT.
• Support the team in meeting SLAs and delivering excellent customer service.
• Contribute to process efficiency and team collaboration.
• Ensure compliance with internal procedures and regulatory requirements.

Required Skills & Experience

• Up to 2 years’ experience in financial services or lending operations.
• Basic understanding of lending products and financial services.
• Awareness of KYC and AML requirements, with a willingness to learn and apply regulatory standards.
• Familiarity with credit search processes is beneficial.
• Proficient in using systems and technology to manage tasks and maintain documentation.
• Strong organisational skills and ability to manage multiple priorities.
• High energy, process‑driven, and eager to learn.
• Excellent communication skills and strong attention to detail.

Why Join?

At Recognise Bank, we’re building more than a bank — we’re creating a culture where people feel empowered to make a difference 💡, supported to be brilliant ✨ with a can do will do attitude, and trusted to do the right thing 🤝.

We believe that when our people thrive, so do our customers. That’s why we invest in an environment that reflects our values and supports your growth, flexibility, and wellbeing.

Here’s what you can look forward to:

🌴 Competitive Time Off – Generous annual leave plus bank holidays to rest, recharge, and enjoy life outside of work.

🌍 Work From Anywhere – Up to 4 weeks per year to work remotely from anywhere in the world.

📚 Learning & Development – Tailored training and support to grow your skills and achieve your professional goals.

🏠 Hybrid Working – To support your work‑life balance, we offer a hybrid working model with 3 days in the office and 2 days remote.

🩺 Private Medical Care with Vitality – Comprehensive healthcare including optical and dental coverage to keep you healthy.

💼 Enhanced Pension Scheme – Helping you plan and save for a secure future.

👶 Maternity, Paternity & Adoption Pay – Supporting you and your family during important life moments.

🎉 Discretionary Company Bonus – Rewarding your contribution to our shared success.

If you're curious, driven, and ready to be part of something meaningful — where your ideas matter, your growth is supported, and your work makes a real impact — then we’d love to hear from you.

Recognise Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.