Portfolio Coordinator

Close Brothers Group; United Kingdom; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Close Brothers Group seeks a capable professional to support the Customer Resolutions Portfolio Office. You will contribute to governance, risk management and operational delivery, coordinating with risk, legal and compliance teams to ensure robust controls and effective decision-making.

The role emphasizes stakeholder engagement, incident handling and continuous improvement within a dynamic financial services environment. Hybrid working is available with office flexibility across the UK.

Qualifications

• Remediation programmes in financial services experience.
• Strong stakeholder management and communication.
• Ability to identify and manage risk.
• Experience handling incidents through to resolution.
• Knowledge of governance frameworks and regulatory agenda.

Responsibilities

• Portfolio Governance: governance requirements operating effectively and delegated authority acted upon.
• Plan for and facilitate key governance forums at Remediation Programme & Portfolio level.
• Maintain an audit trail of actions and decisions for internal/external scrutiny.
• Track cross-remediation learnings, interdependencies and synergies.
• Drive continuous improvement on governance structure and processes to stay robust.
• Ensure risks and issues are effectively managed and communicated.

Skills

Governance

Stakeholder management

Risk management

Regulatory knowledge

Problem solving

Tools

SharePoint

Intranet

Job description

OVERALL SUMMARY

** This role can be based in any Close Brothers UK office **

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 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 isn’t always available full-time. Our aim is to facilitate requests wherever possible and managers will consider requests on an individual basis.

Join Close Brothers Team where you will ensure the effective, efficient and safe working practices of the Customer Resolutions team are embedded and maintained. Working as part of the Customer Resolutions Portfolio Office, our ideal team member has strong communication and organisational skills with ability work with a broad range of stakeholders to drive a consensus on decisions and deliver good outcomes for the team and our customers

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 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 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.