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Skipton Building Society; Bracknell; Hybrid; GBP 32,000 - 38,000; Full time

Benefits offered by this job

Annual discretionary bonus

25 days annual leave

Pension matching 10%

Private medical insurance

Volunteering days

Cycle-to-work

Job summary

Skipton Business Finance is seeking a Securities and Onboarding Specialist to deliver security documentation for Invoice Finance and Asset Based Lending transactions, ensuring terms, structures and regulatory requirements are met. You will guide onboarding with clients and partners while safeguarding the business.

The role focuses on robust risk governance, KYC/AML checks, and collaboration with sales, credit and legal teams to complete transactions efficiently.

Qualifications

• Experience in financial services documentation, securities or onboarding environments.
• Strong knowledge of lending documentation and deal execution.
• Ability to translate credit sanctions into robust documentation.

Responsibilities

• Prepare, review and manage security and facility documentation for Invoice Finance and Asset Based Lending.
• Ensure documentation reflects approved credit terms, facility structures and regulatory requirements.
• Validate KYC, AML and due diligence before facilities go live.
• Identify and escalate risks with robust audit trails and policy compliance.
• Collaborate with sales, credit, legal advisers, and clients to complete deals efficiently.
• Support a smooth onboarding experience with strong governance.

Skills

Securities documentation

Onboarding processes

KYC & AML

Regulatory compliance

Stakeholder management

Credit terms interpretation

Job description

Securities and Onboarding Specialist

Hours: This role is for a permanent position working full time 35 hours per week

Salary: £35,000 Per Annum

Closing Date: Thu, 24 Sept 2026

Join us as a Securities and Onboarding Specialist and play a pivotal role in the successful delivery of Invoice Finance and Asset Based Lending transactions. You'll bring specialist expertise in managing security documentation and legal arrangements, ensuring every transaction is completed accurately, efficiently and in line with our risk and regulatory standards. Working closely with colleagues, customers and professional partners, you'll help create a smooth onboarding experience while safeguarding the interests of the business and our clients.

Who Are We?

Skipton Business Finance, part of the Skipton Group, has been helping UK SMEs fulfil their aspirations for over 20 years by providing working capital solutions that support their ambitious growth plans.

With a rich history rooted in reliability and innovation, we leverage our expertise to offer a diverse range of financial products, including Invoice Finance and Asset Based Lending. Our commitment to understanding the unique needs of each client enables us as a team to deliver personalised and responsive services, fostering long-term partnerships built on trust and mutual success.

At Skipton Business Finance, we strive to be more than just a financial provider. We aim to be a strategic partner, guiding businesses towards sustainable growth and prosperity. Join our team as we navigate the dynamic landscape of business finance together.

What Will You Be Doing?

• Prepare, review and manage the execution of security and facility documentation across Invoice Finance and Asset Based Lending transactions.
• Ensure all legal documentation accurately reflects approved credit terms, facility structures, security arrangements and regulatory requirements.
• Act as a key control point in the onboarding process, validating KYC, AML, financial crime and due diligence requirements before facilities go live.
• Identify, challenge and escalation potential risks, ensuring robust audit trails and compliance with internal policies and legal standards.
• Work closely with sales, credit, legal advisers, operational teams and clients to facilitate efficient deal completion.
• Drive a smooth and professional client onboarding experience, balancing pace of delivery with strong risk management and governance.
• Support continuous improvement by enhancing documentation processes, templates, controls and operational efficiencies.

What Do We Need From You?

• Experience within financial services documentation, securities, legal, or onboarding environments, ideally in Invoice Finance or Asset Based Lending.
• Strong knowledge of lending documentation, security structures, and deal execution processes.
• Ability to interpret credit sanctions and translate them into accurate, legally robust documentation.
• Excellent attention to detail, with a focus on accuracy, risk management, and regulatory compliance.
• Strong organisation and stakeholder management skills, with the ability to manage multiple time-sensitive transactions.
• A collaborative and customer focused approach, demonstrating ownership, teamwork, continuous improvement, and service excellence.

What's In It For You?

Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space.

We have a range of other benefits available to you including:

• Annual discretionary bonus scheme
• 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days
• Holiday trading scheme allowing the ability to buy and sell additional annual leave days
• Matching employer pension contribution (up to 10% per annum)
• Colleague mortgage (conditions apply)
• Salary sacrifice scheme for hybrid & electric car
• A commitment to training and development
• Private medical insurance for all our colleagues
• 3 paid volunteering days per annum
• Diverse and inclusive colleague networks including our Carers and Pride Alliance groups
• Health and wellbeing support including cycle-to-work and discounted gym membership

Proud member of the Disability Confident employer scheme

About Disability Confident

Disability Confident is a government scheme. It encourages employers to recruit and retain disabled people and those with long term health conditions.