Securities and Onboarding Specialist

Skipton Business Finance Ltd.; Bracknell; Hybrid; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Annual discretionary bonus scheme

25 days annual leave

Holiday trading scheme

Matching pension contribution

Job summary

Skipton Business Finance Ltd. is seeking a Securities and Onboarding Specialist to manage security and facility documentation across Invoice Finance and Asset Based Lending transactions.

You will validate KYC, AML and due diligence before facilities go live, ensuring terms and structures meet risk and regulatory standards. Working with sales, credit and legal advisers, you will drive a smooth onboarding experience while maintaining robust governance.

Qualifications

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

Responsibilities

• 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 escalate 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.

Skills

Financial services

Securities knowledge

Onboarding experience

Attention to detail

Regulatory compliance

Job description

**Cookie Policy - Privacy Message*** **Application Security Management (ASM) cookie****s*** If you ignore the cookie banner or choose to **decline**To support our careers site and recruitment journey we use third party websites. When entering these websites you will be subject to the cookie policies of that website. Please familiarise yourself with these cookie policies and make choices based on your needs.Cookie duration depends on the cookie type:* **\\_ga** - Expires after 2 years (1st party)* **\\_gat\\_UA-nnnnnnn-nn*** **gid** - Expires after 1 day (1st party)* **\\_ga\\_nnnnnnnnnn** - Expires after 2 years (1st party)Securities and Onboarding Specialist page is loaded## Securities and Onboarding Specialistlocations: Bracknell, England: Manchester-SBF, England: Leeds - SBF: Birmingham, England: Skipton, Englandtime type: Full timeposted on: Posted Todayjob requisition id: JR4300## **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 2026Join 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.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.* 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 escalate 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.To succeed in this role, you will bring:* 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.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