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On Boarding Coordinator 

Bibby Financial Services have an exciting opportunity available for a dynamic On Boarding Coordinator to join our team in either Manchester, Banbury, Basingstoke or Leicester (hybrid working 2 days per week from home). You will join us on a full time, permanent. In return, you will receive a competitive salary of £26,000 - £30000 per annum.

We’ve supported small and medium-sized enterprises (SMEs) since 1982 and today we support more than 12,000 businesses worldwide. We are proud to help businesses, both big and small to grow and thrive in domestic and international markets.

Why us?

We’re in the business of relationships. We know real value lies in real people, and it takes a motivated mindset and can-do attitude to belong here. It can be fast-paced and full-on, but we can handle it. We’re a collective of “got your back”, we collaborate together, take ownership and deliver for our clients every time. That way, everybody wins. In return, we’re all empowered to get the job done because we’re trusted to get it right. It’s why we were hired in the first place. We want you to make the choices you believe in – we’ll believe in them too.

As our On Boarding Coordinator, we will reward you and your hard work with:

Private healthcare for you and your family

Company pension scheme

Wide range of flexible benefits, such as gym membership, technology, or health assessments

Access to an online wellbeing centre

Range of discounts from many businesses

25 days holiday

As our On Boarding Coordinator, you will ensure the compliant and effective on boarding of new Clients. The role focusses on supporting the Business Centre’s working alongside the Sales team to maximise new business and ensure an efficient transition from prospect to Client in order to achieve consistent security and profitability of BFS.  This is achieved through maintaining excellent standards of customer service  internally and externally.

Your key duties as our On Boarding Coordinator will include:

Raising and checking legal documentation in a timely and accurate manner

Ensure that any risk is escalated to protect BFS against fraudulent activity and minimise bad debt

Creation of Client Profile within BFS operating systems ensuring accuracy and compliance

Carry out verification of debt and debtors in line with KPC’s

Meet the On Boarding Service Level Agreement, ensuring excellent level of service to the Clients, Introducers and Business/Service Centres

Work with Sales, Operations and Risk when onboarding new prospects, making sure the transition for the client is effortless

Any other duties or projects commensurate with the level of responsibility of this role, for which the role holder has the necessary experience and/or training

What we are looking for in our ideal On Boarding Coordinator:

Experience of detailed financial data entry work

Experience of regular Client and internal team interaction demonstrating excellent customer service

Organisational skills and a good eye for detail 

Understanding of generic internal systems and commonly used software packages such as MS Office

A target driven team player who is able to work under pressure

There’s no place quite like BFS and we’re proud of that. And it’s all down to you - you make us the people with which every ambitious business loves to work.

If you would like to join us, please click ‘apply’ today to be considered as our On Boarding Coordinator – we would love to hear from you!

We're absolutely committed to being a truly inclusive place to work, where everyone has an equal opportunity to reach their true potential. Let us know if you need adjustments to support you through any stage of the recruitment process.

No agencies, please