We provide flexible financial solutions designed to help businesses and individuals grow and succeed.
Established by experienced business owners, we offer a practical alternative to traditional banking, combining tailored lending and savings products with hands-on support. Since receiving our banking licence, we have built a loyal customer base and a strong, diverse team committed to helping clients achieve their financial goals.
Our approach focuses on understanding each customer’s unique needs. By offering smart, adaptable solutions, we help businesses and individuals unlock opportunities and build long-term, sustainable success.
About the role
As a New Business Operations Assistant, you support the completions team in progressing deals from credit approval to drawdown. This entry-level role focuses on task management, process execution, and providing administrative support across the pipeline. Key responsibilities include coordinating credit-approved deals, liaising with internal teams and third-party suppliers, maintaining accurate records, assisting with KYC and AML checks, and contributing to process efficiency. The role also involves ensuring compliance with internal procedures, regulatory requirements, and corporate policies while supporting the team in meeting SLAs and delivering excellent customer service.
Key Responsibilities
- Assist in the administration and coordination of credit-approved transactions.
- Conduct credit searches and ensure results are accurately recorded and assessed.
- Enter loan data into internal systems.
- Coordinate with internal teams and external suppliers to gather required documentation and updates.
- Maintain accurate records within internal systems, ensuring timely updates and data integrity throughout the process.
- Support the team in completing KYC and AML checks, ensuring documentation is accurate and compliant.
- Assist with system testing and enhancement initiatives, providing feedback and supporting UAT.
- Help the team meet SLAs while delivering excellent customer service.
- Contribute to process efficiency and team collaboration.
- Ensure compliance with internal procedures and regulatory requirements.
Corporate Responsibilities
- Follow all relevant company policies and procedures.
- Adhere to all risk-related responsibilities relevant to your role, as outlined in the Risk Management Policy.
- Comply with all applicable compliance and financial crime policies, procedures, and reporting obligations.
Required Qualifications
- Up to 2 years’ experience in financial services or lending operations
- Basic understanding of lending products and financial services
- Basic understanding of KYC and AML requirements, with willingness to learn and apply regulatory standards
- Basic proficiency in using systems and technology to manage tasks and maintain documentation
- Strong organisational skills and ability to manage multiple tasks
- High energy, process-driven, and eager to learn
- Good communication skills and strong attention to detail
Why Join?
We’re building more than a workplace — we’re creating an environment where people feel empowered to make a difference, supported to excel, and trusted to do the right thing. We believe that when our people thrive, so do our customers. That’s why we invest in a culture that reflects these values and supports your growth, flexibility, and wellbeing.
Here’s what you can look forward to:
🌴 Generous Time Off – 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 – A 4-day-a-week hybrid model based from our London office, blending office collaboration with remote flexibility.
🩺 Private Medical Care – Comprehensive healthcare, including optical and dental coverage.
💼 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 Bonus – Rewarding your contribution to shared success.
