Customer Success Administrator - Hybrid

Job Description

Newable is committed to unleashing the extraordinary potential of Britain's business men and women. We provide a range of products and services that help people start up, sustain and scale their businesses.

Newable is looking for an experienced Customer Success Administrator to join the newly established regional brokerage business.

The main purpose of the job will be to support brokers with applications from UK SMEs and UK residents who are applying for finance.

You will support brokers with customer queries through telephone and emails in a professional, timely manner and in line with the company’s guidelines, conduct checks on applications and documentation and maintain Client Relationship Management databases (internal and funders where required) ensuring information is up-to- date and accurate.

The main responsibilities within this role include;

- Conduct KYC and AML checks using partner’s system in line with Newable's KYC policies and procedures

- Communicate with the brokerage team to collect additional information for an application where required, to support the KYC and AML checks

- Provide support to brokers with raising invoices, receiving payments and reconciliation of payments with Newable’s Finance department.

- Support the Customer Success Manager with delivering a high level of customer service and identify risks to the lending/brokerage department

- Report complaints to the Senior Management Team with any relevant recommendations

- Support the Senior Management Team with ad hoc duties related to this role as required

You should have 1 year experience in a similar role, ideally in the financial services industry.

To perform well this role, you will need to be a confident, enthusiastic individual with fantastic communication skills and a passion about meeting customers’ stated and unstated mortgage and protection needs.

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Job Details








Part time


£22,000 - £25,000 per year


Newable Bonus Package

Closing Date:


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Contact Details

Main Email Contact:

Contact Phone:

020 7260 3100