We are looking for a highly organised and proactive administrator to support our Investment and Portfolio teams. You will play a key role in ensuring the smooth and efficient delivery of investment processes, portfolio management activity, and ongoing departmental operations. Key Responsibilities In this varied and fast‑paced role, you will: Carry out Customer Due Diligence (CDD) checks at key stages of the investment process, including online ID verification and credit searches. Support investment deal progression, coordinating legal and drawdown documentation and ensuring all required information is in place prior to loan completion. Assist with the handover of new investments to the Portfolio team. Maintain accurate data across Customer Relationship Management (CRM) systems, SharePoint and Loan Admin System. Respond to customer enquiries throughout the life of a loan. Coordinate meeting logistics including room bookings, agendas, documentation and minute‑taking. Assist with monthly and quarterly investor reporting. Support financial processing, including raising purchase orders and handling invoices. Build knowledge of investment and post‑investment processes over time. Undertake any additional tasks as required to support the department’s operational needs. About You Excellent written, verbal and interpersonal communication skills. Strong organisational skills with the ability to prioritise under pressure. Attention to detail and a commitment to high‑quality work. Ability to work independently as well as collaboratively. Confidence in decision‑making. Motivation to develop expertise in investment processes. Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook). Desirable: Understanding of Limited Partnership fund reporting. Knowledge of the SME business environment. About us FW Capital provides flexible finance to dynamic businesses in the North and South West of England as well as the whole of Wales. We’re a specialist in SME finance and we deliver a number of investment funds set up to help businesses thrive. We can support businesses in the following ways: Loans from £100,000 to £2m to support growth and expansion. Property development loans from £250,000 to £7 million. The Benefits Employee Assistance Programme State of the art IT equipment Volunteer days An employer of choice We continuously monitor industry best practices so we can deliver excellence while offering our colleagues flexibility and a great work/life balance: Offering a competitive salary and benefits package Providing office spaces and a work environment that promotes smarter working Encouraging our colleagues to adopt a working pattern that fits in with their personal circumstances as well as the business needs We champion an equal and diverse workplace and continually implement strategies to make sure we’re always achieving this: Delivering a well–being programme each year targeted at physical and mental well–being Achieved certification by ' Great Place To Work ' and included in the UK's Best Workplaces™ list Using exit interviews to seek feedback and continuously improve Acting on feedback from annual staff surveys and other feedback throughout the year Continuously reviewing performance statistics and acting where appropriate We deliver a dedicated well–being strategy that supports the mental, physical and financial well–being of our colleagues: Aligning our objectives with our business goals and recognising great performance Investing in our colleagues’ development by providing a range of training opportunities to meet individual, team, and business needs Rolling out the career progression framework providing a structured opportunity to progress all parts of the business People are our greatest asset and fundamental to our long–term success: Delivering smarter working and digital transformation, measuring the impact on job satisfaction and productivity Holding regular innovation workshops and encouraging agile projects through our project initiatives Promoting an inclusive culture through regular newsletters and communication and a collaborative means of gathering and using feedback from across the Development Bank Group Actively seeking feedback from our colleagues, particularly at the half year and annual events The benefits Below is a taste of what we offer. Check out the full list here. Wellbeing Career progression Hybrid working Work life balance Documents