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Broker support consultant

Ringwood
The Work Shop Resourcing
Support consultant
Posted: 29 August
Offer description

Our client is looking for a motivated and proactive Broker Support Consultant to join a fast-paced and growing financial services team. This is an entry-level sales support role ideal for recent graduates or early-career professionals looking to break into the specialist mortgage or finance sector.

You'll work closely with mortgage brokers across the UK to assist with second charge mortgage applications, liaise with a panel of 12 specialist lenders, and support field-based account managers. This is a target-driven role offering excellent career progression and full training.

Key Responsibilities of Broker Support Consultant:

* Answer inbound calls promptly and professionally.

* Support brokers in sourcing solutions for second charge mortgage cases.

* Accurately input client data into the CRM system, ensuring GDPR compliance.

* Help schedule appointments and training sessions for external account managers.

* Attend internal and lender sales meetings to maintain strong market knowledge.

* Promote company services by understanding and presenting key USPs.

* Track and update broker activity, applications, and feedback.

* Support ongoing broker training and engagement via our Case Flow platform.

* Achieve KPIs related to enquiry response times, conversion rates, and lender distribution.

What We’re Looking For in Broker Support Consultant:

* Self-motivated, driven, and ambitious personality

* Excellent communication and negotiation skills

* Comfortable working in a fast-paced, target-driven environment

* Confident using CRM systems and Microsoft Office

* Strong attention to detail and ability to follow process

* Sales or customer service experience is a plus, but not required

* Minimum GCSEs (or equivalent) in Maths and English

What You’ll Get as Broker Support Consultant:

* Full training in the second charge mortgage market

* A clear career path in financial services and sales

* Exposure to top lenders and broker networks in the UK

* Ongoing CPD opportunities and industry-recognised learning

Company Benefits:

Healthshield membership and benefit scheme, joining on Tier 1 and increasing to

Tier 2 after probation is passed and Tier 3 after 5 years’ service

Perk box membership

20 days holiday pay plus statutory bank holidays, increasing each year by 1 day up

To 25 days holiday allowance

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