We are recruiting on behalf of a leading financial services provider for a Broker Support Executive to join their dynamic team. As a Sales Executive, you will play a pivotal role in driving business growth, building relationships, and supporting internal teams and external partners.
About the Role As a Broker Support Executive, you will be responsible for developing and maintaining strong broker relationships, proactively contacting new and existing brokers to promote the company’s proposition, and being the first point of contact for all new enquiries. You will undertake preliminary assessments of enquiries to gather sufficient information to prepare an agreement in principle before passing them to the underwriting team for full review.
Day-to-day responsibilities include
Managing loan enquiries from brokers and clients, providing indicative terms and liaising with the underwriting team
Implementing business and promotional plans alongside management to maximize results
Ensuring consistent delivery of excellent customer service and managing expectations around achievable timeframes
Identifying market opportunities using competitor knowledge and customer feedback
Assisting in the design and improvement of processes and product offerings to address customer needs and market gaps
Maintaining accurate CRM records and providing regular competitor feedback
Building relationships with intermediaries by maintaining proactive communications and converting opportunities into business
Supporting post-completion processes to ensure a seamless broker and borrower experience
Representing the brand at meetings, events, and exhibitions, providing support to senior team members where requiresSskills for the Broker Support Executive:
Previous experience in financial services
Strong relationship management skills
Experience in fast-moving finance environments, regulated or unregulated
Willingness to learn and upskill in a fast-paced setting
Hybrid working model with flexibility for office attendance as required
Availability to travel or attend events, including irregular hours and occasional weekendsWhat You’ll Need
Proven experience in a fast-paced, dynamic environment
Proficiency in Excel and ability to manage and analyze data
Strong multitasking, organizational, and prioritization skills
Excellent communication skills, able to explain complex financial matters to stakeholders
Team player mindset with the ability to collaborate across departments
Strong problem-solving skills, flexibility, and open-mindednessThe package:
£35,000 + with annual pay reviews, discretionary bonuses, and sales commission (if relevant)
Flexible working hours and hybrid model
Excellent holiday allowance, increasing with service length, plus extra leave for significant life events
Option to buy or sell annual leave
Comprehensive life and health plans, including life assurance and healthcare cash plan
Rewards for long service anniversaries
Extended wellness lunch breaks and mental health support
Inclusive and values-driven culture supported by a dedicated culture committee
Access to a digital learning platform for career development and trainingThis is an excellent opportunity for a Broker Support Executive looking to develop their career within a supportive, fast-moving financial services environment.
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