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Broker support consultant

Ringwood
Permanent
The Work Shop Resourcing
Support consultant
£24,000 - £26,000 a year
Posted: 10h ago
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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