Broker Admin & Introducer Support

Fleximize Ltd; Ipswich; On-site; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Private medical insurance

Pension scheme

25 days holiday entitlement

Career development

Team socials

Job summary

Fleximize is seeking a Broker Admin Assistant to provide essential administrative support to the broker team, primarily assisting Key Account Directors. You will help with onboarding new introducers and maintain smooth day-to-day operations, including document requests and portfolio support.

The role requires excellent organisation, strong communication, and the ability to handle multiple conversations and follow-ups. UK resident with right to work is required, based in Ipswich.

Qualifications

• Experience providing administrative support in a professional environment.
• Strong communication and relationship-building with introducers.
• Ability to manage multiple conversations and follow-ups with accuracy.

Responsibilities

• Ensure records are complete and compliant with policies and regulations.
• Engage with new and existing introducers and maintain regular contact.
• Identify opportunities to upsell by reviewing client files and disclosures.
• Be the first point of contact for introducers, providing clear information.
• Support broker team to complete tasks and set up callbacks.

Skills

Communication

Organisation

Attention to detail

Proactive

Job description

Fleximize is seeking a Broker Admin Assistant to provide essential administrative support to the broker team, primarily assisting Key Account Directors. You will help with onboarding new introducers and maintain smooth day-to-day operations, including document requests and portfolio support.

The role requires excellent organisation, strong communication, and the ability to handle multiple conversations and follow-ups. UK resident with right to work is required, based in Ipswich.