Broker Support Assistant

Personnel Selection; Fleet; Hybrid; GBP 26,000 - 28,000; Full time

Benefits offered by this job

Birthday day off

Discretionary annual bonus

Private medical insurance

Non-contributory pension

Life assurance

Enhanced sick pay

Paid volunteer time off

Income protection

Electric vehicle salary sacrifice

Job summary

Personnel Selection is recruiting for a Broker Support Assistant to join our Financial Services team in Fleet. This is a full-time fixed term contract until December 2027, with hybrid working after an initial training period.

The role offers £26k salary, 25 days holiday, birthday day off and a comprehensive benefits package. You will handle front-line enquiries by phone, email and live chat, provide technical support on products and underwriting criteria, and manage the intermediary database to

Qualifications

• Experience in financial services preferred, ideally mortgage sector.
• Excellent communication skills, written and verbal.
• Ability to juggle high workload and multi-channel enquiries.

Responsibilities

• Take responsibility for inbound calls, emails and live chat from brokers/intermediaries and resolve queries to satisfaction.
• Provide technical support on products and underwriting criteria.
• Maintain the intermediary database and set up new companies.
• Liaise with Operations for pre- and post-sale queries.
• Support sales team and other business areas to meet service standards.

Job description

We are an established Financial Services company seeking a full time Broker Support Assistant to join our team on a fixed term contract until December 2027.

We can offer the opportunity to join our Head Office in Fleet working 9am to 5pm hybrid working pattern available after completion of an initial training period. In return, you will receive an equivalent fulltime salary of £26k, plus 25 days' holidays, birthday day off, annual leave buying scheme, discretionary annual bonus, non-contributory pension, private medical insurance, life assurance, enhanced sick pay, paid volunteer time off, income protection, generous family-friendly policies, electric vehicle salary sacrifice scheme, free annual flu jabs, eyecare vouchers, retailer discount and cashback platform, and opportunity to gain formally recognised industry qualifications.

As a Broker Support Assistant, your role provides support to our intermediary partners and the sales process through answering our front-line telephone enquiries, live chat and managing our intermediary database. In summary you will ensure all inbound traffic via phone, email, and live chat are managed and dealt with efficiently and effectively.

The key responsibilities are:

• Take responsibility for incoming telephone calls, emails and live chat from brokers and intermediaries, resolving enquires and queries to their satisfaction.
• Provide technical expertise to intermediaries on the company's products and underwriting criteria. Providing technical support to intermediaries and problem solve intermediary portal issues.
• Work with and support the rest of the Sales team
• Maintain the intermediary database and set up new companies ensuring all internal processes are followed.
• Liaise with other Operations departments for pre- and post-sale queries.
• Work collaboratively with all areas of the business.
• Take responsibility for regularly updating own knowledge on company products, processes and procedures to provide the best information at all times.
• Understand and keep up to date on our competitor's products.
• Support team members across sales and the whole business to meet service standards and achieve results.

To be successful for the Broker Support Assistant you will have previous experience working within financial services ideally in the mortgage sector and have strong customer service, sales support and administration skills delivering proactive customer service where you are used to juggling a high workload and are dealing with a range of clients and customers over the phone, via email and live chat. Experience within a regulatory organisation working in a compliant and regulatory manner would be an advantage. Excellent communication skills, both written and verbal, are essential. You will be PC literate with a good knowledge of Microsoft Office products.

In return we offer a Fixed Term Contract until December 2027 covering secondment, a competitive salary, full benefits package including medical insurance, income protection, contributory pension and more plus 25 days holiday.