Broker Support: Client Relationships & Case Leadership

Osborne Appointments; Moulton; On-site; GBP 25,000 - 31,000; Full time

Benefits offered by this job

Free on-site parking

On-site gym

Individual and team incentives

Career progression opportunities

Job summary

Osborne Appointments is seeking a Broker Support professional to join our Northamptonshire-based team on a full-time, permanent basis. You will manage client relationships, handle case submissions and progress applications through to completion.

The role emphasizes completing KYC checks, submitting applications to lenders, maintaining a robust client pipeline and achieving individual and team KPIs while delivering an excellent client experience.

Qualifications

• Previous experience in financial services or financial sales; property finance experience is advantageous.
• Excellent attention to detail and accuracy.
• Strong organisational and time management skills.
• Excellent written and verbal communication skills.
• Proactive, driven and self-motivated approach.
• Ability to manage multiple cases and prioritise workloads.

Responsibilities

• Complete client KYC checks and due diligence.
• Prepare, input and submit applications to lenders.
• Build and maintain strong client relationships.
• Take ownership of each case from submission through to completion.
• Manage relationships with lenders, solicitors and valuers.
• Maintain accurate and up-to-date pipeline records.
• Monitor case progress and proactively resolve any issues or delays.
• Work towards and successfully achieve individual and team KPIs.

Skills

Attention to detail

Organisational skills

Time management

Written and verbal communication

Self-motivation

Customer service

Team player

Job description

Osborne Appointments is seeking a Broker Support professional to join our Northamptonshire-based team on a full-time, permanent basis. You will manage client relationships, handle case submissions and progress applications through to completion.

The role emphasizes completing KYC checks, submitting applications to lenders, maintaining a robust client pipeline and achieving individual and team KPIs while delivering an excellent client experience.