Broker Support Specialist

Medirest Signature; Plymouth; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services provider in Plymouth is seeking a Broker Support Specialist to support brokers in the application process for equity release products. The ideal candidate will have a background in customer service or telephone-based sales and possess excellent communication skills. This role offers a hybrid working model and great employee benefits, contributing to a supportive work environment.

Benefits

28 days annual leave

Up to 14% employer matching pension scheme

Private medical insurance

Qualifications

• Proven experience in telephone-based sales, business development, or customer service.
• Excellent communication and relationship-building skills.
• Strong attention to detail and a solution-driven mindset.

Responsibilities

• Supporting brokers throughout the application process for equity release products.
• Handling inbound queries via phone and email.
• Assisting with pre-application decisions and property assessments.

Skills

Customer service

Telephone-based sales

Communication skills

Relationship building

Attention to detail

Job description

Job Title: Broker Support Specialist

Contract Type: Permanent

Location: Plymouth

Working style: Hybrid 50% home/office based

Closing date: 13th August

We're currently looking for a Broker Support Specialist to join Royal London's Responsible Equity Release business in Plymouth.

As a Broker Support Specialist, you will play a vital role in supporting brokers through the application process for later-life lending products. This role focuses on enabling brokers to deliver the best possible outcomes for their clients.

You'll be the first point of contact for brokers, handling inbound queries via phone and email, and guiding them through the various stages of the equity release journey.

This opportunity is ideal for someone with a background in customer service or telephone-based business to business roles. We're looking for driven individuals with a passion for customer experience and a talent for building rapport over the phone.

This is a fantastic opportunity to join a purpose-driven business that's helping people unlock the value in their homes to support their retirement goals and financial wellbeing.

About the role

• Supporting brokers throughout the application process for equity release products.
• Handling inbound queries via phone and email, providing timely and accurate responses.
• Assisting with pre-application decisions and property assessments.
• Collaborating with internal teams and occasionally representing Royal London in lender clinics and meetings.
• Contributing to continuous improvement by identifying trends and sharing insights.

About you

• Proven experience in telephone-based sales, business development, or customer service.
• Excellent communication and relationship-building skills.
• A proactive, target-driven mindset.
• Strong attention to detail and a solution-driven mindset.
• Ability to build relationships across multiple channels.
• Curiosity and a commitment to continuous learning and improvement.
• Experience in a regulated or financial services environment preferrable but not essential
• Background in residential mortgages, underwriting, or telephone-based BDM roles is highly desirable.

About Royal London

We're the UK's largest mutual life, pensions and investment company, offering protection, long-term savings and asset management products and services.

Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve.

We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance. You can see all our benefits here - Our Benefits

Inclusion, diversity and belonging

We're an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected - whatever their background.