Financial Sales Specialist

Together; Cheadle; On-site; GBP 30,000 - 45,000; Full time

Job summary

A growing financial services company is seeking a Financial Sales Specialist to enhance relationships with brokers throughout the UK. The role involves advising on mortgage products, managing client interactions, and navigating complex cases effectively. Ideal candidates will possess strong experience in financial services and excellent communication skills.

Benefits

26 days holiday, increasing to 30 with service

Free access to company holiday homes

Discretionary annual bonus

Life assurance and Critical illness cover

Free local gym access

Qualifications

• Proven experience in the Financial Services industry.
• Strong understanding of both regulated and unregulated financial products.
• Experience managing inbound service calls, outbound sales calls, and email communications.

Responsibilities

• Build and maintain strong relationships with mortgage brokers nationwide.
• Become a subject matter expert across Together’s eight mortgage products.
• Engage in detailed discussions with brokers to understand complex enquiries.

Skills

Relationship-building

Communication

Problem-solving

Job description

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• 26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays
• Free access to company holiday homes
• Buy & sell holidays
• Discretionary annual bonus plus an additional Shared Reward Bonus
• Life assurance and Critical illness cover
• Travel season ticket loans and Ride to work scheme
• Free local gym access
• Local bar / restaurant discounts

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Company Description

We’re Together. For over 50 years, we’ve helped thousands of people, businesses and professionals unlock their property ambitions with our common-sense approach to mortgages and secured loans.

We take the time to understand our customers and our door is always open, so we can often help when other lenders can’t or won’t. Based in Cheadle, Cheshire, our 750 colleagues help our customers throughout the UK, backed by the power of a £7 billion loan book.

Job Description

As a Financial Sales Specialistyou will be at the heart of our intermediary sales operation—building strong relationships with brokers across the UK and becoming a product expert across Together’s full suite of eight regulated and unregulated offerings. You will support both thespecialist packager marketand theNetwork & Club space, helping brokers navigate complex cases and ensuring the best possible submission routes. This is a fast-paced, collaborative role where self-drive and teamwork are essential.

As aFinancial Sales Specialistwe are looking for someone to:

• Build and maintain strong relationships with mortgage brokers nationwide, delivering exceptional service via phone and email.
• Become a subject matter expert across Together’s eight mortgage products, spanning both regulated and unregulated markets.
• Engage in detailed discussions with brokers to understand complex enquiries and advise on the most suitable submission routes.
• Provide regular feedback to Account Managers on broker sentiment and market trends to help identify new opportunities.
• Take ownership of chasing referrals and early-stage cases to ensure they progress efficiently through the pipeline.
• Support brokers operating in the specialist packager space as well as those aligned with Networks and Clubs.
• Thrive in a fast-paced environment where collaboration, initiative, and accountability are key to succes

Qualifications

• Proven experience in the Financial Servicesindustry.
• Strong understanding of both regulated and unregulated financial products.
• Experience managing inbound service calls, outbound sales calls, and email communications.
• Excellent relationship-building and communication skills.
• Ability to handle objections and solve problems effectively.
• Comfortable working in a fast-paced, target-driven environment.

If you feel you have some of the skills mentioned above, but not all, please do still apply and we would be happy to have a further discussion with you in regards to your suitability for the role.

Additional Information

Together embraces diversity and inclusion, and are proud to be an equal opportunity workplace. Not only do we welcome difference – we celebrate it, support it and really value our colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills.

If you feel you'd benefit from any support or reasonable adjustments during any stage of the recruitment process, please don’t hesitate to let us know when completing your application. This information will be picked up by our team, so we can try and put steps in place to help you be at your best through this process.

Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.