Intermediary Broker Manager

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

Job summary

A financial services company is seeking an Onboarding Sales Manager to lead and coordinate assurance activities across sales channels. You will provide guidance on intermediary activities, manage accreditation processes, and oversee team operations. The ideal candidate possesses strong communication skills and experience in risk mitigation and compliance. This full-time position does not allow for remote work, promoting a collaborative environment.

Qualifications

• Strong interpersonal and communication skills to advise and influence stakeholders.
• Experience in maintaining and evolving accreditation and assurance processes.
• Ability to lead and develop a team fostering individual and collective growth.

Responsibilities

• Provide advice and guidance on non-sales intermediary activity.
• Manage accreditation and registration processes for Intermediary relationships.
• Coordinate daily operational activities across sales distribution channels.

Skills

Sales Experience

B2B Sales

Business Management

Negotiation

Education

Relevant CeMAP or equivalent qualification

Job description

Onboarding Sales Manager

As an Onboarding Sales Manager you will lead and coordinate assurance activities across all sales distribution channels (intermediary and direct) ensuring operational consistency, risk mitigation and alignment with Together’s strategic priorities. This role combines technical oversight of intermediary onboarding and panel management with operational planning and coordination, acting as a central point for distribution‑related queries.

Responsibilities

• Provide key stakeholders, both internal and external, with advice and guidance on all non‑sales led intermediary activity, providing influence/recommendations on decisions where appropriate.
• Responsible for the effective management and evolution of the accreditation and registration processes for Intermediary relationships including Packagers, Introducers and Mortgage Clubs & Networks.
• Operational management of the Intermediary Assurance Officers and support the team in developing key personal and team skills.
• Maintain and update team operational documentation, SOPs and process guides.
• Coordinate daily operational activities which span oversight and the wider sales distribution channels.
• Assist in the preparation of communication and training materials for operational changes that impact sales distribution.
• Be responsible for the maintenance of the Unable to Trade Register (UTTR) to enable effective management of the registration and accreditation processes.
• Review and work closely with the Financial Crime team in the management of Information From Lender reports received via National Hunter and agree on required action.
• Support the delivery of the monthly IOP meeting (preparation of MI pack, root‑cause analysis, commentary, agenda, actions and notes).
• Contribute to the continuous improvement and development of the Intermediary Oversight team output.

Essential Qualifications

• Strong interpersonal and communication skills to advise and influence internal and external stakeholders on non‑sales intermediary activities.
• Experience in maintaining and evolving accreditation, registration and assurance processes with a focus on risk mitigation and compliance.
• Ability to lead and develop a team fostering growth in both individual and collective capabilities.
• Skilled in root‑cause analysis, MI preparation and driving continuous improvement through deep‑dive reviews and structured feedback loops.
• Ability to manage daily operational activities across multiple sales distribution channels ensuring consistency and alignment with strategic goals.

Desirable Qualifications

• Previous experience in a compliance/monitoring role.
• Knowledge of relevant regulations (desirable but not essential).
• Strong analytical skills.
• Relevant CeMAP or equivalent qualification.
• In‑depth knowledge of the Intermediary network.

Additional Information

Together embraces diversity and inclusion and is proud to be an equal‑opportunity workplace. We welcome differences, celebrate them, support them and truly 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.

Click here for more information on our Recruitment Process

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

Remote Work

No

Employment Type

Full‑time

Key Skills

Sales Experience, B2B Sales, Business Management, Pricing, Securities Law, Service‑Oriented Architecture, Inside Sales, Market Research, Outside Sales, Telemarketing, WebSphere, Negotiation

Vacancy

1