Intermediary Sales Adviser

Ultimate Banking Ltd; Newbury; Hybrid; GBP 28,000 - 32,000; Full time

Job summary

Newbury Building Society is hiring an Intermediary Sales Adviser in Newbury, with hybrid working after training, to support mortgage intermediaries on the broker helpdesk and help drive sales targets.

You will be a key contact for brokers, handling inquiries and AIPs, maintaining data accuracy, and collaborating with underwriting and senior colleagues on complex cases to deliver a smooth, compliant broker experience.

Qualifications

• Proven experience of working with internal and/or external customers to ensure the highest quality service experience.
• Evidence of excellent written and verbal communication skills.
• Competent in the use of Microsoft packages - Word, Excel, Outlook and Office 365

Responsibilities

• Be a first point of contact for our intermediaries via calls, email and live chat
• Help brokers move enquiries and AIPs forward with confidence
• Build broker relationships and spot new opportunities
• Share market insight and play your part in hitting team targets
• Deliver a great broker experience within our Conduct culture and FCA standards
• Own the cases you agree, manage risk well and know when to escalatE
• Work closely with underwriting and senior colleagues on complex cases
• Keep products, criteria and sourcing systems accurate and current
• Manage broker registrations and online system queries
• Log all enquiries correctly on the Intermediary Enquiries Spreadsheet
• Protect customer data, privacy and information security

Skills

Customer service

Communication

MS Office

Education

CeMAP

Job description

Role: Intermediary Sales Adviser

Location: Newbury (hybrid available after training)

Hours: 35 hours per week, Monday-Friday 9am-5pm

Starting Salary: £28,432.26

Target Salary: £31,591.41

Newbury Building Society have an exciting opportunity to join their friendly, fast-paced Intermediary Sales team, working on their mortgage broker helpdesk and playing a key role in achieving their sales targets.

As an Intermediary Sales Adviser, you will support mortgage intermediaries with inbound enquiries and Agreements in Principle (AIPs), helping to deliver a great broker experience while contributing to team performance. From time to time, there will also be the opportunity to support our wider Sales teams, helping us flex capacity and share expertise across the business.

You will be a key point of contact for our broker network, providing sales support, operational assistance and insight across our systems, products and lending criteria all from the heart of our intermediary helpdesk.

What you will be doing

Broker Assistance

• Be a first point of contact for our intermediaries via calls, email and live chat
• Help brokers move enquiries and AIPs forward with confidence
• Build broker relationships and spot new opportunities
• Share market insight and play your part in hitting team targets

Learning and decision making

• Deliver a great broker experience within our Conduct culture and FCA standards
• Own the cases you agree, manage risk well and know when to escalatE
• Work closely with underwriting and senior colleagues on complex cases

Keep the engine running

• Keep products, criteria and sourcing systems accurate and current
• Manage broker registrations and online system queries
• Log all enquiries correctly on the Intermediary Enquiries Spreadsheet
• Protect customer data, privacy and information security

Why join the team?

You will be joining a supportive and knowledgeable team where you can grow or start your sales capability, deepen your mortgage expertise and build strong, lasting broker relationships.

The team are committed to help your development and creating an inclusive environment where everyone can thrive. You will be fully supported with a clear and structured training plan, giving you the skills, confidence and experience you need to succeed in the role.

Essential skills and experience

• Proven experience of working with internal and/or external, customers to ensure the highest quality service experience
• Evidence of excellent written and verbal communication skills
• Competent in the use of Microsoft packages - Word, Excel, Outlook and Office 365

Desirable skills and experience

• CeMAP qualification
• Competent and legal driver
• Some experience of working within a sales environment
• General understanding of the Financial Services industry
• Some knowledge and experience of underwriting

Interviews

90-minute competency-based interview held in Newbury Head Office.

We aim to interview successful applicants within 10 working days.

Feedback provided regardless of outcome.

We reserve the right to close this vacancy at any point.