Mortgage Broker Sales Admin

Together; Heald Green; On-site; GBP 60,000 - 80,000; Full time

Job summary

A premier financial services firm is seeking an Intermediary Sales Exec to join their team in Cheadle. This proactive, phone-based role involves engaging and onboarding new broker firms onto the company's panel. The ideal candidate will excel in outbound sales with strong research skills, working to build relationships and manage the onboarding process effectively. Competitive benefits include annual leave, gym access, and a discretionary bonus plan.

Benefits

26 days holiday plus additional days with service

Access to company holiday homes

Local gym access

Discretionary annual bonus

Qualifications

• Proven experience in outbound sales or business development, ideally within financial services.
• Strong research and prospecting skills, with a creative approach to finding new leads.
• Excellent communication and relationship-building abilities.

Responsibilities

• Identify and approach new broker firms using various research methods.
• Conduct detailed conversations to understand broker business models.
• Own the end-to-end onboarding process for brokers.

Skills

Outbound sales experience

Research and prospecting

Excellent communication

Organizational skills

Relationship-building

Experience in broker onboarding

Education

CeMap qualification or equivalent

Tools

CRM systems

Job description

• Working Hours: Standard (09:00am-17:30pm)
• Department: Intermediary Relations
• Office or Field Based: Office Based (Cheadle, SK8 3GW)
• Contract type: Permanent

Company Description

Benefits of working at Together

• 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 anIntermediary Sales Execyou’ll be responsible for identifying, engaging, and onboarding new broker firms to Together’s panel. This is a proactive, phone-based role based at our Cheadle HQ, where your success will be measured by the volume and quality of new broker relationships you initiate and convert. You’ll be a natural researcher and communicator, able to uncover opportunities, conduct fact-finds, and guide brokers through the onboarding journey. You’ll also manage Together’s social media presence (e.g., Facebook) to support outreach and engagement.

As an Intermediary Sales Execwe are looking for someone to:

• Broker Acquisition: Proactively identify and approach new broker firms using a variety of research methods and outreach strategies.
• Fact-Finding & Qualification: Conduct detailed conversations to understand broker business models, permissions, and suitability for onboarding.
• Onboarding Management: Own the end-to-end onboarding process, ensuring brokers are supported and guided through each stage.
• Target Delivery: Work to clear monthly and quarterly targets focused on new broker panel additions.
• Social Media Engagement: Manage Together’s broker-facing social media pages (e.g., Facebook), using them to promote opportunities and engage prospects.
• CRM & Data Management: Maintain accurate records of outreach, conversations, and onboarding progress using internal systems.
• Collaboration: Work closely with internal stakeholders to ensure smooth handover and integration of newly onboarded brokers.
• Segmentation: Maintain updates on segmentation modelling to drive prioritisation based on potential volume, quality, relationship and market share
• Competitor panels: Maintain competitor panel intel to identify gaps or opportunities for Together to differentiate.
• Prospect: Track industry events, webinars etc and utilise data to onboard brokers
• Network: Build relationships with introducing brokers to encourage onboarding

Qualifications

• Proven experience in outbound sales or business development, ideally within financial services or mortgage distribution
• Strong research and prospecting skills, with a creative approach to finding new leads
• Excellent communication and relationship-building abilities
• Comfortable working in a fast-paced, target-driven environment
• Strong organisational skills and attention to detail
• Experience in broker onboarding or intermediary relationship management.
• Familiarity with FCA permissions and mortgage distribution models.
• CeMap qualification or equivalent (preferred but not essential).
• Experience using CRM systems and managing sales pipelines.

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.

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