Mortgage Broker Sales AdminTogether - loans, mortgages & finance • Cheadle, England, United Kingdom
Mortgage Broker Sales Admin
Together - loans, mortgages & finance
- Cheadle, England, United Kingdom
- Cheadle, England, United Kingdom
Über
Responsibilities
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 Essential:
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
Confident using social media platforms for professional engagement
Strong organisational skills and attention to detail
Desirable:
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
Benefits
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
Matched pension contribution
Health cash plan plus Private medical insurance
Life assurance and Critical illness cover
Travel season ticket loans and Ride to work scheme
Free local gym access
Local bar / restaurant discounts
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 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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Sprachkenntnisse
- English
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