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Broker Support Consultant

The Work Shop Resourcing Ltd
Posted 3 days ago, valid for 18 days
Location

Ringwood, Hampshire BH24 1LG, England

Salary

£24,000 - £26,000 per annum

Contract type

Full Time

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Sonic Summary

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  • Our client is seeking a motivated Broker Support Consultant for an entry-level sales support role in the financial services sector.
  • This position is suitable for recent graduates or early-career professionals and involves assisting mortgage brokers with second charge mortgage applications.
  • Candidates should be self-motivated with excellent communication skills, and while sales or customer service experience is a plus, it is not required.
  • The role offers a competitive salary and full training, with a clear career progression path in financial services.
  • A minimum of GCSEs in Maths and English is required, and the position includes benefits such as health membership and up to 25 days of holiday allowance.

Our client is looking for a motivated and proactive Broker Support Consultant to join a fast-paced and growing financial services team. This is an entry-level sales support role ideal for recent graduates or early-career professionals looking to break into the specialist mortgage or finance sector.

You'll work closely with mortgage brokers across the UK to assist with second charge mortgage applications, liaise with a panel of 12 specialist lenders, and support field-based account managers. This is a target-driven role offering excellent career progression and full training.

Key Responsibilities of Broker Support Consultant:

  • Answer inbound calls promptly and professionally.
  • Support brokers in sourcing solutions for second charge mortgage cases.
  • Accurately input client data into the CRM system, ensuring GDPR compliance.
  • Help schedule appointments and training sessions for external account managers.
  • Attend internal and lender sales meetings to maintain strong market knowledge.
  • Promote company services by understanding and presenting key USPs.
  • Track and update broker activity, applications, and feedback.
  • Support ongoing broker training and engagement via our Case Flow platform.
  • Achieve KPIs related to enquiry response times, conversion rates, and lender distribution.

What We’re Looking For in Broker Support Consultant:

  • Self-motivated, driven, and ambitious personality
  • Excellent communication and negotiation skills
  • Comfortable working in a fast-paced, target-driven environment
  • Confident using CRM systems and Microsoft Office
  • Strong attention to detail and ability to follow process
  • Sales or customer service experience is a plus, but not required
  • Minimum GCSEs (or equivalent) in Maths and English

What You’ll Get as Broker Support Consultant:

  • Full training in the second charge mortgage market
  • A clear career path in financial services and sales
  • Exposure to top lenders and broker networks in the UK
  • Ongoing CPD opportunities and industry-recognised learning

Company Benefits:

Healthshield membership and benefit scheme, joining on Tier 1 and increasing to

Tier 2 after probation is passed and Tier 3 after 5 years’ service

Perk box membership

20 days holiday pay plus statutory bank holidays, increasing each year by 1 day up

To 25 days holiday allowance

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By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.