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- Tasks: Support sales reps and funding partners in the asset finance sector.
- Company: Join a young, innovative finance company dedicated to empowering entrepreneurs and SMEs.
- Benefits: Enjoy flexible work options and a dynamic team environment.
- Why this job: Be part of a mission-driven company that values service quality and growth.
- Qualifications: Experience in financial services and strong communication skills are essential.
- Other info: Opportunity to streamline processes and enhance broker-funder interactions.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a young, innovative, but established finance company, aiming to support entrepreneurs and SMEs to access the funds needed for growth. Its growth has been fuelled by a dedication to providing business owners with the highest service quality. By providing flexible finance options, they empower companies to realise their potential – to grow, prosper and flourish.
The Broker Executive will provide proactive and high-quality support to our network of approximately 60 sales reps and 30 funding partners within the asset finance sector. This role is critical in ensuring smooth transaction flow, excellent relationship management, and operational efficiency across the broker and funder network.
Responsibilities:
- Serve as the first point of contact for all broker enquiries, providing prompt and accurate responses.
- Assist sales reps with proposal submissions, documentation requirements, and deal progress updates.
- Ensure smooth onboarding for new brokers, including due diligence and system training.
- Coordinate with 30+ funding partners to ensure timely and efficient credit decisions, payouts, and documentation.
- Maintain strong relationships with funder contacts to resolve queries or escalate issues as needed.
- Monitor proposal pipelines and manage deal flow through to completion.
- Track proposal status, manage documentation workflow, and ensure deals are processed within SLA.
- Liaise with internal credit, operations, and compliance teams to facilitate transactions.
- Identify and implement opportunities to streamline broker and funder interaction.
- Ensure compliance with regulatory, AML, and internal policy requirements.
Skills:
- Proven experience in financial services or a similar high-volume support environment.
- Preferred knowledge of the asset finance lifecycle (proposals, underwriting, pay-out).
- Excellent communication and interpersonal skills with a focus on relationship management.
- High attention to detail and strong organisational skills.
- Ability to manage multiple priorities and work under pressure.
- Proficient in MS Office, CRM systems, and proposal platforms.
- Previous experience working with brokers and funders is preferred.
Broker Executive employer: Aimee Willow Connex Ltd
Contact Detail:
Aimee Willow Connex Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Broker Executive
✨Tip Number 1
Familiarise yourself with the asset finance lifecycle. Understanding the nuances of proposals, underwriting, and payouts will give you an edge in discussions with brokers and funding partners.
✨Tip Number 2
Network within the finance sector, especially with professionals who have experience in broker support roles. Building relationships can provide insights and potentially lead to referrals.
✨Tip Number 3
Demonstrate your organisational skills by preparing a mock proposal pipeline. This will showcase your ability to manage multiple priorities and streamline processes, which is crucial for the Broker Executive role.
✨Tip Number 4
Stay updated on regulatory changes and compliance requirements in the finance industry. Showing that you are proactive about compliance will resonate well with potential employers.
We think you need these skills to ace Broker Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services or high-volume support environments. Emphasise any previous roles where you managed relationships with brokers or funding partners.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the responsibilities listed, such as your ability to manage multiple priorities and your attention to detail.
Showcase Relevant Skills: When detailing your experience, focus on skills that are crucial for the Broker Executive role, such as communication, organisational skills, and proficiency in MS Office and CRM systems. Use examples to demonstrate how you've successfully applied these skills in past roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for this role.
How to prepare for a job interview at Aimee Willow Connex Ltd
✨Know Your Financial Services
Make sure you brush up on your knowledge of the financial services sector, especially asset finance. Understanding the lifecycle of proposals, underwriting, and payouts will give you an edge in the interview.
✨Showcase Your Communication Skills
Since the role involves a lot of relationship management, be prepared to demonstrate your excellent communication skills. Share examples of how you've successfully managed relationships in previous roles.
✨Highlight Your Organisational Skills
The Broker Executive role requires managing multiple priorities under pressure. Be ready to discuss how you stay organised and ensure smooth transaction flow, perhaps by sharing specific tools or methods you use.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about past experiences where you had to resolve issues with brokers or funders and how you handled them effectively.
