At a Glance
- Tasks: Manage relationships with lenders and brokers while supporting them with our innovative platform.
- Company: Join Broka, a game-changing commercial loan sourcing platform in finance broking.
- Benefits: Competitive salary, hybrid work options, and annual salary reviews.
- Other info: Exciting opportunities for networking and career growth in a supportive environment.
- Why this job: Be part of a dynamic team transforming the finance industry and make a real impact.
- Qualifications: Experience in bridging, development finance, or mortgages; strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
Broka is a commercial loan sourcing platform and business management tool designed to transform finance broking, focused on the bridging and development finance sectors initially. Beyond having the most powerful loan search facility in the market, Broka's proprietary case management software greatly improves efficiency, reduces costs, ensures compliance, and increases sales volume and margins.
Role Description: Primarily, to liaise with existing Lenders on panel to keep their products and criteria up to date on our system, and expand the product ranges into new areas with new Lenders. Also to liaise with Brokers and give them support and training on how to use the system. Communicate with the marketing team, development team and company Director to ensure the Broka platform continues to evolve and grow into new markets. Data entry, financial and communication skills are essential. This is a full-time hybrid role for a Relationship Manager, located in Allerton Bywater, Wakefield with some work from home acceptable.
Responsibilities:
- Create and deliver strategies to successfully manage lender, Investor and broker relationships.
- Key Lender and Investor data into our system.
- Prepare outreach campaigns to ensure clients are kept up to date with changes on the system.
- Demo the system to lenders, investors and broker users.
- Actively work towards performance targets.
- Build relationships with new and existing clients, gauging their needs and develop proposals to address these needs.
- Create, deliver and maintain client base relationship strategy.
- Attend conferences/events to build relationships with industry partners, staying up to date with new trends.
- Possess a strong understanding of the Broka system, products/facilities and be able to advise others about them.
- Recruit, manage and train a team.
- Seek out the appropriate contact(s) in relevant organisations.
- Meet with Lenders, Investors, and broker clients face to face or over the phone.
- Attend Coffee, Lunch and Meetings to maintain relationships.
Skills, Qualifications & Experience:
- Proven working experience within Bridging, Development finance, BTL and Mortgages.
- The ability to communicate products and services.
- Excellent time management skills and the ability to multitask.
- A strategic and creative mind.
- Excellent communication skills and fluency in English.
- Outstanding networking skills across a variety of channels.
- Technical skills to understand and propose products or solutions by focusing on the client’s requirements.
- Solid IT skills including Microsoft Word, Excel and Outlook.
- The ability to motivate themselves and others.
- A solid understanding of business and marketing principles.
- GCSE English & Maths Grade A-C or equivalent.
- Ideally a mortgage advisor, lender BDM, underwriter, financial advisor/services background.
£30,000 - £40,000 Gross per annum basic (Subject to experience). Salary review every 12 months with a view to increasing as the company grows. Working hours: 5 days a week. Hybrid working from home. Schedule: Mon - Fri. On-Site Parking. Location: Office based in WF10 with flexibility for some home and out of office working.
Relationship Manager employer: Broka
Broka is an exceptional employer that fosters a dynamic and supportive work culture, ideal for those looking to thrive in the finance broking sector. With a focus on employee growth, we offer regular salary reviews and opportunities for professional development, all while providing the flexibility of hybrid working arrangements in the vibrant location of Allerton Bywater, Wakefield. Join us to be part of a forward-thinking team that values innovation and collaboration, ensuring you can make a meaningful impact in your role as a Relationship Manager.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Broka. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Relationship Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Broka.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Broka's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Broka
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Broka.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Broka will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Broka employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
