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- Tasks: Support brokers throughout the deal lifecycle and ensure a top-notch client experience.
- Company: Leading Commercial Finance Brokerage with a dynamic and entrepreneurial culture.
- Benefits: Competitive salary, benefits package, and free on-site parking.
- Why this job: Join a growing team and gain exposure to diverse funding solutions.
- Qualifications: Strong organisational skills, attention to detail, and numeracy skills required.
- Other info: Clear progression opportunities into broking or relationship management.
The predicted salary is between 36000 - 60000 £ per year.
My client is a leading Commercial Finance Brokerage, currently looking for a highly organised and proactive Broker Support Coordinator. This role is central to the successful delivery of funding solutions, supporting Brokers across the full deal lifecycle and ensuring a first-class experience for clients, lenders, and introducers. The successful candidate will act as a key operational support, allowing Brokers to focus on origination and relationship management. This opportunity is well suited to someone with experience in administration who enjoys working in a fast-paced, deal-driven environment. The applicant must have great numeracy skills, excellent attention to detail, a high level of accuracy and be able to communicate with individuals at all levels. They should also be able to juggle and prioritise a diverse task list.
Responsibilities
- Deal & Case Support: Support brokers throughout the full deal lifecycle, from initial enquiry through to completion. Assist with client onboarding, including KYC, AML, and compliance checks. Gather, review, and organise financial information (e.g. management accounts, bank statements, forecasts). Prepare lender submissions, credit papers, and deal summaries. Liaise with lenders to progress applications, track credit approvals, and manage conditions precedent.
- Broker & Client Coordination: Act as a key point of contact for clients, lenders, solicitors, and introducers during live deals. Coordinate diaries, meetings, and calls for brokers. Ensure clear communication and timely follow-ups with all stakeholders. Maintain a high standard of client experience at all times.
- Administration & Process Management: Maintain accurate and up-to-date CRM records for all cases. Track deal progress, pipeline activity, and key milestones. Prepare engagement letters, fee proposals, and completion documentation. Support invoicing and fee collection processes post-completion. Ensure internal processes and compliance requirements are consistently followed.
- Business Support: Assist with reporting on pipeline, completions, and introducer activity. Support brokers with presentation materials and lender comparisons. Contribute to the continuous improvement of internal systems and processes.
What’s on Offer?
- Opportunity to work at the heart of a growing commercial finance brokerage.
- Exposure to a wide range of funding solutions and deal types.
- Clear progression opportunities into broking, relationship management, or operations.
- Competitive salary and benefits package.
- Free on-site parking.
- Supportive, collaborative, and entrepreneurial working environment.
If this is you then please apply to this job advert or get in touch!
Broker Support Coordinator in Horsham employer: Fintellect Recruitment
Contact Detail:
Fintellect Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Broker Support Coordinator in Horsham
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with brokers on LinkedIn. The more people you know, the better your chances of landing that Broker Support Coordinator role.
✨Tip Number 2
Prepare for interviews by practising common questions related to deal support and client coordination. Show off your organisational skills and attention to detail – these are key in this fast-paced environment!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you and tailor your approach to each one.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role and keeping you top of mind for the hiring team.
We think you need these skills to ace Broker Support Coordinator in Horsham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Broker Support Coordinator role. Highlight your organisational skills and any experience in administration, especially in fast-paced environments. We want to see how you can support brokers effectively!
Showcase Your Numeracy Skills: Since this role involves dealing with financial information, don’t forget to showcase your numeracy skills. Mention any relevant experience with financial documents or data analysis. We love candidates who can handle numbers with ease!
Communicate Clearly: In your application, demonstrate your communication skills. Use clear and concise language to show that you can liaise effectively with clients, lenders, and brokers. We value candidates who can keep everyone in the loop!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Let’s get your application rolling!
How to prepare for a job interview at Fintellect Recruitment
✨Know the Deal Lifecycle
Familiarise yourself with the full deal lifecycle in commercial finance. Understand each stage from initial enquiry to completion, as this will help you demonstrate your knowledge and show that you're ready to support brokers effectively.
✨Showcase Your Organisational Skills
Prepare examples of how you've successfully managed multiple tasks or projects in a fast-paced environment. Highlight your ability to juggle priorities and maintain accuracy, as these are crucial for the Broker Support Coordinator role.
✨Brush Up on Compliance Knowledge
Since you'll be involved in KYC, AML, and compliance checks, make sure you understand these processes. Being able to discuss them confidently will show that you’re serious about maintaining high standards in client onboarding.
✨Practice Clear Communication
Think about how you can convey complex information clearly and concisely. Prepare to discuss how you've communicated with various stakeholders in previous roles, as effective communication is key to ensuring a first-class experience for clients and brokers alike.
