Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Build relationships with partners and manage deal transactions from proposal to payout.
- Company: Join a dynamic team at a leading financial services provider in the UK.
- Benefits: Enjoy flexible working options, competitive pay, and opportunities for professional growth.
- Why this job: Be part of a collaborative culture that values innovation and supports your career development.
- Qualifications: No specific experience required; just bring your enthusiasm and willingness to learn!
- Other info: Perfect for high school and college students looking to kickstart their career in finance.
The predicted salary is between 36000 - 60000 £ per year.
The Intermediary team acts as a broker channel, working with multiple partners across the UK to facilitate introduced deals into our Own Book. These partners offer a range of products, including loans and assets. The role's primary purpose is to handle inbound enquiries, build relationships, and support the smooth progression of introduced business from proposal to payout.
Description of Role & Key Responsibilities
- Communicate effectively with partners regarding deal transactions.
- Handle inbound enquiries via dedicated broker/partner support channels.
- Set up and update partner information in internal systems.
- Review partner performance and provide feedback.
- Collaborate with the Head of Sales to support preferred partners and develop new and existing relationships.
- Issue trading agreements, approvals, and manage system registration processes for partners.
- Manage proposals, including obtaining necessary credit information from partners or end-users.
- Assist partners with raising and fulfilling finance agreements and related documentation.
- Work with the Head of Sales to proactively chase pipeline business to meet commercial objectives.
- Maintain accurate reports and system records for partner reviews.
- Support introducers to drive business volumes.
- Address objections or complaints from brokers or end-users by escalating to the relevant sales personnel or the Head of Intermediaries.
- Coordinate with the credit team to provide efficient service, including pre-vetting proposals and filing appeals on behalf of brokers.
- Perform other duties as reasonably assigned by your line manager.
Core Skills & Knowledge
- Product Knowledge: Understanding of commercial loans, asset finance products, and the broker model.
- Technical Knowledge: AML/KYC procedures, finance agreements, computer applications, credit and documentation processes.
- Relationship Management: Strong ability to maintain relationships and communicate effectively with internal and external stakeholders via phone and email. Capable of working independently and as part of a team.
- Analytical Skills: Logical reasoning and analysis skills, high accuracy, excellent organizational and time management skills.
- WO Specific Knowledge: Familiarity with White Oak UK transaction procedures, processes, and compliance protocols.
Broker Relationship Executive employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Broker Relationship Executive
✨Tip Number 1
Familiarise yourself with the broker model and the specific products offered, such as commercial loans and asset finance. This knowledge will help you engage more effectively with potential partners and demonstrate your understanding of their needs.
✨Tip Number 2
Develop your communication skills, particularly in handling inbound enquiries. Practice active listening and clear articulation to ensure you can build strong relationships with brokers and partners.
✨Tip Number 3
Network within the industry to gain insights into best practices and trends. Attend relevant events or join online forums where you can connect with other professionals and learn from their experiences.
✨Tip Number 4
Stay organised and develop a system for tracking partner performance and communications. This will not only help you manage your workload but also demonstrate your analytical skills and attention to detail during interviews.
We think you need these skills to ace Broker Relationship Executive
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Broker Relationship Executive. Familiarise yourself with the key skills required, such as relationship management and product knowledge related to commercial loans and asset finance.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise your ability to handle inbound enquiries, manage relationships, and support business progression, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific experiences where you've successfully built relationships or managed transactions, demonstrating your fit for the role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at JR United Kingdom
✨Know Your Products
Familiarise yourself with commercial loans and asset finance products. Understanding the specifics of what the company offers will help you answer questions confidently and demonstrate your expertise in the broker model.
✨Showcase Your Relationship Management Skills
Prepare examples of how you've successfully built and maintained relationships in previous roles. Highlight your communication skills and ability to handle objections or complaints effectively, as these are crucial for the Broker Relationship Executive position.
✨Demonstrate Analytical Thinking
Be ready to discuss how you approach problem-solving and decision-making. Use specific examples that showcase your logical reasoning and organisational skills, especially in managing proposals and handling credit information.
✨Understand Compliance Protocols
Brush up on AML/KYC procedures and the compliance protocols relevant to the role. Showing that you are knowledgeable about these processes will indicate your readiness to handle the responsibilities associated with the position.
