At a Glance
- Tasks: Support mortgage brokers with enquiries and help achieve sales targets.
- Company: Join Newbury Building Society's friendly and fast-paced Intermediary Sales team.
- Benefits: Competitive salary, supportive team environment, and opportunities for growth.
- Other info: Opportunity to learn about the Financial Services industry and develop your sales skills.
- Why this job: Make a real impact by enhancing broker experiences and building valuable relationships.
- Qualifications: Experience in customer service, strong communication skills, and Microsoft Office proficiency.
The predicted salary is between 27000 - 33000 £ per year.
Newbury Building Society have an exciting opportunity to join their friendly, fast-paced Intermediary Sales team, working on their mortgage broker helpdesk and playing a key role in achieving their sales targets. As an Intermediary Sales Adviser, you will support mortgage intermediaries with inbound enquiries and Agreements in Principle (AIPs), helping to deliver a great broker experience while contributing to team performance. From time to time, there will also be the opportunity to support our wider Sales teams, helping us flex capacity and share expertise across the business. You will be a key point of contact for our broker network, providing sales support, operational assistance and insight across our systems, products and lending criteria all from the heart of our intermediary helpdesk.
What you will be doing
- Broker Assistance
- Be a first point of contact for our intermediaries via calls, email and live chat
- Help brokers move enquiries and AIPs forward with confidence
- Build broker relationships and spot new opportunities
- Share market insight and play your part in hitting team targets
- Learning and decision making
- Deliver a great broker experience within our Conduct culture and FCA standards
- Own the cases you agree, manage risk well and know when to escape
- Work closely with underwriting and senior colleagues on complex cases
- Keep the engine running
- Keep products, criteria and sourcing systems accurate and current
- Manage broker registrations and online system queries
Proven experience of: working with internal and/or external customers to ensure the highest quality service experience.
Evidence of: excellent written and verbal communication skills.
Competent in the use of: Microsoft packages - Word, Excel, Outlook and Office 365.
Desirable skills and experience:
- CeMAP qualification
- Competent and legal driver
- Some experience of working within a sales environment
- General understanding of the Financial Services industry
- Some knowledge and experience of underwriting
Intermediary Sales Adviser in Thatcham employer: Newbury Building Society
At Newbury Building Society, we are committed to fostering a supportive and inclusive work environment where our employees can thrive. Located in the heart of Newbury, we offer a range of learning and development opportunities tailored to help you grow in your role as a Customer Support Administrator. With a strong focus on customer service and teamwork, you'll find a culture that values your contributions and encourages professional advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Intermediary Sales Adviser in Thatcham
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Newbury Building Society. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Newbury Building Society.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Newbury Building Society. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Intermediary Sales Adviser in Thatcham
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Newbury Building Society and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Newbury Building Society how you can be a team player!
How to prepare for a job interview at Newbury Building Society
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Newbury Building Society.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Newbury Building Society's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
