At a Glance
- Tasks: Build strong relationships with mortgage advisers and enhance their service offerings.
- Company: Join one of the UK's largest mortgage clubs, dedicated to empowering advisers.
- Benefits: Field-based role with competitive salary and opportunities for professional growth.
- Other info: Dynamic role with travel across the South West, fostering valuable connections.
- Why this job: Make a real impact by supporting mortgage advisers and driving business performance.
- Qualifications: Experience in the UK mortgage market and strong communication skills required.
The predicted salary is between 36000 - 60000 £ per year.
Embedded Talent Seeker for Fintel PLC: Software & Data and Fintel Services Divisions. We are looking for a talented individual to join our Key Relationship team - you will have mortgage experience and will be looking for a varied role in which you can build your knowledge of mortgage products and the other services our member advisers can draw upon to ensure they are working compliantly, efficiently and sustainably. You’ll be service driven - able to trouble-shoot, identify opportunities to add value and deliver an exceptional service to our members.
This is a field-based role where you will be expected to visit your dedicated panel of members regularly to build valuable and trusted relationships within the South West of England - ideally based around the Bristol, Swindon or Bath areas.
Who we are: We’re one of the largest mortgage clubs in the UK, here to give mortgage advisers more value, opportunity and control. Our members get exclusive access to an array of products, enhanced rates, market-leading compliance support, and innovative sourcing and back office software, so you can deliver a truly holistic service to customers.
What we’re proud of:
- Supporting over 4,000 mortgage intermediaries across the UK
- Enabling best outcomes for clients through our award-winning mortgage club
- Helping advisers diversify with specialist lending solutions, plus ancillary products and service
Role overview: While centred around our mortgage club proposition, this role offers a varied and interesting workload. Your conversations with members will not only cover our mortgage related offerings but will include being able to identify opportunities for our general insurance, technology and Later Life solutions.
What you’ll be doing:
- Drive business performance by positively influencing business levels through proactive engagement and strategic support.
- Complete assigned project work within agreed timescales, ensuring quality and alignment with business objectives.
- Effectively manage partner and member expectations.
- Proactively identify opportunities within lender and partner propositions that deliver added value to our members.
- Conduct business reviews to identify new beneficial income streams, operational efficiencies, and growth opportunities with member firms.
- Lead proactive call-out days to strengthen member relationships and deliver meaningful value.
- Manage onsite setup for mortgage events and masterclasses, acting as host, presenting and delivering with precision.
- Partner with internal teams to identify new business opportunities, improve member retention, and enhance overall member experience.
- Support initiatives to increase membership levels across the Mortgage Club, GI proposition, Later Life lending and technology solutions.
- Confidently troubleshoot challenges or complaints, escalating for support when necessary to ensure swift resolution.
Your approach to work:
- Highly organised - manage your diary commitments effectively to maximise time efficiency and ensure strategic alignment of appointments.
- Team Collaboration - work collaboratively to achieve team KPIs and targets, contributing to a high-performance culture.
- Personal Accountability - maintain a strong focus on achieving individual KPIs and delivering consistent results.
- Curious - keen to learn and develop your knowledge.
What you’ll need to succeed:
- Strong working knowledge of the UK Mortgage marketplace and ideally of General Insurance, with a clear understanding of industry dynamics and trends.
- Ideally, CeMAP qualified or equivalent, demonstrating a solid foundation in mortgage advice and regulation.
- Proven experience within the intermediary sector, with a track record of supporting and influencing Directly Authorised firms.
- Skilled in motivating and engaging intermediaries to drive business performance and enhance proposition uptake.
- Background in intermediary development or account management within the financial services industry.
- Confident in delivering tailored training sessions and bespoke presentations to audiences of varying sizes and levels of expertise.
- Comfortable hosting Q&A sessions and panel discussions, facilitating valuable dialogue and member engagement.
- Excellent time management skills, with the ability to prioritise effectively and maximise productivity.
- Strong objection-handling capabilities, with a proactive and solution-focused approach.
- Experience in complaint handling, ensuring swift and professional resolution.
Location: This is a field-based role where you will normally be on the road meeting members 3 days a week. We are looking for 2 Key Relationship Managers to cover the South East of England and the South West of England.
Right to work: Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010. We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do. For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.
Key Relationship Manager - mortgages employer: Simplybiz Mortgages
Simplybiz Mortgages offers a dynamic and supportive work environment where employees are encouraged to develop their skills and grow within the company. With a strong focus on building relationships and delivering exceptional service, team members enjoy the flexibility of a field-based role while benefiting from comprehensive training and development opportunities. Located in the vibrant South West corridor, employees can thrive in a culture that values collaboration and innovation, making it an excellent place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Key Relationship Manager - mortgages
✨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!
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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 Simplybiz Mortgages. 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 Simplybiz Mortgages.
✨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 Simplybiz Mortgages. 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 Key Relationship Manager - mortgages
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 Simplybiz Mortgages 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 Simplybiz Mortgages how you can be a team player!
How to prepare for a job interview at Simplybiz Mortgages
✨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 Simplybiz Mortgages.
✨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 Simplybiz Mortgages'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!
