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- Tasks: Handle inquiries, build relationships, and manage proposals for broker deals.
- Company: Join a dynamic team that connects brokers with financial solutions across the UK.
- Benefits: Enjoy flexible working options and a supportive team culture.
- Why this job: Be part of a fast-paced environment where your contributions directly impact business success.
- Qualifications: Strong communication skills and a knack for relationship management are essential.
- Other info: Ideal for those passionate about finance and eager to learn in a collaborative setting.
The predicted salary is between 36000 - 60000 £ per year.
The Intermediary team are a broker channel where we have multiple partners sending introduced deals into our Own Book. The partners are based all over the UK and offer a range of products from loan to asset.
The purpose of this role is to handle inbound enquiries, build relationships and help get the introduced business from proposal stage through to payout as smoothly as possible.
- Handle inbound enquiries across our dedicated broker/partner support communication channels.
- Partner/broker set up and updating of internal systems.
- Reviewing Broker performance and communicating any feedback.
- Complete and manage proposals including obtaining any required credit information from our partners or End-users.
- Assisting partners with the raising and fulfilment of all finance agreement types and all associated documentation.
- Work with HoS to ensure commercial objectives are achieved by proactively chasing pipeline business.
- Raise Broker or End-User objections or complaints to the relevant sales individual or the Head of Intermediaries.
- Work closely with the credit to provide an efficient service and achieve satisfactory acceptance rates; including the ability to pre-vet proposals and file an appeal on behalf of the broker.
Sound awareness of commercial loans and asset finance products and the Broker model.
Technical Knowledge: AML/KYC, Finance Agreements, Computer Applications, Credit & Documentation processes and requirements.
Relationship Management: Ability to maintain strong relationships and communicate with key stakeholders internally and externally via telephone and email.
Analytical Skills: Ability to engage in logical reasoning and analysis. Excellent organisational, time management and reasoning skills. Excellent Telephone manner. Exemplary time management.
Broker Executive employer: White Oak UK
Contact Detail:
White Oak UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Broker Executive
✨Tip Number 1
Familiarise yourself with the broker model and the specific products offered by our partners. Understanding the nuances of commercial loans and asset finance will help you engage more effectively during interviews.
✨Tip Number 2
Brush up on your relationship management skills. Since this role involves building strong connections with brokers and partners, think of examples from your past experiences where you've successfully managed relationships or resolved conflicts.
✨Tip Number 3
Prepare to discuss your analytical skills. Be ready to explain how you've used logical reasoning in previous roles to solve problems or improve processes, as this is crucial for handling proposals and objections.
✨Tip Number 4
Practice your telephone manner. Since you'll be communicating with key stakeholders via phone, consider doing mock calls with friends or family to refine your communication style and ensure you come across as professional and approachable.
We think you need these skills to ace Broker Executive
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and skills required for the Broker Executive position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous roles that involved relationship management, handling inquiries, or working with financial products. Use specific examples to demonstrate your skills in these areas.
Showcase Analytical Skills: Since the role requires strong analytical skills, include instances where you've successfully engaged in logical reasoning or analysis. This could be through problem-solving in previous jobs or academic projects.
Professional Communication: Given the importance of communication in this role, ensure your application is well-written and free of errors. Use a professional tone while also showcasing your excellent telephone manner and ability to build relationships.
How to prepare for a job interview at White Oak UK
✨Know Your Products
Familiarise yourself with the range of products offered by the company, especially in commercial loans and asset finance. Being able to discuss these confidently will show your understanding of the role and impress your interviewers.
✨Demonstrate Relationship Management Skills
Prepare examples of how you've successfully built and maintained relationships in previous roles. This is crucial for a Broker Executive, so showcasing your interpersonal skills will be key during the interview.
✨Showcase Your Analytical Abilities
Be ready to discuss situations where you've used logical reasoning and analysis to solve problems or improve processes. This will highlight your suitability for handling proposals and managing broker performance.
✨Prepare for Technical Questions
Brush up on your knowledge of AML/KYC, finance agreements, and credit documentation processes. Expect questions that assess your technical understanding, as this is vital for the role.
