At a Glance
- 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.
- Other info: Ideal for those passionate about finance and eager to learn in a collaborative setting.
- 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.
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 in Chester employer: White Oak UK
As a Broker Executive at our company, you will thrive in a dynamic and supportive work environment that prioritises collaboration and professional growth. We offer comprehensive training, competitive benefits, and a culture that values innovation and relationship-building, ensuring you have the tools to succeed in managing broker partnerships effectively. Located in the heart of the UK, our team is dedicated to fostering a rewarding career path where your contributions directly impact our success.
StudySmarter Expert Advice🤫
We think this is how you could land Broker Executive in Chester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like White Oak UK. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Broker Executive in Chester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to White Oak UK.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on White Oak UK's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at White Oak UK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with White Oak UK.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at White Oak UK will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former White Oak UK employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
