Sepcialist Broker - Bridging and BTL
Financial Services
Portsmouth
£30-35k pa plus commission
Key Responsibilities
- To answer phone calls in a polite and helpful manner,
- To undertake initial advisor calls with potential clients to fact-find
- To source appropriate specialist finance options from a dedicated panel of lenders
- To meet with lenders on a regular basis to build relationships & stay up to date with criteria changes.
- To proactively assist our clients and partner introducers to answer any queries they may have
- To review and check incoming application documentation
- To update internal spreadsheets/documentation with the required information accurately
- To maintain client folders, documentation, and in-house CRM systems,
- To identify inefficiencies and suggest processes to overcome them
- To generate own pipeline of client leads as well as working with leads provided
- To proactively push own pipeline to completion where necessary
- Skilled in handling objections and complex cases and structuring them in the most appropriate way
Skills and experience:
- Cemap qualified
- 3 years experience as a broker
- Excellent communication skills
- Excellent IT skills