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Contact Fintelligent

Fintelligent

Apply on company site

Sales Executive

Liverpool, Merseyside

Fintelligent

Contact Fintelligent

Hours
Full Time
Posted
4 days ago
Salary
35000.00 - 40000.00 GBP Annual
Recruiter
Fintelligent
Closes
05 May 2026
Course
No
Contract Type
Permanent
Recruiter Type
Direct Employer

Description

We are recruiting on behalf of a leading financial services provider for a Broker Support Executive to join their dynamic team. As a Sales Executive, you will play a pivotal role in driving business growth, building relationships, and supporting internal teams and external partners. About the Role As a Broker Suport Executive, you will be responsible for developing and maintaining strong broker relationships, proactively contacting new and existing brokers to promote the company's proposition, and being the first point of contact for all new enquiries. You will undertake preliminary assessments of enquiries to gather sufficient information to prepare an agreement in principle before passing them to the underwriting team for full review.Day-to-day responsibilities includeManaging loan enquiries from brokers and clients, providing indicative terms and liaising with the underwriting teamImplementing business and promotional plans alongside management to maximize resultsEnsuring consistent delivery of excellent customer service and managing expectations around achievable timeframesIdentifying market opportunities using competitor knowledge and customer feedbackAssisting in the design and improvement of processes and product offerings to address customer needs and market gapsMaintaining accurate CRM records and providing regular competitor feedbackBuilding relationships with intermediaries by maintaining proactive communications and converting opportunities into businessSupporting post-completion processes to ensure a seamless broker and borrower experienceRepresenting the brand at meetings, events, and exhibitions, providing support to senior team members where requiresSskills for the Broker Support Executive:Previous experience in financial servicesStrong relationship management skillsExperience in fast-moving finance environments, regulated or unregulatedWillingness to learn and upskill in a fast-paced settingHybrid working model with flexibility for office attendance as requiredAvailability to travel or attend events, including irregular hours and occasional weekendsWhat You'll NeedProven experience in a fast-paced, dynamic environmentProficiency in Excel and ability to manage and analyze dataStrong multitasking, organizational, and prioritization skillsExcellent communication skills, able to explain complex financial matters to stakeholdersTeam player mindset with the ability to collaborate across departmentsStrong problem-solving skills, flexibility, and open-mindednessThe package:GBP35,000 + with annual pay reviews, discretionary bonuses, and sales commission (if relevant)Flexible working hours and hybrid modelExcellent holiday allowance, increasing with service length, plus extra leave for significant life eventsOption to buy or sell annual leaveComprehensive life and health plans, including life assurance and healthcare cash planRewards for long service anniversariesExtended wellness lunch breaks and mental health supportInclusive and values-driven culture supported by a dedicated culture committeeAccess to a digital learning platform for career development and trainingThis is an excellent opportunity for a Broker Support Executive looking to develop their career within a supportive, fast-moving financial services environment. JL_FIN

Ad ID: 5418160966

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