Broker Administrator

2 weeks ago

Swindon, United Kingdom Acorn by Synergie Full time

As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday. Your salary will be £23,500.
Your main activities and duties will include:
Reviewing the support email inbox daily and assigning team tasks
Requesting new codes from lenders and providers
Sending updates and amendments to lenders and providers
Reviewing and completing regular agency codes chase-ups for missing requests
Inputting all code responses into relevant internal systems
Serving as the point of contact for all adviser queries related to lender and provider registrations
Completing network notification updates on all internal systems (approvals, leavers, change of details, etc.)
Vetting and approving employed AR administrators into the network in line with network and FCA requirements
Completing the network welcome pack for all new network brokers, including activating systems, conducting welcome calls detailing next steps, completing onboarding satisfaction questionnaires, sending out authorization approval letters and helpful guides, and making post-approval catch-up calls with brokers at intervals of 1, 3, and 6 months post-appointment date
Providing post-appointment support, training, and competence sign-offs/letters for existing advisers, as well as updating internal systems to reflect changes
Completing AR, significant controller, adviser, introducers, and administrator terminations, resignations, and suspensions, including completion of network letters, notification to the regulator, conducting leaver exit discussions with brokers, production review checks, internal notifications, and internal system updates
Completing third-party reference requests for all released significant controllers, advisers, introducers, and network registered administrators
Ability to take network phone calls via direct line, overflow, or team queries
Regularly liaising with both internal and external contacts
Working collaboratively as part of a wider Broker Services Team
Subsidiary duties include:
Other duties commensurate with the role
Providing post-appointment support for customers
Ad-hoc projects as and when required
Supporting the network's values and objectives within the context of the role
Technical skills/competencies required:
Strong IT skills, particularly in the Microsoft Office Suite
Experience, skills, and attributes required:
Experience in building successful relationships with internal and external stakeholders
Excellent customer service and communication skills, both written and verbal
Ability to work methodically and accurately on multiple administrative tasks
Organised and efficient with a high standard of attention to detail
Ability to work to tight deadlines, meet set targets, and plan work effectively
Strong team player, capable of working collaboratively and independently
Ability to think creatively and positively
Ability to work with limited supervision and make appropriate decisions
Self-motivated, able to complete tasks and exercise judgement
Experience, qualifications, and other requirements specific to the role:
Relevant financial services qualification (e.g., FPC1; CeMAP 1 or equivalent) desirable
GCSE Maths/English (grade C or above)
Customer services background essential
Acorn by Synergie acts as an employment agency for permanent recruitment.
TPBN1_UKTJ

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